Using a Schedule : Setting Up Scheduling Criteria : Time Between Survey Settings
   
Time Between Survey Settings
Time Between Survey Settings allows you to set up scheduling properties for a survey, such as an annual, periodic, 5 year, or 10 year survey. Setting up survey scheduling properties includes identifying the survey start month and year; grace period; delinquent time period; and the number of inspections required in a calendar year.
PCS Axis provides baseline settings based on government compliance regulations and industry standards. Baseline settings can be changed so that they match your company’s survey policy.
To set up survey scheduling properties, follow these steps:
1 Click the Select ROWs button to open the Select ROWs window (Figure 9-2). Select one or more pipeline segments by clicking the check box for each pipeline segment. Click Save to close the Select ROWs 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.
Figure 9-2. Select ROWs
2 Click Data Entry > Edit Schedule Settings > Time Between Survey Settings tab (Figure 9-3).
Figure 9-3. Time Between Survey Settings
3 Refer to the following table (Table 9-1) for a description of survey property settings and how to set up each of these.
 
Table 9-1. Setting Up Time Between Survey Settings 
Property Name
Property Description
Time Between Survey
A list of surveys indicating the number of months or years between inspections. These fields cannot be changed.
An arrow or edit icon displays beside the survey indicating a selection.
Target Month
Target Month is only used when Targets is selected as the scheduling method. Otherwise, property settings are ignored and do not need to be set up.
Target Month refers to the first survey month. Options in the selection list are based on the Time Between Survey value.
For example, if Time Between Surveys is 2 months and the Target Month (first survey month) is January, surveys are set at 2 month intervals beginning in January. The next survey is due in March, the next in May, and so on.
To select a target month:
1 For a survey listed in Time Between Surveys, click the Target Month field to display a drop down arrow.
2 Click the down arrow and select a target month in the selection list.
Target Year
Target Year is only used when Targets is selected as the scheduling method. Otherwise, property settings are ignored and do not need to be set up.
Target Year is the year within the survey period when you want the first survey to take place. This field is only used for facilities with more than 12 months between surveys. PCS Axis calculates Target Year based on the current year and values in the fields Time Between Surveys and Multi-Year Survey Start.
The target year selection list includes a list of valid survey years with corresponding target year dates.
To select a target year:
1 For a survey listed in Time Between Surveys, click the Target Year field to display a drop down arrow.
2 Click the down arrow and select a target survey year.
If an appropriate survey year is not listed, type a different year in the field Multi-Year Survey Start to update items in the selection list.
Grace Period, Grace Period Unit
A period of time in days or months an inspection can be late without incurring a compliance violation.
To set a grace period:
1 Type a value in the Grace Period field.
2 Select the Grace Period Unit field. Click the down arrow and select either Days or Months in the selection list.
Early Survey Limit Days
Early Survey Limit Days is only used when Targets is selected as the scheduling method. When the selected scheduling method is Last Survey or X years / Y%, PCS Axis displays N/A (not applicable) indicating Early Survey Limit Days does not apply.
Early Survey Limit Days refers to how early an inspection can occur before the actual due date and still count as an inspection for that survey period.
To set the number of days an inspection can occur before the actual due date:
• Type a value in the field Early Survey Limit Days.
Include Delinquent Within Days
If a facility inspection will become delinquent within a number of days, include the facility in the schedule with those due for inspection. For example, if a facility inspection is delinquent in 5 days, include that facility in the schedule with others due for inspection.
To set a delinquent time period in days:
• Type a value in the field Include Delinquent Within Days.
Required Inspections Per Calendar Year
Number of required inspections per calendar year. To set the number of required inspections:
• Type a value in the field Required Inspections Per Calendar Year.
Multi-Year Survey Start
Refers to the year a multi-year survey starts (starting point). PCS Axis uses the starting year to calculate future survey dates available for selection in the Target Year selection list.
To set a starting year for a multi-year survey:
• Type a year in the field Multi-Year Survey Start.
Minimum Percent Scheduled
Refers to a minimum percentage of facilities that must be inspected. This setting works in conjunction with the due date calculation method X years/Y% selected in the Schedule Type Settings tab.
To set a minimum percentage of facilities that must be inspected:
• Type a value in the field Minimum Percent Scheduled. The field supports decimal formatting, such as 30.75.
Related Topics
• Setting Up Scheduling Criteria
• Schedule Type Settings
• Hierarchy Level Overrides
• Creating a Schedule Based on Targets
• Creating a Schedule Based on Last Survey
• Creating a Schedule Based on X years/Y%