Adding 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 certain fields for data entry in the Inspection grid – such as Activate Structure P/S and Activate Casing P/S.

The procedure in this section covers the following scenarios for adding a record in the Information grid:

•	adding an information record for an existing facility in the grid (step 7)

•	adding a record for a new facility on a pipeline (step 8)

Complete the following steps:

1	Click the Select ROWs button to open the Select ROWs window (Figure 7-4).

2	Select one or more pipeline segments with facilities you want to work with by clicking the check box for each pipeline segment. Click Save to close the window.

Note: A check mark inside a check box indicates a selection. To clear a selection, click the check box again to remove the check mark. A shaded check box indicates selection of some, not all, child folders, ROWs, and pipelines.

Figure 7-4. Select ROWs

Note: Although the CPDM module and test point facility type are both referenced in this procedure, instructions apply to any PCS Axis module and facility type.

3	Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window (Figure 7-5).

4	If you want to collapse the Selected ROWs panel to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the panel.

5	Open the Information grid for a facility type. For example, click the Information tab and then a facility type button, such as Test Point .

Figure 7-5. Information Grid

6	Click Add to open the Add Record dialog box (Figure 7-6). Then continue with one of the following steps:

•	To add an information record for an existing facility in the grid, continue with step 7.

•	To add a new facility in the grid with an information record, continue with step 8.

Figure 7-6. Add Record

7	To add an information record for an existing facility in the grid:

a	Click the option Test Point Information Record. Then select a facility in the list of facilities in the Add Record dialog box. For example, the facility at Milepost 0.000 is selected in the previous figure (Figure 7-6).

b	Click Save to display required field(s) for data entry (Figure 7-7).

c	Type a date in the Effective 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.

Effective Date is the date a record becomes effective, such as when a facility becomes inactive or is taken out of service. Or when other permanent information changes, such as the protection criteria value changes for a test point.

Figure 7-7. Add Record

d	Click Save to close the Add Record dialog box and add an information record in the grid for the existing facility.

e	Provide other facility data in the grid as needed, such as Permanent Comments (Figure 7-8).

f	Click Refresh to update the grid.

Figure 7-8. Add Record

8	To add a record in the Information grid for a new facility:

a	Click the option Test Point Facility and Information Record.

b	Select the pipeline in the dialog box that you want to add a new facility and information record. For example, pipeline T-1401 is selected in the next figure (Figure 7-9).

Figure 7-9. Add Record

c	Click Save to display required field(s) for data entry. Required fields are identified with the icon, such as Milepost in the following figure (Figure 7-10).

d	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.

e	Click Save to close the dialog box and add the new facility record in the Information grid.

Figure 7-10. Add Record

f	Activate one or more fields for data entry in the Inspection grid. Click the check box for an “activate” field in the Information grid to place a check mark inside the check box.

For example, click the check box Activate Casing P/S for Milepost 0.002 as shown in the following figure (Figure 7-11).

g	Provide other facility information as needed. For example, type a description of the facility location in the Location Description field and comments about the facility in the Permanent Comments field.

h	Click Refresh to update the grid.

Figure 7-11. Information Grid