Case Header Overview

Case-Header

The case header directive is used in all widgets that have the ability to save the inputs, and results, of analyses in the HUB^PL (excludes Map, Database Import, Ad-Hoc Analysis, etc .).

The case header directive governs the portion of the widget where a user can:

• Name/rename cases

• Save/delete cases

• Create new case

• Toggle unit preference (between metric & US Field)

  • For this widget, this session only, or

  • For this widget, save new default units

    • Note that unit preferences can be adjusted for the entire platform in the User Preferences interface

Open

• Share a case or keep it private

• See who created a case

• See who modified a case, and when

• Download data to excel

• Execute the calculation

• Generate reports

• Assign a case to a project Case Header

• Create a new project

Open

• Upload images and/or PDF’s for inclusion in reports

  • Part of Report Builder

• Add geolocation data

  • Manually by typing latitude and longitude inputs, or

  • By selecting a point on the Map

• Associate the calculation to an entity in the asset database

  • By selecting an entity in the Navigator

  • By selecting an entity in the Map

• Add other notes and other contextual information, like location description and date

• Record time spent working in the widget

  • Part of Encroachment Manager

• View metal loss profiles loaded from ILI, RSTRENG, or Investigative Dig PowerTool

  • Part of Encroachment Manager

The case header directive can be expanded, or collapsed, per the user’s preference. In previous versions of Pipeline Toolbox, the free-text inputs in this section were the primary method for keeping track of the reason for the analysis, as well as for being able to find the case again.