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PCS Axis Help

What’s New in PCS Axis?

Installation Guides

User and Admin Guides

Contributing an Alternative Translation

User Discussion System

Commenting Guidelines

Document Conventions

Getting Started

Starting PCS Axis

Activating Bridge Import for Operation

System Overview

PCS Axis Modules

System Requirements

Viewing Information About PCS Axis

Technical Support

Setting Up PCS Axis

Preparing to Set Up PCS Axis

Understanding a Typical PCS Axis Workflow

Understanding the System Hierarchy

Setting the System Hierarchy

Setting Up PCS Axis

Understanding Public and Private Property Settings

Setting Options

Setting Bullhorn Options

Setting Criteria Options

Setting Editing Options

Setting Email Notification Options

Setting Field Computer Options

Setting General Options

Setting Hierarchy Options

Setting Report Options

Setting Security Options

Setting Synchronization Options

Disabling Synchronization

Working with Custom Security Roles

Adding a Custom Security Role

Using Copy to Add a Custom Security Role

Editing a Custom Security Role

Deleting a Custom Security Role

Assigning a Custom Security Role to a User

Setting Properties in Field and UDF Customizations

Navigating Field and UDF Customizations

Editing a PCS Axis Installed Layout Theme

Adding a Layout Theme Addition

Renaming Field Captions

Returning a Field Caption to its Original Name

Setting Up Range Checking for Inspection Fields

Adding User Defined Fields

Adding a Normal User Defined Field

Adding a Calculated User Defined Field

Adding a Milepost User Defined Field

Adding a Picklist User Defined Field

Setting Up a Picklist for a Data Entry Field

Adding an On/Off Pair User Defined Field

Working with a Summation User Defined Field

Adding a Summation User Defined Field

Editing a Summation User Defined Field

Using an Application Scheme

Choosing a Printer for PCS Axis

Working with Pipeline Series

About Pipeline Series

Adding and Applying Pipeline Series

Working with a User Defined Module

Understanding a User Defined Module

Adding a User Defined Module

Deleting a User Defined Module

Working with Pipeline Records

Adding a Folder in the Hierarchy

Adding a Pipeline in the Hierarchy

Using Find in Select ROWs

Moving and Renaming a Pipeline

Deleting a Pipeline

Understanding Default Location Formats

Selecting a Default Location Format

Adding a Pipeline Information Record

Adding a Pipeline Maintenance Record

Attaching a Document to a Pipeline Record

Adding the Attached Document Field in the Grid

Attaching a Document to a Pipeline Record

Viewing an Attached Document

Working with Themes and Filter Groups

Adding a Layout Theme

Adding a Sort Theme

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filters and Filter Groups

Filtering Data in a Grid

Filtering Data in the Information Grid

Filtering Data in the Maintenance Grid

Setting Up User Management

Understanding User Management

Using Computer Name User Authentication

Adding and Editing Users

Adding a New User

Editing an Existing User Account

Changing User Account Status from Active to Inactive

Using Survey Folder Maintenance

Working with a Facility Survey Folder

Adding a Facility Survey Folder

Deleting a Facility Survey Folder

Using a Facility Survey Folder

Working with a Continuous Survey Folder

Adding a Continuous Survey Folder

Deleting a Continuous Survey Folder

Using a Continuous Survey Folder

Working with Themes and Filter Groups

Adding a Layout Theme

Adding a Sort Theme

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filters and Filter Groups

Using Data Entry Grids and Forms

Data Entry Grid Overview

Types of Data Entry Grids

Understanding Field Caption Colors

Rearranging and Resizing Grid Columns

Locking and Unlocking Grid Columns

Replacing All Values

Working with Derived Fields

Working with Data Entry Grids

Adding Facility Records

Adding a Facility Information Record

Adding a Facility Inspection Record

Adding a Facility Maintenance Record

Creating Facility History Records

Viewing Records in a Grid

Viewing Records Based on Selected ROWs

Viewing Records Based on a Route

Viewing Records Based on a Schedule

Using the Based On Tab to View Records Based on a Schedule

Using the Options Page to View Records Based on a Schedule

Filtering Data in a Grid

Filtering Data in the Information Grid

Filtering Data in the Inspection Grid

Filtering Data in the Maintenance Grid

Building a Survey in the Inspection Grid

Using Find to Search a Data Entry Grid

Printing, Exporting, or Emailing Grid Content

Working with Data Entry Forms

Viewing a Form or Grid and Form

Navigating a Form or Grid and Form

Arranging a Grid and Form

Working with Continuous Survey Data

Adding or Deleting a Record in a Continuous Survey

Working with Survey Maintenance

Reversing Survey Readings

Shifting Station Numbers

Copying Station Numbers to a New Survey

Appending a Survey

Deleting a Range of Station Numbers

Using Spike Filtering

Using Rubber Band

Resetting Station Numbers

Printing, Exporting, or Emailing a Continuous Survey

Working with Themes and Filter Groups

Adding a Data Grid Layout Theme

Adding a Sort Theme

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filters and Filter Groups

Working with Records

Activating Facility Inspection Fields for Data Entry

Attaching a Document to a Grid Record

Adding an Attached Document Field in the Grid

Attaching a Document to a ROW, Facility, Inspection, or Maintenance Record

Viewing an Attached Document

Working with the Target Structure P/S Field

Recording Facility Current Values

Recording Rectifier Current

Recording Pipeline Current

Recording Bond Current

Linking Rectifiers to ROWs

Working with Rectifier Anodes

Adding Rectifier Anode Information

Adding Rectifier Anode Inspections

Working with Rectifier Negatives

Adding Rectifier Negative Information

Adding Rectifier Negative Inspections

Changing the Order of Facilities

Preparing a Route for an Averaged Reading Survey

Adding Timed Reading Fields in the Information Grid

Adding Timed Reading Fields in the Inspection Grid

Editing a Route for an Averaged Reading Survey

Sending a Survey to the Allegro Based on a Route

Preparing a Route for Inspection GPS Fields

Adding Inspection GPS Fields in the Inspection Grid

Editing a Route with Facilities for Inspection

Sending a Survey to the Allegro Based on a Route

Working with Themes and Filter Groups

Working with a Layout Theme

Editing an Installed Layout Theme

Adding a Layout Theme Addition

Editing a Layout Theme Addition

Working with a Sort Theme

Editing an Installed Sort Theme

Adding a Sort Theme Addition

Editing a Sort Theme Addition

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filters and Filter Groups

Previewing a Route

Using a Route in PCS Axis

Using a Schedule

What is Scheduling?

Scheduling Workflow

Setting Up Scheduling Criteria

Time Between Survey Settings

Schedule Type Settings

Hierarchy Level Overrides

Creating a Schedule

Creating a Schedule Based on Targets

Creating a Schedule Based on Last Survey

Creating a Schedule Based on X years/Y%

Working with a Schedule Definition

Editing an Installed Schedule Definition

Adding a Schedule Definition Addition

Editing a Schedule Definition Addition

Using a Schedule in PCS Axis

Using Bridge

Understanding the Bridge Transition File

Using a Facility Key in Bridge

Adding a Bridge Definition

Adding a Bridge Import Definition

Adding a Bridge Export Definition

Adding a Bridge Import/Export Definition

Adding a Bullhorn Bridge Definition

Importing Pipeline Series

Viewing Bridge Job Status and Log

Icons and Colors Used in Bridge Job Status

Using Job Service Viewer

About Job Service Viewer

Viewing Current and History Jobs

Restarting the PCS Axis Job Service

Using Email Notification

Adding Email Recipients

Adding a PCS Axis User

Adding an External User

Adding an Email Report

Assigning Reports by Recipient or Email Report

Viewing the Log

Re-sending Reports

Stopping Delivery of Email Notifications

Using Field Computer

Quick Start

Sending a Facility Survey Based on Selected ROWs

Sending a Facility Survey Based on a Route

Sending a Facility Survey Based on a Schedule

Sending a Facility Survey Based on an Import Exported List

Receiving a Facility Survey from the Allegro

Receiving a Continuous Survey from the Allegro

Working with Themes and Filter Groups

Adding a Layout Theme

Adding a Prompt Theme

Adding a Sort Theme

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filters and Filter Groups

Viewing the Field Computer Log

Managing Themes

Working with a Facility Type Theme

Editing an Installed Facility Type Theme

Adding a Facility Type Theme Addition

Editing a Facility Type Theme Addition

Managing Themes

Using Reports and Graphs

Considering the Value of PCS Axis Reports

Overview of Reports

Types of PCS Axis Reports

Description of PCS Axis Reports

PCS Axis Reports

Module Reports

Facility Type Reports

ROW Reports

Continuous Survey Reports

Report Styles

Columnar Report Style

Summary Report Style

Graph Report Style

Understanding the Summary Drilldown Report

Quick Start

Working with a Report Based on the Columnar Report Style

Working with a Report Based on the Summary Report Style

Working with a Report Based on the Graph Style

Adding a Custom Report

Working with Report Themes and Filter Groups

Adding a Columnar Report Layout Theme

Adding a Summary Report Layout Theme

Adding a Report Sort Theme

Adding an AND Filter Group

Adding an OR Filter Group

Editing and Arranging Filter Groups

Using Synchronization

About Synchronization

PCS Axis Features Unavailable in a Subscription

Creating the Publication

Confirming Share Folder Access

Creating the Publication

Adding Subscribers

Configuring a Subscription

Synchronizing a Subscription

Reinitializing a Subscription

Switching Database Connections

Managing the Database

Running Database Integrity Check

Running Reindex Database

System Field Descriptions

Glossary

System Security