Sending a Facility Survey Based on a Schedule

The procedure in this section explains how to send a facility survey based on a schedule to the Allegro or a folder on your computer. The survey file includes facilities for inspection based on a schedule definition and schedule date range.

Use the procedure in this section 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 the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

With a scheduling criteria set up and a schedule definition already defined, 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 Schedule option. Then click the down arrow in the field Select Schedule Definition and select a schedule definition in the list.

Field Computer Send Schedule

Clicking the toggle button in the information bar displays important information related to required settings.
Complete one of the following set of steps to set a schedule date range:
1. To set a schedule date range, type a date in the Start Date field and a date in the End Date field using the format M/DD/YYYY to indicate the month, day, and year.
2. To set a schedule date range using dynamic dates, follow these steps:
  1. Click the Start Date calculator and set properties in the following manner:
    - Click the down arrow in the Start Date field and select one of the following options: Today, Beginning Of Month, End Of Month, Beginning of Year, or End Of Year.
    - In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic start date fields.
  2. Click the End Date calculator and set properties in the following manner:
    - Click the down arrow in the End Date field and select one of the following options: Today, Beginning Of Month, End Of Month, Beginning of Year, or End Of Year.
    - In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic end date fields.
Click Apply to update the grid.
If the option Calculate X/Y% years based on selected ROWs only is available for selection, click the check box if you want due dates calculated based on your ROW selection instead of the X years/y% setting for facility types in Edit Schedule Settings.

X/Y due dates refer to inspections older than X years with a minimum of Y percent scheduled for inspection. For more information, refer to Schedules.
Select a prompt, layout, and sorting theme in the following manner:
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.
Click Oldest First or Newest First in Sort Dates to sort records with the oldest or newest dates first.
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. It is disabled and unavailable for selection when maintenance prompts are not included in the currently selected prompt theme.
Click the Filters button to open the Filters panel.
If you want to filter records in the grid and in the schedule sent to the Allegro, select one or more options in Filters.

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.
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.
  
  Filters
  
  A check mark inside a check box indicates a selection. To clear a selection, click the check box again to remove the check mark.
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 button to close the Filters panel. Then 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.
When a message displays confirming the send process is complete, click OK to close the message. If you selected to send the survey file to the Allegro, PCS sends the survey file to the PSData folder on the Allegro.

Send Process Complete