Building a Survey in the Inspection Grid

Building a survey in the inspection grid based on a schedule allows PCS to automatically add empty inspection records in the grid ready for data entry. This feature saves time by eliminating the need to manually add empty inspection records in the grid, one-by-one. These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

To build a survey in the Inspection grid based on a schedule, follow these steps:

Select the Inspection data entry grid for a facility type. For example, click the Inspection tab and then the Test Point button to display the Test Point Inspection data entry grid.
Click the Based On tab to open the based on panel. Then select the Schedule option (Based On Schedule Option).

Based On Schedule Option
Select a schedule definition. Click the down arrow in the field Select Schedule Definition and select an item in the list.
Perform one of the following sets of steps to set up a schedule date range using a calendar or using dynamic dates :
- To set up a schedule date range using a calendar:
  1. Set a schedule start date. Click the down arrow in the Start Date field and select a date in the calendar.
  2. Set a schedule end date. Click the down arrow in the End Date field and select a date in the calendar.
  3. Click Apply to apply changes and display the data entry grid. To hide the based on panel, click Close or click the Based On tab.
- To set a schedule date range using dynamic start and end dates, follow these steps:
  1. Click the Start Date calculator to open dynamic start date fields.
    
    Based On Schedule
  2. Set properties in these fields in the following manner:
    1. Click the down arrow in the Start Date field and select one of the following options: Today, End Of Month, Beginning Of Year, or End Of Year.
    2. 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.
  3. Click the End Date calculator to open dynamic end date fields. Set properties in these fields in the following manner:
    1. Click the down arrow in the End Date field and select one of the following options: Today, End Of Month, Beginning Of Year, or End Of Year.
    2. 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.
  4. Click Apply to apply changes and display the data entry grid. To hide the based on panel, click Close or click the Based On tab.
Click Build Survey to open the Build Survey dialog box.

Build Survey
Select one of the following options in the Build Survey dialog box to assign inspection records to a survey folder:
- No Assignments: Select this option if you do not want to assign inspection records to a survey folder.
- Assign Survey: Select this option to assign inspection records to an annual or multi-year survey folder. Then click the down arrow in the Survey field and select a survey folder in the selection list.
- Assign Periodic Survey: Select this option to assign inspection records to a periodic survey. Click the down arrow in the Periodic Survey field and select a survey folder in the selection list. Then click the down arrow in the Year field and select the survey year.
- Auto Assignment: Select this option and then click either Assign Survey or Assign Periodic Survey and Year to have PCS automatically assign inspection readings to a survey folder based on the schedule date range.
Click Build. Then click OK when the Build Survey message displays "Build Survey Completed."

The data entry grid now includes blank inspection records ready for data entry.