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Editing Refrigerant Use on the Asset Detail Window

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In Service Automation, you have the ability to edit and delete refrigeration information on the Asset Detail screen. This ability provides additional control and increases accuracy of refrigeration information tied to an asset. The administrator can edit or delete refrigeration information from the Asset Details screen without having to create an additional work order, or edit an existing work order.

⦿ How to Edit a Refrigerant Usage Record
  1. Navigate to Assets (Equipment) > Manage Assets screen.
  2. Locate the asset you need to modify, then click its Tag ID link.
    Refrigerated asset on the assets list
  3. Select the Asset History tab.
  4. Click the pencil icon, to open the Refrigeration Usage Screen.
    Refrigerant usage history of an asset
  5. Adjust the Refrigeration information as needed, then follow any additional prompts until the record is completed.

    Edits to the amount of refrigerant used or the location of the leak will cause the system to recalculate the Leak Rate. If the leak rate changes, the user is then presented with the Leak Record where additional updates can be made. If the adjustment/correction results in a lowered leak rate subsequent leak inspection work orders that were generated, based on the previous leak rate, will be canceled and not generated. 

    Overlay for updating the refrigerant usage record

  6. The screen will refresh displaying the changes.
    Updated refrigerant usage record
⦿ How to Delete a Refrigeration Usage Record
  1. Navigate to Assets (Equipment) > Manage Assets screen.
  2. Locate the asset you need to modify, then click its Tag ID link.
  3. Select the Asset History tab.
  4. Click the red x next to the refrigeration record that you wish to delete.
    Refrigerant usage history on the asset details page
  5. Click Delete, to confirm you action.

    The screen will refresh displaying the changes.


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