Add a Facility Maintenance Record

These instructions start with the assumption that you have a facility type's Maintenance grid selected. For information about accessing a grid of data, refer to View Data in a Grid or Form.

Complete the following steps to either add a new facility with a maintenance record or add a maintenance record for an existing facility or in the Maintenance grid:

1. Select a module from the Modules main menu.

2. Click Data Entry and then select Edit <Module> Data.

3. Click Apply or press Enter if the Options window is displayed instead of the grid.

4. Click the Maintenancetab and select a facility type from the selections below the Information, Inspection, and Maintenance tabs.

   

   Maintenance Grid

1. Click Add to open the Add Record window.

   

   Add Record - Add Maintenance Facility or Record

2. To add a new facility in the grid with a maintenance record, select Add New <facility type>.

   

   Add Record - Add New Facility Record

   1. Select the pipeline in the window that you want to add a new facility and information record.

      

      Add Record - Selected Pipeline

   2. Click Save to display the Add Record window with required field(s) for data entry. Required fields are identified with the icon.

      

      Add Record - New Facility Maintenance

   3. Type the facility milepost number in the Milepost field. Based on your system configuration, the Milepost field may have a different caption for User Location Name, such as Station Number or other type of identifier.

   4. Type a date in the Repair Found Date field using the format MM/DD/YYYY to indicate the month, day, and year. Or click the down arrow in the field and select a date using a calendar.

   5. Complete data entry fields as needed. If required, enter a repair code in the Test Point Repair Code field. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

   6. Click Save to close the dialog and add the new facility with an maintenance record in the grid.

3. To add a new information record for the existing facility type in the grid, select Add Maintenance Record to Existing <facility type>.

   

   Add Record - Add Maintenance Records to Existing Facility

   1. Select a pipeline in the window that you want to add a new facility and maintenance record.

      

      Add Record - Selected Pipeline for Maintenance Record

   2. Click Save to display the Add Record window with required field(s) for data entry.. Required fields are identified with the icon.

      

      Add Record - Add New Record to Existing Facility Data Entry Fields

   3. Complete data entry fields as needed.

   4. Type the facility milepost number in the Milepost field. Based on your system configuration, the Milepost field may have a different caption for User Location Name, such as Station Number or other type of identifier.

   5. Type a date in the Repair Found Date field using the format MM/DD/YYYY to indicate the month, day, and year. Or click the down arrow in the field and select a date using a calendar.

   6. Type a repair code in the Test Point Repair Code field. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

   7. Click Save to close the dialog and add the new facility with an maintenance record in the grid.

4. Enter other maintenance data as needed in the grid.

5. Click Refresh to update the grid.