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 that include inspection GPS fields. The process includes adding a prompts theme with prompts for inspection GPS fields. Prompts are data entry fields in an Allegro survey file that require survey data, such as GPS data for each facility inspection reading. (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, remove 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 a facility type in the selection list. For example, select Test Point.

Prompts
To add information prompts, follow these steps:
1. Double-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 inspection GPS prompts, follow these steps:
1. Double-click All Fields in Inspection and Maintenance Fields.
2. Double-click the following inspection GPS fields to move the fields to the right pane:
  - Inspection Elevation
  - Inspection GPS Accuracy
  - Inspection GPS Difference
  - Inspection Latitude
  - Inspection Longitude
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 and then double-click All Fields in the left pane to view a list of fields available for selection (Prompts).
2. Double-click one or more fields in the left pane to move fields to the right pane. For example, double-click Facility ID and Facility Location. Click the Site String button 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. Information fields in Facility, Information, and ROW Fields automatically copy to each page of prompts (Prompts).
Click Save.
If you have multiple pages of prompts, clicking a page number icon displays prompts for the selected page. For example, clicking displays prompts set up in page 2 as shown in the following example (Prompts).

Prompts
Click Close to 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).
Complete the following steps to select a prompt, layout, and sort theme:
1. Click the down arrow in Select Prompt and select the prompt theme with inspection GPS fields.
2. Click the down arrow in Select Layout Theme and select a layout theme in the selection list.
3. Click the down arrow in Select Sort Theme and select a sort theme in the selection list.
If you want to rename the survey file, type a name in the field Output File.
Select Send to Allegro to send the survey file to the 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 when maintenance prompts are not included in the currently selected prompt theme.

Field Computer Send
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 any of 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.
  
  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 tab to close the Filters panel.
Click Apply to update the grid.
Click Send to send the survey file to the Allegro.
Click OK when the message Send Process Complete displays. PCS sends the survey file to the PSData folder on the Allegro.

Send Process Complete