Quick Start

Information in this section assumes one or more routes have previously been created. If no routes exist, skip this section and begin with Creating a Route.

The following procedure explains how to display and set properties in a route. Property settings include selection of a layout and sort theme. Both of these themes determine how PCS displays facility records in a route.

As an option, you can also set up one or more filter groups that apply only to the current session. A filter group filters data in a route by including or excluding certain facility records. It allows you to work with a subset of facility records for the currently selected ROW based on filter selection criteria. 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.

Complete the following steps:

Click Data Entry > Define Routes to open the Define Routes window.
Click the down arrow in Routes and select a route in the selection list.

Define Routes Selection List
Click the Options tab to open the options page.

Options
Select a layout and sort theme. Click the down arrow in the field Select Layout Theme and select a layout theme. Then click the down arrow in the field Select Sort Theme and select a sort theme.
If you want to filter records in the grid and route, complete the following steps. Filter settings in the options page of Define Routes 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.
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.
  
  Filters
  
  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.
Click Apply to save and apply changes. PCS closes the options page and returns to the Define Routes window.