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IMS User Interface - Overview

This online manual explains the IMS User Interface:

  • How to navigate the IMS Main Menu Items.
  • The IMS Main Menu Screen Options:
    • The scoping bar.
    • The filter
    • The toolbar.
    • The data views and info bar.
  • The IMS Details Page Options:
    • How to open.
    • The Header.
    • How to use the Rich Text Defaults for certain sections
    • How to add and annotate Attachments

For most actions there are multiple ways of executing them, e.g., through icons on the toolbar, the menu, mouse right-clicking or swiping. Not all actions are explained here. 

Note: Although screencaps apply to the IMS PEI module, the basic functionality described applies to all modules in IMS.