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[ Free Whitepaper ]
Collecting, organizing, and reporting of refrigerant gas data is challenging, the complexity of system auditing is confusing, and it remains difficult to remain in compliance with regulations. Learn how-to survive managing your refrigerants.
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| Features Summary |
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Be Empowered to Register, Manage, and Track AC/HVAC Systems
Customers can access lists of product users, service providers (internal & external), locations, systems, reports, and refrigerant usage events. Associated with each item will functions to view, create, edit, define appropriate associations, set resource allocations, and delete or remove items that become inactive.
 Product Configuration & Set Up
Upon first use, customers engage in a step-by-step process to define product users, locations where systems reside, and enter details of the systems to be tracked.
Managing Refrigerant Events
Customers can access a list of systems under management. Search features allow customers to find an AC/HVAC system across all locations. The logging of refrigerant usage data can be captured in one task (create, enter data, save) by the user or it may be broken into multiple sub-tasks to be completed by different users.
Product Support & Help
Customers have access to product support information to request advice from refrigerant experts or to access technical support. A help system is provided to help customers self-resolve many issues. The help system will be a separate tool outside of the refrigeration tracking product that customers can open, explore, and cross-reference as they work with Refrigerant Tracker.
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[Account Management Dashboard] |
[Video Tutorials Explain the Process] |
[Automate Service Reminders] |
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Ability to experience the features supported in the product via an interactive demonstration. Major categories of features, such as user, location, and system management, have video help tutorials to guide new users through all of the details.
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Ability to create an account that enables user authentication to secured content. Sub-activities include entering phone numbers, email address, physical address, user name, and password into the user account details.
Ability to review and select subscription level, accept the terms of use, agree to the security policy, and enter billing information. Sub-activities include the entering of payment type and payment details. Refrigerant Tracker accepts payments via PayPal for easier payment management. Users may return to the payment process to modify subscription levels, remove or update a payment types, or cancel the subscription.
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Ability to walk through a simple set up process to configure Refrigerant Tracker for first time use. Sub-activities include review of help content, entry of customer profile and company information, entry of locations, and association of AC/HVAC systems.
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Ability to enter or modify customer profile (primary address, email, phone, and passwords), define or modify organization structures, and to view, define or modify product settings. Sub-activities include viewing payment history, defining communication preferences, and managing payment information.
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Ability to manage systems in relation to refrigerant data and the association to locations. Users can view lists of locations, systems, and any open or logged refrigerant usage events. Sub-activities include the creating, reading, updating, or deleting (removal) of location profiles, including addresses and the organization and refrigerant system associations. User can create, read, update, or inactivate refrigerant systems.
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Ability to manage users within the product to allow for security authentication and access to secured content. Refrigerant Tracker require creation of a user account and security authentication before allowing access. Users can log in and out of the product by using the credentials created for them by the administrator. A user will be automatically logged out after 15 minutes of inactivity.
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Ability to manage the life cycle of a refrigerant usage event in order to capture compliance related data to be leveraged for audit reporting. Sub-activities include the initiation of events, recording of usage details, searching for events and related systems, viewing events and systems, and the closing of events via the entry and verification of follow up, integrity leak re-checks.
Ability to provide access to the "Form 1D - Refrigerant Usage" to service providers to facilitate the capture of refrigerant data. Sub-activities include the return of the completed "Form 1D" via electronic channels or via off line, business processes.
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Ability for users to self-manage, retrieve, or generate new user name and passwords. Distribution of user data is conducted via email. Users can access secured content to modify user ids or passwords or they may access a non-secured content to retrieve a forgotten user id or password.
Sub-activities related to reading, creating, updating, and deleting (removing) user profile information (name & mailing address), contact information (phone & email), user ids & password , and resource allocations for Refrigerant Tracker.
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Ability to create a user type of Service Provider with limited resource allocations for the purpose of facilitating usage event management. Sub-activities include the management of Service Technicians, including contact information, user id & password, certification or training documents. To successfully log a refrigerant usage event, Service Technicians must be entered into Refrigerant Tracker and associated with the any service logged against an AC/HVAC system.
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Ability for product to display status alerts for systems with appropriate messaging based upon user type. Sub-activities include viewing a list and reading the details of open usage events (i.e. regulation limits exceeded).
Ability for product to notify users when follow up System Integrity Checks (i.e. reminders for service) are necessary. Sub-activities include viewing alerts, closing alerts, and opening & closing related usage events.
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Ability for users to access and view standard refrigerant management compliance reports. The product will be configured by Verisae administrators to include up to 5 standard systems management reports. Sub-activities include printing, downloading as PDF, and the sending an electronic copy of the standard reports.
Ability for users to configure, load, and view dynamic systems usage events on demand. Sub-activities include selection of dashboard reporting modules, the placement of modules within the dashboard, and the ability to print, email, save a report type, and export report data from the dashboard. Verisae administrators will create and pre-populate standard dashboard modules that users may use for their compliance reporting requirements.
Refrigerant Tracker offers audit reports and systems alerts delivered through a secured web portal. Reports are available with up-to-date data whenever they are needed. The AC/HVAC systems dashboard lets the owner know what systems have issues or need attention.
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Ability for users to access and view video files explaining key features and functionality within the product. Instructional and help related files will be contained in a help system that is non-secured and accessible in a separate browser window allowing for users to learn about the product as they interact interact with it.
Ability for users to access and read instructional and help related content. The presentation of this content will focus on the management of systems and how this product supports compliance related needs.
Ability for users to contact Verisae support via email or to access a database of information about common technical and user related issues. Email support will be defined in the various subscription levels for the product.
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