Add a Facility Information Record

Use the Information grid to add a record for a new facility on a pipeline, add an information record for an existing facility in the grid, add a history record to maintain permanent information about a facility, and activate fields for data entry in the Inspection grid.

These instructions start with the assumption that you have a facility type's Information 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 add a record for a new facility or add an information record for an existing facility on a pipeline in the Information grid. These steps can be used to add a new facility type or record for any of the facility types.

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 Information tab and select a facility type from the selections below the Information, Inspection, and Maintenance tabs.

   

   Information Grid

5. Click Add to open the Add Record window.

   

   Add Record - Add New Facility or Information Record

6. To add a new facility of the selected facility type, 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 for Information Record

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

      

      Add Record - New Facility Information Data Entry Fields

   3. Complete data entry fields as needed.

   4. Click Save to close the window and add the new facility record in the Information grid.

   5. Activate desired fields for data entry in the Inspection grid by clicking in the check box for an "activate" field in the Information grid.

      For example, click the Activate Casing P/S check box for the newly created milepost.

      

      Activate Data Entry Field in Information Grid

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

   

   Add Record - Add Information Record for Existing Facility Type

   1. Click Save to display the Add Record window with required field(s) for data entry.

      

      Add Record - New Information Record for Facility Type Data Entry Fields

   2. Complete data entry fields as needed. For the date in the Effective Date field, use 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.

      Effective Date is the date a history record becomes effective. New history records are created with an Effective Date when important permanent information changes. Refer to Create History Records Using an Effective Date for more information.

   3. Click Save to close the Add Record window and add an information record to the grid for the existing facility.

8. Enter other facility data as needed in the grid.

9. Click Refresh to update the grid.