About Patrols

From ProStar Geocorp

The Patrols module provides the ability to create, record, edit, and display the Right of Way Patrols and record Patrol Observations that require follow-up.

 

The creation of patrols to record the results of the ROW Patrol will generally be created and modified by the person performing the patrol. This form may be completed in the office on a desktop computer running the TransparentEarth software. The system also generates automated Notification emails and My Notifications tasks for Open Observations, Segment Patrol reminders, etc.  For details on Notification emails, see the Notifications help topic. For details on My Notifications tasks, see My Notifications topic.

 

In addition, the Patrols module allows users to track a Patrol Report Missing Sections. Users can track each missing section on the map with a line, as well as creating a record for completion of that missing section.

 

Missing SectionsObservations and Confirmation Logs are all related to a specific Patrol Report:

Patrol Report

  • Missing Section
    • Confirmation Log
  • Missing Section
    • Confirmation Log
  • Observation
    • Confirmation Log
  • Observation
    • Confirmation Log

 

Each of the solid bullet items above displays in tabs along the top of the Edit Patrols dialog box.
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To See the Missing Sections or Observations related to a Patrol Report

  1. Open the Patrol Report then click the Missing Sections or Observations tabs to see those records. 
     
  2. Then, double-click the applicable record. The record details display in the Details dialog box. 
    In addition, the Completion Log or Confirmation Log tab displays. 
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  3. To view the Completion or Confirmation records, click the Completion Log/Confirmation Logs tab. The Completion/Confirmation Record displays, ready for input. 
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Patrols System Configuration Check List

In order for the Patrols and related Mobile Patrols systems to work as expected, the Patrols module requires the TransparentEarth System to be configured correctly. The following check list will help you complete these tasks effectively.

  1. Upload Segment Polygons into the TransparentEarth system. 
    This is an action that the ProStar Service team must complete. 
     
  2. Create Segments in the Patrol ROW Segment Manager
    When ProStar uploads the Segment Polygons into TransparentEarth, the related Segment will be listed in the directory structure here. Administrator will need to add and edit the titles of these Segments to display as expected.
    • When or if there are additional Segments to add to the Segment list, The customer will need to work with ProStar to have the Segment Polygon added. 
       
  3. Assign applicable personnel to each Segment in the Patrol ROW Segment Manager
    For each Segment listed in the Patrol ROW Segment Manager, add the applicable personnel. 
    This allows notifications to be sent to these individuals when a Segment hasn’t been patrolled in 18 days, or when an Observation remains open for more than two (2) days.
  4. Create Areas of Responsibility for each Segment. 
    Using the Responsibility Area Management tool:
    1. Create an Area of Responsibility for each Segment.
    2. Use the PLM Service Area layer as the “layer” to attach the Responsibility Area to.
    3. Add the applicable personnel to the Assignments tab as the Supervisors and the Responders. 
      This allows notifications to be sent to the Supervisor and Responder when an Observation is created.

 

 

Patrol Troubleshooting

Patrol and Observation Requirements:

Patrol Requirements

  1. Current location must be inside a Region Segment polygon. 
     
  2. Current location must be inside at least one Area of Responsibility polygon. 
     
  3. Current location must be near mile\km markers (i.e. the pipeline). 
     
  4. A ROW Segment patrol area is inside it's polygon and between the min and max mile markers in that polygon, following the mile markers. 
     
  5. A ROW Segment is considered as part of the patrol if any part of the patrol path crosses in to it's polygon. 
     
  6. A gap is defined as any place along the patrol area where the patrol path does not cover 400 meters or a quarter mile of the route.  If the patrol does not have part of it's path within a quarter mile of the min or max markers you will have a gap and thus a partial patrol. You may want to zoom in and also note you are not using gps like the customer actually will be. 
     
  7. Gaps consist of two points, one marking the start mile marker of the gap and a second marking the end mile marker of the gap. 
     
  8. If you have a gap that covers the entire length of a ROW Segment it will be a straight line between the two points.  Which will not trace the path of the pipeline assuming it bends between those points. 
     
  9. If your patrol path does not come within 400 meters of the min and max markers you will have a gap. If you have a gap your patrol is partial. 
     
  10. If your patrol path crosses in to a second ROW Segment, that segment is now part of the patrol.  It will be marked as partial and gaps calculated if you do not complete that ROW Segment.

Related Observation Requirements

  1. An Observation must be assigned an Observation Notification polygon area. 
     
  2. An Observation requires at least one responsible party. 
     
  3. An Observation must belong to a mile/km marker on the pipeline.

 

For additional information about Patrols Master Data, please see the following Business Requirement Document:

BRD PAT 001 Patrols Master Data Load Specifications V1.0.

Issue Description Issue Reason Resolution
Creating an Observation in PointMan, but not seeing the expected names in the Contact list (Phone or Email lists). The expected names are not assigned to the Responsibility Area as a Supervisor or a Responder 1.    Log into TE. 2.    Open the applicable Responsibility Area. 3.    Click the Assignments tab. 4.    Add the applicable personnel to the Assignments list.
Getting the following error message when trying to create an Observation in PointMan:  "Failed to create a new observation. No Contacts were found at this location." There are NO names assigned to the Responsibility Area as a Supervisor or a Responder. 1.    Log into TE. 2.    Open the applicable Responsibility Area. 3.    Click the Assignments tab. 4.    Add the applicable personnel to the Assignments list.
Getting the following message when trying to save a Patrol Report in PointMan:  "WARNING: This patrol does not cover any region segments, continue?" User is not currently within the Patrol Segment polygon boundary. 1.    Physically move closer into the buffer around the asset being patrolled. 2.    Or, click OK and the Patrol will be saved. However, it will not be related any specific Segment.
Expected personnel are not receiving emails listing out all Patrol Segments that have not been patrolled in the last 18 days. The expected names are not assigned to the Segment as listed in the ROW Segment Manager. 1.    Log into TE. 2.    Go to: Administration > ROW Segment Manager. 3.    Locate the applicable Region, then Segment. 4.    Right-click the Segment Name.  5.    Click: Edit Users. 6.    Select the applicable name from the list. 7.    Click Save and close.
Expected personnel are not receiving email notifications regarding Open Observations in need of resolution. The expected names are not assigned to the Responsibility Area as a Supervisor or a Responder 1.    Log into TE. 2.    Open the applicable Responsibility Area. 3.    Click the Assignments tab. 4.    Add the applicable personnel to the Assignments list.
Getting the following error message when trying to create an Observation in PointMan:  "Failed to create new observation. No region segments were found at this location." There is no Segment Polygon created for this Segment, or for the area in which the Patroller is currently located. 1.    Make sure that the ROW Segment is listed in the ROW Segment Manager (in TransparentEarth). 2.    Contact the ProStar Services team to validate that the ROW Segment Polygon has been set up and configured in the system. 3.    Create a Responsibility Area, related to the PLM Service Area Polygon. 4.    Assign the applicable personnel to the Area of Responsibility. 5.    Re-patrol the area.
Cannot save a patrol because of missing mile/km markers   1.    Contact ProStar Services team to validate the Patrol Segment Polygon and related mile/km marker information as it exists in TransparentEarth.
Upon End/Save of a Patrol Report in PointMan, the status message bounces between: "Calculating Patrol Coverage" and "Saving Patrol Coverage". The ROW Segment Polygon and the Observation Responsibility Area Polygon do not exist. Master data issue. Contact the ProStar Services team to validate that the ROW Segment Polygon has been set up and configured in the system.
Cannot see a polygon on the map for a Responsibility Area created and saved. The Responsibility Area likely does not have any personnel assigned to it. The Responsibility Area Polygons will only display on the TE map if there are Supervisors and/or Responders assigned to it using the Responsibility Area Management tool. 1.    Log into TE. 2.    Open the applicable Responsibility Area. 3.    Click the Assignments tab. 4.    Add the applicable personnel to the Assignments list.

 

Patrols Business Workflow

  1. Create Patrol Report 
    Create the general Patrol Report, logging the date, time, Region, Segment and any details required. 
     
  2. Add Missing Sections (if applicable) 
    If you were unable to complete a patrol for an entire section, create a Missing Section line on the map, which will add the Missing Section record to the Patrol Report. This Missing Section will remain "open" until the section has been completed.
    • Complete Missing Sections with the Missing Sections Confirmation Log. 
  3. Create Observations (if applicable) 
    If you see an observation that needs reporting, log a record for each observation. This observation then becomes an 'open' item that will require follow up. Notifications will be sent to the proper personnel. Observations will remain 'open' until they have been 'closed'.
    • Close Observations open items with the Observation Confirmation Log.

 

Completing a full Patrol Report requires that all Missing Sections are completed and all open Observations have been addressed. The workflow above addresses the full set of requirements for Patrol Report completion.

 

Follow the links above for details on each specific process.

 

Patrols Module Overview

Enabling the Patrol Tools

To enable the Patrol modules tools, click the Patrols icon in the upper toolbar. 
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Four (4) Patrol tool buttons display:

Create Patrol Report: 
Used to initiate the creation of a Patrol Report. 
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View/Edit Observation and View/Edit Missing Section: 
Used to open Observations or Missing Sections from the map. 
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Delete Reported Observations: 
Used to delete an Observation from the map.
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When creating Observations, you will see the additional tool:

Map Report Observation: 
Used to create the Observation point on the map.
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When creating Missing Sections, you will see the additional tools:

Draw Partial Segment: 
Used to draw a line on the map that represents the Missing Section.
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Back to Edit Patrols Dialog
Used to return to the Edit Patrols dialog box from the map. 
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The Patrols module provides twelve (12) items in the left side dashboard that allow you to search for, edit, and report on Observations, Missing Sections, Confirmation Logs, and generate Patrol Reports. 
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In addition, the Patrols module displays seven (7) layers
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The Reported Observations layer displays a green point for all Observations that are still 'open' or in need of action. 
Once an Observation has been 'closed', it will no longer display on the map. 
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You can edit specific Observations by:

  1. Enabling the Patrols Module. 
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  2. Clicking the View/Edit Reported Observations button. 
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  3. Clicking the Observation Point.
  4. The Missing Sections layer displays a red line for all Missing Sections that are Incomplete. 
    All Missing Sections that have been completed do not display on the map. 
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You can edit specific Missing Sections by:

  1. Enabling the Patrol Module 
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  2. Click the View/Edit Missing Sections button 
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  3. Clicking the applicable line
  4. The Patrols Segment MP layer displays mile marker flags within a Segment. 
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  5. The Patrols Segment KP layer displays kilometer marker flags within a Segment. 
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  6. The ROW Patrol Segment layer displays the ROW Segment Polygons as a thin yellow line.

ROW Segment Polygons are related to the list of ROW Segments as displayed in the ROW Segment Manager (in the Administration menu). 
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NOTE: The ROW Patrol Segments must be uploaded into the TransparentEarth system by the ProStar Services team. 
Personnel assigned to an ROW Patrol Segment will receive automatic notifications when: A Segment hasn't been patrolled in 18 days.

6.The Patrol Observation Responsibility Area layer displays the Patrol polygons. 
Patrol Observation Responsibility Polygons are identified by a thin yellow line. 
The Patrol Responsibility Areas are managed in the Responsibility Area tool, where specific personnel are assigned to the ROW Patrol Segment and Responsibility Area Polygon. 
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NOTE: The Patrol Observation Responsibility lines will not display on the map until personnel have been assigned to the Responsibility Area in the Responsibility Area management tool.

Personnel assigned to an Observation Responsibility Area will receive an email notification when:

  1. A new Observation is created and saved. 
     
  2. An Observation has been modified or changed but not closed. 
     
  3. An Observation hasn't been addressed and closed within two (2) days.
  4. The PLM Service Area layer displays Usere-defined Patrol PLM Service Areas. 
    PLM Service Area polygons are identified by a green polygon. 
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    For initial training and testing purposes, use this layer as the basis for the Responsibility Area.