Adding a Facility Maintenance Record

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

• adding a maintenance record for an existing facility (step 7)

• adding a new facility with a maintenance record (step f)

1 Click the Select ROWs button

to open the Select ROWs window (Figure 7-20).

2 Select one or more pipeline segments with facilities you want to work with, then click

Save to close the window.

3 Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window (Figure 7-21).

4 Open the Maintenance grid for a facility type. For example, click the Maintenance tab

and then a facility type button, such as Test Point

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.

5 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.

6 Click

Add to open the Add Record dialog box (Figure 7-22). Then continue with one of the following steps:

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

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

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

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

a Click the option Test Point Maintenance Record. Then select a facility in the list of facilities. For example, the facility at Milepost 2.753 (Figure 7-22).

b Click

Save to display required field(s) for data entry (Figure 7-23). Required fields are identified with the

icon, such as Test Point Repair Code.

c Type a date in the field Repair Found Date 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.

d Type a repair code in the field Test Point Repair Code. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

e Click

Save to close the dialog box and add a maintenance record in the grid for the existing facility (Figure 7-24).

f Provide other maintenance data as needed, such as Repair Initiated Date, Repair Corrected Date, Repair Priority, and Repair Remarks.

8 To add a new facility in the grid with a maintenance record:

a Click the option Test Point Facility and Maintenance Record in the Add Record dialog box (Figure 7-25).

b Select a pipeline in the dialog box that you want to add a new facility and maintenance record. For example, pipeline T-1403 (Figure 7-25).

c Click

Save to display required field(s) for data entry (Figure 7-26). Required fields are identified with the

icon, such as Milepost and Test Point Repair Code.

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 Type a date in the field Repair Found Date 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.

f Type a repair code in the field Test Point Repair Code. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

g Click

Save to close the dialog box and add the new facility with an maintenance record in the grid (Figure 7-27).

h Provide other maintenance data as needed, such as Repair Initiated Date, Repair Corrected Date, Repair Priority, and Repair Remarks.