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:

   • Select Customers. Select a customer and select the Locations tab. Select a location and select the Equipment tab.

   • Select Service Calls. Select a service call, select More, and then select 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 select a Refrigeration Equipment Type other than 0 - Not Applicable.

   • 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.

   • 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. Select the Refrigerant 

   

   tab, and then select 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. (* Required Field)

   • *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: Select the refrigerant circuit.

   • Leak Found: Select Yes if a leak was found during the inspection. If you select Yes, the Leak Repaired, Repair Attempted, Leak Location, and Leak Sublocation fields are available.

   • Leak Repaired: Select Yes if the leak was repaired.

   • Repair Attempted: Select 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.

   • Recharged, Recovered, Recycled, Disposed, Released: 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: Select Yes if you need to void this record after it has been saved. You can't delete records.

6. Select 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, select 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.

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 select a Refrigeration Equipment Type other than 0 - Not Applicable and save changes.