Hierarchy Level Overrides

Scheduling properties set up in the Hierarchy Level Overrides tab of the Edit Schedule Settings window apply at the ROW (pipeline) level. Some scheduling properties inherit settings from those previously set up in the Time Between Survey Settings tab and ROW and Facility Settings. Inherited settings changed at the ROW level override and have precedent over those in the Time Between Survey Settings tab and ROW and Facility Settings.

Complete the following steps to set up scheduling properties at the ROW level:

Click Data Entry > Edit Schedule Settings and then the Hierarchy Level Overrides tab.

Hierarchy Level Overrides
Select the facility type you want to work with:
- To select a facility type theme, select a theme from the Facility Types drop-down list.
- To select multiple facility types, click the Ad Hoc Theme radio button and then select one or more facility types, such as Test Point, Rectifier, or Foreign Bond.
  
  An Ad Hoc Theme only applies to the current session and is not saved. A facility type is selected when a check mark appears inside the check box. To clear the check mark, click the check box again.
Select the ROW(s) you want to work with by clicking the check box for each ROW in the middle pane of the Hierarchy Level Overrides tab.

ROW Selection(s)
Refer to the following table for a description of scheduling properties that apply at the ROW level and how to set up each of these.

Certain property names in the following table include an asterisk (*). The asterisk identifies scheduling properties you can set at the ROW level that will override and take precedent over those in ROW and Facility Settings and Time Between Survey Settings tab.

Hierarchy Level Overrides
Property Name	Property Description
Selected	Include or exclude schedule settings at the ROW level when generating a schedule with facilities due for inspection. To include or exclude schedule settings, click Selected to display a drop-down arrow and select one of the following options in the drop-down list: Selected Drop-down List No: Excludes schedule settings when generating a schedule. Yes: Includes schedule settings when generating a schedule. Auto Select: If an Auto Select Expression has previously been created in the Schedule Type Settings tab, select to include the expression with other schedule settings when generating a schedule. For information about how to create an expression, refer to Schedule Type Settings.
Scheduling Type Name	A named set of schedule settings for a facility type created in the Schedule Type Settings tab. For information about how to create a Scheduling Type Name, refer to Schedule Type Settings.
Due Date Calculation Method	Shows the property setting inherited from Due Date Calculation Method column in the Schedule Type Settings tab.
*Time Between Surveys	Number of months or years between inspections. To set the time between surveys: For a scheduling type listed in Scheduling Type Name, click the Time Between Surveys field to display a drop-down arrow. Click the down arrow and select the number of months or years in the selection list. Time Between Surveys Unit Drop-down List
*Target Month	Refers to the first survey month. Options in the selection list are based on the Time Between Survey value. As an example, if Time Between Surveys is 2 months, and the Target Month (first survey month) is January, surveys are set at 2-month intervals beginning in January. The next survey is due in March, the next in May, and so on. To set the target month: For a scheduling type listed in Scheduling Type Name, click the Target Monthfield to display a drop-down arrow. Click the down arrow, and select a month in the selection list. Target Month Drop-down List
*Target Year	Refers to the first survey year when Time Between Surveys is more than 12 months. To set the target year: For a scheduling type listed in Scheduling Type Name, click the Target Yearfield to display a drop down arrow. Click the down arrow and select a year in the selection list. Target Year Drop-down List
Grace Period / Grace Period Unit	Refers to a period of time in days or months an inspection can be late without incurring a compliance violation. To set a grace period for a scheduling type listed in Scheduling Type Name: Type a value in the Grace Period field. Click the Grace Period Unit field to display a drop down arrow. Click the drop-down arrow and select either Days or Months in the selection list. Grace Period Unit Drop-down List
*Early Survey Limit Days	Refers to how early an inspection can occur before the actual due date and still count as an inspection for the survey period. To set an early survey limit for a scheduling type listed in Scheduling Type Name, enter the number of days in the Early Survey Limit Days field.