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Adding a Facility Information Record

Use the Information grid to add a record for a new facility on a pipeline, add an information record for an existing facility in the grid, add a history record to maintain permanent information about a facility, and activate certain fields for data entry in the Inspection grid – such as Activate Structure P/S and Activate Casing P/S.

Complete the following steps to either add an information record for an existing facility or add a record for a new facility on a pipeline in the Information grid:

1. Click the Select ROWs button to open the Select ROWs window (Select ROWs).

   

   Select ROWs

2. Select one or more pipeline segments with facilities you want to work with by clicking the check box for each pipeline segment. Click Save to close the window.

   Although the CPDM module and test point facility type are both referenced in this procedure, instructions apply to any PCS module and facility type.

3. Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

   

   Information Grid

4. If you want to collapse the Selected ROWs panel to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the panel.

5. Open the Information grid for a facility type. For example, click the Information tab and then a facility type button, such as Test Point .

6. Click Add or press F8 on the keyboard to open the Add Record dialog box. Then continue with one of the following steps to either add an information record for an existing facility in the grid or add a new facility in the grid with an information record.

   

   Add Record

7. To add an information record for an existing facility in the Information grid:

   1. Click the option Test Point Information Record. Then select a facility by clicking on the facility's name in the Add Record dialog box.

   2. Click Save. The Add Record dialog box updates to display required field(s) for data entry.

      

      Add Record

   3. Type a date in the Effective Date field using the format MM/DD/YYYY to indicate the month, day, and year. Or click the down arrow in the field and select a date using a calendar.

      Effective Date is the date a history record becomes effective. New history records are created with an Effective Date when important permanent information changes. See Creating History Records Using an Effective Date for more information.

   4. Click Save to close the Add Record dialog box and add an information record in the grid for the existing facility.

   5. Provide other facility data in the grid as needed, such as Permanent Comments.

      

      Add Record

   6. Click Refresh to update the grid.

8. To add a record for a new facility in the Information grid:

   1. Click the option Test Point Facility and Information Record.

   2. Select the pipeline in the dialog box that you want to add a new facility and information record.

      

      Add Record

   3. Click Save to display required field(s) for data entry. Required fields are identified with the icon, such as Milepost.

      

      Add Record

   4. Type the facility milepost number in the Milepost field. Based on your system configuration, the Milepost field may have a different caption for User Location Name, such as Station Number or other type of identifier.

   5. Click Save to close the dialog box and add the new facility record in the Information grid.

   6. Activate one or more fields for data entry in the Inspection grid. Click the check box for an "activate" field in the Information grid to place a check mark inside the check box.

      For example, click the check box Activate Casing P/S for Milepost 0.002.

      

      Information Grid

   7. Provide other facility information as needed. For example, type a description of the facility location in the Location Description field and comments about the facility in the Permanent Comments field.

   8. Click Refresh to update the grid.