Using Field Computer : Quick Start : Sending a Facility Survey Based on a Schedule
   
Sending a Facility Survey Based on a Schedule
The procedure in this section explains how to send a facility survey based on a schedule to the Allegro or a folder on your computer. The survey file includes facilities for inspection based on a schedule definition and schedule date range.
Use the procedure in this section when you plan to take inspection readings using the Periodic Survey software on the Allegro or you plan to use the survey file with a third party software such as RouteSmart.
The following procedure assumes scheduling criteria has previously been set up in Edit Schedule Settings and a schedule definition created in Define Schedules.
Complete the following steps:
1 Verify the Allegro is connected to your computer if you plan to send the survey file to the Allegro. If needed, refer to the Allegro User Guide for information about how to connect the device.
2 Select one or more pipeline segments in the Select ROWs window (Figure 13-12). Click Save to close the window.
Figure 13-12. Select ROWs
3 Click Field Computer > Send to open the Field Computer Send window (Figure 13-13).
4 Click the Schedule option (Figure 13-13). Then click the down arrow in the field Select Schedule Definition and select a schedule definition in the list.
Figure 13-13. Field Computer Send Schedule
Note: Clicking the toggle button in the information bar displays important information related to required settings.
Complete step 5 or step 6 to set a schedule date range:
5 To set a schedule date range, type a date in the Start Date field and a date in the End Date field using the format M/DD/YYYY to indicate the month, day, and year. Then continue with step 7.
6 To set a schedule date range using dynamic dates, follow these steps:
a Click the Start Date calculator and set properties in the following manner:
• Click the down arrow in the Start Date field and select one of the following options: Today, Beginning Of Month, End Of Month, Beginning of Year, or End Of Year.
• In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic start date fields.
b Click the End Date calculator and set properties in the following manner:
• Click the down arrow in the End Date field and select one of the following options: Today, Beginning Of Month, End Of Month, Beginning of Year, or End Of Year.
• In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic end date fields.
7 Click Apply to update the grid.
8 If the option Calculate X/Y% years based on selected ROWs only is available for selection, click the check box if you want due dates calculated based on your ROW selection instead of the X years/y% setting for facility types in Edit Schedule Settings.
Note: X/Y due dates refer to inspections older than X years with a minimum of Y percent scheduled for inspection. For more information, refer to Using a Schedule.
9 Select a prompt, layout, and sorting theme in the following manner:
a Click the down arrow in Select Prompt and select a prompt theme in the selection list.
b Click the down arrow in Select Layout Theme and select a layout theme in the selection list.
c Click the down arrow in Select Sort Theme and select a sorting method theme in the selection list.
10 Click Oldest First or Newest First in Sort Dates to sort records with the oldest or newest dates first.
11 If you want to rename the survey file, type a name in the field Output File.
12 Choose a Send to option using one of the following methods:
a Select Send to Allegro if you plan to send the survey file to the Allegro.
b Select Send to disk if you plan to send the survey file to a folder on your computer. Identify the folder location as follows:
• Click the ellipsis button … in the Output Directory field to open the Browse For Folder dialog box.
• Navigate to the folder and select it. Click OK to close the dialog box and return to the Field Computer Send window.
13 If the check box Open Maintenance Items is available for selection, click the check box if you want to include open maintenance records in the survey file.
Note: When the selected prompt theme includes maintenance prompts, the check box Open Maintenance Items is available for selection. It is disabled and unavailable for selection when maintenance prompts are not included in the currently selected prompt theme.
14 Click the Filters button to open the Filters panel.
15 If you want to filter records in the grid and in the schedule sent to the Allegro, select one or more options in Filters. For example, click Active Facilities Only to only include active facilities.
Important: Filter settings in Field Computer Send apply only to the current session and are not saved. See Working with Themes and Filter Groups for information about saving filter settings.
If you want to add a new AND or OR filter group, continue with step 16 or step 17.
16 To filter records in the grid and in the schedule sent to the Allegro based on a subset of records that meet all filter conditions, complete the following steps to add a new AND filter group:
a Click New ‘And’ Group to open the filter properties group box.
b Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.
When adding a date filter, such as Last Inspection Date Is Between, set a date range using one of the following methods:
• Type a date in the start and end date fields. Enter a start and end date using the format M/DD/YYYY to indicate the month, day, and year.
• To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a start date. Then click the down arrow in the end date field to open a calendar and select an end date.
• To set a date range using dynamic start and end dates, click the calculator button in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.
17 To filter records in the grid and in the schedule sent to the Allegro based on a subset of records that meet any filter condition, complete the following steps to add a new OR filter group:
a Click New ‘Or” Group to open a filter properties group box.
b Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.
When adding a date filter, such as Last Inspection Date Is Between, set a date range using one of the following methods:
• Type a date in the start and end date fields. Enter a start and end date using the format M/DD/YYYY to indicate the month, day, and year.
• To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a start date. Then click the down arrow in the end date field to open a calendar and select an end date.
• To set a date range using dynamic start and end dates, click the calculator button in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.
18 Click the Filters button to close the Filters panel. Then click Apply to update the grid.
19 Click Send. Based on your selection earlier, the survey file is sent either to the Allegro or a folder on your computer.
20 When a message displays confirming the send process is complete, click OK to close the message (Figure 13-14). If you selected to send the survey file to the Allegro, PCS Axis sends the survey file to the PSData folder on the Allegro.
Figure 13-14. Send Process Complete