Using a Schedule : Setting Up Scheduling Criteria : Hierarchy Level Overrides
   
Hierarchy Level Overrides
Scheduling properties set up in Hierarchy Level Overrides apply at the ROW (pipeline) level. Some scheduling properties inherit settings from those previously set up in Time Between Survey Settings and ROW and Facility Settings. Inherited settings changed at the ROW level override and have precedent over those in the Time Between Survey Settings and ROW and Facility Settings.
To set up scheduling properties at the ROW 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 > Hierarchy Level Overrides tab (Figure 9-7).
Figure 9-7. Hierarchy Level Overrides
3 Select the facility type(s) you want to work with by selecting a facility type theme or setting up an Ad Hoc Theme in Facility Types. See Figure 9-5 or Figure 9-6.
4 Select the ROW(s) you want to work with by clicking the check box for each ROW in the middle pane of the Hierarchy Level Overrides window (Figure 9-8).
Figure 9-8. ROW Selection(s)
5 Refer to the following table (Table 9-3) for a description of scheduling properties that apply at the ROW level 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 ROW level that will override and take precedent over those in ROW and Facility Settings and Time Between Survey Setting
 
Table 9-3. Hierarchy Level Overrides 
Property Name
Property Description
Selected
Include or exclude schedule settings at the ROW 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 in the Schedule Type Settings tab, 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 created in the Schedule Type Settings tab.
 
Due Date Calculation Method
Shows the property setting inherited from Due Date Calculation Method in the Schedule Type Settings tab.
*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
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
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.