Inspections Toolbar

The Inspections toolbar button allows the user to add, edit and delete events.

  • Back

    The Back menu item allows you to return to assets that you had previously selected in the Assets tree.

  • Forward

    The Forward menu item allows you to return to assets that you had previously selected in the Assets tree, after you’ve used the Back button.

  • Asset ‣ Asset Views

    See Asset Views for detailed information on the Asset Views toolbar option.

  • Asset ‣ Traffic Lighting

    See Traffic Lighting for detailed description of the Traffic Lighting toolbar option.

  • Asset ‣ Add ‣ Asset

    Adds a new (child) asset to the asset currently selected in the hierarchy.

  • Asset ‣ Add ‣ Root Asset

    Adds a new root level asset into the active Asset View. A root level asset is an asset which does not have a parent asset.

  • Asset ‣ Add ‣ Linked Asset(With Children)

    Add a link to an existing asset including all its children. An asset tree will be displayed to allow selection of the asset to link as a child to the currently selected asset.

  • Asset ‣ Add ‣ Linked Asset (Without Children)

    Add a link to an existing asset, without any of its children. An asset tree will be display to allow selection of the asset to link as a child to the currently selected asset.

  • Asset ‣ Edit ‣ Asset Properties

    Change the name or Asset Type of the currently selected asset or add/remove the Primary Asset flag.

  • Asset ‣ Edit ‣ Asset Type Properties

    Edit the Asset Type of the currently selected asset: change its name, and change what Asset Information groups, Event types and Survey types it is associated with.

  • Asset ‣ Delete

    Deletes or unlinks the selected asset. If the asset exists in multiple places just this location can be removed, instead of deleting all locations the asset exists. Click on the Connections button to view dependant records of the current asset.

  • Asset ‣ Show Asset Type

    Toggles the display of the asset type in the hierarchy.

  • Asset ‣ Undo Move

    Reverses the last asset move action. Note that ONLY the last asset move can be undone.

  • Asset ‣ Copy to Clipboard

    Copies either the asset name or full hierarchy location of the selected asset to the clipboard.

  • Asset ‣ Reparent to Root

    Repositions the selected asset in the asset tree so that it becomes a root asset.

  • Asset ‣ Show on Drawing

    Shows a list of drawings that have this asset as a region. Click on a menu item to go to that drawing.

  • Asset ‣ Other Locations

    Shows a list of other locations that this asset exists in on the asset tree (including in other Asset Views). Click on a menu item to navigate there. If this asset does not appear in any other locations, you will not see any items in this list.

  • Asset ‣ Connections

    See Connections for information about the Connections toolbar option.

  • Asset ‣ Anomaly Triggers

    Asset-specific anomaly triggers are found here. Triggers for a field independent of asset are found in Asset Information and Event Types.

  • Asset ‣ Coordinates

    This is the equivalent of the version 5 ‘Pipeline’ and ‘Map’ tabs.

  • Asset ‣ Rotate Equipment

    The Rotate Equipment menu item is used to swap the location of the selected asset with another asset of the same type. Swapping assets will exchange their location in the asset tree and create records in the asset history tab for both assets, to record details of the exchange.

    The Rotate Equipment menu item will only be enabled if the selected asset has an asset type. When you click on the Rotate Equipment menu item, an asset selection dialog will be displayed. Assets that are not of the same type will be greyed out in the tree. To swap the location of the selected asset, select another asset of the same type and click the Ok button on the dialog. The asset tree will refresh and the swapped asset will be selected in the tree.

    You cannot rotate an asset with one of its children.

    The Rotate Equipment menu item is a Workflow. As such, if necessary, it can be debugged using the Workflow debugger. When you select the menu item, hold down the Control key on the keyboard. The Select Asset dialog will be displayed, but will be followed by the Debug Workflow dialog. You can step through workflow items one at a time, which may help to narrow down any problems.

    This functionality is most commonly used for PRDs where they are “rotated” out for valves that have been tested and prepared for service.

  • Asset ‣ Retire Equipment

    The Retire Equipment menu item is used to change the location of the selected asset in the asset tree. Changing the asset location in the asset tree creates records in the asset history tab for the asset itself as well as the source parent, to record details of the reloaction.

    When you click on the Retire Equipment menu item, an asset selection dialog will be displayed. To change the location of the selected asset, select another asset as the destination parent and click the Ok button on the dialog. The asset tree will refresh and the asset will be selected in the tree in the new location.

    The Retire Equipment menu item is a Workflow. As such, if necessary, it can be debugged using the Workflow debugger. When you select the menu item, hold down the Control key on the keyboard. The Select Asset dialog will be displayed, but will be followed by the Debug Workflow dialog. You can step through workflow items one at a time, which may help to narrow down any problems.

  • Import

    See Import for detailed information on the Import Wizard. The MS Excel Import Template details the required format for importing events.

  • Custom Export

    Gives the user the ability to choose which subset of assets and associated event data to export to Excel. Clicking this launches the Event Export wizard. The format in which the data is exported to Excel is similar to but not the as same format in which the data can be reimported, see Import for more detail on importing data from Excel.

  • Reports

    See Reports for information about the Reports toolbar option.

  • View ‣ Toggle Event/Findings

    Flips between showing the Event Listing and the Finding Listing. Equivalent to clicking on the Event Listing tab or the Finding Listing tab. Having the menu item there lets us attach a shortcut key to it: F10.

  • View

    The remainder of the View menu lists the various panes available in the Inspection screen. Click a menu item to check/uncheck it. Checked items are visible; unchecked items are not.

  • Time Source

    If set to System Time, the date and time box visible just to the right of this button will show the current time according to this PC’s clock. If set to Video Time, it will show time from the video player — as you move backwards and forwards through the video, you will see this time move backwards and forwards in unison.

  • Desktops

    If you have several saved desktop configurations for this screen, select which one is active here.

  • Save Desktop

    If you have made changes to the currently selected desktop, click this to save them. Otherwise, when you restart the application, your changes will be lost.

  • Add Desktop

    You can add a new desktop layout here.

  • Delete Desktop

    Delete the currently selected desktop from the list by clicking this.