Creating an Automatic Leak Detector Asset Type

Owned by
Joseph Yarborough (Unlicensed)
Last updated: Mar 22, 2021 by
Anastasia Troichuk (Unlicensed)
3 min read

Leak Detection

Maintaining an active system for monitoring commercial refrigeration systems is important from an environmental, regulatory and financial perspective. Adding Leak Detection to commercial refrigeration systems adds an additional tool that reports actionable data that can help maintain regulatory compliance and decrease overall operational cost. Therefore knowing the status of your leak detection system becomes a primary concern.

Leak Detection Assets

Leak Detectors can be tracked and monitored independently from the assets they monitor. By setting up leak detectors as independent assets, you will be able to place work order requests for them and track the cost of their use via Analytics.

Creating a Leak Detector Asset Type

⦿ How to Create a Leak Detection Asset Types
  1. Navigate to Assets (Equipment) > Manage Asset Types.
    Manage Asset Types section in the hamburger menu
  2. Click Add Asset Type.
    Asset types list
  3. Enter a unique name for the asset type.
  4. (Optional) From the Inherited From drop-down list containing asset types created earlier, select the leak detector asset type — if any — from which you want to inherit attributes and characteristics.
    Otherwise, keep the Standard Type option selected.

  5. Select the main Trade for your asset type.

    The trade you select in this drop-down list should belong to the Refrigeration or HVAC primary trade.

    Once the Refrigeration or HVAC trade is picked, you are prompted to specify the Refrigerant Use Purpose.
    Creating a leak detector asset type

  6. Set the refrigerant use purpose to Leak Detector.
  7. Select Additional Trades as needed.
    Additional trades that you can set for asset types
  8. Click Submit Asset Type.

  9. Adjust the Standard Attributes as needed.

     Click here to learn how to set up standard attributes.
    • Hide: Selecting the Hide checkbox next to a standard attribute prevents that attribute from appearing on assets of that asset type. Therefore, you will not be able to enter a value for that attribute. Additionally, when running an asset report, hidden attributes, which by design are empty, will not return any results. Finally, when using any of the templates to bulk upload assets, if you enter a value for an attribute that has been hidden, it will cause an error and the upload will be rejected.
    • View: Selecting View adds that attribute to the asset type. It gives you the option of entering a value for that attribute on assets. If you opt to not enter a value for the specific attribute, it will not be included in an asset search using that attribute as a filter.
    • Edit: Selecting Edit gives service providers the ability to edit that attribute for a given asset. Providers can search for a client’s asset in their instance of Asset Manager in Provider Automation. Edits are in real time and will be viewable immediately after they are updated. Note that editing an asset tag ID isn't allowed.

    • Show On Proposal: Selecting Show On Proposal makes the asset attribute available on the proposal form that the providers fill out to create proposals.

      Should you want your providers to be able to associate their proposals with assets when they create proposals, contact your CSM.

    • Required: Selecting Required mandates that a value should be entered for that attribute. The Required option can only be selected if the attribute is viewable. Required attributes are marked with a red asterisk * when you create or update an asset.


    Asset standard attributes for an asset type

    A confirmation notification will briefly appear for each adjustment you make.

  10. (Optional) To add Custom Attributes, click the Add Custom button.

    1. On the modal that opens, give each custom attribute a unique name.
      Adding a custom attribute
    2. Select a type from the drop-down menu.
      Adding a custom attribute
    3. Enter a Default Value.
    4. (Optional) Check the Required checkbox if warranted.
    5. Click Add Attribute to add the custom attribute. The attribute appears under Custom Attributes.

A unique Asset Type has been created for Leak Detectors. Now you can get down to creating leak detector assets.

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