Create or edit a refrigerant tracking record

Field

Description

*Service Call

The service call ID.

Equipment

The equipment ID.

Service Date Time

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.

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.

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

Choose the Refrigeration Equipment type:

• 0-Not Applicable (default)

• 1 - Commercial Refrigeration 50 to 500 pounds

• 2 - Commercial Refrigeration > 500 pounds

• 3 - Industrial Process Refrigeration 50-500

• 4 - Industrial Process Refrigeration >500

• 5 - Comfort Cooling > 50 pounds

Max Leak Rate

Displays 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.

Field

Description

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.

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.

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.

Comments

Enter any additional comments about the refrigerant. If you selected a fault code of Other, explain the fault here.

3rd Party 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.