Using Data Entry Grids and Forms : Working with Records : Attaching a Document to a Grid Record : Adding an Attached Document Field in the Grid
Adding an Attached Document Field in the Grid
Each of the following fields allow you to attach a document to a record in the grid. If any of these fields are not present in the grid, use the procedure in this section to add one or more fields as needed.
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ROW Attached Documents: add this field in the Information, Inspection, or Maintenance grid if you plan to attach a document to a ROW record.
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Facility Attached Documents: add this field in the Information, Inspection, or Maintenance grid if you plan to attach a document to a facility record.
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Inspection Record Attached Documents: add this field in the Inspection grid if you plan to attach a document to an inspection record.
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Maintenance Record Attached Documents: add this field in the Maintenance grid if you plan to attach a document to a maintenance record.
Complete the following steps:
1
Select one or more pipeline segments in the Select ROWs window. Click Save to close the window (Figure 7-4).
2
Click Data Entry > Edit <module> Data, such as Edit CPDM Data. If present, click a facility type button, such as Test Point in CPDM or Coupons in ICM.
3
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.
4
Based on the attached document field you want to add, complete one of the following steps to open the grid:
a
To add the attached document fields Facility Attached Documents and/or ROW Attached Documents in the Information, Inspection, or Maintenance grid, click the Information, Inspection, or Maintenance tab to open the grid.
b
To add the field Inspection Record Attached Documents in the Inspection grid, click the Inspection tab to open the grid.
c
To add the field Maintenance Record Attached Documents in the Maintenance grid, click the Maintenance tab to open the grid.
5
Click the Customize tab to view the Layouts page.
6
Click the down arrow in Select Layout Theme and select a layout theme in the selection list.
7
Type attached in the search field of the left pane to display a list of attached document fields available for selection.
8
To add the fields Facility Attached Documents and/or ROW Attached Documents in the Information, Inspection, or Maintenance grid, follow these steps:
a
Click the check box for the fields Facility Attached Documents and/or ROW Attached Documents in the left pane of the window (Figure 7-95).
b
Click the top arrow button to move selected fields to the right pane. The grid includes all fields listed in the right pane. Click Save.
Note: Double-clicking a field in the left pane also moves it to the right pane. If you want to remove a field in the right pane, double-click the field to move it back to the left pane. Fields with a lock icon are required and cannot be removed.
Figure 7-95. Layouts
9
To add the field Inspection Record Attached Documents in the Inspection grid, complete the following steps:
a
Click the check box for the field Inspection Record Attached Document in the left pane of the window (Figure 7-96).
b
Click the top arrow button to move the field to the right pane. The grid includes all fields listed in the right pane. Click Save.
Note: Double-clicking a field in the left pane also moves it to the right pane. If you want to remove a field in the right pane, double-click the field to move it back to the left pane. Fields with a lock icon are required and cannot be removed.
Figure 7-96. Layouts
10
To add the field Maintenance Record Attached Documents in the Maintenance grid, complete the following steps:
a
Click the check box for the field Maintenance Record Attached Document in the left pane of the window (Figure 7-97).
b
Click the top arrow button to move the field to the right pane. The grid includes all fields listed in the right pane. Click Save.
Note: Double-clicking a field in the left pane also moves it to the right pane. If you want to remove a field in the right pane, double-click the field to move it back to the left pane. Fields with a lock icon are required and cannot be removed.
Figure 7-97. Layouts
11
To apply the layout theme in the grid, follow these steps:
a
Click the Options tab to open the options page.
b
Click the down arrow in Select Layout Theme and select the layout theme that includes attached document fields.
c
Click Apply to apply changes and return to the grid.