CAPS2025 Main Screens

In general, except for the Dashboard, the following sections / tools are available per menu item.

Sections / tools available per menu item.

Search

The search bar can be used to search in all available columns in the grid or in a specific column.

To search in all columns:

• Use the text field to enter a specific string.
• Click <Enter>.

To repeat a previous search:

• Click on the Search field.
• Both the Last searches and Columns section appears.
• Select one of the last searches.
• Click <Enter>.

Feedback

The Feedback button can be used to report issues, ask questions, suggest new features. You can also access the IMS Handbook from here.

The feedback window can be opened by clicking the feedback button.To give feedback:

• Provide a title - a one-line description.
• Select the Type of feedback:
  • "Support" - if you need help.
  • "Bug" - something is not ok.
  • "Question" - there is something you would like some information about.
  • "Feature" - you see an opportunity for improving the tool.
• Fill in the other fields. Note: Every type of feedback will have a different template with some mandatory fields. For example: when submitting a bug, description and reproducing steps will be mandatory.
• Provide attachments, like screenshots or files, for better understanding of a feature request or an issue. Note: Attachments can also be dragged and dropped.
• Additional data about your browser is detected automatically.
• Click Send.
• The issue number, with a link to the YouTrack, will appear on the top of Feedback screen.
• Click the View all Issues button to see a full list of unresolved issues and additional information.

For more information on the Feedback Process see Requesting Support.

Scoping

On top of each of these menus, a scoping bar is displayed. The scoping bar shows the Companies available. The results in the data grid will be filtered on the selected scope. For example, with a full scope (i.e., all Companies selected), the count on results could look like:

With a full scope (all sites, plants, units selected), there will be many results.

 To limit the scoping, select specific Companies:

• Click on the Companies section in the Scoping bar.
• Select the desired Companies.
• Click Show.

The results are now based on this new scope:

Limited scope. 

Filters

Additional filters are available on each of the menu items to reduce the results in your data grid, based on specific criteria. Each menu item has its own specific filter list. 

When applying multiple filters, a count shows matches for the combined criteria. 

Customize filters

To apply a custom filter:

• Click the filter button.
• Expand the desired criteria.
• Check boxes of the desired values or specify a range.
• Click on the Show x matching… link to show the matching tags.
• The additional filters will be added to the scoping bar (highlighted in yellow).
• The criteria can then be modified directly by clicking on the criteria in the scoping bar.

Filter criteria are added to the scoping bar and can be modified from here. 

• To clean all the filter criteria again, click the remove filter button.

Clean filter criteria.

Filter a range

Specify a Range to filter, e.g. Corrosion Allowance, Rating, etc.:

• Click the filter button.
• Enter a From and a to value.
• Click the green arrow.

To specify a filter range.

Toolbar

There are several shortcuts or available features on the toolbar. See an explanation of these features below. Not all are available on every Main screen.

Toolbar.

 The Toolbar icons:

Icon	Action	Description
	Select	The “select” feature allows you to select a group of records.
	Pin	The “Pin” feature allows you to pin a group of records and its child objects. For example, a Piping Class and its child objects, e.g., Component. Via pinning a selection of objects – for instance a list of Piping Classes - can be retained in CAPS2025 while stepping through the Main Screen tabs, the data of just that retained selection will be shown. This enables a powerful review approach for a sub-selection of objects.
	Reports	Generate a Report.
	Copy	Create a copy of a record.
	Delete	Delete a selected record.
	Event Histories	The Event History is the captured changes made in IMS by the specific users. When you click this, all the captured changes on the selected record will show.
	Export	Export to Excel. See Exporting Grid Information. You can select multiple records. This way you can easily do bulk updates, by making changes in the excel file and the uploading it again.
	User Defined Views	The user defined view shows personal queries, pivot tables and other queries available to the user. For an example of use, see CAPS2025 Custom Reports & Queries.
	Clear	Clear all the filters.

Paging

The number of results in the data grid, even when scoping and filters are applied, can be high. For performance considerations and to have a good overview on the results, paging is applied. Below the data grid, the pages are listed. A user can:

• Click on a page number or use the arrow to go to the next page.
• Go directly to a page (number).
• Change the number of items per page.

Paging. 

Grid results / Data

The results of each menu item are shown by default in a data grid. The following features are available on the data grids (in this example: Equipment):

Arrange columns order

Arrange the columns in preferred order, by dragging the column headings to the appropriate positions. The new positions will be saved so that it stays the same every time when the user access that page. Note: The “Settings” button on the toolbar can also be used to arrange the order.

Set column width

The column width can also be set in grid Settings or resized directly in the grid. The new widths will be saved so that it stays the same every time when the user access that page.

Sorting

The results in the data grid can be sorted by clicking on the specific column header on which you would like to sort. Click multiple times on the header to change sorting between ascending and descending.

Details

The blue items in the data grid are direct hyperlinks to that item. Click on the item to directly go into the detailed page. For example, click on a link in column Class to open the details for that Piping Class. The details are shown as a page on top of the data grid. To go back to the grid, just click somewhere on the grid page, which is still behind the details page, or select it from the menu again.