Refrigerant Tracking - Corrigo

Refrigerant Tracking

CorrigoNet User Guide

If your business uses refrigerant, the Environmental Protection Agency (EPA) has established that you:

Must maximize recovery and recycling of ozone-depleting substances during the servicing and disposal of air-conditioning and refrigeration equipment.

Set certification requirements for refrigerant recycling and recovery equipment, technicians, and refrigerant vendors.

Restrict the sale of refrigerant to certified technicians. Require persons servicing or disposing of air-conditioning and refrigeration equipment to

certify to EPA that they have acquired refrigerant recovery and/or recycling equipment and are complying with the requirements of the rule. Require the repair of substantial leaks in air-conditioning and refrigeration equipment with a refrigerant charge greater than 50 pounds. Establish safe disposal requirements to ensure removal of refrigerants from goods that enter the waste stream with the charge intact.

For a complete list of requirements and regulations, please visit the EPA Site

Process Overview

The process for setting up and using refrigerant tracking is as follows:

(1) Add all of your refrigerant types to the Product Catalog (2) Set up your refrigerant-using equipment for refrigerant tracking (3) Set the refrigerant cylinder numbering scheme (4) Set whether refrigerant check is required during WO completion (5) Add your refrigerant inventory to the system (6) Record refrigerant usage transactions as they occur

In order to use refrigerant tracking, you must have the appropriate permissions:

Materials ? Configuration ? For adding a new product category and using the Product Catalog Refrigerant - Settings--For setting the numbering scheme for refrigerant cylinders Refrigerant - Basic--For using the basic refrigerant tracking functionality

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Work Order Network User Guide

Contents

Adding Refrigerant to the Catalog ................................................................................................................ 3 To add the Refrigerant category: .............................................................................................................. 3 To add the refrigerant types: .................................................................................................................... 3

Setting Up Equipment ................................................................................................................................... 3 To set up equipment for refrigerant tracking: .......................................................................................... 3

Setting Up Cylinder Numbering .................................................................................................................... 4 Setting Up a Refrigerant Check Requirement ............................................................................................... 5

To require refrigerant check at work order completion:........................................................................... 5 Cylinder Transactions.................................................................................................................................... 6

Adding Cylinders ....................................................................................................................................... 6 Refilling Cylinders...................................................................................................................................... 7 Replacing Cylinders ................................................................................................................................... 8 Recording Leakage from a Cylinder .......................................................................................................... 8 Disposing of Cylinders ............................................................................................................................... 8 Recording Miscellaneous Cylinder Transactions ...................................................................................... 9 Assigning Cylinders to Users ..................................................................................................................... 9 Assigning Cylinders to Locations ............................................................................................................. 10 Work Order Equipment Transactions ......................................................................................................... 11 Adding Refrigerant to Equipment ........................................................................................................... 11 Recording Leakage from Equipment....................................................................................................... 12 Recovering Refrigerant from Equipment ................................................................................................ 13

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Work Order Network User Guide

Adding Refrigerant to the Catalog

You must add refrigerant to the catalog before you can use the refrigerant tracking system. There are two steps to getting your refrigerant into the system.

a. Add a product category called Refrigerant b. Add the refrigerant types you use to the Product Catalog

To add the Refrigerant category: (1) Choose Products from the Materials menu. Then choose Categories from the sub-menu. The Product Category page opens. (2) Click Add New. The Name page opens. (3) Enter the name (e.g. Refrigerant) in the Name field. (4) Click OK.

To add the refrigerant types: (1) Choose Products from the Materials menu. Then choose Catalog from the sub-menu. The Product Catalog page opens. (2) Click Add New. The Product Details page opens. (3) In the Product Code field, enter a refrigerant type (e.g. CFC-11). (4) Enter a Product Name. (5) Choose Refrigerant from the Category pull-down list (or whatever name you used in the above procedure for adding a refrigerant category). (6) Fill in the rest of the fields, and click OK. (7) Repeat this procedure for each of the refrigerant types used by your organization

Setting-Up Equipment

To track refrigerant for a piece of equipment, you must set up the equipment properly in the system. You must follow the procedure for adding refrigerant to the catalog before doing this procedure. Otherwise there will be no selections in the Refrigerant Type list.

You must have the following information handy to do this procedure: Refrigerant capacity of the equipment (for computing leak rate) The date of the last leak The type of refrigerant to be used The serial number of the piece of equipment

To set up equipment for refrigerant tracking:

(1) Choose Asset Builder from the Assets menu. The Asset Details page opens.

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Work Order Network User Guide

(2) Navigate to the asset that uses refrigerant, and select it (Figure 1 - Asset Tree Asset Details). Click on the Refrigerant button below the Attributes pane. The Refrigerant Details dialog opens.

Figure 1 - Asset Tree Asset Details

(3) Fill in all the required fields, and click OK. (4) Click Save.

Setting-Up Cylinder Numbering

Cylinders containing refrigerant are identified by number in the system. The numbering system consists of two components:

Major ID--this number might pertain to a region or zone and is set by you. Minor ID--this number pertains to a specific cylinder in a major ID grouping and is

assigned by the system (beginning with 01).

So a cylinder number "90-07" identifies cylinder number 7 in the region identified by the number 90. You could potentially have other cylinders with the number 7 in other regions (e.g. 80-07...XX-07). You can control the length of the minor ID. But because technicians will be entering these numbers on mobile devices, we suggest you keep the number to two digits.

To set the length of the minor ID:

(1) Choose Refrigerant from the Materials menu. Then choose Settings from the sub-menu. The Refrigerant Settings page opens.

(2) In the Cylinder Minor ID Length field, enter the number of digits you want to allow for the minor ID (e.g., 2 if you want to use 2-digit IDs).

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Work Order Network User Guide

Setting Up a Refrigerant Check Requirement

You may require that technicians check refrigerant levels when servicing any equipment set up for refrigerant tracking. This setting is made for each work zone. If set to Require, the question "Has Refrigerant been added?" will appear in the Completion dialog box (Figure 2 - Technician Refrigerant Acknowledgment Set-Up). If yes is selected from the drop-down menu, the user will not be able to complete the work order before recording the addition in the Refrigerant Transactions section of the work order.

Figure 2 - Technician Refrigerant Acknowledgment Set-Up

To require refrigerant check at work order completion:

(1) Choose Work Zone Setup from the Asset menu. The Work Zone page opens. (2) Click Show All Work Zones, or use the Search feature to narrow your search. (3) Double-click the correct Work Zone from the list. The Work Zone Summary page opens. (4) Under Work Flow Preferences, click Edit. The Work Zone Workflow Preferences page opens. (5) For Refrigerant Information (in the Work Order Completion Condition section), select "Require

Refrigerant information." (Figure 3 - Work Order Completion Refrigerant )

Figure 3 - Work Order Completion Refrigerant Compliance

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Work Order Network User Guide

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