⦿ How to Record Refrigerant Use on a Work Order via Provider Automation

Locate the desired work order, then click Enter Refrigerant Usage.
Select the technician who used the refrigerant on the work order.
Select the asset from the list, then click the Save and Next button.

If the asset is to be repaired, select the Repair radial button.
On the Refrigerant Tracking screen, first select whether the refrigerant was taken from Internal Inventory or Vendor Supplied.

You must first indicate where the inventory was taken from, as this affects other selections.
1. From Internal Inventory:
  1. Select the Part Number from the drop-down list.
  2. Add the Amount of refrigerant used.
  3. Add a Part Description.
  4. Select the Date the refrigerant was used.
  5. Select the Reason why the refrigerant was used.
    
    If Unknown, Leak, or Repair is chosen as the reason for the addition of refrigerant and the amount added is sufficient, then the EPA Leak Record Calculation is done. If the leak record calculation breaches the established threshold, then additional information is required.
  6. Add another part, if necessary. If you do not need to add another part, click the Next button.
    
    If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.
  7. Complete the Leak Record.Then click the Next button.
  8. Add a note, then click the Save button.
  9. The work order moves to the Completed / Pending Confirmation status.
2. From External Inventory:
  1. Add the Part Number used.
  2. Add the Amount of refrigerant used.
  3. Add a Part Description.
  4. Select the Date the refrigerant was used.
  5. Select the Reason why the refrigerant was used.
    
    If Unknown, Leak, or Repair is chosen as the reason for the addition of refrigerant and the amount added is sufficient, then the EPA Leak Record Calculation is done. If the leak record calculation breaches the established threshold, then additional information is required.
  6. Add another part, if necessary. If you do not need to add another part, click the Next button.
    
    Note: If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.
  7. Complete the Leak Record.Then click the Next button.
  8. Add a note, then click the Save button.
  9. The work order moves to the Completed / Pending Confirmation status.