Using the Options Page to View Records Based on a Schedule

Complete the following steps using the Options page 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 7-39).

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.

Figure 7-39. Test Point Inspection Grid

5	Click the Options tab to open the options page (Figure 7-40).

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

Figure 7-40. Options

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. Click the down arrow in the Start Date field and select a date in the calendar.

b	Set a schedule end date. Click the down arrow in the End Date field and select a date in the calendar.

c	If you want to set additional property settings in the options page, continue with step 9. Otherwise, click Apply to apply changes and return to the data entry grid.

8	To set a schedule date range using dynamic start and end dates, follow these steps (Figure 7-41):

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	If you want to set additional property settings in the options page, continue with step 9. Otherwise, click Apply to apply changes and return to the data entry grid.

Figure 7-41. Based On Schedule

9	To change the grid layout, sorting method, or apply one or more filters to the grid, follow these steps:

a	To change the grid layout theme, click the down arrow in the field Select Layout Theme and select a layout theme in the selection list.

b	To change the grid sorting method, click the down arrow in the field Select Sort Theme and select a sorting theme in the selection list.

c	To apply a filter to the grid, click the check box for a filter listed in the Filters group box.

For example, to only include active facilities in the grid, click the Active Facilities Only check box. A check mark inside the check box indicates a selection. To remove a filter from the grid, clear the check mark by clicking the check box.

Note: For more information related to filters (New 'And' Group or New 'Or' Group), refer to Adding an AND Filter Group.

d	When applying a date filter to the grid, such as Inspection Date is between, set a date range using a calendar or dynamic dates in the following manner:

•	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 button 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.

e	Click Apply to apply changes and return to the data entry grid

Records display in the grid based on selected options.