Refrigerant Tracking

Refrigerant tracking allows the user to track the usage and recovery of refrigerant as well as view equipment leak rates for the purpose of follow up inspections and reporting as required by the EPA.  SuccessWare21 includes a Refrigerant Manager to access various functions related to refrigerant tracking such as:

· Identify Cylinders of different types of refrigerant you have at your business

· Tracking usage and recovery (transactions)

· Calculating equipment leak rates

· Track required leak rate follow-up on equipment

· Reporting for transactions and leak rates

Some tracking functions can also be accessed from the Job or Invoice.  Reports may be accessed from the manager or Report Gallery.

Full Refrigerant Tracking documentation can be found here.

Setup

· Identify standard equipment that uses refrigerant. (via reference book)

· Add vendors for refrigerant cylinders

· Add refrigerant types into the system. (via reference book)

· Add usage and recovery cylinders into the system. (via refrigerant tracking manager)

· Identify equipment for refrigerant tracking. (via equipment form)

How do I access the Refrigerant Manager?

The Refrigerant Manager and accessed from the main menu in Customer Service or from the SuccessWare21 main menu bar when the tool bar has been customized to show the refrigerator  icon.

What can I do from the Refrigerant Manager?

· View your inventory of Cylinders

o Enter usage / recovery

o Add new cylinders

o Change cylinder numbers

o Mark cylinders as Out-of-Service

§ May include return date & vendor

o Filter transactions for a cylinder

o Filter transactions for a job

o Run a report on cylinder transactions

· View the refrigerant transactions

o Enter usage / recovery

o Add new cylinders

o Access refrigerant tracking properties of equipment

o Filter transactions for a location

o Run a report on cylinder transactions

· View equipment leak rates

o Access refrigerant tracking properties of equipment

o Filter transactions for a location

o Run a report on equipment leak rates

· View equipment follow-ups

o Access refrigerant tracking properties of equipment

o Create a new Job

o Filter transactions for a location

o Run a report on equipment leak rates

Where else can I access Refrigerant Tracking?

· Job Form

o Enter Usage/Recovery

o Refrigerant Follow-up

· Invoice Form

o Enter Usage Transactions

o Enter Recovery Transactions

o Refrigerant Follow-up (for each piece of equipment identified on the invoice)

Related Permissions

Refrigerant Manager requires Customer Service ability.

Related Events

Deleting transactions will be logged in the event log.