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Adding a Summation User Defined Field

Complete the following steps to add a Summation UDF:

1. Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window (Field and UDF Customizations).

2. If you want to select a grid layout theme, follow these steps:

   1. Click Customize to open the Column Selections dialog box (Column Selections).

   2. Click the down arrow in Select a Layout Theme and select a theme in the selection list.

   3. Click Save to close the dialog box and return to the Field and UDF Customizations window.

3. Double-click Facility Surveys > Common to All Facilities in the Properties panel. Then click Permanent Information to display a grid with fields and property settings common to all facilities (Field and UDF Customizations).

   

   Field and UDF Customizations

4. Click Summation in the toolbar to open the Add Summation Field dialog box (Add Summation Field).

   

   Add Summation Field

5. Type a unique name for the Summation UDF in the Caption field.

6. Select a target field in the list of fields in the selection panel. For example, click the expand arrow for Test Point Inspection Fields, then double-click Structure P/S. A green check mark indicates a selection (Summation Target Field).

7. Select an Operator option.

   The Summation expression displays in the top right-hand corner of the dialog box, such as Average: Structure P/S shown in the following example.

   

   Summation Target Field

8. If you want to filter the data included in the summation, add an AND filter or OR filter as needed. 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 of the filter conditions. 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.

   

   New 'Or' Filter Added

9. Click Save to close the Add Summation Field dialog box.