Creating a Schedule Based on X years/Y%

If facilities require inspection based on a multi-year cycle, use the X years/Y% scheduling method. With this method, facilities due for inspection are scheduled for survey based on the Last Inspection Date and settings for the scheduling properties Time Between Surveys, Multi-Year Survey Start, and Minimum Percent Scheduled.

To create a schedule for a multi-year survey based on the X years/Y% method, follow these steps:

1	Select a pipeline segment in the Select ROWs window. Click Save to close the window.

2	Click Data Entry > Edit Schedule Settings > Time Between Survey Settings tab.

3

Set up all related scheduling properties for a survey selected in Time Between Surveys. Scheduling properties marked with N/A (not applicable) are not required, such as Required Inspections Per Calendar Year for a survey with Time Between Surveys of 2 Years or more. If needed, refer to Table 9-1 for field descriptions.

Note: Scheduling properties set up in Time Between Surveys apply system wide. Settings can however be overridden at the facility type level in ROW and Facility Settings; at the hierarchy level in Hierarchy Level Overrides; and at the facility level in the Facility Level Override mini-grid of the Information grid.

4	To select the X years/Y% due date method:

a	Click the Schedule Type Settings tab.

b	Select one or more facility types in the Facility Types pane using either an installed facility type theme or an Ad Hoc Theme.

c	For a scheduling type listed in Scheduling Type Name, click the field Due Date Calculation Method to display a drop down arrow. Click the arrow and select X years/Y% in the selection list.

d

Set up remaining scheduling properties as required. Scheduling properties inherit values from those in the Time Between Survey Settings tab and can be overridden at the facility type level as needed. Property settings marked N/A (not applicable) are not required. Refer to Table 9-2 for field descriptions.

5	If you want to override one or more scheduling properties at the ROW level, complete the following steps:

a	Click the Hierarchy Level Overrides tab.

b	Select one or more facility types in the Facility Types pane using either an installed facility type theme or an Ad Hoc Theme.

c	Select the ROW(s) you want to set up a survey schedule. Select one or more ROWs (pipeline segments) listed in the middle pane of the window.

d	For a scheduling type listed in Scheduling Type Name, set up scheduling properties as required. Scheduling properties inherit values from those in the Schedule Type Settings tab and can be overridden at the ROW level as needed. Refer to Table 9-3 for field descriptions.

The schedule is now set up with the X years/Y% scheduling method.