Refrigerant Tracking Lookup Data

If you have the Refrigerant Management feature registered, you can set up pre-existing data for refrigerant types, leak locations, and refrigerant codes. See Refrigerant Tracking.

Setting up Refrigerant Types

Setting up refrigerant types allows users to select predefined refrigerant types from a lookup window when creating a refrigerant tracking record. The unit of measure will default based on the refrigerant type.

1. Select Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Refrigerant Types.
2. Enter a Refrigerant Type, for example, Puron or Freon.
3. Enter the Unit of Measure that will be used to measure this type of refrigerant. This unit of measure will default on the Refrigerant Tracking window when this Refrigerant Type is selected. Once you enter a refrigerant type and unit of measure and tab off the field, the refrigerant type is saved.
4. The Active checkbox is marked by default, indicating that this is an active refrigerant type that you want to appear on the Refrigerant Type lookup window. Unmark this checkbox if you want to inactivate the refrigerant type and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the refrigerant types, as they will appear in the lookup window.
5. Select OK when you are done.

Setting up Leak Locations and Sublocations

Creating leak locations with sublocations allows the user to select these values from a lookup window when creating a refrigerant tracking record.

1. Select Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Leak Locations.
2. Select or enter a Leak Location, for example, Condenser or Evaporator. If you select an existing leak location, the scrolling window populates with sublocations. If this is a new leak location, the scrolling window is empty.
3. If you are adding a new leak location, select Save. The leak location must be saved before you can enter a leak sublocation.
4. To create sublocations for the selected leak location, enter a Leak Sublocation, for example, Valve or Coil. The sublocation is saved when you tab off the field.
5. Mark the Active checkbox if this is an active sublocation that you want to appear on the Leak Sublocation lookup window. Unmark this checkbox if you want to inactivate the sublocation and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the sublocations, as they will appear in the lookup window.
6. Exit the window when you are done.

Setting up Refrigerant Codes

You can create codes to be used in the Fault Code, Action Code, Verification Method, Second Verification Method, and Circuit Number fields on the Refrigerant Tracking window.

1. Select Tools > Setup > Service Management > Lookup Setup > Equipment > Refrigerant > Refrigerant Codes.
2. Use the drop-down menu to select the type of Refrigerant Code you are creating. Select whether you are setting up a Fault Code, Action Code, Verification Method, Second Verification Method, or Circuit Number.
3. In the scrolling window, enter the name of the code. For example, if you are creating lookup data for the Action Code field, you may enter action codes such as Replaced Part or Tightened Connection. The code is saved when you tab off the field.
4. The Active checkbox is marked by default, indicating that this is an active code that you want to appear on the code lookup window. Unmark this checkbox if you want to inactivate the code and exclude it from the lookup window. You can use the up and down arrow buttons to change the order of the codes, as they will appear in the lookup window.
5. Select OK when you are done.