Routes Quick Start

Information in this section assumes one or more routes have previously been created. If no routes exist, review Create a Route.

The following procedure explains how to display and set properties in a route. Property settings include selection of a layout and sort theme. Both of these themes determine how PCS displays facility records in a route.

As an option, you can also set up one or more filter groups that apply only to the current session. A filter group filters data in a route by including or excluding certain facility records. It allows you to work with a subset of facility records for the currently selected ROW based on filter selection criteria.

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 to display and set properties for a route:

  1. Click Data Entry > Define Routes to open the Define Routes window.

    Define Routes Window

    Define Routes Window

  2. Select a route from the Routes drop-down list.

    Define Routes Selection List

    Define Routes Selection List

  3. Click the Options tab to open the Options window.

    Options

    Define Routes Options

  4. select a layout theme from the Select Layout Theme drop-down list and a sort theme from the Select Sort Theme drop-down list.

  5. If you want to filter records in the grid and route, complete the following steps. Filter settings in the Define Routes Options window apply only to the current session and are not saved. See Work with Themes and Filter Groups for information about saving filter settings in a theme.

    1. To apply a predefined filter, select one or more options in the Filters pane and then click save icon Apply.

      A check mark inside a check box indicates a selection. To clear a selection, click the check box again to remove the check mark.

    2. To add a new filter to an existing filter group, click the icon within a field group and then use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.

      Filter Group

      Filter Group

    3. To create a new filter, first decide if you need to add an AND filter group or an OR filter group. Adding an AND filter group produces a subset of records that meet all filter conditions. Adding an OR filter group produces a subset of records that meet any filter condition. PCS processes filters in a filter group in descending order beginning with the filter at the top of the filter group.

      1. To create a new And group, click New 'And' Group to open the filter properties group box.

        New And Filter Group Options

        And Group Filters

      2. To create a new Or group, click New 'Or' Group to open the filter properties group box.

        New Or Filter Group Options

        Or Group Filters

      3. Type a name for the filter group in the Filter Group Caption field.

      4. Select the Filter Is Always On option to keep the filter on.

      5. Use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.

        1. When adding a date filter, set a date range using a calendar or dynamic dates in one of the following ways:

          • Type a date in the start and end date fields. Enter a start and end date using the format M/DD/YYYY to indicate the month, day, and year.

          • 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.

          • To set a date range using dynamic start and end dates, click the calculator icon 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. Type a name for the filter in the Enter Custom Filter Caption field.

        3. If additional filters are needed within the filter group, click and repeat these steps.

      6. If necessary, click the edit icon edit icon for a filter to open that filter's property settings and change settings as needed.

      7. Click Save to save the filter group.

      8. Click save and close icon Save and Close when finished saving all filter groups.

  6. Click save icon Apply to save and apply changes. PCS closes the options page and returns to the Define Routes window.