Adding a Facility Maintenance Record

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

•	adding a maintenance record for an existing facility (step 6)

•	adding a new facility with a maintenance record (step 7)

Complete the following steps:

1	Click the Select ROWs button to open the Select ROWs window (Figure 7-4). Select one or more pipeline segments with facilities you want to work with, then click Save to close the window.

2	Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window (Figure 7-19).

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

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.

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.

Figure 7-19. Maintenance Grid

5	Click Add to open the Add Record dialog box (Figure 7-20). Then continue with one of the following steps:

•	To add a maintenance record for an existing facility in the grid, continue with step 6.

•	To add a new facility in the grid with a maintenance record, continue with step 7.

Figure 7-20. Add Record

6	To add a maintenance record for an existing facility in the grid:

a	Click the option Test Point Maintenance Record. Then select a facility in the list of facilities. For example, the facility at Milepost 2.753 is selected in the previous figure (Figure 7-20).

b	Click Save to display required field(s) for data entry (Figure 7-21). Required fields are identified with the icon, such as Test Point Repair Code in the next figure (Figure 7-21).

c	Type a date in the field Repair Found Date 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.

d	Type a repair code in the field Test Point Repair Code. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

Figure 7-21. Add Record

e	Click Save to close the dialog box and add a maintenance record in the grid for the existing facility (Figure 7-22).

f	Provide other maintenance data as needed, such as Repair Initiated Date, Repair Corrected Date, Repair Priority, and Repair Remarks.

g	Click Refresh to update the grid.

Figure 7-22. Maintenance Grid

7	To add a new facility in the grid with a maintenance record:

a	Click the option Test Point Facility and Maintenance Record in the Add Record dialog box (Figure 7-23).

b	Select a pipeline in the dialog box that you want to add a new facility and maintenance record. For example, pipeline T-1403 is selected in the next figure (Figure 7-23).

Figure 7-23. Add Record

c	Click Save to display required field(s) for data entry (Figure 7-24). Required fields are identified with the icon, such as Milepost and Test Point Repair Code in the next figure (Figure 7-24).

Figure 7-24. Add Record

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	Type a date in the field Repair Found Date 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.

f	Type a repair code in the field Test Point Repair Code. Repair code is a designation used by your company to identify the type of repair. The field accepts up to 15 alphanumeric characters including special characters such as the pound sign (#), asterisk (*), or hyphen (-).

g	Click Save to close the dialog box and add the new facility with an maintenance record in the grid (Figure 7-25).

h	Provide other maintenance data as needed, such as Repair Initiated Date, Repair Corrected Date, Repair Priority, and Repair Remarks.

i	Click Refresh to update the grid.

Figure 7-25. Maintenance Grid