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EXOR

Scheme Manager User Guide

February 2014

Version: 4.7

Submitted by:

Bentley Systems (UK) Ltd.,

9th Floor,

20 Gracechurch Street,

London

EC3V 0BG

EXOR

SCHEME MANAGER USER GUIDE

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Version: 4.7 i

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EXOR Scheme Manager User Guide

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Document Tracker

Document Details

File:

Scheme Manager User Guide V4.7.docx

Prepared by:

T.C. Stewart

Manual Name:

Scheme Manager User Guide

Reviewed by:

Version:

1.0

Approved for issue by:

L.Darke

Date of Issue:

Feb 2014

Product Manager:

T.C. Stewart

File Name:

Document Centre/Exor/Product Manuals/4.7 Product Manuals/4.7 completed documentation/ Scheme Manager User Guide V4.7.docx

Document Version Control

Revision Date By Chapter/Page Description

1 Feb 2007 TCS All Released with Version 4.0

2 Nov 2010 IS All Reviewed for Version 4.3

3 May 2011 IS None No changes for 4.4

4 Nov 2011 IS None No changes for 4.5

5 Oct 2012 IS All Document reviewed for 4.6 release

6 Feb 2014 BA/IS All Re-formatted into Bentley template for 4.7 release

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TABLE OF CONTENTS

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Table of Contents

1 Introduction ........................................................................................................................................... 1

1.1 About Scheme Manager ................................................................................................................ 1

2 Schemes Management........................................................................................................................... 3

2.1 Maintain Scheme – STP4400 ........................................................................................................ 3

2.1.1 Understanding Scheme Status Codes .................................................................................... 4

2.1.2 Schemes Details .................................................................................................................... 6

2.1.3 Scheme Costs ...................................................................................................................... 10

2.1.4 Scheme Dates ...................................................................................................................... 11

2.1.5 Quality Assessment ............................................................................................................. 11

2.1.6 Scheme Locations ............................................................................................................... 12

2.1.7 Adding a New Scheme Location......................................................................................... 13

2.1.8 Scheme Locations Details ................................................................................................... 18

2.1.9 Removing a Scheme Location ............................................................................................ 20

2.1.10 Location Details .................................................................................................................. 20

2.1.11 Scheme Activities – Information ........................................................................................ 21

2.1.12 Scheme Activities ............................................................................................................... 24

2.1.13 Scheme Activities/Operation Data ...................................................................................... 27

2.1.14 Operation BOQ’s ................................................................................................................ 28

2.1.15 Scheme Contractors ............................................................................................................ 29

2.1.16 Scheme History ................................................................................................................... 30

2.1.17 Asset Schemes .................................................................................................................... 31

2.1.18 Creating an Asset Scheme ................................................................................................... 31

2.1.19 Scheme Assets .................................................................................................................... 32

2.1.20 Hint Text ............................................................................................................................. 32

2.1.21 Sorting Results .................................................................................................................... 33

2.1.22 Scheme Assets – Location Panel ........................................................................................ 33

2.1.23 Adding Assets to a Scheme ................................................................................................. 34

2.1.24 Removing an Asset from a Scheme .................................................................................... 34

2.1.25 Scheme Asset Activities ...................................................................................................... 34

2.1.26 Running Scheme Operations ............................................................................................... 35

2.1.27 End Dating Condition Data ................................................................................................. 38

2.1.28 Viewing a Scheme on the Map Window............................................................................. 39

2.1.29 Auto Synchronise Map with selected Scheme .................................................................... 40

2.1.30 Select a Scheme on the Map ............................................................................................... 41

2.1.31 Deleting a Scheme .............................................................................................................. 42

2.2 Scheme Priorities – PMS4401 .................................................................................................... 43

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2.2.1 Schemes List ....................................................................................................................... 44

3 Road Construction Data Management ................................................................................................ 46

3.1 Road Construction Data – STP1000 ........................................................................................... 46

3.1.1 Region of Interest ................................................................................................................ 50

3.1.2 Construction Data ............................................................................................................... 52

3.1.3 Details Tab .......................................................................................................................... 54

3.1.4 Items Panel .......................................................................................................................... 54

3.1.5 Attributes Panel ................................................................................................................... 55

3.1.6 Location and Hierarchy Panel ............................................................................................. 56

3.1.7 Adding a New Item of Construction Data........................................................................... 57

3.1.8 Locating a Road Construction Data Item ............................................................................ 60

3.1.9 Locate Item ......................................................................................................................... 61

3.1.10 Extent Limits ....................................................................................................................... 62

3.1.11 Adding a Hierarchical Item ................................................................................................. 66

3.1.12 Road Construction Functions Toolbar ................................................................................ 67

3.1.13 Construction Details Window ............................................................................................. 68

3.1.14 Copy a Grid Cell ................................................................................................................. 69

3.1.15 Close ................................................................................................................................... 72

3.1.16 Copy XSP ............................................................................................................................ 74

3.1.17 Close XSP ........................................................................................................................... 77

3.1.18 Copy Layer .......................................................................................................................... 78

3.1.19 Close Layer ......................................................................................................................... 81

3.1.20 Graph ................................................................................................................................... 82

3.1.21 Core Sampling/Profiling ..................................................................................................... 84

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1 Introduction

This Guide provides information on the use of Scheme Manager. It is aimed at Users who wish to maintain and View

Schemes and Road Construction profile Information

More information relating to the reference data requirements for Scheme Manager can be found in the Scheme Manager

System Admin Guide.

1.1 About Scheme Manager

Scheme Manager is an application module within the Exor solution set that allows an Authority to manage planned and

active work on the Infrastructure Assets within its control.

With Asset Management methodologies being strongly encouraged and the production, by many Authorities, of an Asset

Management Plan, Scheme Manager provides an Asset Management module to hold the Schemes that form the Plan

electronically.

As the repository for the Asset Management Plan, Scheme Manager enables the user to view the individual Schemes and

study their impact on the effected Assets. Schemes can be created for ANY Asset stored within Exor Asset Manager,

including Road, Footway, Street Furniture, Bridges, Street Lights or Grassed Areas. A unique feature of Scheme Manager

is the ability to manage Schemes on Assets that are NOT stored within the Exor Database but are integrated using our

‘EXTERNAL ASSET’ functionality. This ensures that one centralized Asset Management Plan can be maintained against

an Asset Register that may be spread throughout the Organization..

When implemented with a Pavement Management System (PMS), such as Exor’s UKPMS, it allows the selection of

identified Treatment Lengths and subsequent management of proposed remedial works, thus providing an integration

framework, that forms part of an overall Infrastructure Asset Management solution.

Scheme Manager can also be used to manage Target Cost Contracts. Schemes can have any Status Code an Authority

wishes, enabling them to enter potential Schemes for costing by their Term Maintenance Contractor under a Target Cost

Contract. Once a Scheme is then approved Multiple Works Orders can be generated linked to this initial Scheme. This

provides the information for monitoring the Actual Cost of a Scheme against the original target cost. A simple pain/gain

report is available to help the Client and Contractor understand for each Scheme what the situation is.

As well as Target Cost Contracts, Scheme Manager can also help manage more traditional Schedule of Rates contracts by

allowing the Contractor and Contract details to be recorded for each Scheme. Bill of Quantity Items (BOQ’s) can be

recorded against the appropriate work Activity along with the contract Rate and actual quantities recorded on site. These

actual quantities are then used to calculate the Actual Cost allowing accurate comparisons between the Estimated and

Actual Cost of a Scheme.

When creating Road Construction Schemes, the Scheme Locations can be recorded and viewed relative to any business

view of the Network that exists within the Authority. This may be a Maintenance Section, a Street or part of an entire

Route. The results of complex Merge (Engineering Dynamic Segmentation) or Parameter based Inquiries queries may

also be selected as the basis of a Scheme. An example of such a query would allow those parts of the Road network,

where the Skid coefficient value was low, traffic volumes were high and speed limits were less than 40 mph to be

identified and form the basis of a remedial Scheme.

Scheme Manager helps keep an Organizations Asset Register accurate and up to date by automatically updating the Assets

affected by a completed Scheme. The rules for Asset updating upon Scheme Completion are completely data driven

allowing an Organization to integrate their own Business rules into Scheme Manager. Simple examples may be updating a

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Condition Rating Attribute from ‘Poor’ to ‘Good’ after a remedial Scheme on a Culvert or changing the ‘Next

Replacement Date’ value after a bulb replacement Scheme carried out on Street Lighting.

Scheme Manager is shipped with 2 standard operation types for use in Road Construction Scheme, namely Fill and Skim.

When a Road Construction Scheme is completed the Pavement Layers for the extent of network included within the

Scheme are automatically updated to provide an accurate cross section of the pavement including details such as Layer

Depth, Construction Dates and Material used. The user also has the option to End-Date Condition data such as Skid or

Deflection values that may be obsolete as a result of the Road Construction Scheme.

When implemented with Exor’s powerful Web Mapping option, Schemes can be automatically plotted and viewed on the

Web Map embedded within the Scheme Module. ANY other datasets held either within Exor or held externally (and

viewed via Exor’s External Assets functionality) may also be viewed giving the User a complete view of their Asset

Infrastructure. The embedded Web Mapping allows business functions such as creating an Enquiry, creating a Defect or

raising a Work order all to be carried out in an easy to use, map based environment. This may be particularly useful when

considering what ancillary works may be needed prior to the commencement of a Scheme. For example, the ability to

view surface defects on a map that may affect a surface dressing Scheme, would allow the Engineer to select the required

defects and raise a Work Order to allow their timely repair before the proposed start date of the scheme.

Scheme Manager also integrates with Document Manager to store associated scanned images, site photographs, video,

and remedial scheme plans.

Exor's Asset Valuation Manager will make use of any cost information recorded as a planned Scheme against an Asset

when conducting Asset Valuation using Renewals Accounting Method.

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2 Schemes Management

Figure 1 – Scheme Manager Menu Options

This chapter describes the modules and processes required for managing Schemes within Exor. The following modules

are detailed:

Maintain Scheme – STP4400

Scheme Priorities – STP4401

2.1 Maintain Scheme – STP4400

Figure 2 – Maintain Schemes Menu Option

The Schemes – STP4400 module is used to create and maintain details of Schemes for Infrastructure Assets held either

within the Exor Database, e.g., Roadway, Signs, Bridges or Street Lights, or Assets that are NOT stored within the Exor

Database but are integrated using our ‘EXTERNAL ASSET’ functionality.

A Rolling programme of planned Schemes that may include details such as the Scheme priority, Target and Estimated

Costs and Proposed Start Date may be managed, with the module allowing a Scheme to be moved into the Current

Scheme programme once approved.

The Scheme Status will be updated to track the Scheme through the various design and contractual stages with all Status

changes being recorded and audited.

The locations of Road Construction Schemes can be selected from the Gazetteer and may include Maintenance Section,

Streets or any portion of a Route. The results of Merge or PBI queries can also be selected as the location of a Road

Construction Scheme, as can Treatment Lengths produced from UKPMS. Assets to be included in Asset Schemes, for

example Signs or Bridges, are selected using standard Locator functionality which includes the ability to select the

required Assets directly from the Web Map.

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Scheme Activities and associated Bill of Quantity (BOQ) Items can either be applied to all locations within a Scheme or

to individual Scheme Locations, meaning that separate tasks can be undertaken at different locations within the same

Scheme.

Upon completion of a Road Construction Scheme the Pavement Layers for the extent of network included within the

Scheme are automatically updated to provide an accurate cross section of the pavement including details such as Layer

Depth, Construction Dates and Material used. The user also has the option to End-Date and Condition data such as Skid or

Deflection values that may be obsolete as a result of the Road Construction Scheme.

2.1.1 Understanding Scheme Status Codes

Each Scheme Status code may have a number of associated ‘Feature Code’s’ that determine the business rules applicable

to that Status. Whilst Status Codes are User definable, it is advised to contact you local Exor Support Consultant before

adding or removing Status Codes, however Status Codes and their descriptions may be amended locally if required.

The feature codes applicable to a Scheme Status are as follows.

Feature 1 Transfer of layer details onto road construction asset items and allow the update

of road condition data.

Feature 2 Entry of contract completion details. This status denotes completed schemes.

Feature 3 Programme type equals Rolling. These statuses may be used on schemes that

form part of the rolling programme.

Feature 4 Programme type equals Current. These statuses may be used on schemes that

form part of the current programme.

Feature 5 Programme type equals History. These statuses may be used on schemes that

have been retained for historical purposes.

Feature 6 Marks status to be used as the default.

Feature 7 Deletion allowed. Schemes that have a status with this feature allowed can be

deleted.

Feature 8 Entry of contractor details allowed.

Feature 9 Must enter date work started.

The following Status Codes and associated Feature Codes are supplied as standard with Scheme Manager.

Sequence Code Description Features

1 ADS Add Draft Scheme 3,6,7

2 AHO Approved by HPTO 3,7

3 ASE Approved by Section Engineer 3,4,7

4 DAP Divisional Approval 3,4,7

5 HQA Headquarters Approval 3,4,7

6 SDC Scheme Design Complete 3,4,7

7 STT Scheme To Tender 4,7

8 SUC Scheme Under Contract 4,8

9 WCM Work Commenced 1,4,8,9

10 WSC Work Substantially Completed 1,2,4,8,9

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11 XMP Expiry of Maintenance Period 2,4

12 ZZZ Account Closed 2,5

Using this combination of Feature and Status Codes we can see that, for example, a status code of WCM – Work

Commenced means that the Scheme is on the ‘Current Programme’ (Feature 4), the ‘Contractor’ Details (Feature 8)and

the ‘Date Work Started’ (Feature 9) must be entered and a Job Operation, e.g., FILL or SKIM may be run, therefore

updating the Road Construction Data and allowing the optional End-Dating of affected Condition Data. If any of the

business rules for a Status Code are violated an appropriate message will be displayed when the user attempts to Save the

changes. An example is shown in Figure 3.

Figure 3 – Information Message

Status Codes and associated Feature Codes are maintained using Status Codes – HIG9110 (refer to the General System

Admin Guide).

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2.1.2 Schemes Details

Figure 4 - Schemes

Type Required List

Each Scheme must have an associated Scheme Type. The Scheme Type determines the Asset Type affected by the

Scheme and also the operations that can be undertaken against such Assets.

Scheme Manager is supplied with a single Scheme Type as standard. This is the ‘Road Construction Scheme – RCSC’

and comes with 2 standard operations that manage Road Construction or Pavement Layer details, namely ‘FILL’ and

‘SKIM’. To create Schemes against other Asset Types such as Bridges or Signs etc, a new Scheme Type must be created

and the appropriate Asset Type associated with it. Scheme Types are defined using the NM3020 – Job Types module

(refer to the Scheme Manager Admin Guide for details).

Note: Schemes against Assets are only available if Scheme manager Enterprise Edition is licensed. For information on

product licensing contact your Account Manager.

Activities to Scheme Checkbox

The ‘Activities to Scheme’ flag is used to determine how Activities, e.g., a ‘FILL’ operation and any associated BOQ

Items, relate to a Scheme. If the Flag is checked then each Activity relates directly to the Scheme, i.e., the same Activities

and BOQ’s apply to each Scheme Location. If the flag is unchecked then each Scheme location has its own set of

Activities meaning that separate tasks can be undertaken at different locations within the same Scheme.

Note: This flag may not be changed once an Activity has been added and saved.

Scheme Locations and Activities are details on pages 12 and 21 respectively.

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Id Required, Default

This is the Unique Id for the Scheme. A default value (a numeric) will be automatically generated by the system when the

new Scheme is created if Product Option GENSCHID is set to ‘Y’. This default value may be overwritten with

alphanumeric characters if required, but must remain unique. A maximum of 30 characters is allowed.

Status Required, Default List

Throughout its life cycle a Scheme will go through various design, contractual and build stages. The Status Code of a

Scheme reflects these milestones and enforces the business logic in place at each of the stages. For example, when the

Scheme is in its Design Stage the Actual Cost or Actual Start Date of the Scheme cannot be entered, as these would be

unknown. Similarly when work has commenced on the Scheme, the Start Date must be entered.

Status Codes are validated and ordered within the List of Values by their Sequence Number. When updating a Status

Code, only those with a higher Sequence Number may be selected. This ensures that inappropriate business logic is not

permitted, for example, a Scheme should not change Status from ‘Work Commenced’ to ‘Scheme Design Complete’.

When a Status Code is updated and committed, a popup dialogue (Figure 5) is displayed allowing the Reason for the

Status change to be entered. The History of Scheme Status Changes can be viewed on the [History] tab (see page 30).

Figure 5 – Reason for Change

The default Status Code will be that with Feature Code 6 enabled.

Name Required

This is the Name of the Scheme, e.g., ‘M1 NORTHBOUND RESURFACING 2006’. This value does not need to be

Unique. A maximum of 40 characters is allowed.

Programme Type Required, Default List

This allows a Scheme to be flagged as being in either the ‘R’ – Rolling Scheme programme, ‘C’ – Current Scheme

Programme or ‘H’ – a Historic Completed Scheme. When the Status Code is updated the system checks the Programme

Type is valid (Feature codes 3,4,5) and will automatically update the Programme Type to the lowest available value in the

Order of ‘R’ – Rolling > ‘C’- Current > ‘H’ – Historic to ensure the business rules are not violated.

If the Programme Type is manually amended to a Type that violates the business rules a message will be displayed when

the User attempts to Save the changes. An example is shown in Figure 6.

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Financial Year Required List

Enter the Financial Year during which the majority of the Scheme tasks will be undertaken. There is no validation

between the ‘Financial Year’ value and the Start and Completion Scheme Dates.

Description Optional Edit

A Description of the Scheme may be entered is required. A maximum of 2000 characters are available.

Note: Double-clicking the Description field will call an editor allowing long Scheme Description to be easily read.

Comments Optional Edit

Additional comments relating to the Scheme may be added at any time during the lifetime of the Scheme. A maximum of

2000 characters is allowed.

Note: Double-clicking the Comments field will call an editor allowing long Scheme Comments to be easily read.

Start Loc Display Only

The Name (Unique) and Description of the Scheme Location flagged as the ‘Start‘ Location in the Scheme Locations

panel (page 18) will be displayed. If the Scheme Location has been selected from PBI or Merge Query, the Query Name

and Description will be displayed. In the case of a UKPMS pass, the Pass Name and description will be displayed. This

field may be used for reporting or to query back the Scheme.

Length Display Only

The Scheme Length will be displayed for Road Construction Schemes only. The Length is calculated as the sum of all

distinct location details (Datum Element) lengths. This ensures that overlapping sections of Network are not double

counted. Overlapping sections of Network may occur when multiple Scheme Locations are selected from differing

sources, for example, the results of a PBI or Merge Query and a saved extent based upon a spatial query.

The Units of Measurement used to display the Length may be set for each Scheme independently and may be changed at

any time by selecting the required Unit from the List of available Units. When the Scheme is saved the Scheme Units will

be set and the Scheme length dynamically converted.

When a new Scheme is created the default Scheme Length Unit is determined by the Users preferred Units of

Measurement defined in User Preferences – HIG1840.

The Scheme Length may also be viewed relative to any other Unit of Measurement by selecting the Length field, right-

clicking the Mouse and selecting the ‘Units’ option from the context menu as shown in Figure 7.

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Figure 7 – Unit Converter

Regional Checkbox

If the Scheme affects a Regional or Strategic Route, this may be indicated by selecting this option. This is mainly used for

reporting purposes.

Activity Display Only

If Maintenance Manager has been implemented and maintenance Activities defined in conjunction with Scheme

Operations or tasks, the ‘Prime Activity’ code and description will be displayed. If the ‘Activity to Scheme’ flag (page 6)

is set, the prime Activity is the Operational task with the ‘Prime’ flag set.

If the ‘Activity to Scheme’ flag is not set, the Prime Activity is the Operational task flagged as ‘Prime’ which belongs to

the Scheme Location flagged as the ‘Start’ Location.

Operation tasks and Associated Activities are defined for a Scheme using the ‘Activities’ tab (page 21).

Note: If Maintenance Manager is not implemented maintenance Activities are not available.

Admin Unit Required List

Each Scheme must have a primary and secondary Admin Unit. This allows Schemes within a 2 tier Organisation to be

managed. The Primary Admin Unit would normally be that of the Headquarters with the secondary Admin Unit being that

of the Region or Division in which the Scheme is located. If required both Admin Units can be set to the same value. The

secondary Admin Unit is used for access security purposes. This means that a User must have been granted access to this

Admin Unit or a higher Admin Unit within the same hierarchy to access the Scheme. To create or maintain a Scheme the

User must have been granted NORMAL access to the secondary Scheme Admin Unit.

The Secondary Admin Unity must either be the same as the Primary or a subsidiary of the Primary Admin Unit.

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Figure 8 – Admin Units

Priority Optional

Each Scheme may be given 2 Priorities, one for each of the Primary and Secondary Admin Units. This allows Schemes

within a 2 tier Organisation to have an overall Priority within the Organisation and also a Priority within the Region or

District. For example, a Scheme may be Priority 1 within a District but only Priority 5 within the overall Organisation.

The Primary Priority for a Scheme is defined using Scheme Priorities – STP4401 (page43).

2.1.3 Scheme Costs

The Target, Estimated and Actual cost of a Scheme as well as any Retention value can be recorded using the Scheme

Costs panel.

Target Cost Display Only

The Target Cost of a Scheme is a calculated figure based on the Operations/Activities associated with the Scheme. If Bill

Of Quantity (BOQ’s) Items are used within the Scheme, the Target Cost is the sum of all BOQ Item costs (which are

based on the Contract Rates and Quantities for each Operation).

If BOQ Items are not in use the Target Cost is the sum of the Estimated Costs that may be manually entered for each

Operation/Activity.

BOQ’s and Estimated Operation/Activity Costs are defined in the ‘Activities’ tab (page 28).

Note: BOQ’s are only available if Scheme Manager Enterprise Edition is licensed. Contact your local Exor Account

Manager for licensing information.

Estimate Cost Optional

An Estimated Cost for the Scheme may be entered if required. This value is not validated against any other Scheme

information and may differ from the Target Cost.

Actual Cost Optional

When the Scheme is completed (Status Code with Feature 2 enabled) the Actual Scheme Cost may be entered. This value

is not validated against any other Scheme information.

Retention Optional

If a percentage of the overall Scheme Cost has been retained during a Maintenance period the Retention amount may be

recorded.

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2.1.4 Scheme Dates

Key Scheme Dates are maintained within the Scheme Dates panel. Dates may be manually entered or selected from the

Calendar by pressing the calendar Button adjacent to a Date field.

Proposed Start Optional

This is the proposed Start Date of the Scheme. The date entered must be before the Proposed Completion date.

Proposed Completion Optional

This is the proposed Completion date of the Scheme. The date entered must be after the Proposed Start Date.

Started Required

This is the Actual start date of the Scheme and must be entered when a Scheme Status with Feature 9 is selected. There is

no validation between the Start Date and Proposed Start date.

Completed Required

This is the date on which the Scheme was completed and must be entered when a Scheme Status with Feature 2 is

selected. The Completion Date must not be before the Date Started.

2.1.5 Quality Assessment

When the Scheme is completed (Status Code with Feature 2 enabled) an overall quality Assessment and comments may

be added to the Scheme.

Code Optional List

An overall Quality Code may be added to the Scheme. The allowable values may be updated by your Exor Systems

Administrator suit an Organisations business needs. Quality Assessment Codes are defined with using a system Domain

named QUALITY_CODED. System Domains are maintained using Domains – HIG9120 (refer to the general System

Admin Guide for details).

Comments Optional Edit

General Comments relating to the quality or the work undertaken may be added. A maximum of 2000 characters is

allowed.

Note: Double-clicking the Comments field will call an editor allowing long Quality Comments to be easily read.

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2.1.6 Scheme Locations

Figure 9 – Scheme Locations

Road Construction Schemes may be located using a number of different methods (the Locations window is not available

for Asset Schemes).

A Scheme may be located by selecting the required locations (including Maintenance Sections, NSG Streets, Routes,

Groups of Groups, e.g., Districts or Saved Extents) from the Gazetteer or by selecting the results of a Merge (Engineering

Dynamic Segmentation) or PBI query. If UKPMS by Exor has been implemented ‘Treatment Lengths’ generated from a

UKPMS pass may be selected as the basis of a Scheme.

Figure 10 – Scheme Details

A summary of the Scheme Details (Figure 10) is displayed at the top of the window. This is a read-only panel that

displays the following information:

Scheme Id

Scheme Name

Scheme Description

Status Code

Activities to Scheme Flag

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When a Scheme Location is added, its constituent members are displayed in the ‘Location Details’ panel. For example if

an NSG Street was selected, its member ESU’s would be displayed. Further details of the Location Details panel are

provided on page 18.

2.1.7 Adding a New Scheme Location

A Scheme Location can be added by either pressing the [Create Record] on the menu toolbar, or the [Add] button

on the Scheme Location panel. This will call a pop-up window (Figure 11) allowing the Locations to be selected from the

appropriate source.

Figure 11 – Add New Extent

Note: New Scheme Locations cannot be added if the Scheme is ‘completed (Status Code with Feature 2).

Note: The Unique of a Network Element is known it can be typed directly into the Unique field without the need to

select it from the Gazetteer.

Gazetteer

If this option is selected the Gazetteer – NM1100 will be called from where the appropriate extent of Network may be

selected. Any type of Network Element can be selected, including a Datum Element, a Linear or Non Linear Group, a

Group of Groups or a Saved network Extent.

If a Datum Element or a Linear Group is selected, the Scheme Location may be restricted to a range within the selected

Section by changing the ‘Start’ and ‘End’ fields as required within the Scheme Location panel.

Figure 12 shows an example of a Section (250m in length) where a Scheme Location has been restricted to a range

between Offsets 50 and 150.

Figure 12 – Actual Scheme Location

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Figure 13 Scheme Locations in the Form

If a non-linear Group of Sections a Group of Groups or a Saved Network Extent is selected no location restriction can be

applied, i.e., the Scheme will be located over the entire extent of the selected network.

The member Datum Elements of the selected extent will be displayed in the ‘Location Details’ panel (refer to page 18).

Refer to the Network Manager user guide for information about the Gazetteer – NM1100.

Merge Query

To base the Scheme Location on a set of Merge Query Results select this option. This will call the ‘Merge Query

Locations’ window (Figure 14) where the required results set can be selected.

Note: Only Merge Query Results to which the User has Role and Admin Unit based access will be displayed within the

‘Merge Query Locations’ window.

Figure 14 – Merge Query Locations

The required Merge Query Result set may be queried back using any combination of the following:

Merge Query Description

Merge Results Set Description

Network Group Unique used in the Query

When the required Merge Query Results set is selected the Network Group Unique used in the Query and the Merge

Results Set Description will be displayed in the ‘Unique’ and ‘ Description’ fields of the Scheme Locations panel

respectively.

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The member Datum Elements of the Merge Query Results set will be displayed in the ‘Location Details’ panel (refer to

page 18).

Refer to the Asset Manager User Guide for information relating to Merge Queries.

PBI Query

To base the Scheme Location on a set of PBI Query Results select this option. This will call the ‘PBI Query Locations’

window (Figure 15) where the required results set can be selected.

Figure 15 – PBI Query Locations

The required PBI Query Result set may be queried back using any combination of the following:

PBI Query Description

PBI Results Set Description

Network Group Unique used in the Query

When the required PBI Query Results set is selected the Network Group Unique used in the Query and the PBI Results

Set Description will be displayed in the ‘Unique’ and ‘ Description’ fields of the Scheme Locations panel respectively.

The member Datum Elements of the PBI Query Results set will be displayed in the ‘Location Details’ panel (refer to page

18).

Refer to the Asset Manager User Guide for information relating to PBI Queries.

UKPMS Pass

Scheme Locations can be based upon the output of a UKPMS by selecting this option. This will call the ‘UKPMS Passes’

(Figure 16) window where the required Defect Lengths can be selected.

Note: Scheme Locations can only be based on UKPMS Treatment lengths is the ‘Activities to Scheme’ flag is

Unchecked.

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Figure 16 – UKPMS Passes

The required Pass can be queried within the window using either the Pass Name or Description. To view the UKPMS

Defect Lengths for the selected UKPMS Pass either tab into or mouse click in the UKPMS Treatment Selection panel.

Defect Lengths can be queried using any combination of the available fields. Figure 17 shows an example query for

Defect Lengths where the recommended ‘Treatment’ is ‘RECON’ (Reconstruction) and the cost is greater than 10000.

Figure 17 – UKPMS Treatment Selection

To pick the required Defect Lengths for the Scheme, select the appropriate checkbox’s adjacent to the Defect Length or

press the [Select All] button to pick all Defect length within the Pass. Press the [Select] button to pass the selected Defect

Lengths into the Scheme Locations panel.

If required additional Defect Lengths from other UKPMS passes may be added to the same Scheme by repeating the

selection process described above.

Note: UKP0002 – Maintain Treatment Composition/SISS

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Figure 18

Note: This module was introduced to allow a mapping from a UKPMS Treatment to a Structural Projects Activity. In

consultation with the exor UKPMS User Group it was agreed that the relationship between these Treatments and

the Actual Scheme Activities carried out on the ground was questionable. For this reason we have removed this

functionality in the new Scheme Manager product.

Note: The user can still use the results of a UKPMS Analysis to define the extent of a Scheme and they will then

manually allocate the Activities performed over these extents.

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2.1.8 Scheme Locations Details


Seq Default

This is the display sequence of the Scheme Locations. If no value is entered the system will populate the Scheme Location

Sequence.

Unique Required List, Gaz

This is the Unique of the selected Scheme Location. The value displayed will depend on the source of the Location. The

values displayed are as follows:

Gazetteer Selection ‘Unique’ of the network element (Datum or Group) or Saved Extent

Merge Query Results Network Group Unique used in the Query

PBI Query Results Network Group Unique used in the Query

UKPMS Pass ‘UKPMS Pass Id – Section Name’ of the Defect Length

Description Display Only

This is the description of the selected Scheme Location. The value displayed will depend on the source of the Location.

The values displayed are as follows:

Gazetteer Selection Description of the network element (Datum or Group) or Saved Extent

Merge Query Results Merge Results description entered using NM7051 – Merge Results

PBI Query Results PBI Results description entered using NM7041 – PBI Query Results

UKPMS Pass Section Description

Type Display Only

This is a code to indicate the source of the Scheme Location. The values are as follows:

Gazetteer GAZ

Merge Query Results MRG

PBI Query Results PBI

UKPMS Defect Length UKPMS

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Start Linear Networks Only

This is the Start Offset of the Scheme Location relative to the selected network Element. The value will default to the

minimum offset value (usually 0) but can be changed if required (refer to page 13 for an example).

This field will be null if a non-linear group, Saved Extent, Merge or PBI Query Results are selected as a Scheme

Location.

End Linear Networks Only

This is the End Offset of the Scheme Location relative to the selected network Element. The value will default to the

maximum offset value but can be changed if required (refer to page 13 for an example).

This field will be null if a non-linear group, Saved Extent, Merge or PBI Query Results are selected as a Scheme

Location.

Works Length Display Only

This is the total length of the Scheme Location and is calculated as the sum length of all Scheme Location members

(displayed in the Location Details Panel at the bottom of the form).

The Unit of Measurement used within the ‘Units’ field is taken from the Network Type Units if the Scheme Location is a

Linear Network type, otherwise the Unit is taken from the User preferred Units defined in HIG1840 – User Preferences

(refer to the general User Guide).

The Scheme Location Length may also be viewed relative to any other Unit of Measurement by selecting the Works

Length field, right-clicking the Mouse and selecting the ‘Units’ option from the context menu as shown in Figure 20.

Figure 20 – Unit Converter

Start Flag Optional

This flag allows a notional ‘Start’ Scheme Location to be selected. If a Start Location is flagged it’s Unique and

Description will be displayed on the Main Scheme Details panel. This allows Scheme to be queried by the ‘Start

Location’.

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2.1.9 Removing a Scheme Location

Scheme Locations can only be removed when the Scheme Status is one where Feature 2 is not set, i.e., the Scheme has not

been completed.

To remove a Scheme Location, select the required location within the Scheme Locations panel and press either the

[Delete Record] button on the menu toolbar or the [Remove] button on the Scheme Locations Panel. The Scheme

Length will be updated to reflect the removal.

2.1.10 Location Details

Figure 21 – Location details

The Location Details panel is a read-only block that displays the Datum Elements that are members of the selected

Scheme Location. If the Scheme Location is itself a Datum Element, the Locations Details panel will simply ‘mirror’ the

Scheme Location.

Figure 22 – Routes / Groups Panel

The Datum Elements displayed with the Location Details panel may also be members of other Road Groups as well as

being members of the selected ‘parent’ Scheme Location. For example, if an NSG Street had been selected its constituent

Elementary Street Units (ESU’s) may also be members of Maintenance Sections or indeed other Streets.

The Routes/Groups panel displayed all of the Linear and non-linear groups of Sections of which the selected Datum

Element is a member, in the ‘Routes’ and ‘Groups’ panels respectively.

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2.1.11 Scheme Activities – Information

Figure 23

This window is used to define the operations and associated BOQ Items that represent Construction or Remedial work

carried out on a Road and is only available for ‘Road Construction Schemes’. The operations associated with Asset

Schemes are maintained using the Assets window (page 31).

The manner in which activities and any associated BOQ’s relate to a Scheme is determined by the ‘Activities to Scheme’

flag set on the Main Scheme Details window. If the Flag is checked, then each Activity relates directly to the Scheme, i.e.,

the same Activities and BOQ’s apply to each Scheme Location. If the flag is unchecked then each Scheme location has its

own set of Activities meaning that separate tasks can be undertaken at different locations within the same Scheme.

If Scheme Manager Enterprise Edition has been licensed, Bill of Quantity Items may be associated with an

Activity/Operation. The BOQ’s will be those from the Contract defined in the Contractor window (refer to page 29). This

allows accurate Scheme Costs and Quantities to be calculated.

Scheme Manager is supplied with 2 Road Construction Jobs, namely FILL and SKIM. The FILL Operation would be used

when Road Construction Layers are being added in operations such as an Overlay or Surface Dressing scheme. A SKIM

Operation would be used when Road Construction Layers are being removed in operations such as scarifying the existing

Road Surface.

When a Road Construction Scheme Operation is run, (Operations can only be ran when the Scheme Status Code has

Feature 1, e.g., Work Commenced or Work Substantially Completed) the Road Construction Layer Asset Data (Asset

Type of Category ‘R’ – refer to the Scheme Manager System Admin Guide for details) is automatically updated to reflect

the Scheme Operations.

Consider an example:

A Road Construction Scheme has been defined with 3 associated Operations. These operations will be carried out on

Route 6 between offsets 8 and 20 on Lane 1 of the Road. The Operations are:

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Scarify (SKIM) 25mm off the existing surface

Add an Overlay (FILL) of 15mm using Asphaltic Concrete

Add a second Overlay (FILL) of 5mm using a Sprayed Seal Figure 24 shows a representation of the existing

Road Construction Data for Lane 1 of the Route between Offsets 0 and 50 before the Job or Scheme is carried

out.

Figure 24 – Existing Construction

Figure 25 shows the Road Construction Data after the first Operation is completed, i.e., skim 25mm off existing surface

between Route Offsets 8 and 20.

Figure 25 – Skim 25mm

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Figure 26 shows the Road Construction Data after the second Operation is completed, i.e., Overlay (or Fill) 15mm of

Asphaltic Concrete (AC) between Route Offsets 8 and 20.

Figure 26 – Fill 15mm

Figure 27 shows the Road Construction Data after the Third and final Operation is completed, i.e., Overlay (or Fill) 5mm

of Sprayed Seal (SS) between Route Offsets 8 and 20.

Figure 27 – Overlay (Fill) 5mm

Road Construction Layers can be viewed using Road Construction Data – STP1000 (refer to page 46).

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2.1.12 Scheme Activities

Figure 28 – Scheme Summary



Scheme Id

Scheme Name

Scheme Description

Status Code



The Scheme Locations panel is a read-only block that shows the Scheme Locations previously entered as well as Cost and

Operation Status information.

Scheme Location Cost Display Only

If the ‘Activity to Scheme’ flag is not set, i.e., each Scheme Location has its own set of independent operations, the total

Cost of work to be carried out at the Scheme Location will be calculated based upon the sum of the BOQ Costs for each

operation within the Location. If BOQ’s are not in use the Scheme Location Cost is based upon the sum of the Estimated

Cost for each operation within the Location.

If the ‘Activities to Scheme’ flag is set, the Scheme Location Cost value will be null. The overall Scheme Cost can be

viewed on the Main Scheme Details window (page 6).

Scheme Location Status Display Only

If the ‘Activity to Scheme’ flag is not set, i.e., each Scheme Location has its own set of independent operations, the

overall Status the Scheme Location is indicated. Initially when Operation Activities are added to a Scheme Location the

Status will be ‘NOT STARTED’. When ALL Activity Operations have been completed the Status will change to

‘COMPLETE’. The Location Status will be set to ‘IN PROGRESS’ if at least one but not all Location Operations has

been completed.

If the ‘Activities to Scheme’ flag is set, the Scheme Location Status will be null.

Effective Date Display Only

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This is the Date, specified by the User, on which the first Operational Activity is run. This date is used when updating the

Road Construction data and also for assessing the Condition Data that may be end dated as a result of the Scheme. Refer

to page 35 for information on Running an Operation.

Figure 30 - Activities

The ‘Activities’ panel is used to define the Operational Activities for a Scheme. Two Operation types are supplied with

Scheme Manager for use in Road Construction Scheme, namely FILL and SKIM. The required values, e.g., Material

Type, XSP, Fill or Skim Depth etc, for each Operation are defined using the Operation Data panel (Page 27). If Scheme

Manager Enterprise Edition has been licensed and Maintenance Manager has also been implemented, each

Operational Activity may have an associated set of BOQ items from which the actual Scheme Costs will be calculated.

Operational Activities may be added or removed using the [Create Record] and [Delete Record] buttons on the

menu toolbar respectively.

Seq

This is the display sequence of the Operational Activity. If no value is entered the system will populate the Sequence.

Activities Optional List

If Maintenance Manager has been implemented, an Activity code may be entered. Activity Codes (Standard Item Sub

Sections or SISS Codes) are maintained using MAI3886 – Standard Item Sections and Sub Sections (refer to the

Maintenance Manager Admin Guide). If an Activity is flagged as being the ‘Prime Activity’ for a Scheme it will be

displayed on the Main Scheme Details panel.

The SISS code description will be displayed in the adjacent field.

Operation Optional List

This is the Type of the Operational Activity. The allowable Operations are determined by the ‘Scheme Type’ defined on

the Main Scheme Details panel. For Road Construction Schemes the valid Operation are ‘FILL’ and ‘SKIM’.

The required values, e.g., Material Type, XSP, Fill or Skim Depth etc, for each Operation are defined using the Operation

Data panel. Operations are defined using NM3010 – Job Operations and associated with a Scheme Type using NM3020

– Job (Scheme) Types. Refer to the Scheme Manager System Admin Guide for details.

BOQ Cost Display Only

If Scheme Manager Enterprise Edition has been licensed and BOQ items have been defined for the Activity, the total cost

of Work based upon the sum of BOQ items will be displayed. This value will be null if BOQ’s are not in use.

Est Cost Optional

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An Estimated Cost for the Scheme Operation may be entered if required.

Status Display Only

Initially when Operation Activities are added the Status will be ‘NOT STARTED’. When it has been successfully run the

Status will be set to ‘COMPLETE’.

Start and End Fields

If the ‘Activity to Scheme’ flag is not set, i.e., each Scheme Location has its own set of distinct Operations, and the

Scheme Location is based upon a linear group or Datum Element, the Start and End measures for each Operation are

displayed relative to the selected Scheme Location. This may be amended if required.

Consider an example.

Figure 31 shows a Route that is 30 Miles in Length. The Scheme Location has been defined as Start Point 8 and End Point

20. The Scheme has 2 Operations. Operation 1 is to be carried out over the entire Scheme Location. The Start Point of

Operation 1 would therefore be 0 and the End Point is 12 (Route Offsets 8 and 20 respectively). Operation 2 is to start 3

Miles from the Start of the Scheme Location and run to its end. The Start and End points of Operation 2 would therefore

be 3 and 12 respectively (Route Offsets 11 and 20).

Figure 31

Effective Date Display Only

This is the date, specified by the User, on which the Operational Activity was run. Refer to page 27 for information on

running an Operation

Prime Checkbox

This flag allows a notional ‘Primary’ Activity to be selected. If a Prime Activity is selected the Activity Code (SISS) and

Description are displayed on the Main Scheme panel. This allows Schemes to be queried by the ‘Primary Activity’.

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2.1.13 Scheme Activities/Operation Data

Figure 32 – Operation Data

The Operation Data panel is used to define the Attribute values for the Road Construction Operations. The Operation Data

Attributes will have been previously defined using Job Operations – NM3010. Mandatory Attributes will be flagged

with an asterisk *.

For a 'SKIM' operation the Operation Data Items will be as follows:

XSP

Depth

The values entered for these Items will determine from which Cross Section Position (XSP) existing Road Construction

Data will be removed and the number of Layers affected by the Operation (determined by value entered for Depth).

For a 'FILL' the Operation Data Item values will determine the XSP and Attribute Values for the new Road Construction

Data Item created as a result of the Operation.

Multiple XSP values may be added by pressing the [Create Record] button on the menu toolbar. XSP’s may also be

removed from the Operation Data panel using [Delete Record] .

Note: Operation data cannot be amended once an Operation is Complete.

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2.1.14 Operation BOQ’s

Figure 33

If Scheme Manager Enterprise Edition has been licensed, Bill of Quantity Items from the selected Contract (refer to page

29) may be added for each Activity Operation. The Quantities entered are used along with the Unit rate to calculate the

cost for each Activity and overall Scheme Cost.

Item Code List

This is the BOQ Item code from the selected Contract. The BOQ Item description will be displayed in the adjacent field.

Dim 1 – 3 Required

The Dim 1-3 fields are used to enter the dimension or quantities applicable to each BOQ Item. The relative dimensions

and Units of measurement for each BOQ Item is defined using MAI3888 – Standard Items (refer to Maintenance

Manager Admin Guide).

Quantity Display Only

The overall Quantity for the Item will be calculated and displayed.

Unit Display Only

The Unit of measurement for the BOQ Item will be displayed.

Rate Display Only

The Unit Rate from the selected Contract for the BOQ Item will be displayed. Contract Rates are maintained using

MAI3880 – Contracts (refer to Maintenance Manager Admin Guide).

Cost Display Only

The cost for the BOQ Item based upon the total quantity and Contract Rate will be displayed. The sum of all BOQ Item

Costs for the Activity Operation will be calculated and displayed as the overall Activity Cost in the BOQ Costs field of

the Activity Panel (see page 24).

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2.1.15 Scheme Contractors

Figure 34 – Scheme Contractors

The Contractors window is used to define those Contractors who are carrying out any Scheme Activities. A Contractor

may only be added when the Scheme Status Code has Feature 8 set.

A single Scheme Contractor may be flagged as being the ‘Prime Contractor’. When adding a Scheme Contract, only

contracts with the Prime Contractors are allowed.




Scheme Id

Scheme Name

Scheme Description

Status Code


Code and Description List

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The required Contractor Code may be selected from a list of values. The Contractor Details will be displayed in the

‘Details’ panel at the bottom of the window. Contractors are maintained using MAI3881 – Contractors (refer to the

Maintenance Manager System Admin Guide).

Contract Optional List

A Scheme Contract may be added if BOQ Items are to be used with Operational Activities. Only ‘Active’ Contracts for

the ‘Prime’ Contractor may be selected.

Note: If Maintenance Manager is not installed ‘Contractors’ will not be available. Feature 8 of Domain Code ‘

Schemes’ should be set to ‘N’ for all Status Codes

2.1.16 Scheme History

Figure 36

This is a read-only window that tracks the History of a Scheme when either the Scheme Status is changed or an Operation

is run. If the ‘Activities to Scheme’ Flag is not set, i.e., each Scheme Location has its own independent Activity

Operations; the Scheme Location Unique will be displayed in the ‘Reason’ field when an individual Operation is run.

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2.1.17 Asset Schemes

Figure 37 – Asset Schemes

With Asset Management methodologies being strongly encouraged and the production, by many Authorities, of an Asset

Management Plan, Scheme Manager provides an Asset Management module to hold the Schemes that form the Plan

electronically.

As the repository for the Asset Management Plan, Scheme Manager enables the user to view the individual Schemes and

study their impact on the effected Assets. Schemes can be created for ANY Asset stored within Exor Asset Manager,

including Road, Footway, Street Furniture, Bridges, Street Lights or Grassed Areas. A unique feature of Scheme Manager

is the ability to manage Schemes on Assets that are NOT stored within the Exor Database but are integrated using our

‘EXTERNAL ASSET’ functionality. This ensures that one centralized Asset Management Plan can be maintained against

an Asset Register that may be spread throughout the Organization.

Note: Asset Schemes can only be created if Scheme Manager Enterprise Edition is licensed.

2.1.18 Creating an Asset Scheme

To create an Asset Scheme, select the appropriate Scheme Type in the main Scheme Details panel (page 6). This will

dictate the Assets that may be selected for the Scheme. Scheme Types and their associated Asset Type are maintained

using Job/Scheme Types – NM3020 (refer to the Scheme Manager System Admin Guide).

The ‘Activity to Scheme’ flag MUST be selected for all Asset Schemes, i.e., the same set of Activity Operations applies

to ALL Assets within the Schemes.

The remainder of the Scheme details may be added as described on page 6 in the same manner as for a ‘Road

Construction Scheme’.

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Note: The ‘Locations’ and ‘Activities’ windows are disabled for Asset Schemes.




Scheme Id

Scheme Name

Scheme Description

Status Code


2.1.19 Scheme Assets

Figure 39 – Scheme Assets

Assets within a Scheme are displayed on a Grid that shows the Asset Attributes and location if applicable. Only those

attributes flagged as ‘Displayed’ in the Asset Metamodel – NM0410 module (Refer to the Asset Manager System Admin

Guide), will be displayed within the Scheme Assets Panel. The Attribute column widths within the Grid are determined by

the value populated for the ‘Width’ field for the Attribute in the Asset Metamodel – NM0410 module. Hint Text is

available to view the Column Heading if the Grid Column width is less than the Display Name.

2.1.20 Hint Text

Figure 40 – Hint Text

The entire Attribute Name is displayed in the ‘hint text’ that is automatically displayed when the mouse cursor is hovered

over any value within the column. An example is shown in Figure 40.

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2.1.21 Sorting Results

Figure 41 – Sorting Results

Results within the Scheme Assets Panel may be sorted by any of the displayed Attributes by pressing the Attribute Names

(column headings) that are also ‘Sort’ buttons. The first time a heading is pressed the records are sort in ascending order.

If pressed again the records within the Grid will be sorted in descending order of the selected Attribute. A ‘carat’ (^)

symbol or lower case ‘v’ (v) is displayed adjacent to the Attribute Name to indicate that the data has been sorted in

ascending or descending order respectively as shown in Figure 42.

Figure 42 – Sort Options

2.1.22 Scheme Assets – Location Panel


The ‘Scheme Assets – Location Panel’ displays the Network Location of the selected Asset if applicable. The Network

Location of an Asset is displayed relative to all Routes (linear groups), Datum Elements or Groups (non linear) on which

it is located. The Network Type, Group Type and Unit of Measurement are displayed for the currently selected record in

the 'Route' tab. The Unit of Measurement displayed will be in accordance with the Unit defined for the Group Type or

Datum Network on which the Asset is located.

The display of an Items location(s) may be restricted to a specific LRM (linear Referencing Method) by setting the

Preferred LRM to the appropriate Group Type. This is done within the User Preferences form (refer to the General User

Guide). If an Item is not located on a Route of the specified Type, then the Items location will be displayed relative to

ALL LRMS on which it has a location.

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2.1.23 Adding Assets to a Scheme

To add a new set of Assets to the Scheme press the [Add] button. This will call the Locator – NM0572 module from

where the required Assets may be selected and passed back into the Scheme Assets panel. The Scheme Asset Type will be

automatically passed into Locator as the Asset Type for which to search.

Locator is called in LOV (List of Values) mode, which means that the full Locator functionality is not available. The

Scheme Asset Type will automatically be set as the ‘Query Asset’ Type. This cannot be changed. To locate the required

Assets either select from the Map or query the Assets using their characteristic Attributes. When Assets are selected from

the Map, the Locator results Grid is automatically synchronised. For details of how to use Locator refer to the Asset

Manager User Guide.

Figure 44 shows an example where 3 Bus Stops have been selected for addition to a Scheme. Pressing the [OK] button in

Locator will pass the selected Assets into the Scheme Panel.

Figure 44 - Locator

2.1.24 Removing an Asset from a Scheme

To remove an Asset from a Scheme, select the required Asset and press the [Remove] button. Assets may only be

removed if no Operations have been completed.

2.1.25 Scheme Asset Activities

Operation Activities for Asset Schemes function in the same manner as for Road Construction Scheme. Refer to page 21

for details.

Note: Activities relate directly to the Scheme for Asset Schemes, i.e., the same Activity Operations will be carried out

on ALL Assets within the Scheme.

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2.1.26 Running Scheme Operations

Scheme Operations such as ‘FILL’ and ‘SKIM’ for Road Construction Schemes, are run via the [Run] button on the

floating toolbar (Figure 45). The floating toolbar may be toggled on/off by pressing the [Toolbar] button on the forms

menu toolbar. The [End Date] and [Run] buttons are only available if the Scheme Status Code has Feature 1 (Work

Commenced or Work Substantially Completed).

Figure 45 - Toolbar

Scheme Operations may be Run over a period of time for different Scheme Locations depending on the ‘Activities to

Scheme’ flag and the position of the Cursor at the time the Operations are executed. This allows for iterative updates for

Schemes that are carried out over a long period.

‘Activity to Scheme’ flag selected

When the ‘Activity to Scheme’ flag is set ALL remaining Scheme Operations will be executed for ALL Scheme

Locations (or Assets) if the cursor is position in any panel other than the ‘Activity Operations’ panel of the Activities

window. A confirmation message will be displayed (Figure 46) indicating this to the User.


If the ‘Activity to Scheme’ flag is set and the cursor is positioned in the ‘Activity Operations’ panel of the Activities

window (Figure 47) only the selected Operation will be executed (for ALL Scheme Locations). A confirmation message

will be displayed (Figure 46) indicating this to the User.

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Figure 47 – Run Selected Operation

Figure 48 - Information Message

‘Activity To Scheme’ Flag not selected

When the ‘Activity to Scheme’ flag is not selected, Scheme Operations may be executed for individual Operations,

Individual Locations or for the entire Scheme depending on the cursor position.

To run an individual Scheme Operation, the required Operation should be selected in the Scheme Activities panel. When

the Operation is executed a confirmation dialogue will be displayed (Figure 49).


To run all remaining Operations for a single Scheme Location select the required location in the Scheme Locations panel

of either the ‘Locations’ or ‘Activities’ windows. When the [Run] button is pressed a confirmation dialogue will be

displayed (Figure 50).

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To run all remaining Operations for the entire Scheme press the [Run] button whilst the cursor is on the main Scheme

Details window. When the [Run] button is pressed a confirmation dialogue will be displayed.

Effective Date of an Operation

When an Operation is run, the User is prompted for an ‘Effective Date’ for the Operation. For Road Construction

Schemes this date is subsequently used as the ‘Start or End Date’ of any new or existing Road Construction Data affected

by the Scheme. The Effective Date is displayed for each Operation and Scheme Locations in the appropriate fields.

Figure 51 – Effective Date

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2.1.27 End Dating Condition Data

When a Road Construction Scheme Operation has been completed, the Road Condition Data affected by the Operation

may be no longer valid. For example a Resurfacing Scheme will have an impact on Skid Coefficient or Deflectograph

values. If required Condition Data affected by a Scheme may be End Dated. To close Condition Data affected by a

Scheme Operation press the [End Date] button on the Floating toolbar. The floating toolbar may be toggled on/off by

pressing the [Toolbar] button on the forms menu toolbar. The [End Date] button is only available if the Scheme

Status Code has Feature 1 (Work Commenced or Work Substantially Completed) and can be called at any time when the

Status Code is appropriately set.

Figure 52 – Scheme Condition Data

This window will display all current Condition Data located either wholly or partially over any Completed Scheme

Locations. The Condition Data Type, Attributes and location (relative to all Linear and non linear Groups) is displayed.

After selecting the required data press the [End Date Data] button

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2.1.28 Viewing a Scheme on the Map Window

Schemes can be viewed within the Map by pressing the [Show Map] button the Menu toolbar. The Scheme extent the

map will select and Zoom to will depend on the active window within the Schemes Module.

If the main ‘Details’ window is active and the [Show Map] button is pressed, the map will zoom and select the entire

Scheme, an example of which is shown in Figure 53.

Figure 53 – View Entire Scheme on a Map

If the Location window is active and the cursor is positioned in one of the ‘Scheme Location’ records, the map will zoom

and centre on the selected Scheme Location.

If a Datum Element is selected within the Scheme Location Details panel the map will zoom and centre on the Scheme

Datum.

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Figure 54 – View Selected Datum on a Map

2.1.29 Auto Synchronise Map with selected Scheme

The Map can be automatically synchronised with the currently selected Scheme, by checking the ‘Sync with Map’

checkbox (Figure 55).

Figure 55 – Sync with Map

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2.1.30 Select a Scheme on the Map

A Scheme can be selected on the map and displayed in the main Schemes form using the [<< Select to Form] button on

the form.

To select a Road Construction Scheme on the Map, ensure the Layer is the ‘Active Layer’ using the Layer Control Tool,

then use the ‘Select Nearest Feature’ option from the ‘Feature Select’ tool.

Figure 56 – Select a Scheme

The selected Scheme will be highlighted as shown below.

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Figure 57 – Selected Scheme

To display the Scheme Details press the [<< Select To Form] button

2.1.31 Deleting a Scheme

Scheme can only be deleted when the Status Code has Feature 7 enabled. To delete a Scheme press the [Delete record]

button on the menu toolbar. A confirmation dialogue will be displayed (Figure 58). To delete the Scheme press

[OK].

Figure 58 – information Message

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2.2 Scheme Priorities – PMS4401

Figure 59 – Scheme Priorities Menu Option

The Scheme Priorities – PMS4401 module is used to assign the ‘primary’ priority to a Scheme. Each Scheme may be

given 2 Priorities, one for each of the Primary and Secondary Admin Units. This allows Schemes within a 2 tier

Organisation to have an overall Priority within the Organisation and also a Priority within the Region or District. For

example, a Scheme may be Priority 1 within a District but only Priority 5 within the overall Organisation. Scheme

Priorities are displayed on the main Scheme Details window of PMS4400 – Schemes.

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2.2.1 Schemes List

Figure 60 – Schemes List

A list of current Schemes (‘Historic’ Schemes are not included) is displayed allowing a Priority to be assigned. The

following information is displayed, all of which are Queryable.

Scheme Id

Scheme Name

Admin Unit

Priority (2)

Estimated Cost

Priority (1)

When a query is executed and the resulting Schemes may be sorted by any of the displayed attributes by pressing the

Attribute Names (column headings) that are also ‘Sort’ buttons. The first time a heading is pressed the records are sort in

ascending order. If pressed again the records within the Grid will be sorted in descending order of the selected Attribute.

A ‘carat’ (^) symbol or lower case ‘v’ (v) is displayed adjacent to the Attribute Name to indicate that the data has been

sorted in ascending or descending order respectively as shown below.

When a Priority is added to a Scheme, the Scheme Cost is added to the ‘Total Cost’ field at the bottom of the Screen. This

represents the Total estimated Cost of all Prioritised Schemes.

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The details of a Scheme can be viewed within the Details window. No updates can be done within this window. To view

the Scheme within the Map window, press the [Show Map] button on the menu toolbar.

Figure 61 – Scheme Details

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3 Road Construction Data Management

Figure 62 – Road Construction Menu

This chapter describes the modules and process required for Viewing or Maintaining Road Construction Data within

Scheme Manager. The following Module is detailed:

Road Construction Data – STP1000

3.1 Road Construction Data – STP1000

Figure 63 – Road Construction Data Menu Option

The Road Construction – STP1000 module is used to enter and view Road Construction Data (Inventory Type of

category 'R').

Certain functions have been defined within the module, e.g., Copy Layer and Copy XSP. It should be noted that these

functions are only intended for use during initial data entry and for error correction during data entry. The management of

the Road Construction Layer details as a result of on site Engineering works is catered for using the Schemes – STP4400

Module.

Note: Construction Data may also be affected by some Network Operation, e.g., CloseElement.

Construction Data that is ‘End-Dated’ is NOT deleted from the Exor database; instead it is ‘hidden’ from normal display.

Closed Road Construction Data items may be viewed by setting the ‘Effective Date’ in the User preferences window to a

point in time when the required Construction Data was not End-Dated (see the General User Guide for information on

setting the Effective Date).

Each item of Road Construction Data must have values for the Mandated Attributes of 'Layer Number', 'Material' and

'Depth', but may also have other associated flexible attributes to record data such as Construction Date, Width, Accuracy,

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Information Source, and Layer Function etc. Attribute values are maintained using the 'Details' panel (page 54). Cross

Attribute Validation may also be imposed by defining the appropriate rules in NM0550 – Cross Attribute Validation

Setup (see the Asset Manager Admin Guide).

Asset Groupings or Hierarchical Assets may be maintained within the Road Construction Data Module. This may be

useful, for example, for recording the properties of a material used in a Construction Layer. A 'child' Inventory Type could

be defined for each Material with Attributes to store the material properties. Hierarchical Items are added using the

'Hierarchy Tab' in the Locations and Hierarchy Panel (page 66).

Road Construction data may be located without regard to the location of any other Road Construction Item, irrespective of

its XSP or Layer Number and may span multiple Datum Network Elements. This allows a 'real world' model of the

Construction Profile of the Carriageway to be built.

When the construction profile of any linear Region of Interest is viewed in the Construction Data Grid (page 52) the

Road Construction data is Dynamically Segmented using Exor's Data Merge functionality and is presented in 'Cells', with

each Cell representing a homogeneous 'chunk' of Pavement, relative to the 'splitting' Attributes defined in the Road

Construction Data Merge query and the Road Construction Attributes – STP0010 module (see the Scheme Manager

System Admin Guide). A single 'homogeneous' Cell may represent multiple items of Road Construction Data if the

'splitting' Attributes share the same values but other flexible Attributes, e.g., Date Constructed or Width differ.

Consider an example. Figure 64 shows the 'Real World' cross section of a section of Road with 3 Construction Layers

and 2 Cross Sectional Positions (XSP), namely Lane and Lane 2. The displayable Attributes of the Road Construction

Data Inventory Type have specified as Material-Depth-Source (defined using Road Construction Attributes – STP0010,

see Scheme Manager System Admin Guide).

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Figure 64 – Road Construction Example

To model Lane 2 of this Construction profile 6 individual items of Road Construction Data would be entered with 2 items

being entered for Layer 1 of Lane 1. As depicted an item may overlap other items that exist over the same extent of

network but has a different Layer Number and each XSP may be modelled independently of other XSP's.

When the profile in Figure 64 is displayed in the Construction Data Grid the data is segmented each time either the Layer,

Material, Depth or Source values change

Note: Other attributes may be added as splitting agents, e.g., Construction Date or Width, by amending the Road

Construction Data Merge definition and amending the Road Construction Attributes – STP0010 data as required.

Figure 65 shows a diagrammatic representation of how Lane 2 would be segmented and displayed.

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Figure 65 – Diagrammatic Representation

Several tools are available to assist with data manipulation and error correction. These include

Copy Layer

Close Layer

Copy XSP

Close XSP

Copy 'Cell' (a cell may be comprised of many Items)

Close 'Cell' (a cell may be comprised of many Items)

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3.1.1 Region of Interest

Figure 66

The Region of Interest panel allows the selection of a Linear Group or Datum Network Element over which the required

Road Construction Data is located. The linear extent may be refined by specifying the required Start and End points

relative to the selected Group or Datum Network Element or by pressing the [Edit] button that will call the extent limits

window (page 62) and allow the linear extent to be determined by a combination of Route Offset, Intersection or Datum

Element and chainage. If a non Linear Group is selected an error message as displayed in Figure 67 will be displayed.


When the Region of Interest has been defined press the [Refresh Data] button to display the Road Construction Data for

the selected extent of Network. Whilst the system is segmenting the data and building the Cells within the Grid a message

will be displayed as shown in Figure 68.

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The duration of this process will depend upon the amount of Road Constructions Data and the length of the selected

Region of Interest. If no Road Construction currently exists within the selected region a message will be displayed as

shown in Figure 69.


Element (Required) List, Gaz

Enter the Unique of the required Linear Group or Datum Network Element or press the 'Drop-down List' button and select

from the Gazetteer.

Note: A Restriction is applied to the Gazetteer to allow only Groups or Datum Elements to be selected.

The Group/Element description and length will be displayed in the adjacient fields.

The Unit of Measurement displayed is determined by the Unit associated with the relevant Network Type in Network

Types – NM0002 (see the Network Manager System Admin guide).

Start (Required, Default)

Enter the Start Offset of the required extent of network. The default value is lowest Offset of the Route (normally 0).

End (Required, Default)

Enter the End Offset of the required extent of network. The default value will set to the length of the selected Group or

Datum Network Element.

To view the Road Construction Data for the selected Region of Interest press the [Refresh Data] button.

The Start and End Offsets or Group may be changed at any time to view Road Construction Data at another location.

Note: If the Region of Interest is amended the [Refresh Data] button must be pressed before the data will be displayed.

To edit the linear extent on the selected Route by any combination of Route Offset, Intersection or Datum Element and

chainage press the [Edit] button. This will the Extent Limits window (page 62 ).

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3.1.2 Construction Data

Figure 70 – Construction Data

The Construction Data panel is non-updateable and displays the 'segmented' Road Construction Data in a Grid along with

the Start and End points of the Construction Profile Section relative to the selected Linear Route or the Datum Network

Elements via the 'Datum' Tab.

Each column in the Construction Data Grid represents an XSP, with a Row for each Construction Layer, Layer 1 always

being the top Layer. If the 'Show All XSP's' check box is not selected, the Construction Panel Grid will only display

those XSP’s that have values for the selected Region of Interest. To view all allowable XSP's for the Road Construction

Inventory Type select the Check Box. The XSP's are displayed from left to right in ascending order in accordance with the

Sequence number of the XSP defined in the XSP and Reversal Rules – NM0305 module (see the Asset Manager System

Admin Guide).

The location of each Construction Profile Section displayed in the Route Tab represents the 'segmented' homogeneous

section of Road based upon the Attributes defined as splitting agents in the Road Construction Data Merge query and the

Road Construction Attribute Setup – STP0010 module, with the Layer Details being displayed in 'Cells' within the

Construction Data Grid. The Construction Data Grid will display the details for the currently selected Construction Profile

Section. The User may scroll through the Construction Profile Sections within the selected Region of Interest using the

[Scroll] buttons on the Menu Toolbar, the [Up] or [Down] buttons on the keyboard or by selecting the required Profile

Section using the Mouse.

The Datum Panel displays the Datum Network Elements within the entire selected Region of interest. By scrolling

through this list of Datum Elements the Construction profile applicable to each may be viewed.

The Construction Data details that are displayed in each Cell is defined in the Construction Attribute Setup – STP0010

module. Only the Attributes that have a value entered in the 'Function Sequence' field are displayed in the Cell. The

display is in ascending order based upon the value entered with each Attribute separated with a '-', e.g., AS-25-SI

Note: Only those Attributes used in the defintion of the Road Construction Data Merge Query and which have had a

Function Sequence number defined in Construction Data Attributes – STP0010 (see the Structural Projects

System Admin Guide) will be displayed in the Grid Cells.

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Full details of the Road Construction Data displayed within the Grid may be viewed and maintained in the Details panel,

which can be accessed by pressing the Details Tab (page 54). The Construction Data displayed will be determined by the

data currently selected within the Grid.

Figure 71 – XSP Selected

If an entire XSP is selected (Figure 71) by clicking in the XSP name Cell, only the Road Construction Data (plus any

hierarchical 'child' Items) applicable to that XSP within the currently selected segmented Construction Profile Section will

be displayed.

Figure 72 – Layer Selected

If an entire Construction Layer is selected (Figure 72) by clicking in the Layer Number Cell, only the Road Construction

Data (plus any hierarchical 'child' Items) applicable to that XSP within the currently selected segmented Construction

Profile Section will be displayed.

Figure 73 – Cell Selected

If a single Cell is selected (Figure 73), only the Road Construction Data (plus any hierarchical 'child' Items) for the cell

will be displayed.

Note: A single Cell may comprise of many individual Items of Road Construction Data.

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3.1.3 Details Tab

Figure 74 - Details

The Details Tab is used to view and maintain and add Items of Road Construction Data and any hierarchical 'Child' Items

that are applicable.

The window is divided into 3 main areas, namely the 'Items' panel the 'Attributes' panel and the 'Location and Hierarchy'

panel.

3.1.4 Items Panel

Figure 75 - Items

The 'Items' panel displays the Inventory Type code, the Layer Number and XSP of the Road Construction Data Item as

well as the details for any 'child' hierarchical Items which may exist. The Layer number is non-updateable in the Items

panel as is the XSP value once the Item has been saved (see page 57 for information on adding new items of Road

Construction Data).

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Type (Display Only)

The Inventory Type of the Road Construction Data or 'child' hierarchical Item will be displayed.

Layer (Display Only)

The Layer number of the item of Road construction Data will be displayed.

XSP (Display Only) (List)

The XSP of the item will be displayed. This is non – updateable once the item has been saved.

3.1.5 Attributes Panel

Figure 76 - Attributes

The 'Attributes' panel displays the Attributes and values for the Road Construction Data Items or any associated 'child'

hierarchical Items. The panel is divided into 2 sub panels. The upper sub panel is used to display those Attributes that are

used in the Road Construction Data Merge Query definition (see Scheme Manager System Admin Guide) use to

Dynamically Segment the data to form the Construction Profile Sections.

Only those Attributes flagged as 'Updateable' in the Road Construction Attributes – STP0010 module (see Scheme

Manager System Admin Guide) may have their Attribute values updated using this panel. If an Attribute is not updateable

it will be 'greyed out' as displayed in Figure 76, where the Layer No. and Depth Attributes are non-updateable.

The lower sub panel is used to display any other Attributes defined for the Road Construction data Inventory Type or the

Attributes of any Items that are within an Inventory Hierarchy.

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The display order of Attributes is determined by the 'Sequence No' of the Attribute defined in the NM0410 – Inventory

Metamodel module. Mandatory attributes, i.e., those attributes which must have a value, are signified by a ‘*’.

If Cross Attribute Validation Rules has been defined for an Attribute using Cross Attribute Validation Setup – NM0550

and the data entered is invalid the appropriate Error message will be displayed, an example of which is shown in Figure

77.

Figure 77 – Cross Attribute Validation

3.1.6 Location and Hierarchy Panel

Figure 78 – Location & Hierarchy

The ‘Hierarchy and Locations’ panel is used to display the 'true real world' location of the selected Item (not the

segmented Construction Profile Section location) and to add hierarchical Items.

The location of an Item is displayed relative to any linear Routes on which the Item is located on the Route Tab and

relative to the actual Datum Network Elements on the Datum Tab. The Unit of Measurement displayed on the Tab will be

in accordance with the Unit defined for the Group Type or Datum Network on which the Item is located.

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Figure 79 - Hierarchy

The Hierarchy tab is used to display the Inventory Hierarchy, if one exists, and allows new hierarchical Items to be added.

The primary key of each item will be displayed if Product Option/User Options 'SHOWINVPK' is set to 'Y'. Double-

clicking on an Item within the hierarchy browser will select the Item in the 'Items' panel.

3.1.7 Adding a New Item of Construction Data

New items of Road Construction Data are entered via the Details panel (they may also be created via the Schemes –

STP4400 module) by pressing the [Create Record] button on the menu toolbar or by pressing the [New Item] on the

Road Construction Functions floating toolbar. The Toolbar can be toggled on/off by pressing the [Toolbar] button on

the menu toolbar.

This will call the Create New Item window (Figure 80), which is used to enter the Admin Unit, XSP and Effective Date of

the Road Construction Data Item.

Figure 80 – Create New Item

Type (Display Only)

The Road Construction Data Inventory Type will be displayed. The Type Description will be displayed in the adjacent

field.

Admin Unit (Required) (List)

Enter the Admin Unit code for the Admin Unit to which this Item of Road Construction Data is associated. Only Users

who have been granted access to this Admin Unit area in Users – HIG1832 (or User’s Flagged as Unrestricted) will have

access to this Item. Inventory Items having different Admin Units of the same Admin Type and at the same level within

an Admin Unit hierarchy may not overlap on a given Element. If when the Item location is entered the system detects this

conflict a message will be displayed as shown in Figure 81 preventing the placement of the Item.

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Note: The List of Values will be restricted to those Admin Units to which the User has been granted Normal access.

The Admin Unit of the Road Construction Data Item can be amended by pressing the [Cancel] button on the Locate Items

window and then pressing the [Edit] button on the Road Construction Functions floating Toolbar.

XSP (Required) (List)

Enter the cross sectional position of the Inventory Item. Valid XSP’s for the Inventory Type will have been defined using

XSP and Reversal Rules – NM0305.

Note: The XSP value cannot be amended once the Item is saved.

The XSP description will be displayed in the Adjacient field.

Start Date (Required, Default)

Enter the Effective date of the Road Construction Data item. This may be the actual construction date for example. The

default value is the system date.

Note: Once the record is saved to the database the Start Date in non updateable.

To create the New Item press the [Create Item] button on the window. The Road Construction Data Attributes will be

displayed in the Attributes panel as described on page 66.

The Admin Unit and XSP entered may be edited by pressing the [Edit] button on the Road Construction Functions

toolbar. This will call the 'Edit New Item' dialogue as shown in Figure 82 where the appropriate details may be amended.

Figure 82 – Edit New Item

The display order of Attributes is determined by the 'Sequence No' of the Attribute defined in the NM0410 – Inventory

Metamodel module. Mandatory attributes, i.e., those attributes which must have a value, are signified by a ‘*’.

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If Cross Attribute Validation Rules has been defined for an Attribute using Cross Attribute Validation Setup – NM0550

and the data entered is invalid the appropriate Error message will be displayed, an example of which is shown in Figure

83.


Before the new item can be saved it must first be located. If the [Save] button is pressed and the item has not been located

a message (Figure 84) will be displayed. To locate the Road Construction Data item press the [Locate] button on the Road

Construction Functions floating toolbar.


This will call the Locate Item window (page 60) where the appropriate extent limits can be selected.

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3.1.8 Locating a Road Construction Data Item

An Item of Road Construction Data may be located within the extent of a single Network Element or span many

contiguous Elements on a Route.

Items of Road Construction Data may be located on a Network, relative to any Linear Group that contains the appropriate

base Datum Network Elements. This could include an Inspection Route, State Highway, Construction Route, etc. When

an item is located, its position will be displayed relative to each Route (Group) of which the ‘underlying’ Base Datum

Network Element(s) on which the Item is located is a member. This will also include any Groups that do not contain all of

the base Datum Network Elements on which the Item is located.

Consider an example:

An Item has been located over the entire extent of 3 Datum Network Elements. The resulting locations relative to the

appropriate Routes or Groups are displayed (note that only Elements 2 & 3 are members of Inspection Route 2).

Figure 85

An Item may only be located on a Network Type that have been associated with the Road Construction Data Inventory

Type in the ‘Networks’ window within the Inventory Metamodel – NM0410 form.

When a new Item of Road Construction data is added a check is done on the new Items Layer number to ensure that the

Layer immediately above the new Item already exists over the entire specified loaction. This will prevent a Layer 2 being

added where a Layer 1 doesn't exist for example. If this is the case a message will be displayed (Figure 86) and the

location of the Road Construction Item(s) will be prevented. The 'omitted' Layer number will be displayed in the message.

Figure 86

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3.1.9 Locate Item

Figure 87 – Locate Item

The Locate Item dialogue box allows the User to select the required Route or Datum Network Element on which to locate

the item of Road Construction Data. This is done by pressing the ‘Drop-down List’ icon adjacent to the ‘Network’ field.

This will call the Gazetteer from where the required Network Element or Route can be selected.

The default location is set as to the extent of network selected in 'Region of Interest' field (page 50) but can be changed if

required by amending the Start and/or End points.

Note: The location may be outside the bounds of the selected 'Region of Interest'.

The required Start and End points on which to locate the Road Construction Data item within the selected Route may be

defined by any combination of Route Offset, Intersection or Section Offset by pressing the [Edit Location] button. This

will call the 'Extent Limits' window as shown in Figure 88.

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3.1.10 Extent Limits

Figure 88

The Extent Limits window allows the Start and End points on the selected Route to be defined by Route Offset,

Intersection or Section Offset. For example, to select a Route extent comprising of the first Kilometre of the Route, the

Start Point would be defined as having a Route Offset of ‘0’ and the End Point defined as having a Route Offset of ‘1’.

The tables below show 3 scenarios for Extent Limits, to demonstrate the possibilities.

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3.1.10.1 Scenario 1

Parameters Start Point End Point Result

Route Offset 1 3.5 Elements or partial Elements contained between Route Offset 1 and 3.5 Kilometres

Intersection

Section Offset

3.1.10.2 Scenario 2


Route Offset 0.24 Elements or partial Elements contained between the Intersection at Node 82730 and Route Offset 0.24 Intersection 082730

Section Offset

3.1.10.3 Scenario 3


Route Offset 5.6 Elements or partial Element contained between 0.35km along Element 0000002,001,A1 and Route Offset 5.6 Kilometres

Intersection

Section Offset 0000002,001,A1

0.35

Start Point

Select one of the following Radio button to define the Start Point along the selected Route. The default selection is by

Route Offset.

Route Offset (Default)

Enter the Route Offset for the Start Point. This should be entered in the unit of measurement defined for the selected

Group or Network Type. The defined Unit will be displayed adjacent to the Route Offset measure. The Route Offset will

be defaulted to ‘0’.

Intersection (List)

Enter the Node point of the Intersection for the Start Point. The list of values will display all the Intersection Node details

for the selected Route.

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Figure 89 – Nodes

The Display of the available Nodes may be ordered by the Node Name or by the Node Description by pressing the

[Value] button or the [Meaning] button respectively.

This will also determine which field (Node Name or Description) will be used when refining the search criteria to limit

the Nodes displayed. For example, to search for all Node points of the Selected Node type that begin with ‘01’, press the

[Value] button then enter 01% in the ‘Find’ field and press the [Find] button on the Nodes window.

Click on the required Node Point to select, and press the [Select Values] button on the Nodes form. To close the window

without selecting a Node press the [Cancel] button.

Section Offset (List)

Enter the Unique Element reference for the Start Point. The Element description will be displayed in the adjacent field.

The list of values will display all the Network Element within the selected Route.

Enter the Element Offset in the unit of measurement defined for the Datum Element in Network Types – NM0002. The

measured length of the Element will be displayed in the adjacent field.

End Point

Select one of the following Radio button to define the Start Point along the selected Route. The default selection is by

Route Offset

Route Offset (Default)

Enter the Route Offset for the End Point. This should be entered in the unit of measurement defined for the selected

Group or Network Type. The defined Unit will be displayed adjacent to the Route Offset measure. The Route Offset of

the End of the Route will be displayed as the default value.

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Intersection (List)

Enter the Node point of the Intersection for the End Point. The list of values will display all the Intersection Node details

for the selected Route.

Section Offset (List)

Enter the Unique Element reference for the End Point. The Element description will be displayed in the adjacent field.

The list of values will display all the Network Element within the selected Route.

Enter the Element Offset in the unit of measurement defined for the Datum Element in Network Types – NM0002. The

measured length of the Element will be displayed in the adjacent field.

The ‘Locate Inventory’ window will be displayed and the Extent Limits selected will be displayed as Offset values

relative to the selected Network Type or Group.

Effective Date (Required, Default)

Enter the effective date of the Inventory Item Location. This may be a different date than the effective date of the

Inventory Item, but may not precede the Inventory Item Date.

To Locate the Inventory Item press the [Locate] button. If the newly entered Item is located or partly located with the

originally selected Region of Interest the Road Construction Profile Grid may be viewed by selecting the 'Construction

Data' tab.

The Road Construction Data items will be dynamically segmented and the Construction Profile Sections displays as

described on page 48.

To save the newly entered data press the [Save] button on the menu toolbar.

If the Network Location selected has been assigned to a different Admin Unit to the Admin Unit value entered for the

Road Construction Data Item an error will be displayed as shown in Figure 90.


The Admin Unit of the Road Construction Data Item can be amended if required by pressing the [Cancel] button on the

Locate Items window and then pressing the [Edit] button on the Road Construction Functions floating Toolbar.

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3.1.11 Adding a Hierarchical Item

If the Road Construction Data Asset type exists within an Inventory Grouping and child Items are required, these may be

added using the 'Hierarchy' tab as shown in Figure 91.

Figure 91 - Hierarchy

To add a 'child' item select the Parent Item from within the Hierarchy browser and press the [Add Child Item]

button. This will call the 'Create new Item' window as described on page 57, where the Admin Unit, XSP and effective

date may be entered if required.

Note: 'Child' Types should not have an associated XSP and the Inventory Grouping Relationship defined within the

Inventory Metamodel – NM0410 module MUST be an 'AT' relationship. This will ensure that the location of any

'child' items is 'inheritted' from its parent.

The Attribute values may be entered in the Attributes panel as described on page 55.

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3.1.12 Road Construction Functions Toolbar

The following functions have been defined to assist the viewing and manipulation of Road Construction Data when

viewing the Road Construction Data Grid, and can be accessed by right-clicking the mouse button and selecting the

appropriate option from the context menu or from the Road Construction Function Toolbar as shown in Figure 92.

Figure 92 – Toolbar

Details displays the details and Datum Locations of item(s) in a single Cell

Copy copies the Item(s) represented by the selected Item, XSP or Row.

Close Closes the Item(s) represented by the selected Item, XSP or Row.

New Item Create New Item. Only available in the Details panel.

Edit allows Admin Unit etc to be edited when creating a New Item

Locate calls the Locate Item window

Graph provides a Graphical representation of the Road profile.

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3.1.13 Construction Details Window

Figure 93 – Construction Details

Figure 94

This window is non-updateable and displays the Attribute details and Location, relative to the Datum Network Elements,

for each Road Construction Data Item represented by the Grid Cell selected (a Single Grid Cell may represent many

items). Any associated Hierarchical Items are also detailed. It may be called by pressing the 'D – Details' button on the

floating toolbar or by selecting the 'Details' option from the context menu (right-click) as shown in Figure 94.

Items Panel

The Items Panel displays the following information for each Road Construction Data Item and any associated Hierarchical

Items:

Item Type

XSP

3.1.13.1 Item Type Description

The list of Items may be scrolled through using the vertical scroll bar on the Right of the panel or by using the [Next] and

[Previous] record button on the menu toolbar.

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3.1.13.2 Attributes Panel

The Attributes for the selected Item will be displayed. These may be scrolled through using the vertical scroll bar on the

Right of the panel or by using the [Next] and [Previous] record button on the menu toolbar.

3.1.13.3 Datum Locations Panel

The location of the Item in relative to the Datum Network Element(s) on which it is placed will be displayed. The

following information is displayed:

Datum Element Unique

Datum Element Description

Start and End Offsets, relative to the Datum Element, on which the Element is located.

The Attributes for the selected Item will be dispalyed. These may be scrolled through using the vertical scroll bar on the

Right of the panel or by using the [Next] and [Previous] record button on the menu toolbar.

3.1.14 Copy a Grid Cell

Figure 95 – Copy Road Construction Data

Figure 96

This function allows the Road Construction Data Item(s) represented by a single Grid Cell and any associated

Hierarchical Items to be copied to another XSP and/or location. The New Location may be outside the extent originally

selected as the 'Region Of Interest' and may be a different Route entirely. The copy function will create a Single Item

located over the selected extent of network and copy all Attributes of the original Item. These Attributes may be amended

if required using the Details Tab as described on page 54). The copy function may be called by pressing the 'C-Copy'

button on the floating toolbar or by selecting the 'Copy…' option on the context menu as shown in Figure 96.

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When a Grid Cell is copied a check is done on the new Items Layer number to ensure that the Layer immediately above

the new Item already exists over the entire specified location. This will prevent a Layer 2 being added where a Layer 1

doesn't exist fro example. If this is the case a message will be displayed (Figure 97) and the copy operation will be

prevented. The 'omitted' Layer number will be displayed in the message.


When the operation is succesfully completed the Region of Interest over which the 'new' Item is located will need

'Refreshed' to view the changes.

Figure 98 – New Attributes

Layer (Required, Default)

Enter the Layer number for the new Item. The value will default to the existing Layer number of the Item being copied.

XSP (Required) List

Enter the XSP for the new Item.

Admin Unit (Required) List

Enter the Admin Unit for the new Item. The User must have Normal Access (granted in Users – HIG1832) to the Admin

Unit being Granted.

Start Date (Required)

Enter the effective date for the new Item. This cannot be before the Start Date of any of the Items being copied.

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Figure 99 – New Location

The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Item. The

default value for the Location is the currently selected Region of Interest. To edit the linear extent on the selected Route

by any combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the

Extent Limits window (page 62 ).



from the Gazetteer.


The Group/Element description will be displayed in the adjacent fields.


Enter the Start Offset of the required extent of network.


Enter the End Offset of the required extent of network.

To perform the copy operation and create the New Item press the [Copy] button. If the location selected overlaps existing

data, i.e., an item with the same Layer number and XSP already exists on all or part of the selected location, a warning



If the Copy operation is performed any overlapping data will be Closed. To carry out the Copy operation press the [Yes]

button or [No] to cancel.

When the operation is successfully completed the Region of Interest over which the 'new' Item is located will need


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3.1.15 Close

Figure 102 – Close Road Construction Data

Figure 103

This function allows all Road Construction Data Items and any associated 'child' hierarchical Items of the same Layer

Number and XSP as that of the selected Grid Cell to be Closed (End Dated) over the extent of network selected in the

Close Road Construction Data – Region of Interest panel.

Note: The selected Region of Interest may be different from that initially selected Region of Interest on the main Road

Construction form.

The close function may be called by pressing the 'C – Close' button on the menu toolbar or by selecting the 'Close…' item

from the context menu (right-click) as shown in Figure 103.

When Road Construction Data Items are closed the Layer numbers of any subsequently affected Items will automatically

amended.

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The Layer Number of the selected Grid Cell will be displayed.

XSP (Display Only)

The XSP and Description of the selected Grid Cell will be displayed.

Region Of Interest

The Region of Interest panel is used to define the extent limits on the currently selected Route over which to close the

affected Road Construction Data Items. The Start and End points are defaulted to the values in the initially selected

Region of Interest on the main Road Construction form. To edit the linear extent on the selected Route by any

combination of Route Offset, Intersection or Datum Element and chainage press the [Edit] button. This will the Extent

Limits window (page 62 ).

Element (Display Only)

The selected Route and Description will be be displayed.





To close the affected Item(s) press the [Close Item(s)] button or [Cancel] to exit the function. Once the affected Items

have been closed the Road Construction Data Grid will be automatically refreshed.

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3.1.16 Copy XSP

Figure 104 – Copy XSP

Figure 105

This function all Road Construction Data for all Layers, and any associated Hierarchical Items, to be copied from one

XSP to another XSP or to the same XSP but over a different extent of network. The New Location may be outside the

extent originally selected as the 'Region Of Interest' and may be a different Route entirely. The Copy XSP function will

create a Single Item for each Layer located over the selected extent of network and copy all Attributes of the original Item.

These Attributes may be amended if required using the Details Tab as described on page 54. The copy function may be

called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy XSP…' option on the context

menu as shown in Figure 105.

When the operation is successfully completed the Region of Interest over which the 'new' Items are located will need



Layer (Unused)

The Layer Number is not used when Copying an XSP

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XSP (Required) List

Enter the new XSP for the copied Item(s).


Enter the Admin Unit for the new Items. The User must have Normal Access (granted in Users – HIG1832) to the Admin

Unit being Granted.


Enter the effective date for the new Items. This cannot be before the Start Date of any of the Items being copied.


The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Items. The



Extent Limits window (page 62).



from the Gazetteer.










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If the Copy operation is performed any overlapping data will be Closed. To carryout the Copy operation press the [Yes]





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3.1.17 Close XSP

Figure 110 – Close XSP

Figure 111

This function allows all Road Construction Data Items in all Layers and any associated 'child' hierarchical Items within

the selected XSP to be Closed (End Dated) over the extent of network selected in the Close Road Construction Data –

Region of Interest panel.


Construction form.

The Close XSP function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy

XSP…' option on the context menu as shown in Figure 111.

Layer (Unused)

The Layer Number is not used when Copying an XSP

XSP (Display Only)

The selected XSP and Description will be displayed.

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3.1.17.1 Region Of Interest







The selected Route and Description will be be displayed.







3.1.18 Copy Layer

Figure 112 – Copy Layer

Figure 113

This function allows all Road Construction Data on the selected Layer for all XSP's, and any associated Hierarchical

Items, to be copied to another Layer or to the same Layer but over a different extent of network. The New Location may

be outside the extent originally selected as the 'Region Of Interest' and may be a different Route entirely. The Copy Layer

function will create a Single Item for each XSP located over the selected extent of network and copy all Attributes of the

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original Item. These Attributes may be amended if required using the Details Tab as described on page 54. The Copy

Layer function may be called by pressing the 'C-Copy' button on the floating toolbar or by selecting the 'Copy Layer…'

option on the context menu as shown in Figure 113.

When the operation is successfully completed the Region of Interest over which the 'new' Items are located will need



Layer (Required, Default)

Enter the Layer Number for the new Item(s). The default value is the Number of the selected Layer.

XSP (Not Used)

The XSP is not used when Copying a Layer.


Enter the Admin Unit for the new Items. The User must have Normal Access (granted in Users – HIG1832) to the Admin

Unit being Granted.


Enter the effective date for the new Items. This cannot be before the Start Date of any of the Items being copied.


The 'New Location Panel' is used to specify the Location over which to place the new Road Construction Data Items. The



Extent Limits window (page 62 ).



from the Gazetteer.

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will be displayed as shown in Figure 116


If the Copy operation is performed any overlapping data will be Closed. To carryout the Copy operation press the [Yes]





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3.1.19 Close Layer

Figure 118 – Close Layer

Figure 119

This function allows all Road Construction Data on the selected Layer for all XSP's, and any associated Hierarchical

Items, to be Closed (End Dated) over the extent of network selected in the Close Road Construction Data – Region of

Interest panel.


Construction form.

The Close Layer function may be called by pressing the 'Cl -Close' button on the floating toolbar or by selecting the 'Close

Layer…' option on the context menu as shown in Figure 119.

When Road Construction Data Items are closed the Layer numbers of any subsequently affected Items will automatically

amended


The selected Layer Number will be displayed.

XSP (Not Used)

The XSP is not used when Copying a Layer.

3.1.19.1 Region Of Interest







The selected Route and Description will be displayed.

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3.1.20 Graph

Figure 120 - Graph

Each of the 'segmented' homogenous Road Construction Profiles may be be displayed graphically using the [G] – Graph

option on the floating Toolbar. Each of the XSP's that exist between the start and end of the selected Profile will be

displayed. The Graph may be coloured by any of the Road Construction Data Attributes which are validated against a

Domain for which Visible attribute have been defined. These will commonly be the Layer Number and Material

attributes. For more information on Visible Attributes refer to the Asset Manager System Admin Guide.

The colours and patterns used in the display may be changed by selecting the appropriate layer or material (this depends

on the Attribute currently selected in the 'Colour By' field) and selecting the 'Modify Colour…' option form the context

menu (called by right-clicking the Mouse). This will call the Colour Palette dialogue box ().

The Construction Data details are displayed in each Cell are defined in the Construction Attribute Setup – STP0010

module. Only the Attributes that have a value entered in the 'Function Sequence' field are displayed in the Cell. The

display is in ascending order based upon the value entered with each Attribute separated with a '-', e.g., AS-25-SI

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The Colour palette may be used to change the Colours or patterns of the selected Attribute and will stay valid for the

current session of the form.

Figure 121 – Colour Pallette

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3.1.21 Core Sampling/Profiling

The Road Construction Data – STP1000 module may be used to provide a Core Sample or Profile of the Road

Construction Layer details at any point along a Linear Route by specifying the required offset in both the Start and End

Offset fields, i.e., the same value is entered for both the Start and End Offsets. When the [Refresh Data] button is pressed

the Construction Data Grid will display the Road Construction Data for all XSP's at the selected point. If the selected

offset coincides with a Construction Joint within a Layer the data for both adjoining Items will be displayed, separated

with a double Pipe symbol, i.e., '||'. For example AC-25-SI || AC-50-CD.

Double-click the cell to view the entire text if required. This will display an 'Editor' window where the full cell details can

be viewed as shown in Figure 122.

Figure 122 - Editor

To view the full Attribute Details of a cell use the [D] – 'Cell Details' button on the floating Toolbar or press the Details

Tab as described on pages 52 and 54.

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