Refcom - The Mobile Application

Introduction

The Refcom Module allows field engineers to record their Refcom actions, transactions and cylinder data via the mobile application (app). This user guide details how the Refcom module within the Joblogic mobile app can be used.

The Refcom Area

Once the Refcom Module is enabled via the back office, a new ‘Refcom’ section will be added to the ‘Menu’ page of the mobile app. See here for a user guide on enabling the Refcom module via the back office.

Within this area, engineers can add new gas cylinders, return cylinders to the supplier and record them as being stored in other locations. They can also view a fully inclusive Refcom audit for the dataset.

How to add a new Gas Cylinder

In order to add a new gas cylinder, select the ‘Refcom’ section and select ‘Add Cylinder’.

Fill in the cylinder’s details such as the ‘Cylinder Type’, ‘Weight’ (the cylinders maximum capacity) and the cylinders ‘Current Weight’ (the amount of gas currently within the cylinder).

Once the required information is filled in, select the ‘Save’ button to complete the addition of the new cylinder.

The cylinder will now be logged under the ‘My Cylinders’ area.

My Cylinders

The ‘My Cylinders’ area provides a record of any cylinders which are currently in possession of the engineer whose mobile app account is being used. In order to access the ‘My Cylinders’ area, select the ‘Refcom’ section and select ‘My Cylinders’.

The search filter towards the top of the page can be used to refine the presented list and identify a particular cylinder(s).

Selecting the ‘Return’ button will allow the user to return the applicable cylinder to the storeroom or supplier, mark that cylinder as in possession of another engineer or as being stored at a customer site.

In order to return to the storeroom, select ‘Storeroom’ and the cylinder will become logged there, accessible via the ‘Storeroom Cylinders’ area.

In order to return to the supplier, select ‘Supplier’ and fill in the 'Waste Receiver' field. The engineer returning the cylinder and a waste receiver representative will need to provide their signature.

Select ‘Save’ and the cylinder will be logged as returned to the supplier.

In order to mark that cylinder as in possession of another engineer, select ‘Engineer’ and choose the applicable engineer from the dropdown list.

Select ‘Save’ and the cylinder will be logged as in possession of that engineer, under their ‘My Cylinders’ area.

In order to record a cylinder as being stored at a customer site, select ‘Site’ and choose the applicable site from the available list.

Select ‘Save’ and the cylinder will be logged as being stored on that site, accessible via the ‘Site Cylinders’ area.

Storeroom Cylinders

The ‘Storeroom Cylinders’ area presents a list of cylinders which have been recorded as being stored in the storeroom location and allows mobile users to mark them as collected for use.

Navigate to the main ‘Menu’ page of the mobile app and select the ‘Refcom’ section.

Upon opening the Refcom page, select the ‘Storeroom Cylinders’ option to view the list of cylinders that are recorded as being stored here.

The search filter towards the top of the page can be used to refine the presented list and identify a particular cylinder(s).

To mark a cylinder as having been collected, select the green ‘Collect’ button and the collected cylinder will be automatically moved to the ‘My Cylinders’ section.

Site Cylinders

The ‘Site Cylinders’ area presents a list of cylinders which have been recorded as being stored at a customer site and allows mobile users to mark them as collected for use.

Navigate to the main ‘Menu’ page of the mobile app and select the ‘Refcom’ section.

Upon opening the Refcom page, select the ‘Site Cylinders’ option to view the list of cylinders that are recorded as being stored here.

The search filter towards the top of the page can be used to refine the presented list and identify a particular cylinder(s).

To mark a cylinder as having been collected, select the green ‘Collect’ button and the collected cylinder will automatically be moved to the ‘My Cylinders’ section.

Refcom Audit

The Refcom audit area presents the engineer with the dataset's overall Refcom audit, showing the actions and transactions made by themselves in addition to those made by other engineers and colleagues. It can be accessed by navigating to the main ‘Menu’ page of the mobile app and selecting the ‘Refcom’ section.

Upon opening the Refcom page, select the ‘Refcom Audit’ option.

The presented details can be filtered and refined by job, site, asset and customer via the quick search tool towards the top of the page.

Additionally, the advanced search tool can also be used in order to locate specific actions and transactions. For example, to only view any ‘addition’ transactions made.

Assets, actions and F-gas transactions

The following functions require the mobile user to be marked as onsite for the applicable visit. In order to do this, select the ‘Visits’ icon and navigate to the applicable visit > fill in the ‘Accept’, ‘Travel’ and ‘Onsite’ visit statuses and you will then be presented with that visit’s onsite details page.

Creating New Assets which contain Refrigerant

From the visit’s onsite details page, select the ‘Assets’ tab.

Select the green Plus (+) sign.

Fill in the asset’s details and tick the ‘Refrigerant Type’ tick box.

Enter the assets current base and trim charges.

Select the ‘Gas Type’ from the dropdown (particular gases can be searched by typing the first letters or digits of it’s name in the dropdown field).

Select the ‘Save’ button and the asset will log under the site that the visit is against with the refrigerant details entered.

How to record a Leak Check

From the visit’s onsite details page, select the ‘Assets’ tab to view the list of Assets associated with this job and select the asset that you wish to work on.

On the ‘Asset Details’ page, scroll down and select the green ‘Refcom’ button.

You will then be presented with the asset’s currently recorded ‘Total Charge’ and ‘Gas Type’.

Select the ‘F-Gas Logbook’ button.

A list of the previous Refcom actions and transactions recorded against the Asset will be presented (providing that previous entries have been made).

Select the blue Plus (+) sign.

Select the ‘Leak Check’ option and fill in the details of the check such as the date when the check was conducted, the result of check (no leak = ‘Pass’ & leak = ‘Fail’) and any relevant follow-up actions.

Once the required fields are filled in, select the ‘Save’ button and the leak check will log within the Refcom audit and the asset’s F-gas logbook.

How to conduct an F-Gas Addition

From the visit’s onsite details page, select the ‘Assets’ tab to view the list of Assets associated with this job and select the asset that you wish to work on.

On the ‘Asset Details’ page, scroll down and select the green ‘Refcom’ button.

You will then be presented with the asset’s currently recorded ‘Total Charge’ and ‘Gas Type’.

Select the ‘F-Gas Logbook’ button.

A list of the previous Refcom actions and transactions recorded against the Asset will be presented (providing that previous entries have been made).

Select the blue Plus (+) sign.

Select the ‘Addition’ option and fill in the details such as the gas cylinder that the refrigerant is being taken from, the quantity of gas being transferred, the date of the transaction and the reason for this transaction.

Select the ‘Save’ button and the addition will log within the Refcom audit and the asset’s F-gas logbook in addition to updating the asset and cylinder values as per the amounts entered.

How to conduct an F-Gas Removal

From the visit’s onsite details page, select the ‘Assets’ tab to view the list of Assets associated with this job and select the asset that you wish to work on.

On the ‘Asset Details’ page, scroll down and select the green ‘Refcom’ button.

You will then be presented with the asset’s currently recorded ‘Total Charge’ and ‘Gas Type’.

Select the ‘F-Gas Logbook’ button.

A list of the previous Refcom actions and transactions recorded against the Asset will be presented (providing that previous entries have been made).

Select the blue Plus (+) sign.

Select the ‘Removal’ option and fill in the details of the removal such as those of the gas cylinder that the gas is being transferred into, the quantity of gas that is being removed from the asset, the date of removal and the reason for this transaction.

Select the ‘Save’ button and the removal will log within the Refcom audit and the asset’s F-gas logbook in addition to updating the asset and cylinder values as per the amounts entered.

How to record a Correction

From the visit’s onsite details page, select the ‘Assets’ tab to view the list of Assets associated with this job and select the asset that you wish to work on.

On the ‘Asset Details’ page, scroll down and select the green ‘Refcom’ button.

You will then be presented with the asset’s currently recorded ‘Total Charge’ and ‘Gas Type’.

Select the ‘F-Gas Logbook’ button.

A list of the previous Refcom actions and transactions recorded against the Asset will be presented (providing that previous entries have been made).

Select the blue Plus (+) sign.

Select the ‘Correction’ option.

In the ‘Quantity’ field, enter a positive or negative value as applicable in order to correct the assets charge.
For example, in order to reduce the total charge by 5kg enter ‘-5.000kg’. To increase the total charge by 5kg, enter ‘5.000kg’.

The expected ‘New Charge’ of the asset will display based on the quantity entered and the current charge of the asset.

To reduce the total charge by 5kg:

To increase the total charge by 5 kg:

Fill in the details of the correction such as the correction date and the reason for the correction.

There is also an option to associate a leak check failure entry to the correction. In order to do this, select the ‘Include Leak Check’ tick box and a leak check failure entry will be created. Enter a follow-up action, select ‘Save’ and the correction and associated leak check will be recorded with a date of the ‘Correction Date’ entered within the asset’s F-gas logbook and the Refcom audit. The asset values will update as per the correction details entered.

How to Revert a transaction

From the visit’s onsite details page, select the ‘Assets’ tab to view the list of Assets associated with this job and select the asset that you wish to work on.

On the ‘Asset Details’ page, scroll down and select the green ‘Refcom’ button.

You will then be presented with the asset’s currently recorded ‘Total Charge’ and ‘Gas Type’.

Select the ‘F-Gas Logbook’ button.

A list of the previous Refcom actions and transactions recorded against the Asset will be presented (providing that previous entries have been made).

Find the transaction that you wish to ‘Revert’, and select the blue ‘Revert’ button against it.

The asset and cylinder quantities will then revert back to values prior to that action having been recorded.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Account and Project Management teams can be reached by emailing accountmanager@joblogic.com or projectmanager@joblogic.com respectively.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and whether you are using the mobile app via an Android or IOS device.