---
title: "IMS Main Screen (Grid List)"
slug: "basic-navigation-other-main-menu-options"
description: "Explore effective search, filtering, and feedback tools in our comprehensive guide to managing FLOCs, Equipment, and data grids efficiently."
tags: ["General", "Search, Filter", "Basic Navigation", "Reports", "Exporting", "ONE IMS"]
status: "update"
updated: 2026-10-27T23:11:28Z
published: 2026-10-27T23:11:28Z
canonical: "ims-handbook.cenosco.com/basic-navigation-other-main-menu-options"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IMS Main Screen (Grid List)

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

![Overview of the web Integrity Management System interface with highlighted features and tools.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201(263).png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

## 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:

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

To repeat a previous search:

1. Click on the Search field.
2. Both the **Last searches** and **Columns** section appears.
3. Select one of the last searches.
4. Click <Enter>.

To search for a value in one particular column:

1. Click on the Search field.
2. Both the **Last searches** and **Columns** section appears.
3. Select a column from the list.
4. Type the string value you wish to search for.
5. Click <Enter>.
6. The results will only show items for which that string value is available in the selected column.

![Search bar, with Last searches and Columns to select.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-98fiwjb8.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

## Hierarchy

When you click the *Hierarchy* button, the Hierarchy side panel opens and shows a tree view of the full **Site**. Locations are organized in **Site** – **Plant** – **Unit** – **FLOC** (see [PEI Hierarchy - Overview](/v414/docs/pei-hierarchy-overview) or [RCM Top level Hierarchy](/v414/docs/rcm-top-level-hierarchy)). A piece of **Equipment** has a purpose, a function. The [functional location (FLOC)](/v414/docs/pei-floc-overview) might have specific operating parameters: flow rates, temperatures, pressures, fluid composition. Often a FLOC has one piece of Equipment. FLOC IDs never change, at least until the Unit or the FLOC is retired. Generally, each FLOC has one child, which is a piece of Equipment (with an Equipment ID). Some FLOCs cover more than one Equipment group. For example, you can assign two separate pieces of Equipment, a Bundle and an Exchanger, for Exchanger FLOCs.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-0xdfkwsx.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

The Hierarch is shown, when the Hierarchy button is clicked.

The links in the image above redirect you to the detailed screens for that particular FLOC, Equipment, Circuit or Component (all of these are not available in all modules). When clicking on the *Hierarchy* button from any detailed page (for example, Equipment or ECH), the location for that specific item is expanded. To close the Hierarchy view, click on the *Hierarchy* button again.

> [!NOTE]
> Note
> 
> It is not possible to create new object from here – this is used for navigation purposes only.

Details for Sites, Plants and Units are registered and organized in **Settings**>**Company**>**Toplevel** (see [Configuring the Toplevel via Settings](/v414/docs/configuring-the-toplevel-via-settings)). While the Functional Locations (FLOCs) are registered in the **FLOC** main menu.

## Feedback

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

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201(264).png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

The feedback window can be opened by clicking the feedback button.

To give feedback:

1. Provide a title – a one-line description.
2. 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.
3. Fill in the other fields.

> [!NOTE]
> Note
> 
> Every type of feedback will have a different template with some mandatory fields. For example, when submitting a bug, description and reproducing steps are mandatory.

1. Provide attachments, like screenshots or files, for better understanding of a feature request or an issue.

> [!NOTE]
> Note
> 
> You cam also drag and drop attachments.

1. Additional data about your browser is detected automatically.
2. Click **Send**.
3. The issue number, with a link to the YouTrack, will appear on the top of Feedback screen.
4. 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](/v414/docs/requestingsupport).

## Scoping

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

![With a full scope (all sites, plants, units selected), there will be many results.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-lafmjw0b.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

To limit the scoping, select a specific Unit:

1. Click on the Site / Plant / Unit section in the Scoping bar.
2. Select the desired Site / Plant / Unit.
3. Click **Show**.

The results are now based on this new scope:

![Limited scope when selecting a specific FLOC.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-ioa3p6c9.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

## 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. On FLOC this list looks like:

![List of filters with 'Active' highlighted in a user interface panel.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-hb1t04xg.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

Multiple filters can be applied at once. The system will look for items in the results grid that comply with the selections made. For example, when filters Active = true and Equipment Group = VESSEL, it will give you a count of FLOCs on which both criteria apply.

![When applying multiple filters, a count shows matches for the combined criteria.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-2eje5y64.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

### Customizing filters

To apply a custom filter:

1. Click the *filter* button.
2. Expand the desired criteria.
3. Select boxes of the desired values or specify a range.
4. Click on the **Show x matching…** link to show the matching tags.
5. The additional filters will be added to the scoping bar (highlighted in yellow). You can then modify the criteria by clicking on the criteria in the scoping bar.
6. 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.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-caok9gxg.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

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

![User interface showing filter options with the highlighted remove filter button.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-psccup4j.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

### Saving custom filters

To save your own custom filter:

1. Click the *filter* button.
2. Customize your filter by checking different criteria boxes.
3. Click on the **Show x matching…** link to show the matching tags.
4. To save this filter, select the filter button and click the *Add* button (green plus sign).
5. Enter a **Name**.
6. Click **Save**.

From now on you can select your new filter from the filter dropdown. If you edit a custom filter, remember to always click the ***Save*** button afterwards.

To delete a saved filter, click the ***Delete*** button (red cross).

![Interface showing options for managing filters with action buttons.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-j8ut58rh.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

### Finding recent filters

To go back to your Recent filters:

1. Click the *filter* button.
2. Expand **Recent filters**.
3. Select one of the recent filters.

![Expand Recent filters to go to a previous filter.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/filtering-sections-image-z0n7abhj.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

### Filtering ranges

To specify a range to filter, for example, a FLOC Range, User NID Range, or Time Interval Range:

1. Click the ***filter*** button.
2. Expand the … Range.
3. Enter a value or Import a file. You can also paste a list from your clipboard, which you may have copied from another application like SAP.
4. Click the ***green arrow***.

![Specify a filter range.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-mc2qs3fn.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

> [!NOTE]
> Note
> 
> For Circuits one can filter for a Circuit range, however, because the Circuit name is not unique, it should be combined with the Equipment name in the following format: Equipment.Name + # + Circuit.Name. Alternatively, first pin your Equipment as [pinning it](/v414/docs/pinning-feature) shows only Circuits related to that Equipment.

#### Exporting all items not found in Range filter

To export items that were not found in the range filter:

1. Click the orange triangle in the message above the grid.
2. A list with an export link appears.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/release-notes-ims-2022.4-draft-business-area-3--red-team--3d-team-new-image-frfu5z2u.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

1. Click **Export** to download an Excel file with the list of the missing items.

### Min/Max Filter

The Min/Max filter allows you to filter items based on the smallest (MIN) or largest (MAX) value, grouped by another property. For example, you can use it to find Circuits with the lowest Remnant Life per Unit, most recent Condition Histories per Equipment, or next due Schedules per Responsible Person.

> [!NOTE]
> Note
> 
> The filter works on the entire dataset, not just the current scope. For example, when showing the last Condition Histories per Responsible Person under a specific Unit, it may return no results if their latest Condition Histories were not recorded under the specified Unit. The Min/Max filter applies only to date and decimal numeric fields, not to whole numbers (for example, number of attachments).

To filter Min or Max values:

1. Click the *filter* button.
2. Click **Min/Max** **Filter** to expand it.
3. Under **SHOW ME**, select either **MIN** (to filter from the smallest / earliest values) or **MAX** (to filter from the largest / latest values).
4. Under **FIELD**, select the type of date (for example, Next Inspection Date or Remaining Life Date) or a decimal numeric field (for example, Interval Factor or Design Corrosion Allowance).
5. Under **FOR EVERY**, select the grouping property (for example, Unit).
6. Click the ***arrow***.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_515.jpg?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

To learn more see [Filtering on Min/Max Values](/v414/docs/minmax-filter).

### Adding Query Filters to Grid Columns

It is possible to add a filter in a grid column. This is set up as a Query and enables more powerful filtering. To learn more, see: [Adding Query Filters to Grid columns](/v414/docs/filter-in-gird-column).

## 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 displaying various icons for actions like import, export, and settings management.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-krt6sjq1.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

The Toolbar icons include the following:

| Icon | Action | Description |
| --- | --- | --- |
| **General** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-4fjfenmf.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Select | The select feature allows you to select a group of records. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-6Q8QLGAM.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Pin | The Pin feature allows you to pin a group of records and its child objects. For example, a group of FLOCs and its child objects such as Equipment, Component and Circuits. Via pinning a selection of objects – for instance a list of Equipment - can be retained in IMS 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. Click [here](/v414/docs/pinning-feature) for more information on the pinning feature. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-smk349io.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Active/Inactive | Activate or Deactivate selected record(s) (and its child objects). > [!NOTE] > Note > > This action is not applicable for ECHs. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-l9skdqw1.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Labels | Allow you to add/remove custom labels (i.e. tags) on which you can filter on. |
| **Inspection** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-4TC9F7ZO.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | New ECH | Allows you to create an Equipment Condition History event (ECH). |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-um3kms5q.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | New Schedule | Allows you to create a new inspection schedule. Be aware that the schedule will be created at the Equipment and not the FLOC level. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-s1l9l9gw.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | MSET configurator | The measurement set configurator, allows you to create a new measurement set or review existing measurement sets. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-p4zfko83.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | New MSET | Shortcut for creating a new Measurement Set for the selected record, adding all available CMLs in the set. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-r5vst7ks.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | 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. |
| **Analysis** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-6j6k9ujj.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | RBI / RCM Analysis | In PEI this opens the RBI analysis window and shows the selected record. In RCM it opens the RCM Analysis window. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-3ptnjqia.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | S-IDAP | Opens the trending and corrosion analysis page (S-IDAP) for the selected record. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-s17f72vu.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Pipework LoF | Opens the Pipework LoF software for vibration fatigue assessment. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-kk1xbngh.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Calculate | Allows you to perform a recalculation on multiple Circuits. > [!NOTE] > Note > > This action is only available for Circuits. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-kxlldic6.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Approve | Batch Approve multiple (selected) events. > [!NOTE] > Note > > This action is only available for FLOCs, Equipment, Circuits, Schedules, and Condition Histories. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-p5z1r8ou.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Approve/Disapprove | Batch Approve / Disapprove multiple (selected) specs. > [!NOTE] > Note > > This action is only available for the Equipment grid. |
| **Import / Export** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-wv06av27.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Import | Import from Excel. See [Importing Data via Settings](/v414/docs/importing-data-via-settings) as well as [Exporting Grid Information](/v414/docs/exporting-information#export-for-import). |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-o4fraj64.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Export | Export to Excel. See [Exporting Grid Information](/v414/docs/exporting-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. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-4i040dvk.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Reports | [Generate report](/v414/docs/report-generation). [Several reports are available](/v414/docs/reports-overview). |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-zcowhhos.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Pivot | This feature allows the user to create a pivot table and then export the data. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-z4d56jkn.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Spec Export | Export Specifications. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-Q8ED30ME.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | QR Code Export | You can select one or multiple pieces of Equipment in the grid and click the QR code export button to download a .zip file containing all the QR codes. The downloaded QR Codes will be in .png format with a transparent background. > [!NOTE] > Note > > If you do not see the button, it may be due to a custom toolbar configuration. In this case, go to the toolbar settings, reset the toolbar to factory defaults, and save it as the default. The button should then appear. See [Configuring Toolbars](/v414/docs/basic-navigation-other-main-menu-options#configuring-toolbars). Keep in mind that this action is mainly available on Equipment screens. |
| **Edit / Move** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-1861jmb6.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Copy and Paste | Copy and Paste selected records. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-SFFS0TDQ.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Alternative hierarchy | Add Floc to alternative hierarchy. > [!NOTE] > Note > > This action is only available on the Floc screen. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-f458wdkm.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Move | Move selected records, such as Equipment, to a different parent, for example, FLOC. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-kp6spl93.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Delete | Delete a selected record. > [!NOTE] > Note > > The record must be inactive. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-8pjfo407.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Bulk change WOP properties | Bulk change Waiting on Paperwork (WOP) properties for checked Schedules. > [!NOTE] > Note > > This action is only available for Schedules. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-98m6t38j.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Edit | Edit item directly in the list view. In Edit mode, button changes to Cancel button. > [!NOTE] > Note > > This action is only available on the CMF screen. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-rg0kpc4w.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Save | Save changes made in the list view. > [!NOTE] > Note > > This action is only available on the CMF screen. |
| **Settings** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-p8sn8zgu.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Grid Settings | The setting feature allows you to show different fields in the overview list. The new configuration can be saved as default. Check or uncheck attributes that you want to show or hide in the grid columns. The attribute columns can also be arranged in a preferred order. Furthermore, the column width can be set (in pixels). When a column’s width is not set, that column will have the auto-resize functionality. Click the **Reset To factory** button to reset all settings. All width values will then be set back to auto-resize. You can also customize your toolbar in the settings. To learn more, see [Configuring Toolbars](/v414/docs/basic-navigation-other-main-menu-options#configuring-toolbars) and [Configuring Grids](/v414/docs/basic-navigation-other-main-menu-options#configuring-grids). |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-xf6cb2dz.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | User Defined Views | The user defined view shows personal queries, pivot tables and other queries available to the user. See [IMS Queries](/v414/docs/ims-queries). For an example of use, see [Reviewing collected Checklist Data](/v414/docs/reviewing-collected-checklist-data). |
| **Recent** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-wqqtv9mg.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Recent | List the recent items that has been reviewed by the user. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-ef811eyt.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Clear | Clear all the filters. |
| **MEC** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-Z8YSBYTB.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | MEC Board | This button will direct you to the MEC (Manage Equipment Care) board. |
| **Show 3D** |  |  |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-14H3SUIO.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Show 3D | When applicable, show the 3D model. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-ST4FUETQ.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Hide 3D | When applicable, hide the 3D model. |
| ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-6wmzd2z3.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) | Info | The information icon shows relevant information regarding the record selected. It also allows the user to add new events to the selected FLOC / Equipment/ etc. See below |

### Configuring Toolbars

The toolbar provides many options, but not all are always needed. Toolbar buttons can be shown, hidden, re-arranged, and grouped. Any user can do this for themselves, regardless of the role. Make it easy for you and configure your toolbar to show only relevant buttons.

To configure your toolbar buttons:

1. Click on the *Settings* button in the toolbar.
2. Drag and drop the icons you want to move in the **Toolbar configuration** column.

![In the Toolbar Configuration column, drag and drop the items you want to move.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_23.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

1. To create a new group of items click on the **+ Add new group** and then drag and drop the icons you want to add to the new group.
2. Rename the created group by clicking on the ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_27.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)icon.
3. Remove a group of items or any items you don't need by clicking on the ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1671438545333.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)icon.
4. To make the items visible in the mobile version tick the checkbox.

![Select the checkbox to make the items available in the mobile version.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1670273205407(2).png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

1. When you are done, click **Set as default**.

## 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 of 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.

![Pagination controls showing page numbers and items per page selection options.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-ivge7346.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

## Grid Results / Data

### Data Drid

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.

#### Information Panel

The *Info* button next to the *Search* shows detailed info on the item itself and includes useful shortcuts to create, for example, new Components, Schedules and Condition History records. It also shows all attachments of the selected item and items related to it.

![Information panel including status, inspection reason, and related components for maintenance.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-bobwgz50.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

#### Expand / Collapse

An item can be expanded using the *dropdown* button in front of the row. When expanded, a more detailed bar shows additional information/data which is available for an item. In this example for Equipment, it shows the active Schedules and Next Inspection Date, it’s Circuits, Condition History items and available Component-Failure Modes (RBI).

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-mqfv6iap.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

An expanded Equipment row.

### 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 the column Equipment ID to open the details for that Equipment. 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.

For more information see [IMS Details Page](/v414/docs/ims-details-page-options).

### Configuring Grids

You can customize the grid on any page of IMS based on your needs.

To handpick the columns you want to see in the grid:

1. Click on the *Settings* button in the Toolbar.
2. Use the **Search** bar under Show or hide fields to find the desired column.
3. Drag and drop the items in the column to rearrange them.
4. Select or clear the checkboxes on the left of the desired column name to show or hide it.

![Settings menu displaying search bar and selected System ID option for configuration.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_75.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

To set the order of the items in the columns of the grid:

1. Click on the *Plus* button in the Sort column.
2. The **Asc** button will appear. This will arrange the items in the grid column in ascending order.
3. To sort the items in the grid column in descending order, click on **Asc.** The button will now show **Desc.**
4. To reset the ordering of that column click on the red *x* button.
5. To save the customized order of the grid items, click on **Save as default**.

To set the default size of the grid:

1. Enter the size in pixels under the Width column.
2. Click on **Save as default**.

### Different Views

The Equipment grid view can be changed to **Map** or **Cards**. For FLOC there are even more view options. Changing the view from Grid to Map shows the results from your filter and scoping on a map (for items on which the location is available). Click on a location pointer to see the details pop up for that specific item.

![Menu options including Grid, Map, Plot, 3D, and Cards for data visualization.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-xhh24frz.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

![Map view of industrial area with equipment details and geographical features.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-dcl6vko0.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

### Info Pane

All of the Main Grids have an Info Pane that displays information related to the currently selected record. To view the Info Pane click ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/other-main-menu-options-image-6wmzd2z3.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D) in the Toolbar.

![Click the Info button to open the Info Pane.](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-0X6N5VWV.png?sv=2026-02-06&spr=https&st=2026-10-28T19%3A12%3A01Z&se=2026-10-28T20%3A12%3A01Z&sr=c&sp=r&sig=R7taMFbiX5GMRxMlJiCN7T8VCEXqy%2FYS12AHMQoJUzs%3D)

The Info Pane is context sensitive, providing different information depending on the Main Grid being used. In the example above, the Info Pane for a piece of Equipment will display:

- Basic Information about the object.
- A list of links to associated grids, such as Components, Schedules, and Condition Histories, etc. Clicking the blue text will open a Main Grid showing any associated Objects. Clicking the **+** button to the right of the blue link will allow you to create a new object of that type.
- An interactive preview of the first Drawing associated with the object that allows you to zoom in and out, and pan around the drawing. Any additional Drawings will be displayed as thumbnails.

> [!NOTE]
> Note
> 
> To learn more about uploading and using Drawings and Documents in IMS, see [IMS Drawings](/v414/docs/ims-drawings).

Functional Location

Equipment Condition History

Integrity Management System

Next Inspection Date (= LID + MII)

Measurement Set

Risk Based Inspection

Reliability Centered Maintenance

Pressure Equipment Integrity

Shell-Inspection Design Analysis and Plotting

Likelihood of Failure

Waiting on Paperwork

Corrosion Management Framework

CMF is the methodology and documentation that identifies 1) the DMs that are likely to affect the process Equipment in each section of a unit or facility and 2) the controls and limits necessary to maintain integrity.

Course Mass Factor (for tanks)