Building Cooling Tower Tours

Overview

Only Cooling Tower Sample Points are scheduled for routine inspections. However, you should also build tours for Exchangers to ensure technicians can quickly inspect them if a leak is found on the sample point.

Step 1: Build Tour for Sample Points

1. Open the Schedule.
2. Filter the grid: Set Inspection Type = Cooling Tower.
3. Pro Tip: Uncheck Make Tours LUnit Specific to group sample points from the entire facility into a single tour.
4. Select the desired rows and click Build New Tour.
5. Go to the Current Tours sub-tab and assign it to a technician.

Step 2: The Exchanger Strategy

Technicians need Exchangers loaded on their handhelds to trace leaks. You have two options:

Option A: Preemptive Assignment

1. Create a "Master Exchanger Tour" containing ALL facility exchangers.
2. Assign this to your cooling tower technician.
3. Benefit: If a leak is found, the data is already on the device, allowing immediate investigation.

Option B: Reactive Assignment

1. Wait until a Sample Point leaks.
2. Go to the Component grid, filter for Type = Exchanger, and select the specific exchangers associated with the leaking sample point.
3. Click Add to Tour, select M21 with Inspection Why = Retest, and assign it to the technician.
4. Drawback: The technician must sync their device to receive the new tour before they can inspect the exchangers.