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Viewing Records Based on Selected ROWs

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 display records in a data entry grid based on pipeline segments selected in the Select ROWs window, follow these steps:

1. To open the data entry grid, click Edit <module> Data.

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

   

   Test Point Inspection Grid

3. Complete either of the following to display records in the grid based on selected ROWs:

   • Click the Based On tab to open the Based On panel and then complete the following steps:

     1. Click the option Selected ROWs, then click Apply.

     2. Click Close to close the Based On panel.

        

        Based On Selected ROWs

   • Click the Options tab to open the options page. Then click the option Selected ROWs in the Based On group box (Based On Options).

     

     Based On Options

4. If you want to change the grid layout, sorting theme, or apply one or more filters to the grid, complete the following steps:

   1. To change the grid layout theme, click the down arrow in the field Select Layout Theme and select a 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 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 (Filters Group Box). You can select more than one.

      

      Filters Group Box

      For example, to include only currently active facilities in the grid, click the Currently 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.

      To add a new AND or OR filter group, refer to Adding an AND Filter Group.

   4. 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.

   5. Click Apply to save and apply changes.

      Records display in the grid based on selected options.