(AI KB) FDC: How To Create A New Facility During A Periodic Survey

During a periodic survey, if a facility is found that is not in the PCS database, the facility can be created and surveyed with this feature.  When the survey is imported into PCS, the basic information records for the new facility will be automatically created.

1. To add a facility, from the site list, click the add button.  Note: this cannot be done with the add button from within a facility.  If the add button is grayed-out, see instructions below.

2. Follow the prompts to choose a facility type, hierarchy selection (ROW), and Milepost.  Click save.

Note: The milepost format must match the format used in PCS exactly, or it will default to "0" in PCS.

3. After reviewing the information on the next screen, click on inspection at the bottom of the screen to enter your survey data.

If the add button is grayed-out on the site list, the ability to add new facilities during surveys must be enabled by a PCS admin.

1. From the Tools dropdown, go to User Management. 

2. Select the users profile on the right, and check the box next to Can Create New Facilities On Field Computer

Note: only new surveys sent after this option is enabled, by that user, will have the ability to add new facilities.