Using a Schedule : Setting Up Scheduling Criteria : Schedule Type Settings
   
Schedule Type Settings
Scheduling properties set up in Schedule Type Settings apply at the facility type level. Some scheduling properties inherit settings from those previously set up in Time Between Survey Settings. Inherited settings changed at the facility type level override and have precedent over those in Time Between Survey Settings.
To set up scheduling properties at the facility type level, follow these steps:
1 Click the Select ROWs button to open the Select ROWs window. Select one or more pipeline segments by clicking the check box for each pipeline segment (Figure 9-2). Click Save to close the Select ROWs window.
2 Click Data Entry > Edit Schedule Settings > Schedule Type Settings tab (Figure 9-4).
Figure 9-4. Schedule Type Settings
3 Select the facility type you want to work with using one of the following methods described in step "a" or "b":
a To select a facility type theme, click the themes option button and then click the down arrow and select a theme in list, such as [PCS] Rectifier Survey (Figure 9-5).
Figure 9-5. Facility Type Theme Option
b To select multiple facility types, click the Ad Hoc Theme option and then click the check box for one or more facility types, such as Test Point, Rectifier, and Foreign Bond (Figure 9-6).
Note: An Ad Hoc Theme only applies to the current session and is not saved. A facility type is selected when a check mark appears inside the check box. To clear the check mark, click the check box again.
Figure 9-6. Ad Hoc Theme Option
4 Refer to the following table (Table 9-2) for a description of facility type scheduling properties and how to set up each of these.
Important: Certain property names in the following table include an asterisk (*). The asterisk identifies scheduling properties you can set at the facility type level that will override and take precedent over those in Time Between Survey Settings.
 
Table 9-2. Schedule Type Settings 
Property Name
Property Description
Selected
Include or exclude schedule settings at the facility type level when generating a schedule with facilities due for inspection.
To include or exclude schedule settings:
1 Click Selected to display a drop down arrow.
2 Click the drop down arrow and select one of the following options in the selection list:
• No: Excludes schedule settings when generating a schedule.
• Yes: Includes schedule settings when generating a schedule.
• Auto Select: If an Auto Select Expression has previously been created, select to include the expression with other schedule settings when generating a schedule.
For information about how to create an expression, see Auto Select Expression.
Scheduling Type Name
A named set of schedule settings for a facility type, such as Periodic Rectifier and Annual Rectifier.
To add a new scheduling type:
1 Select a Facility Types theme or set up an Ad Hoc Theme with a facility type you want to add a new scheduling type.
2 Click Add to open the Add Schedule Type dialog box.
3 Type a name for the new scheduling type in the field Scheduling Type Name.
4 Set up schedule settings as required.
Auto Select Expression
A database query set up for a scheduling type that defines the criteria for including specific facilities in a survey schedule. The expression is a combination of an operator, PCS Axis field, condition, and user-selected criteria.
To create an expression for a scheduling type:
1 Click Create Expression to display an ellipsis button (…). Click the button to open the Auto Select Expression dialog box.
2 Select an expression operator by selecting either New ‘And’ Group or New ‘Or’ Group.
3 Type a name for the expression and then click the add button .
3 Set up expression fields in the following manner:
• Click the down arrow and select a PCS Axis field.
• Click the down arrow and select a condition, such as Is equal to or Is missing.
• Type criteria in the last expression field if the field is present. This field is present based on selections in the previous two expression fields.
4 Click Save.
Scheduling Priority
Facilities due for inspection are scheduled for survey at the facility type level based on the priority level of the scheduling type. Priority level is any value from 1 to 99 with 1 being the highest priority. To set a priority level at the facility type level for a scheduling type:
1 Verify Yes is set for the scheduling property Only Highest Priority Due Is Scheduled.
2 Type a value for Scheduling Priority using any number from 1 to 99.
Note: A priority level set at the facility type level can be overridden at the ROW level in Hierarchy Level Overrides.
Due Date Calculation Method
Facilities due for inspection are scheduled for survey at the facility type level based on the due date calculation method of the scheduling type.
To set a due date calculation method for a scheduling type:
1 Click Due Date Calculation Method to display a drop down arrow.
2 Select one of the following options in the selection list:
• Targets: Facilities due for inspection are scheduled for survey based on the Last Inspection Date, Target Month and Target Year.
• Last Survey: Facilities due for inspection are scheduled for survey based on the Last Inspection Date and setting for the scheduling property Time Between Surveys.
• X years/Y%: Facilities due for inspection are scheduled for survey based on the Last Inspection Date and settings for the scheduling properties Time Between Surveys, Multi-Year Survey Start, and Minimum Percent Scheduled.
Only Highest Priority Due Is Scheduled
If the scheduling type is set up with a Scheduling Priority level, include only those facilities with the highest priority level that are due for inspection in the survey schedule.
Complete the following steps:
1 For a scheduling type listed in Scheduling Type Name, click the field Only Highest Priority Due Is Scheduled to display a drop down arrow.
2 Click the down arrow and select one of the following options in the selection list:
• Yes: Only those facilities due for inspection with the highest priority level are scheduled for survey.
• No: Any facility due for inspection is scheduled for survey.
Percent Needed to Complete Survey
A value from 0 to 100 indicating the percentage of facilities that must be surveyed before the survey (annual or multi-year) is considered complete.
To set a percentage:
• Type a value in the field Percent Needed To Complete Survey for a scheduling type listed in Scheduling Type Name.
*Time Between Surveys
Number of months or years between inspections. (See note about overrides.)
To set the time between surveys:
1 For a scheduling type listed in Scheduling Type Name, click the field Time Between Surveys to display a drop down arrow.
2 Click the down arrow and select the number of months or years in the selection list.
*Target Month
Used only when Targets is selected as the scheduling method. Refers to the first survey month. Options in the selection list are based on the Time Between Survey value. (See note about overrides.)
As an 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 set the target month:
1 For a scheduling type listed in Scheduling Type Name, click the field Target Month to display a drop down arrow.
2 Click the down arrow and select a month in the selection list.
*Target Year
Used only when Targets is selected as the scheduling method. Refers to the first survey year when Time Between Surveys is more than 12 months. (See note about overrides.)
To set the target year:
1 For a scheduling type listed in Scheduling Type Name, click the field Target Year to display a drop down arrow.
2 Click the down arrow and select a year in the selection list.
*Grace Period / *Grace Period Unit
Refers to a period of time in days or months an inspection can be late without incurring a compliance violation. (See note about overrides.)
To set a grace period for a scheduling type listed in Scheduling Type Name:
1 Type a value in the Grace Period field.
2 Click the Grace Period Unit field to display a drop down arrow. Click the drop down arrow and select either Days or Months in the selection list.
*Early Survey Limit Days
Refers to how early an inspection can occur before the actual due date and still count as an inspection for the survey period. (See note about overrides.)
To set an early survey limit for a scheduling type listed in Scheduling Type Name:
• Type the number of days in the field Early Survey Limit Days.
*Include Delinquent Within Days
If an inspection will become delinquent within a number of days, include the facility in the schedule with facilities due for inspection. (See note about overrides.)
To set a delinquent time period in days for a scheduling type listed in Scheduling Type Name:
• Type the number of days in the field Include Delinquent Within Days.
*Required Inspections Per Calendar Year
Number of required inspections per calendar year. (See note about overrides.)
To set the number of required inspections for a scheduling type listed in Scheduling Type Name:
• Type a value in the field Required Inspections Per Calendar Year.
*Multi-Year Survey Start
Refers to the year a multi-year survey starts. PCS Axis uses the starting year to calculate future survey dates available for selection in the Target Year selection list. (See note about overrides.)
To set the starting year of a multi-year survey for a scheduling type listed in Scheduling Type Name:
• Type a year in the field Multi-Year Survey Start.
*Minimum Percent Scheduled
Refers to a minimum percentage of facilities that must be inspected in a multi-year survey. This setting works in conjunction with the due date calculation method X years/Y%. (See note about overrides.)
To set a minimum percentage of facilities that must be inspected for a scheduling type listed in Scheduling Type Name:
• Type a value in the field Minimum Percent Scheduled. The field supports decimal formatting, such as 30.75.
*Survey Season Start Month
Refers to the starting month in the survey season for a multi-year survey. (See note about overrides.)
To set the starting month in the survey season for a scheduling type listed in Scheduling Type Name:
1 Click the field Survey Season Start Month to display a drop down arrow.
2 Click the drop down arrow and select a starting month in the selection list.
*Survey Season End Month
Refers to the ending month in the survey season for a multi-year survey. (See note about overrides.)
To set the ending month in the survey season for a scheduling type listed in Scheduling Type Name:
1 Click the field Survey Season Start Month to display a drop down arrow.
2 Click the drop down arrow and select a starting month in the selection list.
Level Work Load
Refers to PCS Axis balancing the work load for facilities that are due for inspection in a multi-year survey. The property setting applies at the facility type level.
To enable this scheduling option:
• Click the check box Level Work Load for a scheduling type listed in Scheduling Type Name.
To disable the option, clear the check mark by clicking the check box again.
Hide
Refers to hiding a scheduling type in the Facility Level Override mini-grid of the data entry grid. Hiding the mini-grid prevents scheduling changes at the facility level when working with the data entry grid based on a schedule.
To enable this scheduling option:
• Click the Hide check box for a scheduling type listed in Scheduling Type Name.
To disable the option, clear the check mark by clicking the check box again.