(AI KB) PCS: How to create a Route

Purpose: This article will provide steps on building routes in PCS. Routes are used to assist field technicians to send out a preset list of facilities they need to capture readings on.

1. Click Data Entry > Define Routes

Note- The available facilities are being pulled by what's selected in the hierarchy. Below is an example what is selected.

2. Click  Add. The "Add New Route" window opens.

NOTE: If this is the first route to be created, the window will automatically open.

3. Type a name for the new route in the Enter Route Name field.

4. If necessary, click the ellipsis button in the Import Route Records from file field to select a file to import records into the route. Select the file and click Open.

To learn more about - Import Route Records from file, Please visit this link.

(AI KB) PCS: Import Route Records From File

5. Click  OK in the Add New Route window

6. Select the facility type(s) you want to work with using the method described in either of the following sets of steps:

1. To select a facility type, click the facility type option button and then click the down arrow and select a facility type in the list, such as  [PCS] Rectifier Survey.

   

   Facility Type Theme Option

2. To select multiple facility types, click the Ad Hoc Theme radio button and then select one or more facility types in the CPDM, VM, ACM, ICM, LSM, or CMA sections.

   An Ad Hoc Theme only applies to the current session and is not saved. A facility type is selected when a checkmark appears inside the check box. To clear the check mark, click the check box again.
   
   

   
   
   

7. Select which facilities to include in the route in the Facilities Available grid:

1. 1. To include all facilities, click  Add All and then click Yes when the Add All message opens. To only include facilities you select, select individual facilities in the Facilities Available grid. Or double-click each facility.

8. Click  Save to save changes. The route is saved, and the grid is updated.