Adding an Attached Document Field in the Grid

Each of the following fields allow you to attach a document to a record in the grid. If any of these fields are not present in the grid, use the procedure in this section to add one or more fields as needed.

• ROW Attached Documents: add this field in the Information, Inspection, or Maintenance grid if you plan to attach a document to a ROW record.

• Facility Attached Documents: add this field in the Information, Inspection, or Maintenance grid if you plan to attach a document to a facility record.

• Inspection Record Attached Documents: add this field in the Inspection grid if you plan to attach a document to an inspection record.

• Maintenance Record Attached Documents: add this field in the Maintenance grid if you plan to attach a document to a maintenance record.

1 Select one or more pipeline segments in the Select ROWs window (Figure 7-128). Click

Save to close the window.

2 Click Data Entry > Edit <module> Data, such as Edit CPDM Data. If present, click a facility type button, such as Test Point in CPDM or Coupons in ICM.

3 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.

4 Based on the attached document field you want to add, complete one of the following steps to open the grid:

a To add the attached document fields Facility Attached Documents and/or ROW Attached Documents in the Information, Inspection, or Maintenance grid, click the Information, Inspection, or Maintenance tab to open the grid.

b To add the field Inspection Record Attached Documents in the Inspection grid, click the Inspection tab

to open the grid.

c To add the field Maintenance Record Attached Documents in the Maintenance grid, click the Maintenance tab

to open the grid.

5 Click the Customize tab

to view the Layouts page.

6 Click the down arrow in Select Layout Theme and select a layout theme in the selection list.

7 Type attached in the search field of the left pane to display a list of attached document fields available for selection.

8 To add the fields Facility Attached Documents and/or ROW Attached Documents in the Information, Inspection, or Maintenance grid, follow these steps:

a Click the check box for the fields Facility Attached Documents and/or ROW Attached Documents in the left pane of the window (Figure 7-129).

b Click the top arrow button

to move selected fields to the right pane. The grid includes all fields listed in the right pane. Click

Save.

Note: Double-clicking a field in the left pane also moves it to the right pane. If you want to remove a field in the right pane, double-click the field to move it back to the left pane. Fields with a lock icon

are required and cannot be removed.

9 To add the field Inspection Record Attached Documents in the Inspection grid, complete the following steps:

a Click the check box for the field Inspection Record Attached Document in the left pane of the window (Figure 7-130).

b Click the top arrow button

to move the field to the right pane. The grid includes all fields listed in the right pane. Click

Save.

are required and cannot be removed.

10 To add the field Maintenance Record Attached Documents in the Maintenance grid, complete the following steps:

a Click the check box for the field Maintenance Record Attached Document in the left pane of the window (Figure 7-131).

b Click the top arrow button

to move the field to the right pane. The grid includes all fields listed in the right pane. Click

Save.

are required and cannot be removed.

11 To apply the layout theme in the grid, follow these steps:

a Click the Options tab

to open the options page.

b Click the down arrow in Select Layout Theme and select the layout theme that includes attached document fields.

c Click

Apply to apply changes and return to the grid.