Adding a Sort Theme

A sort theme determines how PCS Axis sorts records in a data entry grid. Adding a sort theme allows you to choose which field(s) to sort records by and if records sort alphanumerically in ascending or descending order.

To add a sort theme for a continuous survey in Survey Folder Maintenance, follow these steps:

1	Select one or more pipeline segments in the Select ROWs window. Click Save to close the window (Figure 6-3).

2	Click Modules > Indirect Survey Manager (ISM) to open the ISM module.

3	Click Data Entry > Survey Folder Maintenance to open the Survey Folder Maintenance window.

Note: Clicking the Selected ROWs bar collapses the Selected ROWs panel allowing you to view more of the grid. Clicking the Selected ROWs bar again expands the Selected ROWs panel.

4	Click a button labeled with the type of continuous survey that you want to add a sorting theme. For example, click the CIS button to add a sorting theme for a continuous survey associated with close interval survey readings (Figure 6-8).

5	Click the Customize tab then the Sorts button to open the Sorts page (Figure 6-14).

Figure 6-14. Sorts

6	Click the Add button to open the New Sort Theme dialog box (Figure 6-15).

Figure 6-15. New Sort Theme

7	Type a name for the sort theme in the field Enter Theme Name. If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the sort theme saves as a private theme.

Note: Themes are either public or private. A public theme is available for use by all PCS Axis users. A private theme is available only to the user who creates it.

8	Select a sort theme with fields you want to copy to the new sort theme. Click the down arrow in Copy Fields From Theme and select a theme in the selection list.

9	Click OK to save changes and return to the Sorts page (Figure 6-16).

10	Complete the following steps in the Sorts page to add and remove fields in the new sorting theme as needed:

a	Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.

b	Double-click a field listed in the left pane to move it to the right pane. Repeat this step as needed. The sorting theme includes all fields listed in the right pane.

c	If you want to remove a field in the sorting theme, double-click a field listed in the right pane to move it to the left pane. Repeat this step as needed.

11	Select a sorting method for each field listed in the right pane. To sort grid records in ascending order, click the toggle button to select ASC . To sort in descending order, click the toggle button to select DESC .

12	To change the order of fields listed in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the up or down button.

Figure 6-16. Sort Theme

13	Click Save to save changes.

14	To apply the new sort theme in the data entry grid of Survey Folder Maintenance, follow these steps:

a	Click the Options tab to open the options page (Figure 6-17).

b	Click the down arrow in the field Select Sort Theme and select the new sorting theme in the selection list.

c	Choose a method for sorting survey folders in the data entry grid based on the survey date in the Start Date field. Click Oldest First or Newest First in Sort Dates to sort survey folders with the oldest or newest survey Start Date first.

d	Click Apply to save and apply changes. If you want to cancel changes instead, click Cancel. PCS Axis closes the options page and returns to the Survey Folder Maintenance window.

Figure 6-17. Options