Using the New Switching Sheet Window
Use the New Switching Sheet window to create switching sheets. This window contains the following fields and buttons:
• The Type column displays the types of switching sheets you can create. Planned, Emergency, and Template are the base types.
• The Description column displays a description of the sheet type.
The Pre-Created Switching Sheets section displays a list of all existing switching sheets. It displays the following columns:
• Status displays the switching sheet state, such as New or Requested.
• Type displays the sheet type, such as Planned, Emergency, or Template.
• Sheet # is the number of the switching sheet. This number is automatically assigned by the system when the sheet is created.
• User is the ID of the user who created the sheet.
• Pressure Zones are the pressure zones associated with the sheet (as displayed on the Request tab).
• Asset is the asset associated with the sheet (as displayed on the Request tab).
• Lift Station are the lift stations associated with the sheet (as displayed on the Request tab).
• Completed Date is the completion date for the sheet.
• Description is the description of the sheet (as displayed on the Request tab).
• The Create button creates a new switching sheet of the selected type.
• The Create a Copy button creates a copy of the switching sheet selected in the Pre‑Created Switching Sheets list. This button is not enabled unless a switching sheet and a sheet type are selected.
See Also:
Creating a Planned Switching Sheet from the New Switch Sheet Window
Follow these steps to create a planned switching sheet from the New Switching Sheet window:
• To create a new switching sheet from scratch, select Planned from the Switching Sheet Types section, and then click Create.
• To create a copy of an existing sheet, do the following:
1. Select the sheet you want to copy from the Pre-Created Switching Sheets list.
2. Select Planned from the Switching Sheet Types list.
3. Click Create a Copy. (To search for a particular sheet, see “Filtering the Switching Sheet List”.)
Notes:
You can create a new sheet based on a sheet of a different type. For example, you can create a planned sheet based on an emergency sheet or create a template based on a planned sheet.
Although most fields are copied to the new sheet, some fields (such as Audit Log entries and step completion information) are cleared in the new sheet. If you copy a switching sheet that has one or more safety documents, copies of the safety documents are included with the new sheet.
Filtering the Switching Sheet List
Use the filter boxes at the top of each column to filter the list. Type all or part of the text you want to filter by. For example, to see only Planned sheets, enter Plan in the Type filter box. The list is filtered to display only sheets where the Type column contains the characters "Plan." You can combine filter criteria by typing values in more than one column. As you type in each filter box, the list is filtered immediately based on entries in all boxes.
Sorting the Switching Sheet List
You can sort the list by clicking on a column header. A or icon indicates the column is being sorted in ascending or descending order, respectively.
Understanding Switching Sheet Templates
Switching templates look like standard switching sheets, but they are used for creating and saving sheets that contain common information that is used repeatedly. The information may include:
• File attachments, which may be templates of other forms such as Excel Spreadsheets.
• Safety Documents
• View Areas.
• Pre-filled Request Tab Information.
Once you save the template, you can create a copy of it, and then edit the copy as needed. You can also copy individual steps from a template and paste them into another switching sheet. Templates can save you considerable time and effort when you are working with frequently performed switching sequences.