Using the Based On Tab to View Records Based on a Schedule

Complete the following steps using the Based On tab to view records in a grid based on a schedule:

1	Select one or more pipeline segments in the Select ROWs window (Figure 7-4). Choose pipeline segments with facilities included in a schedule, 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 7-36).

Figure 7-36. Test Point Inspection Grid

3	Select a data entry grid. For example, click the Inspection tab and then the Test Point button to display the Test Point Inspection data entry grid.

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	Click the Based On tab and then select Schedule (Figure 7-37).

6	Choose a schedule definition. Click the down arrow in the field Select Schedule Definition and select an item in the list.

Figure 7-37. Based On Schedule

Complete step 7 to set up a schedule date range using a calendar or step 8 to set up a schedule date range using dynamic dates.

7	To set up a schedule date range using a calendar:

a	Set a schedule start date. Type a date in the Start Date field or click the down arrow and select a date using a calendar.

b	Set a schedule end date. Type a date in the End Date field or click the down arrow and select a date using a calendar.

Note: When typing a date, use the format MM/DD/YYYY to indicate the month, day, and year.

c	Click Apply and then click Close to close the based on panel. Records display in the data entry grid based on the selected schedule definition and date range.

8	To set a schedule date range using dynamic start and end dates, follow these steps (Figure 7-38):

a	Click the Start Date calculator to open dynamic start date fields. Set properties in these fields in the following manner:

1)	Click the down arrow in the Start Date field and select one of the following options: Today, End Of Month, Beginning Of Year, or End Of Year.

2)	In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic start date fields.

b	Click the End Date calculator to open dynamic end date fields. Set properties in these fields in the following manner:

1)	Click the down arrow in the End Date field and select one of the following options: Today, End Of Month, Beginning Of Year, or End Of Year.

2)	In the remaining two fields, type an offset value in the first field and then click the down arrow in the second field and select one of the following options: Day(s), Month(s), or Year(s). Click the pencil button to close dynamic end date fields.

c	Click Apply and then click Close to close the based on panel. Records display in the data entry grid based on the selected schedule definition and dynamic date range.

Figure 7-38. Based On Schedule