Sending a Survey to the Allegro Based on a Route

Information in this section explains how to send a survey to the Allegro based on a route with facilities in an averaged reading survey. The process includes adding a theme with prompts for timed reading fields. Prompts are data entry fields in an Allegro survey file that require survey data, such as an inspection reading at each facility location. (missing or bad snippet)

Complete the following steps:

Verify the Allegro is connected to your computer. 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 (Field Computer Send).

Field Computer Send
Click the Customize tab , then the Prompts button to open the Prompts page (Prompts).

Prompts
Click the Add button to open the New Prompt dialog box. Required fields are identified with the icon and must be completed to continue.

New Prompt
Type a name for the theme in the field Enter Theme Name.

New Prompt
If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the theme saves as a private theme.
If you want to copy fields from an existing theme, click the Copy Content check box to place a check mark inside the check box. Then click the down arrow in the field Copy Fields From Theme and select a theme in the selection list.

If you do not want to copy fields from an existing prompt theme, clear the check mark inside the Copy Content check box by clicking the check box.
Click OK to save changes and return to the Prompts page.
Verify the name of the new theme displays in the Select Prompt field. If not, click the down arrow and select the theme in the selection list.
Click the down arrow in Select Facility Type and select Test Point.
To add information prompts, follow these steps:
1. Click All Fields in Facility, Information and ROW Fields to view a list of fields available for selection.
2. Double-click one or more fields in the selection list to move fields to the right pane. All fields listed in the right pane are included in the prompt theme.
To add timed reading prompts, follow these steps:
1. Click All Fields in Inspection and Maintenance Fields.
2. Double-click the following timed reading fields to move the fields to the right pane:
  - Average P/S
  - Max P/S
  - Min P/S
  - P/S Sample Time
  If you want to remove information, inspection, or maintenance fields, double-click a field listed in the right pane to move it back to the left pane.
Complete the following steps to add site string prompts that help identify one facility from another when using the Allegro. Site string prompts are included with each facility and can be viewed in the Allegro Site List window.
1. Click the Site String tab to view a list of fields available for selection (Site String Fields).
  
  Site String Fields
2. Double-click one or more fields in the selection list to move fields to the right pane. For example, double-click Facility ID and Location Description. Click the Site String tab again to close the pane.
If you want to add another page of prompts, click Copy and then double-click one or more fields as needed in the left pane of Inspection and Maintenance Fields. When you have multiple pages of prompts, clicking a page number icon, such as , displays prompts for the selected page.

Information fields in Facility, Information, and ROW Fields automatically copy to each page of prompts.
Click Save and Close to save changes and return to the Field Computer Send window.
Click the Route option and select a route in the selection box. Then click Apply to update the grid (Field Computer Send).

Field Computer Send
Click the down arrow in Select Prompt and select a theme with timed reading fields.
Select a layout and sort theme as follows:
1. Click the down arrow in the field Select Layout Theme and select a theme in the list.
2. Click the down arrow in the field Select Sort Theme and select a theme in the list.
If you want to rename the survey file, type a name in the Output File field making sure to include the .dat file extension.
Select the option Send to Allegro.
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.
If you want to filter records in the grid and in the route sent to the Allegro, click the Filters button 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 in a theme.

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 to send the survey file to the Allegro.
When a message displays confirming the send process is complete, click OK to close the message. PCS sends the survey file to the PSData folder on the Allegro.

Send Process Complete