Identifying detailed location information for equipment on checklists

Identify, set, and adjust detailed location information of linear equipment on checklists and inspections, using linear references associated to the equipment.

To identify detailed location information for equipment on checklists:

  1. Select Work > Works Orders.
  2. Select the work order for which to view checklists, and then click the Checklist tab.
  3. Optionally, select the work order activity for the checklist item, or select Show All Records to display all of the work order activity records that are not flagged as deferred but that have an associated checklist.
  4. Optionally, select the specific job of the work order activity for the checklist item, or select Show All Records to display all of the job records for the work order activity that are not flagged as deferred but that have an associated checklist.
  5. Click Actions, and then select Linear Location Details to identify and set linear reference points for relevant equipment.
  6. Specify the linear reference point details information:
    From Reference Point
    Specify the origin or starting point where the work will begin.
    From Offset
    Specify the offset of the point of origin, i.e., the amount in distance it is offset from the starting point of the work to the reference point.
    From Offset %
    Alternatively, specify the offset indirectly by entering a percentage of the distance between two reference points.
    From Offset Direction
    Specify the direction of the offset relative to the origin point, e.g., North or South.
    To Reference Point
    Specify the ending point on the route where the work will conclude.
    To Offset
    Specify the ending point of the offset of the segment, i.e., the amount of distance it is offset from the ending point of the linear equipment record.
    To Offset %
    Specify the percentage the ending (to) point is offset.
    To Offset Direction
    Specify the direction the ending point is offset from the linear equipment record, e.g., East or West.
  7. Optionally, in the Additional Reference Details section, specify this information to map the coordinates where the work will begin:
    From X Coordinate
    Specify the X coordinate on the map for the starting (from) point of the work, e.g., the origin of the work.
    From Y Coordinate
    Specify the Y coordinate on the map for the starting (from) point of the work, e.g., the origin of the work.
    From Latitude
    Specify the latitude on the map for the starting (from) point of the work.
    From Longitude
    Specify the longitude on the map for the starting (from) point of the work.
    From Relationship Type
    Specify the relationship type of the starting (from) point of the work, e.g., parallel, perpendicular, crossing, overpass.
    From Horizontal Offset
    Specify the horizontal distance to the work, e.g., the fire hydrant could be 40 feet away from the edge of the road with the starting point being the fire hydrant.
    From Horizontal Offset Type
    Specify the type of horizontal offset, e.g., North, South, Right, Left, etc.
    From Vertical Offset
    Specify the vertical distance to the work, e.g., the traffic light could be hanging 20 feet above the road with the starting point being the traffic light.
    From Vertical Offset Type
    Specify the type of vertical offset, e.g., Above, Below, Underground, etc.
  8. Click Submit.
Parent topic: Creating regular work orders