Managing Condition Survey Programmes
Condition surveys can be structured into a hierarchy known as a condition survey programme. Programmes have an unlimited number of parent-child relationships so that multiple tiers can be created. This enables the surveys to be grouped into a logical format for monitoring and review. The programme records are created individually and then linked to one another to create the hierarchy. Once the lowest tier of the programme is created, the individual condition surveys can be linked to it.
Condition survey programmes are only available to users with System Administrator permission.
Use K2 to:
To add or edit a condition survey programme:
Navigate to Maintenance > Condition > New Condition Survey Programme.
Alternatively, search for and select an existing record.
The Condition Survey Programme Editor is displayed.
Enter or edit the relevant details.
The fields on the Condition Survey Programme Editor are described in the following table:
This field… | Holds this information... |
|---|---|
Title | The name of the programme. |
Type | The type of survey. |
Methodology | The programme methodology. These can be defined in Survey Types Reference Data (accessed by navigating to Maintenance > Condition > Condition). |
Contractor | The name of the contractor if the programme is being delivered by a third party. The contractor must be set up as an agency with the ‘Approved’ and ‘Is Contractor’ check boxes selected. |
From Date | The start date of the survey programme. |
To Date | The end date of the survey programme. |
Comments | Any comments about the survey programme. |
Click Save.
To link parent condition survey programmes:
Click the Link Parent Condition Survey Programme option from the Tasks menu.
The Select Condition Survey Programme window is displayed.
Select the relevant programme and then click OK.
You can only select one parent programme.
The Parent Condition Survey Programme option is then displayed in the Associated Items panel.
To link a child condition survey programme:
Click the Link Child Condition Survey Programme(s) option from the Tasks menu.
The Select Condition Survey Programme(s) window is displayed.
The Select Condition Survey Programme window is displayed.
Select the relevant programme(s) and then click OK.
You can select multiple records using Shift-click (for a series of records), Ctrl-click (for individual records), or Ctrl-A (for all records).
The Child Condition Survey Programme(s) option is then displayed in the Associated Items panel.
To link condition survey programmes:
Click the Link Condition Survey option from the Tasks menu.
The Select Condition Survey(s) window is displayed.
Select the relevant programme(s) and then click OK.
You can only select one parent programme.