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Using the Options Page to View Records Based on a Schedule

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 using the Options page to view records in a grid based on a schedule:

1. Open the Edit <module> Data window.

2. Select a data entry grid. For example, click the Inspection tab and then the Test Point button to display the Test Point Inspection data entry grid.

3. Click the Options tab to open the options page and then select Schedule.

   

   Based On Schedule

4. Click the down arrow in the Select Schedule Definition field and select an item in the list.

   Complete one of the following sets of steps to set up a schedule date range:

   • 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.

   • 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. 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.

     2. 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.

5. To change the grid layout, sorting method, or apply one or more filters to the grid, follow these steps:

   1. To change the grid layout theme, click the down arrow in the field Select Layout Theme and select a layout theme in the selection list.

   2. To change the grid sorting method, click the down arrow in the field Select Sort Theme and select a sorting theme in the selection list.

   3. To apply a filter to the grid, click the check box for a filter listed in the Filters group box.

      For example, to only include active facilities in the grid, click the Active Facilities Only check box. A check mark inside the check box indicates a selection. To remove a filter from the grid, clear the check mark by clicking the check box.

   For more information related to filters (New 'And' Group or New 'Or' Group), refer to Adding an AND Filter Group.

   1. When applying a date filter to the grid, such as Inspection Date is between, set a date range using a calendar or dynamic dates in the following manner:

      1. 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.

      2. 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. Click Apply to apply changes and return to the data entry grid

      Records display in the grid based on selected options.