Create or Edit a Refrigerant Tracking Record

Depending on your company's settings,  if the equipment is assigned a valid Refrigeration Equipment Type, and the equipment is assigned to at least one service call, you can create or edit a refrigerant tracking record:

1. Open the equipment list for a customer or a service call:

   • Choose Customers. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
   • Choose Service Calls. Select a service call, choose More, and then choose the Equipment tab.

2. Select the equipment and then select More.

3. Optional: On the Equipment form, select the Refrigerant Equipment Type. When the Refrigerant Equipment Type field is not 0 - Not Applicable, the following refrigerant fields display. Enter the following refrigerant information or you can continue to step 4 to open the Refrigerant form.

   

   If these fields are not shown, the Refrigeration Equipment Type indicates no refrigerant is used for this equipment. To make these fields visible, you choose a Refrigeration Equipment Type other than 0 - Not Applicable.

   • Optimal Charge: Enter the optimal refrigerant charge (in pounds) necessary to maintain safe cooling levels. This is often a manufacturer's initial value. This information can also be entered in Service Management. For more information, see the Service Management documentation.

   • Refrigerant Type: Select the type of refrigerant that is being used. Depending on the equipment, this can be one of several primary types. See the National Refrigeration Safety Code catalog for more information. This information can also be entered in Service Management. For more information, see the Service Management documentation.

4. Choose the Refrigerant tab, and then choose the New icon. You can also select an existing refrigerant tracking record and change it. 

   

   If the Refrigeration Equipment Type = 0 - Not Applicable, the Refrigerant Tracking tab will not be displayed.  To access Refrigerant Tracking for this equipment, change the Refrigeration Equipment Type to a value other than 0 - Not Applicable and save changes. 

5. Enter information in these fields, as necessary.

   Field	Description
   *Service Call	The service call ID.
   Equipment	The equipment ID.
   Date of Service	The current date and time. You can use the date and time controls to select a new date and time for the record.
   *EPA Certification	The EPA certification number, which is required to work on refrigeration systems, as specified under Section 608 of the Clean Air Act. If a refrigerant certification number was entered for your technician setup record in Service Management, that number is the default value here.
   *Refrigerant Type	Select the type of refrigerant that is being used. Depending on the equipment, this can be one of several primary types. See the National Refrigeration Safety Code catalog for more information. This information can also be entered in Service Management. For more information, see the Service Management documentation.
   Supplied By	Enter the company or individual that supplies refrigerant for the equipment.
   Cylinder Number	Enter information about the refrigerant cylinder, such as the number of the cylinder and a short description.
   Circuit Code	Choose the refrigerant circuit.
   Leak Found	Choose Yes if a leak was found during the inspection. If you choose Yes, the Leak Repaired, Repair Attempted, Leak Location, and Leak Sublocation fields are available.
   Leak Repaired	Choose Yes if the leak was repaired.
   Repair Attempted	Choose Yes if a repair was attempted but not completed.
   *Leak Location	Select the general location of the leak.
   Leak Sublocation	After you select a general leak location, select the specific sublocation of the leak. The values that are displayed depend on the selection in the Leak Location field.
   Fault Code	Select the fault code that best describes the condition that was discovered, such as Leaky Pipe or Corrosion. Select Other if the condition doesn't adequately match one of the other values, and describe the condition in the Comments section.
   Action Code	Select the action code that best describes the steps taken to alleviate or fix the problem.
   Optimal Charge	Enter the optimal refrigerant charge (in pounds) that is necessary to maintain safe cooling levels. This is often a manufacturer's initial value. This information can also be entered in Service Management. For more information, see the Service Management documentation.
   Ref. Equipment Type	Displays the refrigeration equipment type.
   Max Leak Rate	Enter the maximum leak rate.
   Current Leak Rate	Enter the current leak rate.
   Current Leak Rate	Enter the current leak rate.
   Recharged,RecoveredRecycledDisposedReleased	Enter the amount of old refrigerant that is recharged, recovered, recycled, disposed of, and accidentally released, as appropriate. The unit of measure is determined by the refrigerant type.
   Added, Net Added	Enter the amount of new refrigerant that is added and the net amount of total refrigerant added. The unit of measure is determined by the refrigerant type.
   Initial Leak Test	Select the code that best describes the testing process after the problem was alleviated or fixed.
   Initial Test Date	Select the date of the first refrigerant test.
   Follow-up Leak Test	Select the code that was used if a follow-up testing process was required.
   Follow-up Test Date	Select the date of the follow-up test.
   Comments	Enter any additional comments about the refrigerant. If you selected a fault code of Other, explain the fault here.
   Confirmation	If a third-party agency was used to manage and verify refrigeration safety, enter the verification number here. This value isn't validated by the software.
   Void	Choose Yes if you need to void this record after it has been saved. You can't delete records.

6. Choose the Save icon. Because the refrigerant tracking record doesn't have an ID until after you sync, it appears in the list as pending. The leak rate won't display until after you have synchronized with Signature as that is where the calculation is performed.
7. When you're ready to send the pending refrigerant tracking record to the host and complete the record creation process, choose the Sync icon.
8. After syncing with the host, the Refrigerant view updates to display the Leak Rate value and either a True or False regarding the Max Exceeded.

Note: If these fields are not shown, the Refrigeration Equipment Type indicates no refrigerant is used for this equipment. To make these fields visible, you should choose a Refrigeration Equipment Type other than 0 - Not Applicable and save changes.