Case Header Overview

Owned by Robert Gedies
Last updated: Dec 28, 2022
2 min read

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 HUBPL (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

  • 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

 

  • 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.