Sending a Survey to the Allegro Based on a Route

Information in this section explains how to send a survey to the Allegro based on a route with facilities that include inspection GPS fields. The process includes adding a prompts theme with prompts for inspection GPS fields. Prompts are data entry fields in an Allegro survey file that require survey data, such as GPS data for each facility inspection reading.

Complete the following steps:

1 Verify the Allegro is connected to your computer. 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 8-37). Select pipeline segments with facilities you plan to survey. Click

Save to close the window.

3 Click Field Computer > Send to open the Field Computer Send window (Figure 8-38).

4 Click the Customize tab

, then the Prompts button

to open the Prompts page (Figure 8-39).

5 Click the

Add button to open the New Prompt dialog box (Figure 8-40). Required fields are identified with the

icon and must be completed to continue.

6 Type a name for the theme in the field Enter Theme Name (Figure 8-41).

7 If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the theme saves as a private theme.

8 If you want to copy fields from an existing theme, click the Copy Content check box to place a check mark inside the check box. Then click the down arrow in the field Copy Fields From Theme and select a theme in the selection list.

If you do not want to copy fields from an existing prompt theme, remove the check mark inside the Copy Content check box by clicking the check box.

10 Verify the name of the new theme displays in the Select Prompt field. If not, click the down arrow and select the theme in the selection list (Figure 8-42).

11 Click the down arrow in Select Facility Type and select a facility type in the selection list. For example, select Test Point.

a Double-click

All Fields in Facility, Information and ROW Fields to view a list of fields available for selection.

b Double-click one or more fields in the selection list to move fields to the right pane. All fields listed in the right pane are included in the prompt theme.

b Double-click the following inspection GPS fields to move the fields to the right pane:

Note: If you want to remove information, inspection, or maintenance fields, double-click a field listed in the right pane to move it back to the left pane.

14 Complete the following steps to add site string prompts that help identify one facility from another when using the Allegro. Site string prompts are included with each facility and can be viewed in the Allegro Site List window.

a Click the

Site String and then double-click

All Fields in the left pane to view a list of fields available for selection (Figure 8-42).

b Double-click one or more fields in the left pane to move fields to the right pane. For example, double-click Facility ID and Facility Location. Click the

Site String button again to close the pane.

15 If you want to add another page of prompts, click

Copy and then double-click one or more fields as needed in the left pane of Inspection and Maintenance Fields. Information fields in Facility, Information, and ROW Fields automatically copy to each page of prompts (Figure 8-42).

17 If you have multiple pages of prompts, clicking a page number icon displays prompts for the selected page. For example, clicking

displays prompts set up in page 2 as shown in the following example (Figure 8-43).

19 Click the Route option and select a route in the selection box. Then click

Apply to update the grid (Figure 8-44).

20 Complete the following steps to select a prompt, layout, and sort theme:

a Click the down arrow in Select Prompt and select the prompt theme with inspection GPS fields.

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 sort theme in the selection list.

21 If you want to rename the survey file, type a name in the field Output File.

23 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 when maintenance prompts are not included in the currently selected prompt theme.

24 If you want to filter records in the grid and in the route sent to the Allegro, complete the following steps.

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 in a theme.

b Select one or more options in Filters. For example, click Currently Active Facilities Only to only include active facilities in the grid and in the route sent to the Allegro (Figure 8-45).

c If you want to add a new AND or OR filter group, continue with one of the following steps. Otherwise continue with step 27.

25 If you want to add a new AND filter group, complete the following steps. With an AND filter group, PCS Axis includes a subset of records that meet all filter conditions defined for the filter group. Records are filtered in the grid and in the route sent to the Allegro (Figure 8-46).

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.

Note: Clicking the

toggle button in the

information bar displays important information related to required settings.

26 If you want to add a new OR filter group, complete the following steps. With an OR filter group, PCS Axis includes a subset of records that meet any filter condition defined for the filter group. Records are filtered in the grid and in the route sent to the Allegro (Figure 8-47):

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 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.