Exor Corporation Limited. Scheme Manager User Guide v4.5. The Global Leader in Infrastructure Asset Management

Transcription

1 Exor Corporation Limited Scheme Manager User Guide v4.5 The Global Leader in Infrastructure Asset Management

2 This page intentionally blank Copyright Exor Corporation Ltd, England, 2007 All rights reserved

3 Quality Assurance Statement Document Details File: Scheme Manager User V4.5.doc Manual Name: Scheme Manager User Guide Version: 1.0 Date of Issue: Prepared by: T.C. Stewart Reviewed by: Approved for issue by: L.Darke Product Manager: T.C. Stewart Feb 2007 File Name: Document Centre/Exor/Product Manuals/ Product Manuals/ completed documentation/scheme Manager User v4.5.docx Document Version Control Revision Date By Chapter Description / Page 1 Feb 2007 TCS All Released with Version Nov 2010 IS All Reviewed for Version May 2011 IS None No changes for Nov 2011 IS None No changes for 4.5 i

4 Contents... i Quality Assurance Statement... i About Scheme Manager... 2 Maintain Scheme STP Understanding Scheme Status Codes... 6 Schemes Details... 8 Scheme Costs Scheme Dates Quality Assessment Scheme Locations Adding a New Scheme Location Scheme Locations Details Removing a Scheme Location Location Details Scheme Activities - Information Scheme Activities Scheme Location Scheme Activities / Operation Data Operation BOQ s Scheme Contractors Scheme History Asset Schemes Creating an Asset Scheme Scheme Assets Hint Text Sorting Results Scheme Assets Location Panel Adding Assets to a Scheme Removing an Asset from a Scheme Scheme Asset Activities Running Scheme Operations End Dating Condition Data Viewing a Scheme on the Map Window Auto Synchronise Map with selected Scheme Select a Scheme on the Map Deleting a Scheme Scheme Priorities PMS Schemes List Road Construction Data - STP Layer Layer Layer Layer Layer Layer Region of Interest Construction Data Details Tab Location and Hierarchy Panel ii

5 Adding a New Item of Construction Data Locating a Road Construction Data Item Extent Limits Adding a Hierarchical Item Road Construction Functions Toolbar Construction Details Window Copy a Grid Cell Close Copy XSP Close XSP Copy Layer Close Layer Graph Core Sampling / Profiling iii

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7 CHAPTER 1 Introduction This Guide provides information on the use of Scheme Manager. It is aimed at Users who wish to maintain and View Schemes and Road Construction profile Information More information relating to the reference data requirements for Scheme Manager can be found in the Scheme Manager System Admin Guide. 1

8 About Scheme Manager Scheme Manager is an application module within the Exor solution set that allows an Authority to manage planned and active work on the Infrastructure Assets within its control. With Asset Management methodologies being strongly encouraged and the production, by many Authorities, of an Asset Management Plan, Scheme Manager provides an Asset Management module to hold the Schemes that form the Plan electronically. As the repository for the Asset Management Plan, Scheme Manager enables the user to view the individual Schemes and study their impact on the effected Assets. Schemes can be created for ANY Asset stored within Exor Asset Manager, including Road, Footway, Street Furniture, Bridges, Street Lights or Grassed Areas. A unique feature of Scheme Manager is the ability to manage Schemes on Assets that are NOT stored within the Exor Database but are integrated using our EXTERNAL ASSET functionality. This ensures that one centralized Asset Management Plan can be maintained against an Asset Register that may be spread throughout the Organization. When implemented with a Pavement Management System (PMS), such as Exor s UKPMS, it allows the selection of identified Treatment Lengths and subsequent management of proposed remedial works, thus providing an integration framework, that forms part of an overall Infrastructure Asset Management solution. Scheme Manager can also be used to manage Target Cost Contracts. Schemes can have any Status Code an Authority wishes, enabling them to enter potential Schemes for costing by their Term Maintenance Contractor under a Target Cost Contract. Once a Scheme is then approved Multiple Works Orders can be generated linked to this initial Scheme. This provides the information for monitoring the Actual Cost of a Scheme against the original target cost. A simple pain/gain report is available to help the Client and Contractor understand for each Scheme what the situation is. As well as Target Cost Contracts, Scheme Manager can also help manage more traditional Schedule of Rates contracts by allowing the Contractor and Contract details to be recorded for each Scheme. Bill of Quantity Items (BOQ s) can be recorded against the appropriate work Activity along with the contract Rate and actual quantities recorded on site. These actual quantities are then used to calculate the Actual Cost allowing accurate comparisons between the Estimated and Actual Cost of a Scheme. When creating Road Construction Schemes, the Scheme Locations can be recorded and viewed relative to any business view of the Network that exists within the Authority. This may be a Maintenance Section, a Street or part of an entire Route. The results of complex Merge (Engineering Dynamic Segmentation) or Parameter based Inquiries queries may also be selected as the basis of a Scheme. An example of such a query would allow those parts of the Road network, where the Skid coefficient value was low, traffic volumes were high and speed limits were less than 40 mph to be identified and form the basis of a remedial Scheme. 2

9 Scheme Manager helps keep an Organizations Asset Register accurate and up to date by automatically updating the Assets affected by a completed Scheme. The rules for Asset updating upon Scheme Completion are completely data driven allowing an Organization to integrate their own Business rules into Scheme Manager. Simple examples may be updating a Condition Rating Attribute from Poor to Good after a remedial Scheme on a Culvert or changing the Next Replacement Date value after a bulb replacement Scheme carried out on Street Lighting. Scheme Manager is shipped with 2 standard operation types for use in Road Construction Scheme, namely Fill and Skim. When a Road Construction Scheme is completed the Pavement Layers for the extent of network included within the Scheme are automatically updated to provide an accurate cross section of the pavement including details such as Layer Depth, Construction Dates and Material used. The user also has the option to End-Date Condition data such as Skid or Deflection values that may be obsolete as a result of the Road Construction Scheme. When implemented with Exor s powerful Web Mapping option, Schemes can be automatically plotted and viewed on the Web Map embedded within the Scheme Module. ANY other datasets held either within Exor or held externally (and viewed via Exor s External Assets functionality) may also be viewed giving the User a complete view of their Asset Infrastructure. The embedded Web Mapping allows business functions such as creating an Enquiry, creating a Defect or raising a Work order all to be carried out in an easy to use, map based environment. This may be particularly useful when considering what ancillary works may be needed prior to the commencement of a Scheme. For example, the ability to view surface defects on a map that may affect a surface dressing Scheme, would allow the Engineer to select the required defects and raise a Work Order to allow their timely repair before the proposed start date of the scheme. Scheme Manager also integrates with Document Manager to store associated scanned images, site photographs, video, and remedial scheme plans. Exor's Asset Valuation Manager will make use of any cost information recorded as a planned Scheme against an Asset when conducting Asset Valuation using Renewals Accounting Method. 3

10 CHAPTER 2 Schemes Management Figure 1 This chapter describes the modules and processes required for managing Schemes within Exor. The following modules are detailed: Maintain Scheme STP4400 Scheme Priorities STP4401 4

11 Maintain Scheme STP4400 Figure 2 The Schemes - STP4400 module is used to create and maintain details of Schemes for Infrastructure Assets held either within the Exor Database, e.g. Roadway, Signs, Bridges or Street Lights, or Assets that are NOT stored within the Exor Database but are integrated using our EXTERNAL ASSET functionality. A Rolling programme of planned Schemes that may include details such as the Scheme priority, Target and Estimated Costs and Proposed Start Date may be managed, with the module allowing a Scheme to be moved into the Current Scheme programme once approved. The Scheme Status will be updated to track the Scheme through the various design and contractual stages with all Status changes being recorded and audited. The locations of Road Construction Schemes can be selected from the Gazetteer and may include Maintenance Section, Streets or any portion of a Route. The results of Merge or PBI queries can also be selected as the location of a Road Construction Scheme, as can Treatment Lengths produced from UKPMS. Assets to be included in Asset Schemes, for example Signs or Bridges, are selected using standard Locator functionality which includes the ability to select the required Assets directly from the Web Map. Scheme Activities and associated Bill of Quantity (BOQ) Items can either be applied to all locations within a Scheme or to individual Scheme Locations, meaning that separate tasks can be undertaken at different locations within the same Scheme. Upon completion of a Road Construction Scheme the Pavement Layers for the extent of network included within the Scheme are automatically updated to provide an accurate cross section of the pavement including details such as Layer Depth, Construction Dates and Material used. The user also has the option to End-Date and Condition data such as Skid or Deflection values that may be obsolete as a result of the Road Construction Scheme. 5

12 Understanding Scheme Status Codes Each Scheme Status code may have a number of associated Feature Code s that determine the business rules applicable to that Status. Whilst Status Codes are User definable, it is advised to contact you local Exor Support Consultant before adding or removing Status Codes, however Status Codes and their descriptions may be amended locally if required. The feature codes applicable to a Scheme Status are as follows. Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Feature 6 Feature 7 Feature 8 Feature 9 Transfer of layer details onto road construction asset items and allow the update of road condition data. Entry of contract completion details. This status denotes completed schemes. Programme type equals Rolling. These statuses may be used on schemes that form part of the rolling programme. Programme type equals Current. These statuses may be used on schemes that form part of the current programme. Programme type equals History. These statuses may be used on schemes that have been retained for historical purposes. Marks status to be used as the default. Deletion allowed. Schemes that have a status with this feature allowed can be deleted. Entry of contractor details allowed. Must enter date work started. The following Status Codes and associated Feature Codes are supplied as standard with Scheme Manager. Sequence Code Description Features 1 ADS Add Draft Scheme 3,6,7 2 AHO Approved by HPTO 3,7 3 ASE Approved by Section Engineer 3,4,7 4 DAP Divisional Approval 3,4,7 5 HQA Headquarters Approval 3,4,7 6 SDC Scheme Design Complete 3,4,7 7 STT Scheme To Tender 4,7 8 SUC Scheme Under Contract 4,8 9 WCM Work Commenced 1,4,8,9 10 WSC Work Substantially Completed 1,2,4,8,9 11 XMP Expiry of Maintenance Period 2,4 12 ZZZ Account Closed 2,5 6

13 Figure 3 Using this combination of Feature and Status Codes we can see that, for example, a status code of WCM - Work Commenced means that the Scheme is on the Current Programme (Feature 4), the Contractor Details (Feature 8)and the Date Work Started (Feature 9) must be entered and a Job Operation, e.g. FILL or SKIM may be run, therefore updating the Road Construction Data and allowing the optional End-Dating of affected Condition Data. If any of the business rules for a Status Code are violated an appropriate message will be displayed when the user attempts to Save the changes. An example is shown in Figure 3. Status Codes and associated Feature Codes are maintained using Status Codes - HIG9110 (refer to the General System Admin Guide). 7

14 Figure 4 Schemes Details Type Required List Each Scheme must have an associated Scheme Type. The Scheme Type determines the Asset Type affected by the Scheme and also the operations that can be undertaken against such Assets. Scheme Manager is supplied with a single Scheme Type as standard. This is the Road Construction Scheme - RCSC and comes with 2 standard operations that manage Road Construction or Pavement Layer details, namely FILL and SKIM. To create Schemes against other Asset Types such as Bridges or Signs etc, a new Scheme Type must be created and the appropriate Asset Type associated with it. Scheme Types are defined using the NM3020 Job Types module (refer to the Scheme Manager Admin Guide for details). Note that Schemes against Assets are only available if Scheme manager Enterprise Edition is licensed. For information on product licensing contact your Account Manager. Activities to Scheme Checkbox The Activities to Scheme flag is used to determine how Activities, e.g. a FILL operation and any associated BOQ Items, relate to a Scheme. If the Flag is checked then each Activity relates directly to the Scheme, i.e. the same Activities and BOQ s apply to each Scheme Location. If the flag is unchecked then each Scheme location has its own set of Activities meaning that separate tasks can be undertaken at different locations within the same Scheme. Note that this flag may not be changed once an Activity has been added and saved. Scheme Locations and Activities are details on pages 14 and 23 respectively. 8

15 Figure 5 Id Required, Default This is the Unique Id for the Scheme. A default value (a numeric) will be automatically generated by the system when the new Scheme is created if Product Option GENSCHID is set to Y. This default value may be overwritten with alphanumeric characters if required, but must remain unique. A maximum of 30 characters is allowed. Status Required, Default List Throughout its life cycle a Scheme will go through various design, contractual and build stages. The Status Code of a Scheme reflects these milestones and enforces the business logic in place at each of the stages. For example, when the Scheme is in its Design Stage the Actual Cost or Actual Start Date of the Scheme cannot be entered, as these would be unknown. Similarly when work has commenced on the Scheme, the Start Date must be entered. Status Codes are validated and ordered within the List of Values by their Sequence Number. When updating a Status Code, only those with a higher Sequence Number may be selected. This ensures that inappropriate business logic is not permitted, for example, a Scheme should not change Status from Work Commenced to Scheme Design Complete. When a Status Code is updated and committed, a popup dialogue (Figure 5) is displayed allowing the Reason for the Status change to be entered. The History of Scheme Status Changes can be viewed on the [History] tab (see page 32). The default Status Code will be that with Feature Code 6 enabled. Name Required This is the Name of the Scheme, e.g. M1 NORTHBOUND RESURFACING This value does not need to be Unique. A maximum of 40 characters is allowed. Programme Type Required, Default List This allows a Scheme to be flagged as being in either the R Rolling Scheme programme, C Current Scheme Programme or H a Historic Completed Scheme. When the Status Code is updated the system checks the Programme Type is valid (Feature codes 3,4,5) and will automatically update the Programme Type to the lowest available value in the Order of R Rolling > C - Current > H Historic to ensure the business rules are not violated. If the Programme Type is manually amended to a Type that violates the business rules a message will be displayed when the User attempts to Save the changes. An example is shown in Figure 6. 9

16 Figure 6 Financial Year Required List Enter the Financial Year during which the majority of the Scheme tasks will be undertaken. There is no validation between the Financial Year value and the Start and Completion Scheme Dates. Description Optional Edit A Description of the Scheme may be entered is required. A maximum of 2000 characters are available. Note that double clicking the Description field will call an editor allowing long Scheme Description to be easily read. Comments Optional Edit Additional comments relating to the Scheme may be added at any time during the lifetime of the Scheme. A maximum of 2000 characters is allowed. Note that double clicking the Comments field will call an editor allowing long Scheme Comments to be easily read. Start Loc Display Only The Name (Unique) and Description of the Scheme Location flagged as the Start Location in the Scheme Locations panel (page 20) will be displayed. If the Scheme Location has been selected from PBI or Merge Query, the Query Name and Description will be displayed. In the case of a UKPMS pass, the Pass Name and description will be displayed. This field may be used for reporting or to query back the Scheme. Length Display Only The Scheme Length will be displayed for Road Construction Schemes only. The Length is calculated as the sum of all distinct location details (Datum Element) lengths. This ensures that overlapping sections of Network are not double counted. Overlapping sections of Network may occur when multiple Scheme Locations are selected from differing sources, for example, the results of a PBI or Merge Query and a saved extent based upon a spatial query. The Units of Measurement used to display the Length may be set for each Scheme independently and may be changed at any time by selecting the required Unit from the List of available Units. When the Scheme is saved the Scheme Units will be set and the Scheme length dynamically converted. 10

17 Figure 7 When a new Scheme is created the default Scheme Length Unit is determined by the Users preferred Units of Measurement defined in User Preferences HIG1840. The Scheme Length may also be viewed relative to any other Unit of Measurement by selecting the Length field, right clicking the Mouse and selecting the Units option from the context menu as shown in Figure 7. Regional Checkbox If the Scheme affects a Regional or Strategic Route, this may be indicated by selecting this option. This is mainly used for reporting purposes. Activity Display Only If Maintenance Manager has been implemented and maintenance Activities defined in conjunction with Scheme Operations or tasks, the Prime Activity code and description will be displayed. If the Activity to Scheme flag (page 8) is set, the prime Activity is the Operational task with the Prime flag set. If the Activity to Scheme flag is not set, the Prime Activity is the Operational task flagged as Prime which belongs to the Scheme Location flagged as the Start Location. Operation tasks and Associated Activities are defined for a Scheme using the Activities tab (page 23). Note that if Maintenance Manager is not implemented maintenance Activities are not available. Admin Unit Required List Each Scheme must have a primary and secondary Admin Unit. This allows Schemes within a 2 tier Organisation to be managed. The Primary Admin Unit would normally be that of the Headquarters with the secondary Admin Unit being that of the Region or Division in which the Scheme is located. If required both Admin Units can be set to the same value. The secondary Admin Unit is used for access security purposes. This means that a User must have been granted access to this Admin Unit or a higher Admin Unit 11

18 within the same hierarchy to access the Scheme. To create or maintain a Scheme the User must have been granted NORMAL access to the secondary Scheme Admin Unit. The Secondary Admin Unity must either be the same as the Primary or a subsidiary of the Primary Admin Unit. Primary Secondary Priority Optional Each Scheme may be given 2 Priorities, one for each of the Primary and Secondary Admin Units. This allows Schemes within a 2 tier Organisation to have an overall Priority within the Organisation and also a Priority within the Region or District. For example, a Scheme may be Priority 1 within a District but only Priority 5 within the overall Organisation. The Primary Priority for a Scheme is defined using Scheme Priorities STP4401 (page43). Scheme Costs The Target, Estimated and Actual cost of a Scheme as well as any Retention value can be recorded using the Scheme Costs panel. Target Cost Display Only The Target Cost of a Scheme is a calculated figure based on the Operations/Activities associated with the Scheme. If Bill Of Quantity (BOQ s) Items are used within the Scheme, the Target Cost is the sum of all BOQ Item costs (which are based on the Contract Rates and Quantities for each Operation). If BOQ Items are not in use the Target Cost is the sum of the Estimated Costs that may be manually entered for each Operation/Activity. BOQ s and Estimated Operation/Activity Costs are defined in the Activities tab (page 30). Note that BOQ s are only available if Scheme Manager Enterprise Edition is licensed. Contact your local Exor Account Manager for licensing information. Estimate Cost Optional An Estimated Cost for the Scheme may be entered if required. This value is not validated against any other Scheme information and may differ from the Target Cost. 12

19 Actual Cost Optional When the Scheme is completed (Status Code with Feature 2 enabled) the Actual Scheme Cost may be entered. This value is not validated against any other Scheme information. Retention Optional If a percentage of the overall Scheme Cost has been retained during a Maintenance period the Retention amount may be recorded. Scheme Dates Key Scheme Dates are maintained within the Scheme Dates panel. Dates may be manually entered or selected from the Calendar by pressing the calendar Button adjacent to a Date field. Proposed Start Optional This is the proposed Start Date of the Scheme. The date entered must be before the Proposed Completion date. Proposed Completion Optional This is the proposed Completion date of the Scheme. The date entered must be after the Proposed Start Date. Started Required This is the Actual start date of the Scheme and must be entered when a Scheme Status with Feature 9 is selected. There is no validation between the Start Date and Proposed Start date. Completed Required This is the date on which the Scheme was completed and must be entered when a Scheme Status with Feature 2 is selected. The Completion Date must not be before the Date Started. Quality Assessment When the Scheme is completed (Status Code with Feature 2 enabled) an overall quality Assessment and comments may be added to the Scheme. Code Optional List An overall Quality Code may be added to the Scheme. The allowable values may be updated by your Exor Systems Administrator suit an Organisations business needs. Quality Assessment Codes are defined with using a system Domain named QUALITY_CODED. System Domains are maintained using Domains HIG9120 (refer to the general System Admin Guide for details). Comments Optional Edit General Comments relating to the quality or the work undertaken may be added. A maximum of 2000 characters is allowed. Note that double clicking the Comments field will call an editor allowing long Quality Comments to be easily read. 13

20 Figure 8 Scheme Locations Figure 9 Road Construction Schemes may be located using a number of different methods (the Locations window is not available for Asset Schemes). A Scheme may be located by selecting the required locations (including Maintenance Sections, NSG Streets, Routes, Groups of Groups, e.g. Districts or Saved Extents) from the Gazetteer or by selecting the results of a Merge (Engineering Dynamic Segmentation) or PBI query. If UKPMS by Exor has been implemented Treatment Lengths generated from a UKPMS pass may be selected as the basis of a Scheme. A summary of the Scheme Details (Figure 9) is displayed at the top of the window. This is a read-only panel that displays the following information: Scheme Id Scheme Name Scheme Description Status Code Activities to Scheme Flag When a Scheme Location is added, its constituent members are displayed in the Location Details panel. For example if an NSG Street was selected, its member ESU s would be displayed. Further details of the Location Details panel are provided on page

21 Adding a New Scheme Location Figure 10 A Scheme Location can be added by either pressing the [Create Record] on the menu toolbar, or the [Add] button on the Scheme Location panel. This will call a pop-up window (Figure 10) allowing the Locations to be selected from the appropriate source. Notes: New Scheme Locations cannot be added if the Scheme is completed (Status Code with Feature 2). The Unique of a Network Element is known it can be typed directly into the Unique field without the need to select it from the Gazetteer. Figure 11 Gazetteer If this option is selected the Gazetteer NM1100 will be called from where the appropriate extent of Network may be selected. Any type of Network Element can be selected, including a Datum Element, a Linear or Non Linear Group, a Group of Groups or a Saved network Extent. If a Datum Element or a Linear Group is selected, the Scheme Location may be restricted to a range within the selected Section by changing the Start and End fields as required within the Scheme Location panel. Figure 11 shows an example of a Section (250m in length) where a Scheme Location has been restricted to a range between Offsets 50 and A673 2/ Length Scheme Location

22 If a non-linear Group of Sections a Group of Groups or a Saved Network Extent is selected no location restriction can be applied, i.e. the Scheme will be located over the entire extent of the selected network. The member Datum Elements of the selected extent will be displayed in the Location Details panel (refer to page 20). Refer to the Network Manager user guide for information about the Gazetteer NM1100. Merge Query To base the Scheme Location on a set of Merge Query Results select this option. This will call the Merge Query Locations window (Figure 12) where the required results set can be selected. Note that only Merge Query Results to which the User has Role and Admin Unit based access will be displayed within the Merge Query Locations window. Figure 12 The required Merge Query Result set may be queried back using any combination of the following: Merge Query Description Merge Results Set Description Network Group Unique used in the Query When the required Merge Query Results set is selected the Network Group Unique used in the Query and the Merge Results Set Description will be displayed in the Unique and Description fields of the Scheme Locations panel respectively. The member Datum Elements of the Merge Query Results set will be displayed in the Location Details panel (refer to page 20). Refer to the Asset Manager User Guide for information relating to Merge Queries. 16

23 Figure 13 PBI Query To base the Scheme Location on a set of PBI Query Results select this option. This will call the PBI Query Locations window (Figure 13) where the required results set can be selected. The required PBI Query Result set may be queried back using any combination of the following: PBI Query Description PBI Results Set Description Network Group Unique used in the Query When the required PBI Query Results set is selected the Network Group Unique used in the Query and the PBI Results Set Description will be displayed in the Unique and Description fields of the Scheme Locations panel respectively. The member Datum Elements of the PBI Query Results set will be displayed in the Location Details panel (refer to page 20). Refer to the Asset Manager User Guide for information relating to PBI Queries. 17

24 UKPMS Pass Scheme Locations can be based upon the output of a UKPMS by selecting this option. This will call the UKPMS Passes (Figure 14) window where the required Defect Lengths can be selected. Note that Scheme Locations can only be based on UKPMS Treatment lengths is the Activities to Scheme flag is Unchecked. Figure 14 The required Pass can be queried within the window using either the Pass Name or Description. To view the UKPMS Defect Lengths for the selected UKPMS Pass either tab into or mouse click in the UKPMS Treatment Selection panel. Defect Lengths can be queried using any combination of the available fields. Figure 15 shows an example query for Defect Lengths where the recommended Treatment is RECON (Reconstruction) and the cost is greater than Figure 15 To pick the required Defect Lengths for the Scheme, select the appropriate checkbox s adjacent to the Defect Length or press the [Select All] button to pick all Defect length within the Pass. Press the [Select] button to pass the selected Defect Lengths into the Scheme Locations panel. If required additional Defect Lengths from other UKPMS passes may be added to the same Scheme by repeating the selection process described above. 18

25 Note on UKP0002 Maintain Treatment Composition/SISS This module was introduced to allow a mapping from a UKPMS Treatment to a Structural Projects Activity. In consultation with the exor UKPMS User Group it was agreed that the relationship between these Treatments and the Actual Scheme Activities carried out on the ground was questionable. For this reason we have removed this functionality in the new Scheme Manager product. The user can still use the results of a UKPMS Analysis to define the extent of a Scheme and they will then manually allocate the Activities performed over these extents. 19

26 Figure 16 Scheme Locations Details Seq Default This is the display sequence of the Scheme Locations. If no value is entered the system will populate the Scheme Location Sequence. Unique Required List, Gaz This is the Unique of the selected Scheme Location. The value displayed will depend on the source of the Location. The values displayed are as follows: Gazetteer Selection Unique of the network element (Datum or Group) or Saved Extent Merge Query Results Network Group Unique used in the Query PBI Query Results Network Group Unique used in the Query UKPMS Pass UKPMS Pass Id - Section Name of the Defect Length Description Display Only This is the description of the selected Scheme Location. The value displayed will depend on the source of the Location. The values displayed are as follows: Gazetteer Selection Merge Query Results PBI Query Results UKPMS Pass Description of the network element (Datum or Group) or Saved Extent Merge Results description entered using NM7051 Merge Results PBI Results description entered using NM7041 PBI Query Results Section Description Type Display Only This is a code to indicate the source of the Scheme Location. The values are as follows: Gazetteer GAZ Merge Query Results MRG PBI Query Results PBI UKPMS Defect Length UKPMS 20

27 Figure 17 Start Linear Networks Only This is the Start Offset of the Scheme Location relative to the selected network Element. The value will default to the minimum offset value (usually 0) but can be changed if required (refer to page 15 for an example). This field will be null if a non-linear group, Saved Extent, Merge or PBI Query Results are selected as a Scheme Location. End Linear Networks Only This is the End Offset of the Scheme Location relative to the selected network Element. The value will default to the maximum offset value but can be changed if required (refer to page 15 for an example). This field will be null if a non-linear group, Saved Extent, Merge or PBI Query Results are selected as a Scheme Location. Works Length Display Only This is the total length of the Scheme Location and is calculated as the sum length of all Scheme Location members (displayed in the Location Details Panel at the bottom of the form). The Unit of Measurement used within the Units field is taken from the Network Type Units if the Scheme Location is a Linear Network type, otherwise the Unit is taken from the User preferred Units defined in HIG1840 User Preferences (refer to the general User Guide). The Scheme Location Length may also be viewed relative to any other Unit of Measurement by selecting the Works Length field, right clicking the Mouse and selecting the Units option from the context menu as shown in Figure 17. Start Flag Optional This flag allows a notional Start Scheme Location to be selected. If a Start Location is flagged it s Unique and Description will be displayed on the Main Scheme Details panel. This allows Scheme to be queried by the Start Location. 21

28 Removing a Scheme Location Scheme Locations can only be removed when the Scheme Status is one where Feature 2 is not set, i.e. the Scheme has not been completed. To remove a Scheme Location, select the required location within the Scheme Locations panel and press either the [Delete Record] button on the menu toolbar or the [Remove] button on the Scheme Locations Panel. The Scheme Length will be updated to reflect the removal. Figure 18 Location Details The Location Details panel is a read-only block that displays the Datum Elements that are members of the selected Scheme Location. If the Scheme Location is itself a Datum Element, the Locations Details panel will simply mirror the Scheme Location. Figure 19 The Datum Elements displayed with the Location Details panel may also be members of other Road Groups as well as being members of the selected parent Scheme Location. For example, if an NSG Street had been selected its constituent Elementary Street Units (ESU s) may also be members of Maintenance Sections or indeed other Streets. The Routes / Groups panel displayed all of the Linear and non-linear groups of Sections of which the selected Datum Element is a member, in the Routes and Groups panels respectively. 22

29 Figure 20 Scheme Activities - Information This window is used to define the operations and associated BOQ Items that represent Construction or Remedial work carried out on a Road and is only available for Road Construction Schemes. The operations associated with Asset Schemes are maintained using the Assets window (page 33). The manner in which activities and any associated BOQ s relate to a Scheme is determined by the Activities to Scheme flag set on the Main Scheme Details window. If the Flag is checked, then each Activity relates directly to the Scheme, i.e. the same Activities and BOQ s apply to each Scheme Location. If the flag is unchecked then each Scheme location has its own set of Activities meaning that separate tasks can be undertaken at different locations within the same Scheme. If Scheme Manager Enterprise Edition has been licensed, Bill of Quantity Items may be associated with an Activity/Operation. The BOQ s will be those from the Contract defined in the Contractor window (refer to page 31). This allows accurate Scheme Costs and Quantities to be calculated. Scheme Manager is supplied with 2 Road Construction Jobs, namely FILL and SKIM. The FILL Operation would be used when Road Construction Layers are being added in operations such as an Overlay or Surface Dressing scheme. A SKIM Operation would be used when Road Construction Layers are being removed in operations such as scarifying the existing Road Surface. When a Road Construction Scheme Operation is run, (Operations can only be ran when the Scheme Status Code has Feature 1, e.g. Work Commenced or Work Substantially Completed) the Road Construction Layer Asset Data (Asset Type of Category R refer to the Scheme Manager System Admin Guide for details) is automatically updated to reflect the Scheme Operations. 23

30 Consider an example. A Road Construction Scheme has been defined with 3 associated Operations. These operations will be carried out on Route 6 between offsets 8 and 20 on Lane 1 of the Road. The Operations are: Scarify (SKIM) 25mm off the existing surface Add an Overlay (FILL) of 15mm using Asphaltic Concrete Add a second Overlay (FILL) of 5mm using a Sprayed Seal Figure 21 shows a representation of the existing Road Construction Data for Lane 1 of the Route between Offsets 0 and 50 before the Job or Scheme is carried out. Figure 21 Layer 1 Layer 2 Layer 3 Figure 22 shows the Road Construction Data after the first Operation is completed, i.e. skim 25mm off existing surface between Route Offsets 8 and 20. Figure 22 Layer 1 Layer 2 Layer 3 24

31 Figure 23 Figure 23 shows the Road Construction Data after the second Operation is completed, i.e. Overlay (or Fill) 15mm of Asphaltic Concrete (AC) between Route Offsets 8 and 20. Layer 1 Layer 2 Layer 3 Figure 24 shows the Road Construction Data after the Third and final Operation is completed, i.e. Overlay (or Fill) 5mm of Sprayed Seal (SS) between Route Offsets 8 and 20. Figure 24 Layer 1 Layer 2 Layer 3 Layer 4 Road Construction Layers can be viewed using Road Construction Data STP1000 (refer to page 47). 25

32 Scheme Activities Figure 25 A summary of the Scheme Details (Figure 25) is displayed at the top of the window. This is a read-only panel that displays the following information: Scheme Id Scheme Name Scheme Description Status Code Activities to Scheme Flag Figure 26 The Scheme Locations panel is a read-only block that shows the Scheme Locations previously entered as well as Cost and Operation Status information. Scheme Location Cost Display Only If the Activity to Scheme flag is not set, i.e. each Scheme Location has its own set of independent operations, the total Cost of work to be carried out at the Scheme Location will be calculated based upon the sum of the BOQ Costs for each operation within the Location. If BOQ s are not in use the Scheme Location Cost is based upon the sum of the Estimated Cost for each operation within the Location. If the Activities to Scheme flag is set, the Scheme Location Cost value will be null. The overall Scheme Cost can be viewed on the Main Scheme Details window (page 8). Scheme Location Status Display Only If the Activity to Scheme flag is not set, i.e. each Scheme Location has its own set of independent operations, the overall Status the Scheme Location is indicated. Initially when Operation Activities are added to a Scheme Location the Status will be NOT STARTED. When ALL Activity Operations have been completed the Status will change to COMPLETE. The Location Status will be set to IN PROGRESS if at least one but not all Location Operations has been completed. If the Activities to Scheme flag is set, the Scheme Location Status will be null. 26

33 Effective Date Display Only This is the Date, specified by the User, on which the first Operational Activity is run. This date is used when updating the Road Construction data and also for assessing the Condition Data that may be end dated as a result of the Scheme. Refer to page 37 for information on Running an Operation. Figure 27 The Activities panel is used to define the Operational Activities for a Scheme. Two Operation types are supplied with Scheme Manager for use in Road Construction Scheme, namely FILL and SKIM. The required values, e.g. Material Type, XSP, Fill or Skim Depth etc, for each Operation are defined using the Operation Data panel (Page 29). If Scheme Manager Enterprise Edition has been licensed and Maintenance Manager has also been implemented, each Operational Activity may have an associated set of BOQ items from which the actual Scheme Costs will be calculated. Operational Activities may be added or removed using the [Create Record] and [Delete Record] buttons on the menu toolbar respectively. Seq This is the display sequence of the Operational Activity. If no value is entered the system will populate the Sequence. Activities Optional List If Maintenance Manager has been implemented, an Activity code may be entered. Activity Codes (Standard Item Sub Sections or SISS Codes) are maintained using MAI3886 Standard Item Sections and Sub Sections (refer to the Maintenance Manager Admin Guide). If an Activity is flagged as being the Prime Activity for a Scheme it will be displayed on the Main Scheme Details panel. The SISS code description will be displayed in the adjacent field. Operation Optional List This is the Type of the Operational Activity. The allowable Operations are determined by the Scheme Type defined on the Main Scheme Details panel. For Road Construction Schemes the valid Operation are FILL and SKIM. The required values, e.g. Material Type, XSP, Fill or Skim Depth etc, for each Operation are defined using the Operation Data panel. Operations are defined using NM3010 Job Operations and associated with a Scheme Type using NM3020 Job (Scheme) Types. Refer to the Scheme Manager System Admin Guide for details. 27

34 BOQ Cost Display Only If Scheme Manager Enterprise Edition has been licensed and BOQ items have been defined for the Activity, the total cost of Work based upon the sum of BOQ items will be displayed. This value will be null if BOQ s are not in use. Est Cost Optional An Estimated Cost for the Scheme Operation may be entered if required. Status Display Only Initially when Operation Activities are added the Status will be NOT STARTED. When it has been successfully run the Status will be set to COMPLETE. Start and End Fields If the Activity to Scheme flag is not set, i.e. each Scheme Location has its own set of distinct Operations, and the Scheme Location is based upon a linear group or Datum Element, the Start and End measures for each Operation are displayed relative to the selected Scheme Location. This may be amended if required. Consider an example. Figure 28 shows a Route that is 30 Miles in Length. The Scheme Location has been defined as Start Point 8 and End Point 20. The Scheme has 2 Operations. Operation 1 is to be carried out over the entire Scheme Location. The Start Point of Operation 1 would therefore be 0 and the End Point is 12 (Route Offsets 8 and 20 respectively). Operation 2 is to start 3 Miles from the Start of the Scheme Location and run to its end. The Start and End points of Operation 2 would therefore be 3 and 12 respectively (Route Offsets 11 and 20). Figure 28 (0) (12) Operation 1 (3) (12) Operation Not to Scale 11 Scheme Location Effective Date Display Only This is the date, specified by the User, on which the Operational Activity was run. Refer to page 29 for information on running an Operation Prime Checkbox This flag allows a notional Primary Activity to be selected. If a Prime Activity is selected the Activity Code (SISS) and Description are displayed on the Main Scheme panel. This allows Schemes to be queried by the Primary Activity. 28

35 Figure 29 Scheme Activities / Operation Data The Operation Data panel is used to define the Attribute values for the Road Construction Operations. The Operation Data Attributes will have been previously defined using Job Operations - NM3010. Mandatory Attributes will be flagged with an asterisk *. For a 'SKIM' operation the Operation Data Items will be as follows: XSP Depth The values entered for these Items will determine from which Cross Section Position (XSP) existing Road Construction Data will be removed and the number of Layers affected by the Operation (determined by value entered for Depth). For a 'FILL' the Operation Data Item values will determine the XSP and Attribute Values for the new Road Construction Data Item created as a result of the Operation. Multiple XSP values may be added by pressing the [Create Record] button on the menu toolbar. XSP s may also be removed from the Operation Data panel using [Delete Record] Note that Operation data cannot be amended once an Operation is Complete. 29

36 Figure 30 Operation BOQ s If Scheme Manager Enterprise Edition has been licensed, Bill of Quantity Items from the selected Contract (refer to page 31) may be added for each Activity Operation. The Quantities entered are used along with the Unit rate to calculate the cost for each Activity and overall Scheme Cost. Item Code List This is the BOQ Item code from the selected Contract. The BOQ Item description will be displayed in the adjacent field. Dim 1 3 Required The Dim 1-3 fields are used to enter the dimension or quantities applicable to each BOQ Item. The relative dimensions and Units of measurement for each BOQ Item is defined using MAI3888 Standard Items (refer to Maintenance Manager Admin Guide). Quantity Display Only The overall Quantity for the Item will be calculated and displayed. Unit Display Only The Unit of measurement for the BOQ Item will be displayed. Rate Display Only The Unit Rate from the selected Contract for the BOQ Item will be displayed. Contract Rates are maintained using MAI3880 Contracts (refer to Maintenance Manager Admin Guide). Cost Display Only The cost for the BOQ Item based upon the total quantity and Contract Rate will be displayed. The sum of all BOQ Item Costs for the Activity Operation will be calculated and displayed as the overall Activity Cost in the BOQ Costs field of the Activity Panel (see page 26). 30

37 Figure 31 Scheme Contractors Figure 32 The Contractors window is used to define those Contractors who are carrying out any Scheme Activities. A Contractor may only be added when the Scheme Status Code has Feature 8 set. A single Scheme Contractor may be flagged as being the Prime Contractor. When adding a Scheme Contract, only contracts with the Prime Contractors are allowed. A summary of the Scheme Details (Figure 32) is displayed at the top of the window. This is a read-only panel that displays the following information: Scheme Id Scheme Name Scheme Description Status Code Activities to Scheme Flag Code and Description List The required Contractor Code may be selected from a list of values. The Contractor Details will be displayed in the Details panel at the bottom of the window. Contractors are maintained using MAI3881 Contractors (refer to the Maintenance Manager System Admin Guide). Contract Optional List A Scheme Contract may be added if BOQ Items are to be used with Operational Activities. Only Active Contracts for the Prime Contractor may be selected. Note that if Maintenance Manager is not installed Contractors will not be available. Feature 8 of Domain Code Schemes should be set to N for all Status Codes 31

38 Figure 33 Scheme History This is a read-only window that tracks the History of a Scheme when either the Scheme Status is changed or an Operation is run. If the Activities to Scheme Flag is not set, i.e. each Scheme Location has its own independent Activity Operations; the Scheme Location Unique will be displayed in the Reason field when an individual Operation is run. 32

39 Figure 34 Asset Schemes With Asset Management methodologies being strongly encouraged and the production, by many Authorities, of an Asset Management Plan, Scheme Manager provides an Asset Management module to hold the Schemes that form the Plan electronically. As the repository for the Asset Management Plan, Scheme Manager enables the user to view the individual Schemes and study their impact on the effected Assets. Schemes can be created for ANY Asset stored within Exor Asset Manager, including Road, Footway, Street Furniture, Bridges, Street Lights or Grassed Areas. A unique feature of Scheme Manager is the ability to manage Schemes on Assets that are NOT stored within the Exor Database but are integrated using our EXTERNAL ASSET functionality. This ensures that one centralized Asset Management Plan can be maintained against an Asset Register that may be spread throughout the Organization. Note that Asset Schemes can only be created if Scheme Manager Enterprise Edition is licensed. Creating an Asset Scheme To create an Asset Scheme, select the appropriate Scheme Type in the main Scheme Details panel (page 8). This will dictate the Assets that may be selected for the Scheme. Scheme Types and their associated Asset Type are maintained using Job/Scheme Types NM3020 (refer to the Scheme Manager System Admin Guide). The Activity to Scheme flag MUST be selected for all Asset Schemes, i.e. the same set of Activity Operations applies to ALL Assets within the Schemes. The remainder of the Scheme details may be added as described on page 8 in the same manner as for a Road Construction Scheme. Note that the Locations and Activities windows are disabled for Asset Schemes. 33

40 Figure 35 A summary of the Scheme Details (Figure 25) is displayed at the top of the window. This is a read-only panel that displays the following information: Scheme Id Scheme Name Scheme Description Status Code Activities to Scheme Flag Figure 36 Scheme Assets Assets within a Scheme are displayed on a Grid that shows the Asset Attributes and location if applicable. Only those attributes flagged as Displayed in the Asset Metamodel NM0410 module (Refer to the Asset Manager System Admin Guide), will be displayed within the Scheme Assets Panel. The Attribute column widths within the Grid are determined by the value populated for the Width field for the Attribute in the Asset Metamodel NM0410 module. Hint Text is available to view the Column Heading if the Grid Column width is less than the Display Name. Figure 37 Hint Text The entire Attribute Name is displayed in the hint text that is automatically displayed when the mouse cursor is hovered over any value within the column. An example is shown in Figure

41 Figure 38 Sorting Results Results within the Scheme Assets Panel may be sorted by any of the displayed Attributes by pressing the Attribute Names (column headings) that are also Sort buttons. The first time a heading is pressed the records are sort in ascending order. If pressed again the records within the Grid will be sorted in descending order of the selected Attribute. A carat (^) symbol or lower case v (v) is displayed adjacent to the Attribute Name to indicate that the data has been sorted in ascending or descending order respectively as shown in Figure 39. Figure 39 Figure 40 Scheme Assets Location Panel The Scheme Assets Location Panel displays the Network Location of the selected Asset if applicable. The Network Location of an Asset is displayed relative to all Routes (linear groups), Datum Elements or Groups (non linear) on which it is located. The Network Type, Group Type and Unit of Measurement are displayed for the currently selected record in the 'Route' tab. The Unit of Measurement displayed will be in accordance with the Unit defined for the Group Type or Datum Network on which the Asset is located. The display of an Items location(s) may be restricted to a specific LRM (linear Referencing Method) by setting the Preferred LRM to the appropriate Group Type. This is done within the User Preferences form (refer to the General User Guide). If an Item is not located on a Route of the specified Type, then the Items location will be displayed relative to ALL LRMS on which it has a location. 35

42 Adding Assets to a Scheme To add a new set of Assets to the Scheme press the [Add] button. This will call the Locator NM0572 module from where the required Assets may be selected and passed back into the Scheme Assets panel. The Scheme Asset Type will be automatically passed into Locator as the Asset Type for which to search. Locator is called in LOV (List of Values) mode, which means that the full Locator functionality is not available. The Scheme Asset Type will automatically be set as the Query Asset Type. This cannot be changed. To locate the required Assets either select from the Map or query the Assets using their characteristic Attributes. When Assets are selected from the Map, the Locator results Grid is automatically synchronised. For details of how to use Locator refer to the Asset Manager User Guide. Figure 41 Figure 41 shows an example where 3 Bus Stops have been selected for addition to a Scheme. Pressing the [OK] button in Locator will pass the selected Assets into the Scheme Panel. Removing an Asset from a Scheme To remove an Asset from a Scheme, select the required Asset and press the [Remove] button. Assets may only be removed if no Operations have been completed. Scheme Asset Activities Operation Activities for Asset Schemes function in the same manner as for Road Construction Scheme. Refer to page 23 for details. Note that Activities relate directly to the Scheme for Asset Schemes, i.e. the same Activity Operations will be carried out on ALL Assets within the Scheme. 36

43 Running Scheme Operations Figure 42 Scheme Operations such as FILL and SKIM for Road Construction Schemes, are run via the [Run] button on the floating toolbar (Figure 42). The floating toolbar may be toggled on/off by pressing the [Toolbar] button on the forms menu toolbar. The [End Date] and [Run] buttons are only available if the Scheme Status Code has Feature 1 (Work Commenced or Work Substantially Completed). Scheme Operations may be Run over a period of time for different Scheme Locations depending on the Activities to Scheme flag and the position of the Cursor at the time the Operations are executed. This allows for iterative updates for Schemes that are carried out over a long period. Figure 43 Activity to Scheme flag selected When the Activity to Scheme flag is set ALL remaining Scheme Operations will be executed for ALL Scheme Locations (or Assets) if the cursor is position in any panel other than the Activity Operations panel of the Activities window. A confirmation message will be displayed (Figure 43) indicating this to the User. Figure 44 If the Activity to Scheme flag is set and the cursor is positioned in the Activity Operations panel of the Activities window (Figure 44) only the selected Operation will be executed (for ALL Scheme Locations). A confirmation message will be displayed (Figure 43) indicating this to the User. Figure 45 37

44 Activity To Scheme Flag not selected When the Activity to Scheme flag is not selected, Scheme Operations may be executed for individual Operations, Individual Locations or for the entire Scheme depending on the cursor position. To run an individual Scheme Operation, the required Operation should be selected in the Scheme Activities panel. When the Operation is executed a confirmation dialogue will be displayed ( Figure 46). Figure 46 To run all remaining Operations for a single Scheme Location select the required location in the Scheme Locations panel of either the Locations or Activities windows. When the [Run] button is pressed a confirmation dialogue will be displayed ( Figure 47). Figure 47 To run all remaining Operations for the entire Scheme press the [Run] button whilst the cursor is on the main Scheme Details window. When the [Run] button is pressed a confirmation dialogue will be displayed ( Figure 48). Figure 48 38

45 Effective Date of an Operation When an Operation is run, the User is prompted for an Effective Date for the Operation. For Road Construction Schemes this date is subsequently used as the Start or End Date of any new or existing Road Construction Data affected by the Scheme. The Effective Date is displayed for each Operation and Scheme Locations in the appropriate fields. Figure 49 End Dating Condition Data When a Road Construction Scheme Operation has been completed, the Road Condition Data affected by the Operation may be no longer valid. For example a Resurfacing Scheme will have an impact on Skid Coefficient or Deflectograph values. If required Condition Data affected by a Scheme may be End Dated. To close Condition Data affected by a Scheme Operation press the [End Date] button on the Floating toolbar. The floating toolbar may be toggled on/off by pressing the [Toolbar] button on the forms menu toolbar. The [End Date] button is only available if the Scheme Status Code has Feature 1 (Work Commenced or Work Substantially Completed) and can be called at any time when the Status Code is appropriately set. Figure 50 This window will display all current Condition Data located either wholly or partially over any Completed Scheme Locations. The Condition Data Type, Attributes and location (relative to all Linear and non linear Groups) is displayed. After selecting the required data press the [End Date Data] button 39

46 Viewing a Scheme on the Map Window Schemes can be viewed within the Map by pressing the [Show Map] button the Menu toolbar. The Scheme extent the map will select and Zoom to will depend on the active window within the Schemes Module. Figure 51 If the main Details window is active and the [Show Map] button is pressed, the map will zoom and select the entire Scheme, an example of which is shown in Figure 51. Entire Scheme Extent If the Location window is active and the cursor is positioned in one of the Scheme Location records, the map will zoom and centre on the selected Scheme Location. If a Datum Element is selected within the Scheme Location Details panel the map will zoom and centre on the Scheme Datum. Selected Scheme Datum 40

47 Auto Synchronise Map with selected Scheme Figure 52 The Map can be automatically synchronised with the currently selected Scheme, by checking the Sync with Map checkbox (Figure 52). Select a Scheme on the Map A Scheme can be selected on the map and displayed in the main Schemes form using the [<< Select to Form] button on the form. To select a Road Construction Scheme on the Map, ensure the Layer is the Active Layer using the Layer Control Tool, then use the Select Nearest Feature option from the Feature Select tool. The selected Scheme will be highlighted as shown below To display the Scheme Details press the [<< Select To Form] button Selected Scheme 41

48 Deleting a Scheme Figure 53 Scheme can only be deleted when the Status Code has Feature 7 enabled. To delete a Scheme press the [Delete record] button on the menu toolbar. A confirmation dialogue will be displayed (Figure 53). To delete the Scheme press [OK]. 42

49 Scheme Priorities PMS4401 Figure 54 The Scheme Priorities PMS4401 module is used to assign the primary priority to a Scheme. Each Scheme may be given 2 Priorities, one for each of the Primary and Secondary Admin Units. This allows Schemes within a 2 tier Organisation to have an overall Priority within the Organisation and also a Priority within the Region or District. For example, a Scheme may be Priority 1 within a District but only Priority 5 within the overall Organisation. Scheme Priorities are displayed on the main Scheme Details window of PMS4400 Schemes. Schemes List A list of current Schemes ( Historic Schemes are not included) is displayed allowing a Priority to be assigned. The following information is displayed, all of which are Queryable. Scheme Id Scheme Name Admin Unit Priority (2) Estimated Cost Priority (1) 43

50 When a query is executed and the resulting Schemes may be sorted by any of the displayed attributes by pressing the Attribute Names (column headings) that are also Sort buttons. The first time a heading is pressed the records are sort in ascending order. If pressed again the records within the Grid will be sorted in descending order of the selected Attribute. A carat (^) symbol or lower case v (v) is displayed adjacent to the Attribute Name to indicate that the data has been sorted in ascending or descending order respectively as shown below Figure 55 Figure 56 When a Priority is added to a Scheme, the Scheme Cost is added to the Total Cost field at the bottom of the Screen. This represents the Total estimated Cost of all Prioritised Schemes. The details of a Scheme can be viewed within the Details window. No updates can be done within this window. To view the Scheme within the Map window, press the [Show Map] button on the menu toolbar. 44

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52 CHAPTER 3 Road Construction Data Management Figure 57 This chapter describes the modules and process required for Viewing or Maintaining Road Construction Data within Scheme Manager. The following Module is detailed: Road Construction Data - STP

53 Road Construction Data - STP1000 Figure 58 The Road Construction - STP1000 module is used to enter and view Road Construction Data (Inventory Type of category 'R'). Certain functions have been defined within the module, e.g. Copy Layer and Copy XSP. It should be noted that these functions are only intended for use during initial data entry and for error correction during data entry. The management of the Road Construction Layer details as a result of on site Engineering works is catered for using the Schemes STP4400 Module. Note that Construction Data may also be affected by some Network Operation, e.g. CloseElement. Construction Data that is End-Dated is NOT deleted from the Exor database; instead it is hidden from normal display. Closed Road Construction Data items may be viewed by setting the Effective Date in the User preferences window to a point in time when the required Construction Data was not End-Dated (see the General User Guide for information on setting the Effective Date). Each item of Road Construction Data must have values for the Mandated Attributes of 'Layer Number', 'Material' and 'Depth', but may also have other associated flexible attributes to record data such as Construction Date, Width, Accuracy, Information Source, and Layer Function etc. Attribute values are maintained using the 'Details' panel (page 54). Cross Attribute Validation may also be imposed by defining the appropriate rules in NM0550 Cross Attribute Validation Setup (see the Asset Manager Admin Guide). Asset Groupings or Hierarchical Assets may be maintained within the Road Construction Data Module. This may be useful, for example, for recording the properties of a material used in a Construction Layer. A 'child' Inventory Type could be defined for each Material with Attributes to store the material properties. Hierarchical Items are added using the 'Hierarchy Tab' in the Locations and Hierarchy Panel (page 66). Road Construction data may be located without regard to the location of any other Road Construction Item, irrespective of its XSP or Layer Number and may span multiple Datum Network Elements. This allows a 'real world' model of the Construction Profile of the Carriageway to be built. When the construction profile of any linear Region of Interest is viewed in the Construction Data Grid (page 52) the Road Construction data is Dynamically Segmented using Exor's Data Merge functionality and is presented in 'Cells', 47

54 with each Cell representing a homogeneous 'chunk' of Pavement, relative to the 'splitting' Attributes defined in the Road Construction Data Merge query and the Road Construction Attributes - STP0010 module (see the Scheme Manager System Admin Guide). A single 'homogeneous' Cell may represent multiple items of Road Construction Data if the 'splitting' Attributes share the same values but other flexible Attributes, e.g. Date Constructed or Width differ. Consider an example. Figure 59 shows the 'Real World' cross section of a section of Road with 3 Construction Layers and 2 Cross Sectional Positions (XSP), namely Lane and Lane 2. The displayable Attributes of the Road Construction Data Inventory Type have specified as Material-Depth-Source (defined using Road Construction Attributes - STP0010, see Scheme Manager System Admin Guide). Figure 59 To model Lane 2 of this Construction profile 6 individual items of Road Construction Data would be entered with 2 items being entered for Layer 1 of Lane 1. As depicted an item may overlap other items that exist over the same extent of network but has a different Layer Number and each XSP may be modelled independently of other XSP's. When the profile in Figure 59 is displayed in the Construction Data Grid the data is segmented each time either the Layer, Material, Depth or Source values change Note that other attributes may be added as splitting agents, e.g Construction Date or Width, by amending the Road Construction Data Merge definition and amending the Road Construction Attributes - STP0010 data as required. 48

55 Figure 60 shows a diagrammatic representation of how Lane 2 would be segmented and displayed. Figure 60 'Real World' Profile Layer 1 Layer 2 Layer AC-20-SI CC-20-SI AC-10-SI GR-200-SI GR-200-RO SG-250-CD 'Segmented' display in Structural Projects Layer 1 Layer 2 Layer AC-20-SI CC-20-SI CC-20-SI AC-10-SI GR-200-SI GR-200-SI GR-200-RO GR-200-RO SG-250-CD SG-250-CD SG-250-CD SG-250-CD Several tools are available to assist with data manipulation and error correction. These include Copy Layer Close Layer Copy XSP Close XSP Copy 'Cell' (a cell may be comprised of many Items) Close 'Cell' (a cell may be comprised of many Items) 49

56 Figure 61 Region of Interest Figure 62 The Region of Interest panel allows the selection of a Linear Group or Datum Network Element over which the required Road Construction Data is located. The linear extent may be refined by specifying the required Start and End points relative to the selected Group or Datum Network Element or by pressing the [Edit] button that will call the extent limits window (page 62) and allow the linear extent to be determined by a combination of Route Offset, Intersection or Datum Element and chainage. If a non Linear Group is selected an error message as displayed in Figure 62 will be displayed. Figure 63 When the Region of Interest has been defined press the [Refresh Data] button to display the Road Construction Data for the selected extent of Network. Whilst the system is segmenting the data and building the Cells within the Grid a message will be displayed as shown in Figure

57 Figure 64 The duration of this process will depend upon the amount of Road Constructions Data and the length of the selected Region of Interest. If no Road Construction currently exists within the selected region a message will be displayed as shown in Figure 64. Element (Required) List, Gaz Enter the Unique of the required Linear Group or Datum Network Element or press the 'Drop Down List' button and select from the Gazetteer. Note that a Restriction is applied to the Gazetteer to allow only Groups or Datum Elements to be selected. The Group/Element description and length will be displayed in the adjacient fields. The Unit of Measurement displayed is determined by the Unit associated with the relevant Network Type in Network Types - NM0002 (see the Network Manager System Admin guide). Start (Required, Default) Enter the Start Offset of the required extent of network. The default value is lowest Offset of the Route (normally 0). End (Required, Default) Enter the End Offset of the required extent of network. The default value will set to the length of the selected Group or Datum Network Element. To view the Road Construction Data for the selected Region of Interest press the [Refresh Data] button. The Start and End Offsets or Group may be changed at any time to view Road Construction Data at another location. Note that if the Region of Interest is amended the [Refresh Data] button must be pressed before the data will be displayed. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). 51

58 Figure 65 Construction Data The Construction Data panel is non-updateable and displays the 'segmented' Road Construction Data in a Grid along with the Start and End points of the Construction Profile Section relative to the selected Linear Route or the Datum Network Elements via the 'Datum' Tab. Each column in the Construction Data Grid represents an XSP, with a Row for each Construction Layer, Layer 1 always being the top Layer. If the 'Show All XSP's' check box is not selected, the Construction Panel Grid will only display those XSP s that have values for the selected Region of Interest. To view all allowable XSP's for the Road Construction Inventory Type select the Check Box. The XSP's are displayed from left to right in ascending order in accordance with the Sequence number of the XSP defined in the XSP and Reversal Rules - NM0305 module (see the Asset Manager System Admin Guide). The location of each Construction Profile Section displayed in the Route Tab represents the 'segmented' homogeneous section of Road based upon the Attributes defined as splitting agents in the Road Construction Data Merge query and the Road Construction Attribute Setup - STP0010 module, with the Layer Details being displayed in 'Cells' within the Construction Data Grid. The Construction Data Grid will display the details for the currently selected Construction Profile Section. The User may scroll through the Construction Profile Sections within the selected Region of Interest using the [Scroll] buttons on the Menu Toolbar, the [Up] or [Down] buttons on the keyboard or by selecting the required Profile Section using the Mouse. The Datum Panel displays the Datum Network Elements within the entire selected Region of interest. By scrolling through this list of Datum Elements the Construction profile applicable to each may be viewed. The Construction Data details that are displayed in each Cell is defined in the Construction Attribute Setup - STP0010 module. Only the Attributes that have a value entered in the 'Function Sequence' field are displayed in the Cell. The display is in ascending order based upon the value entered with each Attribute separated with a '-', e.g. AS-25-SI 52

59 Note that only those Attributes used in the defintion of the Road Construction Data Merge Query and which have had a Function Sequence number defined in Construction Data Attributes - STP0010 (see the Structural Projects System Admin Guide) will be displayed in the Grid Cells. Full details of the Road Construction Data displayed within the Grid may be viewed and maintained in the Details panel, which can be accessed by pressing the Details Tab (page 54). The Construction Data displayed will be determined by the data currently selected within the Grid. Figure 66 If an entire XSP is selected (Figure 66) by clicking in the XSP name Cell, only the Road Construction Data (plus any hierarchical 'child' Items) applicable to that XSP within the currently selected segmented Construction Profile Section will be displayed. Figure 67 Figure 68. If an entire Construction Layer is selected (Figure 67) by clicking in the Layer Number Cell, only the Road Construction Data (plus any hierarchical 'child' Items) applicable to that XSP within the currently selected segmented Construction Profile Section will be displayed. If a single Cell is selected (Figure 68), only the Road Construction Data (plus any hierarchical 'child' Items) for the cell will be displayed. Note that a single Cell may comprise of many individual Items of Road Construction Data. 53

60 Figure 69 Details Tab The Details Tab is used to view and maintain and add Items of Road Construction Data and any hierarchical 'Child' Items that are applicable. The window is divided into 3 main areas, namely the 'Items' panel the 'Attributes' panel and the 'Location and Hierarchy' panel. Figure 70 The 'Items' panel displays the Inventory Type code, the Layer Number and XSP of the Road Construction Data Item as well as the details for any 'child' hierarchical Items which may exist. The Layer number is non-updateable in the Items panel as is the XSP value once the Item has been saved (see page 57 for information on adding new items of Road Construction Data). Type (Display Only) The Inventory Type of the Road Construction Data or 'child' hierarchical Item will be displayed. Layer (Display Only) The Layer number of the item of Road construction Data will be displayed. XSP (Display Only) (List) The XSP of the item will be displayed. This is non - updateable once the item has been saved. 54

61 Figure 71 Figure 72 The 'Attributes' panel displays the Attributes and values for the Road Construction Data Items or any associated 'child' hierarchical Items. The panel is divided into 2 sub panels. The upper sub panel is used to display those Attributes that are used in the Road Construction Data Merge Query definition (see Scheme Manager System Admin Guide) use to Dynamically Segment the data to form the Construction Profile Sections. Only those Attributes flagged as 'Updateable' in the Road Construction Attributes - STP0010 module (see Scheme Manager System Admin Guide) may have their Attribute values updated using this panel. If an Attribute is not updateable it will be 'greyed out' as displayed in Figure 71, where the Layer No. and Depth Attributes are non-updateable. The lower sub panel is used to display any other Attributes defined for the Road Construction data Inventory Type or the Attributes of any Items that are within an Inventory Hierarchy. The display order of Attributes is determined by the 'Sequence No' of the Attribute defined in the NM Inventory Metamodel module. Mandatory attributes, i.e. those attributes which must have a value, are signified by a *. If Cross Attribute Validation Rules has been defined for an Attribute using Cross Attribute Validation Setup NM0550 and the data entered is invalid the appropriate Error message will be displayed, an example of which is shown in Figure

62 Figure 73 Location and Hierarchy Panel Figure 74 The Hierarchy and Locations panel is used to display the 'true real world' location of the selected Item (not the segmented Construction Profile Section location) and to add hierarchical Items. The location of an Item is displayed relative to any linear Routes on which the Item is located on the Route Tab and relative to the actual Datum Network Elements on the Datum Tab. The Unit of Measurement displayed on the Tab will be in accordance with the Unit defined for the Group Type or Datum Network on which the Item is located. The Hierarchy tab is used to display the Inventory Hierarchy, if one exists, and allows new hierarchical Items to be added. The primary key of each item will be displayed if Product Option/User Options 'SHOWINVPK' is set to 'Y'. Double Clicking on an Item within the hierarchy browser will select the Item in the 'Items' panel. 56

63 Adding a New Item of Construction Data New items of Road Construction Data are entered via the Details panel (they may also be created via the Schemes STP4400 module) by pressing the [Create Record] button on the menu toolbar or by pressing the [New Item] on the Road Construction Functions floating toolbar. The Toolbar can be toggled on/off by pressing the [Toolbar] button on the menu toolbar. Figure 75 This will call the Create New Item window (Figure 75), which is used to enter the Admin Unit, XSP and Effective Date of the Road Construction Data Item. Type (Display Only) The Road Construction Data Inventory Type will be displayed. The Type Description will be displayed in the adjacent field. Figure 76 Admin Unit (Required) (List) Enter the Admin Unit code for the Admin Unit to which this Item of Road Construction Data is associated. Only Users who have been granted access to this Admin Unit area in Users HIG1832 (or User s Flagged as Unrestricted) will have access to this Item. Inventory Items having different Admin Units of the same Admin Type and at the same level within an Admin Unit hierarchy may not overlap on a given Element. If when the Item location is entered the system detects this conflict a message will be displayed as shown in Figure 76 preventing the placement of the Item. Note that the List of Values will be restricted to those Admin Units to which the User has been granted Normal access. The Admin Unit of the Road Construction Data Item can be amended by pressing the [Cancel] button on the Locate Items window and then pressing the [Edit] button on the Road Construction Functions floating Toolbar. XSP (Required) (List) Enter the cross sectional position of the Inventory Item. Valid XSP s for the Inventory Type will have been defined using XSP and Reversal Rules - NM0305. Note that the XSP value cannot be amended once the Item is saved. 57

64 The XSP description will be displayed in the Adjacient field. Start Date (Required, Default) Enter the Effective date of the Road Construction Data item. This may be the actual construction date for example. The default value is the system date. Note that once the record is saved to the database the Start Date in non updateable. To create the New Item press the [Create Item] button on the window. The Road Construction Data Attributes will be displayed in the Attributes panel as described on page 66. Figure 77 The Admin Unit and XSP entered may be edited by pressing the [Edit] button on the Road Construction Functions toolbar. This will call the 'Edit New Item' dialogue as shown in Figure 77 where the appropriate details may be amended. The display order of Attributes is determined by the 'Sequence No' of the Attribute defined in the NM Inventory Metamodel module. Mandatory attributes, i.e. those attributes which must have a value, are signified by a *. Figure 78 If Cross Attribute Validation Rules has been defined for an Attribute using Cross Attribute Validation Setup NM0550 and the data entered is invalid the appropriate Error message will be displayed, an example of which is shown in Figure 78. Before the new item can be saved it must first be located. If the [Save] button is pressed and the item has not been located a message (Figure 79) will be displayed. To locate the Road Construction Data item press the [Locate] button on the Road Construction Functions floating toolbar. 58

65 Figure 79 This will call the Locate Item window (page 59) where the appropriate extent limits can be selected. Locating a Road Construction Data Item Figure 80 An Item of Road Construction Data may be located within the extent of a single Network Element or span many contiguous Elements on a Route. Items of Road Construction Data may be located on a Network, relative to any Linear Group that contains the appropriate base Datum Network Elements. This could include an Inspection Route, State Highway, Construction Route, etc. When an item is located, its position will be displayed relative to each Route (Group) of which the underlying Base Datum Network Element(s) on which the Item is located is a member. This will also include any Groups that do not contain all of the base Datum Network Elements on which the Item is located. Consider an example. An Item has been located over the entire extent of 3 Datum Network Elements. The resulting locations relative to the appropriate Routes or Groups are displayed (note that only Elements 2 & 3 are members of Inspection Route 2) Element 1 Element 2 Element 3 0 State Highway Group Inspection Route Inspection Route An Item may only be located on a Network Type that have been associated with the Road Construction Data Inventory Type in the Networks window within the Inventory Metamodel - NM0410 form. When a new Item of Road Construction data is added a check is done on the new Items Layer number to ensure that the Layer immediately above the new Item already exists over the entire specified loaction. This will prevent a Layer 2 being added where a Layer 1 doesn't exist for example. If this is the 59

66 case a message will be displayed (Figure 81) and the location of the Road Construction Item(s) will be prevented. The 'omitted' Layer number will be displayed in the message. Figure 81 60

67 Figure 82 The Locate Item dialogue box allows the User to select the required Route or Datum Network Element on which to locate the item of Road Construction Data. This is done by pressing the Drop Down List icon adjacent to the Network field. This will call the Gazetteer from where the required Network Element or Route can be selected. The default location is set as to the extent of network selected in 'Region of Interest' field (page 50) but can be changed if required by amending the Start and/or End points. Note that the location may be outside the bounds of the selected 'Region of Interest'. The required Start and End points on which to locate the Road Construction Data item within the selected Route may be defined by any combination of Route Offset, Intersection or Section Offset by pressing the [Edit Location] button. This will call the 'Extent Limits' window as shown in Figure

68 Figure 83 Extent Limits The Extent Limits window allows the Start and End points on the selected Route to be defined by Route Offset, Intersection or Section Offset. For example, to select a Route extent comprising of the first Kilometre of the Route, the Start Point would be defined as having a Route Offset of 0 and the End Point defined as having a Route Offset of 1. The tables below show 3 scenarios for Extent Limits, to demonstrate the possibilities. Scenario 1 Parameters Start Point End Point Result Route Offset Elements or partial Elements Intersection Section Offset contained between Route Offset 1 and 3.5 Kilometres Scenario 2 Parameters Start Point End Point Result Route Offset 0.24 Elements or partial Elements Intersection contained between the Intersection Section Offset at Node and Route Offset

69 Scenario 3 Parameters Start Point End Result Point Route Offset 5.6 Elements or partial Element Intersection Section Offset ,001,A contained between 0.35km along Element ,001,A1 and Route Offset 5.6 Kilometres Figure 84 Nodes Start Point Select one of the following Radio button to define the Start Point along the selected Route. The default selection is by Route Offset. Route Offset (Default) Enter the Route Offset for the Start Point. This should be entered in the unit of measurement defined for the selected Group or Network Type. The defined Unit will be displayed adjacent to the Route Offset measure. The Route Offset will be defaulted to 0. Intersection (List) Enter the Node point of the Intersection for the Start Point. The list of values will display all the Intersection Node details for the selected Route. The Display of the available Nodes may be ordered by the Node Name or by the Node Description by pressing the [Value] button or the [Meaning] button respectively. This will also determine which field (Node Name or Description) will be used when refining the search criteria to limit the Nodes displayed. For example, to search for all Node points of the Selected Node type that begin with 01, 63

70 press the [Value] button then enter 01% in the Find field and press the [Find] button on the Nodes window. Click on the required Node Point to select, and press the [Select Values] button on the Nodes form. To close the window without selecting a Node press the [Cancel] button. Section Offset (List) Enter the Unique Element reference for the Start Point. The Element description will be displayed in the adjacent field. The list of values will display all the Network Element within the selected Route. Enter the Element Offset in the unit of measurement defined for the Datum Element in Network Types - NM0002. The measured length of the Element will be displayed in the adjacent field. End Point Select one of the following Radio button to define the Start Point along the selected Route. The default selection is by Route Offset Route Offset (Default) Enter the Route Offset for the End Point. This should be entered in the unit of measurement defined for the selected Group or Network Type. The defined Unit will be displayed adjacent to the Route Offset measure. The Route Offset of the End of the Route will be displayed as the default value. Intersection (List) Enter the Node point of the Intersection for the End Point. The list of values will display all the Intersection Node details for the selected Route. Section Offset (List) Enter the Unique Element reference for the End Point. The Element description will be displayed in the adjacent field. The list of values will display all the Network Element within the selected Route. Enter the Element Offset in the unit of measurement defined for the Datum Element in Network Types - NM0002. The measured length of the Element will be displayed in the adjacent field. The Locate Inventory window will be displayed and the Extent Limits selected will be displayed as Offset values relative to the selected Network Type or Group. Effective Date (Required, Default) Enter the effective date of the Inventory Item Location. This may be a different date than the effective date of the Inventory Item, but may not precede the Inventory Item Date. To Locate the Inventory Item press the [Locate] button. If the newly entered Item is located or partly located with the originally selected Region of Interest the Road Construction Profile Grid may be viewed by selecting the 'Construction Data' tab. 64

71 Figure 85 The Road Construction Data items will be dynamically segmented and the Construction Profile Sections displays as described on page 48. To save the newly entered data press the [Save] button on the menu toolbar. If the Network Location selected has been assigned to a different Admin Unit to the Admin Unit value entered for the Road Construction Data Item an error will be displayed as shown in Figure 85. The Admin Unit of the Road Construction Data Item can be amended if required by pressing the [Cancel] button on the Locate Items window and then pressing the [Edit] button on the Road Construction Functions floating Toolbar. 65

72 Adding a Hierarchical Item Figure 86 If the Road Construction Data Asset type exists within an Inventory Grouping and child Items are required, these may be added using the 'Hierarchy' tab as shown in Figure 86. To add a 'child' item select the Parent Item from within the Hierarchy browser and press the [Add Child Item] button. This will call the 'Create new Item' window as described on page 57, where the Admin Unit, XSP and effective date may be entered if required. Note that 'child' Types should not have an associated XSP and the Inventory Grouping Relationship defined within the Inventory Metamodel - NM0410 module MUST be an 'AT' relationship. This will ensure that the location of any 'child' items is 'inheritted' from its parent. The Attribute values may be entered in the Attributes panel as described on page

73 Road Construction Functions Toolbar Figure 87 The following functions have been defined to assist the viewing and manipulation of Road Construction Data when viewing the Road Construction Data Grid, and can be accessed by right clicking the mouse button and selecting the appropriate option from the context menu or from the Road Construction Function Toolbar as shown in Figure 87. Details Details Copy Close New Item Edit Locate Graph displays the details and Datum Locations of item(s) in a single Cell copies the Item(s) represented by the selected Item, XSP or Row. Closes the Item(s) represented by the selected Item, XSP or Row. Create New Item. Only available in the Details panel. allows Admin Unit etc to be edited when creating a New Item calls the Locate Item window provides a Graphical representation of the Road profile. 67

74 Figure 88 Construction Details Window Figure 89 This window is non-updateable and displays the Attribute details and Location, relative to the Datum Network Elements, for each Road Construction Data Item represented by the Grid Cell selected (a Single Grid Cell may represent many items). Any associated Hierarchical Items are also detailed. It may be called by pressing the 'D - Details' button on the floating toolbar or by selecting the 'Details' option from the context menu (right click) as shown in Figure 89. Items Panel The Items Panel displays the following information for each Road Construction Data Item and any associated Hierarchical Items: Item Type XSP Item Type Description The list of Items may be scrolled through using the vertical scroll bar on the Right of the panel or by using the [Next] and [Previous] record button on the menu toolbar. Attributes Panel The Attributes for the selected Item will be displayed. These may be scrolled through using the vertical scroll bar on the Right of the panel or by using the [Next] and [Previous] record button on the menu toolbar. 68

75 Datum Locations Panel The location of the Item in relative to the Datum Network Element(s) on which it is placed will be displayed. The following information is displayed: Datum Element Unique Datum Element Description Start and End Offsets, relative to the Datum Element, on which the Element is located. The Attributes for the selected Item will be dispalyed. These may be scrolled through using the vertical scroll bar on the Right of the panel or by using the [Next] and [Previous] record button on the menu toolbar. 69

76 Figure 90 Copy a Grid Cell Figure 91 This function allows the Road Construction Data Item(s) represented by a single Grid Cell and any associated Hierarchical Items to be copied to another XSP and/or location. The New Location may be outside the extent originally selected as the 'Region Of Interest' and may be a different Route entirely. The copy function will create a Single Item located over the selected extent of network and copy all Attributes of the original Item. These Attributes may be amended if required using the Details Tab as described on page 54). The copy function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy ' option on the context menu as shown in Figure 91. When a Grid Cell is copied a check is done on the new Items Layer number to ensure that the Layer immediately above the new Item already exists over the entire specified location. This will prevent a Layer 2 being added where a Layer 1 doesn't exist fro example. If this is the case a message will be displayed (Figure 92) and the copy operation will be prevented. The 'omitted' Layer number will be displayed in the message. Figure 92 When the operation is succesfully completed the Region of Interest over which the 'new' Item is located will need 'Refreshed' to view the changes. Figure 93 70

77 Figure 94 Layer (Required, Default) Enter the Layer number for the new Item. The value will default to the existing Layer number of the Item being copied. XSP (Required) List Enter the XSP for the new Item. Admin Unit (Required) List Enter the Admin Unit for the new Item. The User must have Normal Access (granted in Users - HIG1832) to the Admin Unit being Granted. Start Date (Required) Enter the effective date for the new Item. This cannot be before the Start Date of any of the Items being copied. The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Item. The default value for the Location is the currently selected Region of Interest. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Required) List, Gaz Enter the Unique of the required Linear Group or Datum Network Element or press the 'Drop Down List' button and select from the Gazetteer. Note that a Restriction is applied to the Gazetteer to allow only Groups or Datum Elements to be selected. The Group/Element description will be displayed in the adjacent fields. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. To perform the copy operation and create the New Item press the [Copy] button. If the location selected overlaps existing data, i.e. an item with the same Layer number and XSP already exists on all or part of the selected location, a warning will be displayed as shown in Figure

78 Figure 95 If the Copy operation is performed any overlapping data will be Closed. To carry out the Copy operation press the [Yes] button or [No] to cancel. Figure 96 When the operation is successfully completed the Region of Interest over which the 'new' Item is located will need 'Refreshed' to view the changes. 72

79 Figure 97 Close Figure 98 This function allows all Road Construction Data Items and any associated 'child' hierarchical Items of the same Layer Number and XSP as that of the selected Grid Cell to be Closed (End Dated) over the extent of network selected in the Close Road Construction Data - Region of Interest panel. Note that the selected Region of Interest may be different from that initially selected Region of Interest on the main Road Construction form. The close function may be called by pressing the 'C - Close' button on the menu toolbar or by selecting the 'Close ' item from the context menu (right click) as shown in Figure 98. When Road Construction Data Items are closed the Layer numbers of any subsequently affected Items will automatically amended. Layer (Display Only) The Layer Number of the selected Grid Cell will be displayed. XSP (Display Only) The XSP and Description of the selected Grid Cell will be displayed. Region Of Interest The Region of Interest panel is used to define the extent limits on the currently selected Route over which to close the affected Road Construction Data Items. The Start and End points are defaulted to the values in the initially selected Region of Interest on the main Road Construction form. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Display Only) The selected Route and Description will be be displayed. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. 73

80 To close the affected Item(s) press the [Close Item(s)] button or [Cancel] to exit the function. Once the affected Items have been closed the Road Construction Data Grid will be automatically refreshed. Figure 99 Copy XSP Figure 100 This function all Road Construction Data for all Layers, and any associated Hierarchical Items, to be copied from one XSP to another XSP or to the same XSP but over a different extent of network. The New Location may be outside the extent originally selected as the 'Region Of Interest' and may be a different Route entirely. The Copy XSP function will create a Single Item for each Layer located over the selected extent of network and copy all Attributes of the original Item. These Attributes may be amended if required using the Details Tab as described on page 54. The copy function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy XSP ' option on the context menu as shown in Figure 100. When the operation is successfully completed the Region of Interest over which the 'new' Items are located will need 'Refreshed' to view the changes. Figure 101 Layer (Unused) The Layer Number is not used when Copying an XSP XSP (Required) List Enter the new XSP for the copied Item(s). Admin Unit (Required) List Enter the Admin Unit for the new Items. The User must have Normal Access (granted in Users - HIG1832) to the Admin Unit being Granted. Start Date (Required) Enter the effective date for the new Items. This cannot be before the Start Date of any of the Items being copied. 74

81 Figure 102 Figure 103 The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Items. The default value for the Location is the currently selected Region of Interest. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Required) List, Gaz Enter the Unique of the required Linear Group or Datum Network Element or press the 'Drop Down List' button and select from the Gazetteer. Note that a Restriction is applied to the Gazetteer to allow only Groups or Datum Elements to be selected. The Group/Element description will be displayed in the adjacent fields. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. To perform the copy operation and create the New Item press the [Copy] button. If the location selected overlaps existing data, i.e. an item with the same Layer number and XSP already exists on all or part of the selected location, a warning will be displayed as shown in Figure 103. If the Copy operation is performed any overlapping data will be Closed. To carryout the Copy operation press the [Yes] button or [No] to cancel. Figure 104 When the operation is successfully completed the Region of Interest over which the 'new' Item is located will need 'Refreshed' to view the changes. 75

82 Figure 105 Close XSP Figure 106 This function allows all Road Construction Data Items in all Layers and any associated 'child' hierarchical Items within the selected XSP to be Closed (End Dated) over the extent of network selected in the Close Road Construction Data - Region of Interest panel. Note that the selected Region of Interest may be different from that initially selected Region of Interest on the main Road Construction form. The Close XSP function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy XSP ' option on the context menu as shown in Figure 106. Layer (Unused) The Layer Number is not used when Copying an XSP XSP (Display Only) The selected XSP and Description will be displayed. Region Of Interest The Region of Interest panel is used to define the extent limits on the currently selected Route over which to close the affected Road Construction Data Items. The Start and End points are defaulted to the values in the initially selected Region of Interest on the main Road Construction form. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Display Only) The selected Route and Description will be be displayed. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. To close the affected Item(s) press the [Close Item(s)] button or [Cancel] to exit the function. Once the affected Items have been closed the Road Construction Data Grid will be automatically refreshed. 76

83 Figure 107 Copy Layer Figure 108 This function allows all Road Construction Data on the selected Layer for all XSP's, and any associated Hierarchical Items, to be copied to another Layer or to the same Layer but over a different extent of network. The New Location may be outside the extent originally selected as the 'Region Of Interest' and may be a different Route entirely. The Copy Layer function will create a Single Item for each XSP located over the selected extent of network and copy all Attributes of the original Item. These Attributes may be amended if required using the Details Tab as described on page 54. The Copy Layer function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy Layer ' option on the context menu as shown in Figure 108. When the operation is successfully completed the Region of Interest over which the 'new' Items are located will need 'Refreshed' to view the changes. Figure 109 Layer (Required, Default) Enter the Layer Number for the new Item(s). The default value is the Number of the selected Layer. XSP (Not Used) The XSP is not used when Copying a Layer. Admin Unit (Required) List Enter the Admin Unit for the new Items. The User must have Normal Access (granted in Users - HIG1832) to the Admin Unit being Granted. Start Date (Required) Enter the effective date for the new Items. This cannot be before the Start Date of any of the Items being copied. 77

84 Figure 110 The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Items. The default value for the Location is the currently selected Region of Interest. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Required) List, Gaz Enter the Unique of the required Linear Group or Datum Network Element or press the 'Drop Down List' button and select from the Gazetteer. Note that a Restriction is applied to the Gazetteer to allow only Groups or Datum Elements to be selected. The Group/Element description will be displayed in the adjacent fields. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. To perform the copy operation and create the New Item press the [Copy] button. If the location selected overlaps existing data, i.e. an item with the same Layer number and XSP already exists on all or part of the selected location, a warning will be displayed as shown in Figure 111 Figure 111 If the Copy operation is performed any overlapping data will be Closed. To carryout the Copy operation press the [Yes] button or [No] to cancel. Figure 112 When the operation is successfully completed the Region of Interest over which the 'new' Item is located will need 'Refreshed' to view the changes. 78

85 Figure 113 Close Layer Figure 114 This function allows all Road Construction Data on the selected Layer for all XSP's, and any associated Hierarchical Items, to be Closed (End Dated) over the extent of network selected in the Close Road Construction Data - Region of Interest panel. Note that the selected Region of Interest may be different from that initially selected Region of Interest on the main Road Construction form. The Close Layer function may be called by pressing the 'Cl -Close' button on the floating toolbar or by selecting the 'Close Layer ' option on the context menu as shown in Figure 114. When Road Construction Data Items are closed the Layer numbers of any subsequently affected Items will automatically amended Layer (Display Only) The selected Layer Number will be displayed. XSP (Not Used) The XSP is not used when Copying a Layer. Region Of Interest The Region of Interest panel is used to define the extent limits on the currently selected Route over which to close the affected Road Construction Data Items. The Start and End points are defaulted to the values in the initially selected Region of Interest on the main Road Construction form. To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent Limits window (page 62 ). Element (Display Only) The selected Route and Description will be displayed. Start (Required, Default) Enter the Start Offset of the required extent of network. End (Required, Default) Enter the End Offset of the required extent of network. 79

86 To close the affected Item(s) press the [Close Item(s)] button or [Cancel] to exit the function. Once the affected Items have been closed the Road Construction Data Grid will be automatically refreshed. Figure 115 Graph Each of the 'segmented' homogenous Road Construction Profiles may be be displayed graphically using the [G] - Graph option on the floating Toolbar. Each of the XSP's that exist between the start and end of the selected Profile will be displayed. The Graph may be coloured by any of the Road Construction Data Attributes which are validated against a Domain for which Visible attribute have been defined. These will commonly be the Layer Number and Material attributes. For more information on Visible Attributes refer to the Asset Manager System Admin Guide. The colours and patterns used in the display may be changed by selecting the appropriate layer or material (this depends on the Attribute currently selected in the 'Colour By' field) and selecting the 'Modify Colour ' option form the context menu (called by right clicking the Mouse). This will call the Colour Palette dialogue box (). The Construction Data details are displayed in each Cell are defined in the Construction Attribute Setup - STP0010 module. Only the Attributes that have a value entered in the 'Function Sequence' field are displayed in the Cell. The display is in ascending order based upon the value entered with each Attribute separated with a '-', e.g. AS-25-SI The Colour palette may be used to change the Colours or patterns of the selected Attribute and will stay valid for the current session of the form. 80

87 Figure

88 Core Sampling / Profiling The Road Construction Data - STP1000 module may be used to provide a Core Sample or Profile of the Road Construction Layer details at any point along a Linear Route by specifying the required offset in both the Start and End Offset fields, i.e. the same value is entered for both the Start and End Offsets. When the [Refresh Data] button is pressed the Construction Data Grid will display the Road Construction Data for all XSP's at the selected point. If the selected offset coincides with a Construction Joint within a Layer the data for both adjoining Items will be displayed, separated with a double Pipe symbol, i.e. ' '. For example AC-25-SI AC-50-CD. Figure 117 Double Click the cell to view the entire text if required. This will display an 'Editor' window where the full cell details can be viewed as shown in Figure 117. To view the full Attribute Details of a cell use the [D] - 'Cell Details' button on the floating Toolbar or press the Details Tab as described on pages 52 and