Using SC Provider Mobile with Refrigerant Tracking Management
ServiceChannel Provider, or SC Provider, is a mobile application that is used by external field technicians to receive, view, and record parts usage as well as to check into and out of work orders dispatched through Service Automation.
Setting Up SC Provider for Internal Technicians
SC Provider is available for both iOS and Android devices and can be downloaded from their respective app stores.
Keep the SC Provider mobile app updated. This ensures that any new functionality is available.
External technicians who will be using SC Provider to manage and process work orders must have an account established for them in User Management before they can be assigned work orders, or they can request an account by first downloading the SC Provider application and then requesting access.
Adding Technicians to SC Provider Mobile
Navigate to Administration > User Management.
Click Invite User.
Complete both the Basic and Access forms, and then click Invite.
You will receive confirmation that the invitation has been successfully sent.
Each technician needs a ServiceChannel Provider account to receive and process work orders. Technicians are informed by email when they have been invited to set up an account. Each technician has to respond to the invitation by clicking Start Now in the invitation email that they receive. See Being Invited to Use SС Provider for a detailed instruction.
Adding Certifications and/or Licenses in SC Provider Mobile
Technicians who are assigned to HVAC and/or refrigeration type work orders are required to provide their certification and/or licenses to verify their qualifications to service those work orders. Individual technicians whether they are a supervisor and/or helper must have their own certificates added into Provider Automation. This requires technicians having their own using username and password when logging into SC Provider Mobile to submit their certifications.
When technicians do not have their certifications and/or licenses added into Provider Automation, they will receive the notification about not having credentials and request them to be uploaded. Once the qualifications have been added, the modal question no longer appears. After a technician has their certificates uploaded, dispatch can assign a technician to a refrigerant and/or HVAC work order in Provider Automation.
Licensing Description
During the process of uploading certification and licenses, they are 4 types that are accepted. The following types are:
Type I: Small appliances; including residential refrigerators, small commercial ice makers, or small window air conditioners
Type II: High-pressure appliances; residential and commercial split air conditioning systems, or rooftop commercial package units
Type III: Low-pressure appliances; including but not limited to chillers.
Universal: Includes Types I, II, and III
Specific licenses need to be validated for work orders.
If a technician has multiple certifications or licenses, each one must be added individually.
Click the My Account icon to enter your profile page
A modal appears when logging into a work order directing you to the My Account page.
Under Certifications & Licenses, click the Add Certification link to open the page
Add the required information:
Trade: HVAC or Refrigeration
Certification Number
Certification Date
Level
Upload or take a photo of the front side of the certificate or license
Click the Save link when finished
Using PIN to access HVAC or Refrigeration Work Orders
When accessing HVAC and/or refrigeration work orders in SC Provider Mobile with a PIN, a message appears indicating you must use a username and password to check into those types of work orders. Doing so, helps verify technicians with proper credentials are servicing those assets.
Acknowledging Compliance Statement in SC Provider Mobile
When checking out of a Planned Maintenance work order where a leak inspection is conducted, your client can enable an acknowledgement compliance statement that verifies the work that was completed was done in compliance. You must acknowledge the statement in order to complete the process.
Check-out of the work order
Select the leak verification method(s)
Click yes to the leak question
Click the Confirm button to continue
Click the radio button to confirm the Compliance Acknowledgement
Click the Confirm button to proceed
Acknowledging Compliance Statement for All in SC Provider Mobile
Your client can enable the compliance acknowledgement statement for all refrigerant and HVAC work orders whether they’re Planned Maintenance EPA Inspection Work Orders or any other category. If turned on, you would have to complete acknowledgement as part of finalizing the work order.
Creating a Refrigerant or HVAC Asset
The client can grant permission to create Refrigerant or HVAC assets as needed. This permission enables managing and servicing refrigerant assets on their behalf. If internet connectivity fails during asset creation, the process continues by storing information locally until the device reconnects. This includes completing asset creation and submitting it for asset management and the work order.
Locate a work order from the list view that matches the trade of Refrigeration or HVAC
Click the Add Asset link from the work order details to view the assets page
Click the Create New Asset button to start the process
Select a Refrigerant or HVAC Asset Type
Fill-in and complete the required (*) information for the following sections:
Asset Overview
Refrigerant Properties
Initial Charge Info
Optional: Fill-in and complete the additional information for the asset
Optional: Add a photo of the Refrigerant or HVAC Asset
Click the Submit button to add the asset
Entering a Leak Record
When refrigerant assets have a leak, you create a leak record for a single or multiple assets on a work order leak event. This allows for constant updates on leak events which helps with maintaining accurate data and upkeep on the assets. Your client can also record leak events while performing services on the asset. You can perform this task in Provider Automation.
When a leak record is entered and refrigerant use may be involved, the work order workflow applies to refrigerant or parent assets that contain the at least one refrigerant circuit.
If refrigerant is required, a circuit must be selected during the process. This helps ensure service is applied to the correct part of the asset. This requirement supports:
More accurate service tracking
Better traceability in leak detection workflows
Greater detail in scenarios involving multiple leaks
Completing all Details for a Leak Record
When you are ready to complete and finalize a leak record, clients are requiring the technician(s) to enter information for each data field and textbox. This is designed to ensure the technician(s) is going through each step and filling out the required information. This reinforces thoroughness when finalizing the process of a leak record.
Data fields and textboxes are allowed to be left blank on work orders as as they're in the status of:
Open
In-Progress
When leak inspection work orders are processed the user must acknowledge the compliance state that confirms completion of the work in accordance with your clients requirements.
Check-out of the work order
Select work order status
Enter Resolution Code and Root Cause
Optional: Select the circuit(s) that require refrigerant by clicking the checkbox
Click the Select Asset button to continue
Enter Leak Verification method
You can enter more than one leak verification method
Answer leak question
Click the Confirm button to continue
Optional: Acknowledge the Compliance Statement
Click the Checkbox for the assets where a leak was detected
Click the Select Asset button to continue
Click the Add Leak link to fill out Leak Event
Fill in and complete all leak event information
Click the Confirm Leak button to continue
Complete the refrigerant process
Optional: Add leak event and refrigerant for additional assets
Click Done after reviewing the summary
Restricting Negative Quantity on Regulated Parts
When completing a refrigerant asset work order, in the Part Usage modal, if a regulated part is selected and its quantity is 0 or less at a selected location, you are not allowed to use this part unless the Use Reason is set to ‘Removal’. This controls the inventory for regulated parts and maintains accuracy with those parts’ quantity. Restricting Negative Quantity for Regulated Parts is only use for Internal when selecting an Inventory Source Location.
This feature is enabled by your client.
Restricting the Ability to Add Regulated Parts with Zero Quantity
When completing a refrigerant asset work order, during the refrigerant Part Used section, selecting regulated part at an inventory location that has 0 quantity for a specific regulated part is not available. This means you will have to select a different inventory location which has the regulated part. Restricting the Ability to Add Regulated Parts with Zero Quantity is only use for Internal when selecting an Inventory Source Location.
This feature is enabled by your client.