Adding a Facility Information Record

Use the Information grid to add a record for a new facility on a pipeline; add an information record for an existing facility in the grid; add a history record to maintain permanent information about a facility; and activate certain fields for data entry in the Inspection grid – such as Activate Structure P/S and Activate Casing P/S.

The procedure in this section covers the following scenarios for adding a record in the Information grid:

• adding an information record for an existing facility in the grid (step 7)

Complete the following steps:

1 Click the Select ROWs button

to open the Select ROWs window (Figure 7-4).

2 Select one or more pipeline segments with facilities you want to work with by clicking the check box for each pipeline segment. Click

Save to close the window.

Note: A check mark inside a check box indicates a selection. To clear a selection, click the check box again to remove the check mark. A shaded check box indicates selection of some, not all, child folders, ROWs, and pipelines.

Note: Although the CPDM module and test point facility type are both referenced in this procedure, instructions apply to any PCS Axis module and facility type.

3 Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window (Figure 7-5).

4 If you want to collapse the Selected ROWs panel to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the panel.

5 Open the Information grid for a facility type. For example, click the Information tab

and then a facility type button, such as Test Point

6 Click

Add to open the Add Record dialog box (Figure 7-6). Then continue with one of the following steps:

Hint: Alternatively, you can use keyboard shortcut keys to add records. Press F4 to add an information record for an existing facility in the grid. Press F8 to add a new facility in the grid with an information record.

• To add an information record for an existing facility in the grid, continue with step 7.

• To add a new facility in the grid with an information record, continue with step f.

7 To add an information record for an existing facility in the grid:

a Click the option Test Point Information Record. Then select a facility by clicking on the facility’s name in the Add Record dialog box.

A new Add Record dialog box displays required field(s) for data entry (Figure 7-7).

c Type a date in the Effective Date field using the format MM/DD/YYYY to indicate the month, day, and year. Or click the down arrow in the field and select a date using a calendar.

Effective Date is the date a history record becomes effective. New history records are created with an Effective Date when important permanent information changes. See Creating History Records Using an Effective Date for more information.

d Click

Save to close the Add Record dialog box and add an information record in the grid for the existing facility.

e Provide other facility data in the grid as needed, such as Permanent Comments (Figure 7-8).

b Select the pipeline in the dialog box that you want to add a new facility and information record. For example, pipeline T-1401 is selected in Figure 7-9.

c Click

Save to display required field(s) for data entry. Required fields are identified with the

icon, such as Milepost (Figure 7-10).

d Type the facility milepost number in the Milepost field. Based on your system configuration, the Milepost field may have a different caption for User Location Name, such as Station Number or other type of identifier.

e Click

Save to close the dialog box and add the new facility record in the Information grid.

f Activate one or more fields for data entry in the Inspection grid. Click the check box for an “activate” field in the Information grid to place a check mark inside the check box.

For example, click the check box Activate Casing P/S for Milepost 0.002 (Figure 7-11).

g Provide other facility information as needed. For example, type a description of the facility location in the Location Description field and comments about the facility in the Permanent Comments field.