Sending a Facility Survey Based on a Route

The procedure in this section explains how to send a facility survey based on a route to the Allegro or to a folder on your computer. The facilities that are included in the survey are those that are part of the survey's selected ROWs regardless of what ROWs are selected otherwise. You should have already created a route in Define Routes (Data Entry > Define Routes) before sending a facility survey based on a route.

Use the following procedure when you plan to take inspection readings using the Periodic Survey software on the Allegro or you plan to use the survey file with a third party software such as RouteSmart. These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

Complete the following steps:

Verify the Allegro is connected to your computer if you plan to send the survey file to the Allegro. If needed, refer to the Allegro User Guide for information about how to connect the device.
Click Field Computer > Send to open the Field Computer Send window.
Click the Route option and then select a route in the selection box. The following figure shows My Route_2 has been selected (Field Computer Send).

Field Computer Send
Click Apply to update the grid.
Select a prompt, layout, and sorting theme as follows (Field Computer Send):
1. Click the down arrow in Select Prompt and select a prompt theme in the selection list.
2. Click the down arrow in Select Layout Theme and select a layout theme in the selection list.
3. If available, click the down arrow in Select Sort Theme and select a sorting theme in the selection list. The Select Sort Theme option may not be available if Selectable Sorting Themes were pre-selected as part of the Prompt.
If you want to rename the survey file, type a name in the field Output File.
Choose a Send to option using one of the following methods:
1. Select Send to Allegro if you plan to send the survey file to the Allegro.
2. Select Send to disk if you plan to send the survey file to a folder on your computer. Identify the folder location as follows:
  - Click the ellipsis button … in the Output Directory field to open the Browse For Folder dialog box.
  - Navigate to the folder and select it. Click OK to close the dialog box and return to the Field Computer Send window.
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.

When the selected prompt theme includes maintenance prompts, the check box Open Maintenance Items is available for selection. Maintenance items have unique maintenance codes. The option is disabled and unavailable for selection when maintenance prompts are not included in the currently selected prompt theme.
Click Apply to update the grid.
If you want to filter records in the grid and in the route sent to the Allegro, click the Filters tab to open the Filters panel and complete the following steps.

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.

Filters
1. To apply a predefined filter, click the check box of one or more options in Filters and then click Apply. For example, click Currently Active Facilities Only to only include active facilities.
2. To add a new filter to an existing filter group, click the Add button within a field group and then use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.
3. To create a new filter, first decide if you need to add an AND filter group or an OR filter group. Adding an AND filter group produces a subset of records that meet all filter conditions. Adding an OR filter group produces a subset of records that meet any filter condition. PCS processes filters in a filter group in descending order beginning with the filter at the top of the filter group.
  
  Adding an AND Filter Group
  
  To add an AND filter group, follow these steps:
  1. Click New 'And' Group to open the filter properties group box.
    
    Filters
  2. Type a name for the filter group in the field Filter Group Caption.
  3. Create a new filter within the filter group by doing the following:
    1. Use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.
      
      When adding a date filter, set a date range using a calendar or dynamic dates in one of the following ways:
      
      Inspection Date Is Between Filter
      - 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 date. Repeat this step for the end date field.
      - 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.
    2. If you want the filter to always remain on, select the check box Filter is Always On.
    3. Type a name for the filter in the field Enter Custom Filter Caption.
    4. If additional filters are needed within the filter group, click Add and repeat these steps.
  4. To move a filter to a different position in the filter group or a filter group to a different position in a group of filters:
    1. Point the mouse at the filter handle to change the cursor to a vertical resize cursor .
    2. Drag and drop the filter or the filter group to a new location.
      
      PCS processes filters in descending order beginning with the filter at the top of the filter group.
  5. If necessary, click the edit icon for a filter to open that filter's property settings and change settings as needed.
  Adding an OR Filter Group
  
  To add an OR filter group, follow these steps:
  1. Click New 'Or' Group to open the filter properties group box.
    
    Filters
  2. Type a name for the filter group in the field Filter Group Caption.
  3. Create a new filter within the filter group by doing the following:
    1. Use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.
      
      When adding a date filter, set a date range using a calendar or dynamic dates in one of the following ways:
      
      Inspection Date Is Between Filter
      - 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 date. Repeat this step for the end date field.
      - 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.
    2. If you want the filter to always remain on, select the check box Filter is Always On.
    3. Type a name for the filter in the field Enter Custom Filter Caption.
    4. If additional filters are needed within the filter group, click Add and repeat these steps.
  4. To move a filter to a different position in the filter group or a filter group to a different position in a group of filters:
    1. Point the mouse at the filter handle to change the cursor to a vertical resize cursor .
    2. Drag and drop the filter or the filter group to a new location.
      
      PCS processes filters in descending order beginning with the filter at the top of the filter group.
  5. If necessary, click the edit icon for a filter to open that filter's property settings and change settings as needed.
4. Click the Filters tab to close the Filters panel.
Click Apply to update the grid.
Click Send. Based on your selection earlier, the survey file is sent either to the Allegro or a folder on your computer.
Click OK when the message Send Process Complete displays. If you selected to send the survey file to the Allegro, the survey file transfers to the PSData folder on the Allegro.

Send Process Complete