Refrigerant Work Order Management

Once your Service Provider account has been successfully linked and all required feature flags enabled, your company will be able to manage and report parts usage on refrigerated work orders. When working on a work order for a refrigerated asset, there are several legal requirements for its processing. One of the most important requirements is the accurate recording of refrigerant use.

Acknowledging Compliance Statement

Closing out a leak inspection on Planned Maintenance work orders with refrigerant assets may have an acknowledgement statement included from your client. When adding the leak verification, you are prompted to acknowledge the compliance statement.  It is used to help verify the process and procedure taken to complete the work order is done correctly. This can be done in Provider Automation, SC Provider Mobile and/or by the subscriber on your behalf.

⦿ How to Acknowledge Compliance Statement in Provider Automation
  1. Locate a work order and click Enter Refrigerant Use button to open the modal
    Work order with Enter Refrigerant button
  2. Answer the leak and refrigerant questions
    Leak and refrigerant question
  3. Click the Next button to continue
  4. Optional: Select the technician to assign the work order
  5. Select the Leak Verification method

    leak verification and compliance statement

    You can select more than one leak verification method. 

  6. Click the checkbox to acknowledge the statement. 
  7. Click Next to complete the process. 

 


Adding Refrigerant to a Work Order via ServiceChannel Provider

When servicing a refrigerated work order, there are three options available when responding to the question "Did you add Refrigerant". If no refrigerants were added, then all the technician needs to do is to enter any non-refrigerated parts to the work order and close the work order. If refrigerants were added, the technician has two options, either to select yes, Refrigerants were added, in which case, the technician can then enter the refrigerants used, or the technician can select Enter Later. If the technician selects Enter Later,  the work order will be put into a status of Completed/Pending Refrigerant Use. Work orders that are in the status of Completed/Pending Refrigerant Use cannot be invoiced until the refrigerant data is entered to the work order. Additionally, if the technician selects Enter Later, the technician will not be able to enter the refrigerator information in ServiceChannel Provider. The refrigeration information will have to be entered in Provider Automation. However, if the technician only enters partial information, beyond Yes or Enter Later, then a follow-up work order will be created and dispatched to the provider, where the required information will have to be entered.