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Review Charge Events

The charge-events ledger is the read-only audit feed of every refrigerant addition, removal, and retrofit recorded across all units. You read this page; you don't create entries here. Entries are inserted by the work-order flow whenever a technician saves a refrigerant line item.

The page exists so you can answer "what did this technician add to that unit on that day?" without digging through individual work orders.

Before you start​

  • You have the compliance.view permission.
  • A refrigerant work-order line item has been saved at least once. Until then the ledger is empty.

Steps​

  1. Open Charge Events

    Select Charge Events in the top navigation bar.

  2. Narrow the feed

    Use the filter row above the table:

    • Search notes / void reason / technician — free-text against event notes, void reasons, and technician name or email.
    • Status — Active only (default), Voided only, or All.
    • Event type — Top-off, Removal, Initial charge, or Retrofit.
    • Technician — pick a specific tech.
    • From / To — date range against the event's recorded time.

  3. Apply filters

    Select the green Filter button.

  4. Read the row

    Each row shows when the event was recorded, the unit, the type, the quantity in pounds, the running unit charge after the event, the refrigerant designation, the technician (with a green badge if a cert was attached), the work order and line item, the photo count, and the status pill (Active or Voided).

  5. (Optional) Drill into a unit

    Select the unit link in the Unit column to open the unit's edit page. The page's compliance panel shows the leak-rate calc and any open repair episode. From there, the View all affordance brings you back to this page filtered to that unit.

  6. (Optional) Download the CSV records

    Select Download CSV records to export every event in the current filter — plus the matching leak-rate calcs, leak-repair episodes, and tech certs — as an EPA-ready ZIP. See Export EPA Compliance Records for what's in the package.

What happens next​

  • Reading is non-destructive — no audit row is written by viewing or filtering.
  • The exported ZIP records the filter that produced it inside its manifest.
  • Voiding an event is not done from this page. Voids happen from the per-unit Compliance panel under compliance.void. The ledger surfaces the result.

Common situations​

SituationWhat to do
You're investigating a leak claimFilter to the unit, set status to All, and look for negative Qty (lb) rows or void pills. The running total column shows whether the leak rate calc was driven by additions or omissions.
An auditor asks "did your tech have a valid cert when they topped off this unit?"Find the row. The green badge in the Technician column appears when a cert was attached at the time of save. Hover for the cert number.
You see negative quantitiesNegative quantities are recoveries (removals). They appear in red text when not voided. The running total column shows the net charge after the event.
You see a row with — deleted — in the Unit columnThe unit was deleted after the event was recorded. The ledger keeps the event for the audit trail.

Troubleshooting​

The page is empty.

Either no charge events exist yet (no refrigerant line items have been saved on any work order), or your filters are too tight. Reset filters by selecting Clear filters in the breadcrumb, then narrow again.

A voided event still shows on the unit's leak-rate calc.

It shouldn't. Voided events are excluded from the live leak-rate calculation by definition. If you see one counted, the calc is from before the void was recorded — open the unit's compliance panel and recompute. If it persists, file a bug.

The technician column shows '—' but the row was created on a work order.

The technician account was deleted after the event was recorded. The ledger keeps the event but the join is gone. The work order link is still live — open it for the original technician name.

The CSV download doesn't include events I expected.

The download applies the same filters as the on-screen view. If you set the status filter to Active only, voided events are excluded from the export. Switch to All first if you want both.