- IMS Platform (General) 1 16
- Symbols Guide
- Abbreviations
- IMS User Interface - Basic Navigation
- IMS Settings 4
- Settings - Overview
- Data Transfer Settings 1
- CMMS Interface
- Importing Data via Settings
- SIDAP Batch (re)Calculation via Settings
- Importing Equipment Images via Settings
- Importing Attachments via Settings
- Importing SAP Dumps via Settings
- Uploading Drawings and Documents
- Uploading 3D Models
- Reviewing Offline Scopes in Settings Updated
- Reviewing Import History in Settings
- Maintenance Settings 3
- Maintenance Settings Overview
- Configuration Settings
- Configuration Settings Overview
- Application Settings
- Responsible Area Settings
- Configuring Measurement Points (MPs) in Settings
- Configuring Matrix Locations in Settings
- Configuring CML Types in Settings
- Hierarchy Type Configuration in Settings
- Configuring the Default Main Menus per User role via Settings
- Configuring Query Tool Intervals in Settings
- Configuring the SAP Release date nr. days in Settings
- Configuring the CMMS Mapping in Settings
- Security Settings Updated
- User Profiles
- RBI Specific Data Settings Updated
- SIS Specific Data
- Schedules Settings Updated
- Corrosion Data Settings
- Specifications/ECH Settings
- Suppliers/Manufacturers Settings
- Common Data Settings
- Company Settings
- IMS Approvals
- IMS Dashboards 1
- IMS Dynamic Forms 1
- Dynamic Forms Overview
- Configuring Dynamic Forms 1
- Creating new Dynamic Forms
- Adding Stages to Dynamic Forms
- Adding Sections to Dynamic Forms
- Adding Tables to Dynamic Forms
- Configuring Fields for Dynamic Forms
- Defining Conditions for Dynamic Forms
- Defining Logic for Dynamic Forms
- Approving Dynamic Forms
- Adding Notes for Dynamic Forms
- Cloning or Iterating Dynamic Forms Updated
- Shared repository (sharing and installing a checklist)
- Deleting Dynamic Forms
- Using Dynamic Forms
- IMS Queries
- IMS Reports
- IMS Task Templates 6
- IMS Drawings
- IMS Interfaces
- IMS Integrity Operating Window (IOW)
- IMS Planned Events
- IMS Schedules (across Disciplines) 3
- Schedules Overview
- IMS Schedules and ECHs across Discipline
- Schedule Types
- Schedule Lifecycle
- Next Inspection Date (NID) – Horserace
- PEI Schedule NID Calculation - Example
- Schedules - Main Screen Updated
- Default Schedules
- Creating Schedules Updated
- Defining Schedules 1
- Approving, Editing and Deferring Schedules
- Integrated Deferral Approval Process for Schedules
- Tying Schedules to Upcoming Events
- Waiting on Paperwork
- View for Easy Capturing of Findings
- Configuring and using MEC Cost
- IMS Condition Histories (ECHs) across Discipline 1
- ECH - Overview Updated
- IMS Schedules and ECHs across Discipline
- ECH Main Screen
- Step A: Creating ECHs
- Step B: Detailing ECHs
- Step C: Crediting Schedules
- Step D: Specifying Inspection Data and Codes
- Step E: Writing Narratives
- Step F: Viewing and Creating new Schedules / CAIRs (from ECH)
- Step G: Reviewing ECHs (Generating Reports)
- Step H: Approving ECHs (& Editing & Backout)
- How to create historical inspection history records (ECHs)
- Crediting Schedules - Requirements and Consequences
- IMS 3D
- IMS Hierarchy
- IMS4Field 1
- IMS Action Items
- IMS AI
- User Support 5
- When IMS is down!
- Releases
- IMS System Requirements
- Using YouTrack
- Requesting Support
- Support SLA & Priority
- Ticket Escalation
- Reporting Security Incidents
- Creating IMS User Accounts Updated
- FAQ 1
- Guides 1
- How to create historical inspection history records (ECHs)
- Understanding the difference between visibility and ownership
- Handling Circuits with a large amount of low quality Measurements
- Handling duplication in RCM Systems
- RBI Dashboard - Data Quantification
- RBI NID Calculation - from Equip Start Date and Inspection Date
- Crediting Schedules - Requirements and Consequences
- Hierarchy Spec Import
- HEMP / ABC Indicator Status Updated
- Material and RBI
- DataIntegrity Dashboard
- Main Grids
- PEI - Recommended Renewal Thickness
- PEI Schedule NID Calculation - Example
- Managing Piping - Pipe vs Piping System
- Common updates explained
- The Help Center 2
- PEI 23
- PEI Overview Updated
- PEI User Roles Updated
- PEI Systems
- PEI Degradation Management - Theory 3
- Degradation Management Theory - Overview Updated
- Degradation Management - Workflow
- Degradation Mechanisms - Classification and Definition
- Age-Related and Non-Age-Related Failure Characteristics
- Corrosion and Remnant Life - Theory
- Barrier Types and Definition
- Corrosion Loop Theory
- IOW Theory
- S-RBI - Theory Updated
- References - Degradation Management Theory Updated
- MEI in PEI
- Degradation Management using S-RBI 4
- Degradation Management using S-RBI - Overview
- S-RBI Workflow Updated
- The Degradation Management (Using S-RBI) Steps 2
- Step 1 Define the Asset (and set up the Hierarchy)
- Step 2 Identify Threats and Barriers (Define the CL)
- Step 3 Start S-RBI Analysis and Assign DMs to Components
- Step 4 Determine most Credible Failure Scenario
- Step 5 Review the Inspection History and Credit DMs
- Step 6 Estimate RL (AR DMs and CUI)
- Step 7 Determine Susceptibility to Failure
- Step 8 Rate Consequence of Failure
- Step 9 Review Overall Criticality 2
- Step 10 Assess Confidence
- Step 11 Review Results – NID, MII, IS, Inspection Effectiveness
- Step 12 Assign S-RBI Results to Schedules and/or update Monitoring Plan
- Step 13 Barrier Verification - Execute, Analyze, Document
- Step 14 Maintain Barriers
- Step 15 Review S-RBI Analysis and IOW
- Calculators
- RBI NID Calculation - from Equip Start Date and Inspection Date
- Guidance per Special Emphasis for Degradation Management with S-RBI 1
- Special Emphasis Components - Summary
- Equipment outside IMS PEI RBI scope
- Corrosive Deadlegs
- Corrosive Injection and Mixing Points Updated
- Dissimilar Welds
- Heat Exchanger Bundles (Shell and Tube)
- Pressure Relief Devices (RV/RD/VB)
- Small Bore Connections
- Tanks - Degradation Management
- Thermal Injection and Mixing Points
- Underground Piping
- Guidance per DM for Degradation Management with S-RBI
- Guidance per DM - Summary
- Stress Corrosion Cracking (SCC)
- Amine Stress Corrosion Cracking
- Corrosion Under Insolation (CUI)
- Creep
- High Temperature Hydrogen Attack (HTHA)
- Hydrogen Induced Cracking HIC/SOHIC
- Lean Amine Corrosion
- Microbially Induced Corrosion
- Non-Corrosive
- Rich Amine Corrosion
- Thermal Fatigue at Mixing and Injection Points
- Degradation Management using RBI 581 1
- PEI Hierarchy
- PEI Functional Locations (FLOCs) 1
- Piping Systems
- PEI Equipment 1
- PEI Corrosion Loops
- PEI CL - Overview
- PEI CL - Main Screen
- Creating and Defining Corrosion Loops
- Creating Corrosion Loops
- Defining CL Boundaries, Process and Potential DMs
- Creating and Defining IOWs
- Defining Degradation Mechanisms
- Adding Notes to DMs and Barriers
- Deleting DMs, Barriers, Notes
- Defining Barriers (and linking to IOWs)
- Copying DMs and Barriers to other CLs
- Linking Circuits to CLs
- Assigning Components to CLs
- Assigning DMs to Components
- Reviewing Barrier Statuses
- CCD Reporting and Approval
- PEI Circuits 2
- PEI Corrosion Calculations and Calc Summary
- PEI Trending and Corrosion Analysis
- S-IDAP - Overview
- S-IDAP Methodology - Dynamic Linear Modeling (4 Models explained)
- Data Selection and starting S-IDAP
- S-IDAP Equipment and Circuits Overview Section
- S-IDAP Details Page Orientation
- S-IDAP Results Tab
- S-IDAP Measurements Tab
- S-IDAP Overview Plot Tab
- S-IDAP Histogram Tab
- S-IDAP TrendPlot Tab
- S-IDAP Isometric Tab
- S-IDAP TrendPlots
- S-IDAP Readings and Edit Measurements Tabs
- S-IDAP Additional Functions and Settings
- S-IDAP Approval Panel
- S-IDAP References
- Appendix: Analysis of a Dynamic Linear Model (DLM)
- PEI Components
- PEI EVA 2
- PEI Special Emphasis 1
- Witnessing 4
- PEI Dashboards 2
- PEI Tutorial Videos
- Fabric Maintenance 1
- Civil 5
- PEI Civil - Overview
- PEI Civil User Roles
- PEI Civil Glossary Updated
- PEI Civil Methodology - Background
- PEI Civil Software Overview
- Key Results of the Civil Analyses
- Setup Register of Civil Assets and Risks 2
- Step 1 Define the Civil Asset in IMS
- Step 2 Start Civil RBI Analysis, assign DMs & define credible Failure Scenario
- Step 3 Determine Condition Status and credit DMs (Civil)
- Step 4 Estimate Remaining Functional Life (Civil)
- Step 5 Determine Probability or Likelihood of Failure (Civil) Updated
- Step 6 Rate Consequences of Failure (Civil) Updated
- Step 7 Review Criticality and Present Failure Risk (Civil)
- Define Civil Inspection Plan
- Define Civil Maintenance Plan
- Additional Civil Methodology Details 2
- Civil Components and Credible Scenarios (Steps 1 & 2)
- Civil Age-Related Failure Modes (Step 2)
- Civil Value of analyzing NAR Failure Modes (including Asset Abuse) (Step 2)
- Civil Credible effects (Step 2)
- Civil Remnant Life – Likelihood Examples (Step 4)
- Civil Susceptibility Class (Step 5)
- Civil Degradation Influence Factors (Step 5)
- Civil Likelihood of Failure (Steps 5 & 7) Updated
- Civil Consequence Examples (Step 6)
- Civil Maintenance Methodology and Susceptibility (Step 7)
- Civil Profile of Failure Risk (Step 7) Updated
- Civil Confidence in Remnant Life Estimate (Step 8)
- Alternate Approach to Civil Interval Factor Estimation (Step 9)
- Define Civil Preventive Maintenance Scenarios (Step 10)
- Estimate Civil Life Cycle Costs for PM Scenarios (Step 11)
- Civil cost Optimization of Risk Reduction (Step 12)
- RCM 3
- RCM Overview
- RCM User Roles
- RCM Basics - 7 Questions
- RCM Business Process
- RCM Common Data
- RCM Terms of Reference - Plan the study 1
- RCM Screen setup and configuration
- RCM Flocs
- RCM Data Import
- RCM Top level Hierarchy
- RCM Equipment
- RCM Equipment Condition Histories (ECHs)
- Updating PLEs in RCM
- RCM Changes and Deferrals Updated
- RCM Schedules
- RCM Tutorial Videos
- RCM Systems 1
- RCM Systems - Overview
- RCM Systems - Basics
- RCM Systems - Creating / Importing
- RCM Systems - Study
- RCM Systems - Tags and Prioritization Updated
- RCM Systems - Functions and Functional Failures
- RCM Systems - Failure Modes & RSLs
- RCM Systems boundary registration
- Moving Analyses to other Systems
- Handling duplication in RCM Systems
- RCM Analysis
- Starting an RCM Analysis
- RCM Analysis - Failure Effects (Step 1)
- RCM Analysis - Criticality Assessment (Step 2)
- RCM Analysis - Strategy Decision (Step 3)
- RCM Analysis - Maintenance Tasks (Step 4)
- RCM Analysis - MEI Calculation (Step 5)
- RCM Analysis - Review & Update via grid
- RCM Analysis - Imports and Exports
- Moving Analyses to other Systems
- One time cost and MEI
- RCM Quality Checks
- RSL Reliability Strategy Library
- MEC board
- RCM Dashboards
- RCM Queries
- RCM Queries - Background
- Working with Queries
- E01: Statistics on RCM Systems
- E02: Number of Failure Modes per Floc or Eq
- E03: RCM Analyses Overview Cr-RR-Appr
- E04: RCM Analyses Changes - Query
- E05: MEC approved tasks query
- E06: MEI threshold and TA's Query
- E07: PLE Queries for RCM
- E08: Floc/Eq Priority data
- E09: Query: to which System-FF are RSL-FM's assigned to.
- No Results ??
- RCM Tips and Tricks
- FCM 3
- FCM Overview
- FCM Workflow
- FCM User Roles Updated
- FCM Definitions
- FCM in Offline Mode
- FCM Navigation - Main Menus 2
- Critical Joints
- Creating Flanges: Flange-FLOC & Equipment
- Creating Flanges - Overview
- FCM FLOC Details Page
- Creating Flange-FLOCs
- Flange-FLOC Details Page
- Creating Flange and Grayloc Equipment
- FCM Equipment Details Page (Level 4)
- Flange Equipment Details Page (Level 5)
- Flange Equipment Design and Calculations
- Grayloc Equipment Details Page
- Grayloc Equipment Design and Calculations
- Bolting Tools
- Creating Jobs and ECHs in FCM
- FCM Dashboards
- FCM References
- Appendix A: Flange Calculations
- Appendix B: Grayloc Calculations
- PLSS 12
- PLSS Overview
- PLSS User Roles
- PLSS Reporting
- PLSS Pipeline Valve Leak and Closure Test
- PLSS Functional Locations (FLOCs) 1
- PLSS CMF
- PL Remedial Actions
- PLSS Equipment 1
- PL Comments Overview
- PL Survey Updated
- PLSS Systems and Degradation Management 1
- PLSS Spares Overview
- PLSS API Document
- PLSS Schedules
- PLSS Schedules Overview
- PLSS Schedule Types
- PLSS Schedule Lifecycle
- PLSS Schedules Main Screen
- Creating PLSS Schedules (Assessment, Inspection, CAIR, Preventative)
- PLSS Schedule Details Page
- Approving, Editing and Deferring PLSS Schedules
- Changing NIDs of PLSS Schedules
- Tying PLSS Schedules to Upcoming Events
- PLSS Schedule with Inspection Locations
- PLSS Custom Reports & Queries
- PLSS Condition History
- PLSS Condition History Overview
- PLSS ECH Main Screen
- Creating PLSS ECHs
- Detailing PLSS ECHs
- Crediting PLSS Schedules
- Specifying PLSS Checklists
- Selecting PLSS ECH Integrity Status
- Overriding PLSS Next Inpection Date (NID)
- Writing PLSS ECH Narratives
- Viewing and Creating new PLSS Schedules / CAIRs (from ECH)
- Reviewing PLSS ECHs (Generating Reports)
- Approving PLSS ECHs
- Bulk Approving PLSS ECHs
- Creating Anomalies in PLSS ECHs
- PLSS Anomalies
- PLSS Campaigns 1
- PLSS Campaigns Overview
- PLSS Campaigns - Main Screen
- Creating PLSS Campaigns
- PLSS Campaign Details Page
- Reviewing PLSS Campaign Scope
- Adding Equipment to PLSS Campaigns
- Adding Schedules to PLSS Campaigns
- Approving PLSS Campaigns
- Creating Workpacks in PLSS Campaigns
- Importing Campaing Workpack Excel Files
- Approving PLSS ECHs and Findings
- Creating PLSS Campaign Type Corrosion Assessment Pipelines
- Creating PLSS Campaigns Type Underwater Eq. Activities Updated
- PLSS Dashboard
- PL Fit for Service 2
- PL Internal Corrosion Assessment
- PL Internal Corrosion Assessment
- PL Internal Corrosion - Degradation Management
- PL Internal Corrosion - Corrosion Monitoring
- Hydrocor Light
- PL Internal Corrosion - Schedule
- PL Internal Corrosion - Condition History
- PL Internal Corrosion - Finidings and Anomalies
- PL Internal Corrosion - Sectioning
- PL Internal Corrosion Assessment Appendices
- PL External Corrosion Assessment
- PL External Corosion Theory
- PL External Corrossion Assessment
- PL External Corrosion - Degradation Management
- PL External Corrosion - Impressed Current CP
- PL External Corrosion - Sacrifice Anode CP
- PL External Corrosion - Excor
- PL External Corrosion - Schedules
- PL External Corrosion - Condition Histories
- PL External Corrosion - Findings and Anomalies
- PL External Corrosion - Sectioning
- PL CP
- PL External Corrosion and ECH
- PL Risk Based Assessment 2
- PL Scenario Assessment
- PL ILI Comparison
- PLSS Training 3
- PLSS Overview Training
- PLSS FLOC Training
- PLSS Equipment Training
- PLSS System and Degradation Management Training
- PLSS Schedules Training
- PLSS Condition History and Anomalies Training
- PLSS Campaigns Training
- PL FFS Training Updated
- PL External Corrosion Assessment Training
- PL Internal Corrosion Assessment Training
- PL Risk Based Assessment Training Updated
- PL Remedial Actions Training
- PL Scenario Assessment Training
- PL ILI Comparison Training
- PL Non-Piggable Pipelines Training Updated
- PLSS Dashboard Training
- PLSS Reporting Training
- PL Comment Training
- TAT
- TAT - Overview
- TAT User Roles
- TAT Workflow
- TAT Basic Navigation
- Finding your TAT Equipment
- Reviewing Previous TA Findings
- Scheduling Equipment for a TA
- Creating an ECH for a TA
- Generating the TA Checklists
- Capturing TA Findings in the ECH
- Generating a Discovery Work Request
- Creating a CAIR for Discovery Work
- Approving the ECH
- Reviewing TA Progress in the Dashboard
- SIS 2
- SIS Overview
- The Safety Lifecycle
- SIS Glossary Updated
- SIS User Roles
- SIS Hierarchy
- Approval Process in SIS
- SIS Dashboards
- SIS Settings
- SIS Custom Reports & Queries
- SIS HAZOP
- HAZOP Overview
- HAZOP Main Screen
- Creating New HAZOPs
- HAZOP Details
- Residual Risk HAZOP Template
- SIS Drawings
- SIS LOPA
- LOPA Overview
- The LOPA process steps in IMS
- LOPA Main Screen
- Creating New LOPAs
- LOPA Details
- LOPA Details Page - Overview
- LOPA Tab
- LOPA Tab - Layout
- LOPA Tab - Toolbar
- LOPA Tab - Keyboard Shortcuts
- Assessment Summary (LOPA)
- Defining Initiating Events
- Defining Barriers (LOPA)
- Calculating and evaluating the Overall SIL
- Adding SIF Analyses to LOPAs
- Determining the SIF Analysis Target PFD
- Approving LOPAs
- Syncing HAZOPs with connected LOPAs
- LOPA Team Composition Tab
- LOPA Additional Information Tab
- Documents Tab
- Revision History Tab (LOPA)
- Recommendations Summary Tab (LOPA)
- Safety Critical Elements Tab (LOPA)
- Actions Tab (LOPA)
- SIS Change and Deferral
- SIF Analysis 1
- SIF Analysis Overview
- The SIF Analysis Steps
- SIF Analysis Main Screen
- Starting New SIF Analyses
- Determining the SIF Analysis Target PFD
- SIF Analysis Details Page 1
- SIF Analysis Details Page Overview
- SIF Analysis General Tab
- SIF Analysis Team Composition Tab
- SIF Design tab 1
- SIF Design Tab Layout
- Designing SIF Subsystems (Building the Hardware Configuration)
- Defining SIF Success Criteria
- Tuning and Setting SIF Test Intervals
- Calculating SIF Achieved PFD and Verifying Integrity
- Verifying SIF Dangerous Fault Tolerance requirements Updated
- Verifying SIF Performance
- Verifying SIF Response Time
- Approving the SIF Design
- SIF Assessment Status
- SIF Design Status
- Revision History Tab (SIF Analysis)
- Documents Tab
- Regulations Tab (SIF Analysis)
- Overall Notes Tab (SIF Analysis)
- Recommendations Tab (SIF Analysis)
- Assigning Tests to Equipment Schedules
- SRS Report
- SIS Tutorial Videos
- SIS FLOCs
- SIS Equipment
- SIS Schedules
- SIS Condition history
- SIS Bowtie
- Print
- DarkLight
- PDF
Importing Data via Settings
In the Import Data section of the Settings Menu, an Import Wizard is provided for importing data in bulk. An import type can be selected (e.g. FLOC, Equipment, Measurement Set, RBI Assessment, etc.) and then the Import Wizard steps can be followed. But first, an Excel Import Template must be downloaded. The template will be populated with validated lists containing data that may be specific to your site.
Take Note
The import button, shown in many of the grid toolbars, will also navigate you to this Import Wizard with the appropriate import type preselected. You can reach the Import Wizard also via the import button in the grid toolbar.
Importing Data
Importing data into IMS may at first prove to be a daunting task as some of the templates contain many columns. Every column represents a specific field that is available on one of the many detail pages in IMS.
Best practices
Here we will list some of the methods and techniques that offer the most favorable user experience.
The recommended method is to select a specific scope of data from any of the IMS grids and then use the Export for Import option. For example, if the user has any doubts regarding the data that needs to be entered into the template, the user can go to, e.g., the Floc Main Screen grid, and from there perform an Export for Import. The obtained template will provide an example of the data that is expectd to be entered.
While the import process may be completed starting from a blank Excel file, this is not recommended. IMS templates contain many columns, some of the columns are validated to help you enter correct data, and the cells themselves are already preformatted as dates or numbers, where applicable.
We do not recommend altering the template in any of the following ways: removing or adding columns, changing the column order, overriding the validation, or changing the cell formats.
We do not recommend using formulas, extra formatting in cells, or references to external files.
How to import
Preparing the import file
Use Export for Import to obtain an appropriate template from any of the IMS grids. (You can also download the required Template from the Import Data page. However, doing so will render a blank template that will need to be populated with data manually.)
Open the Excel file and enter the data in the fields (yellow columns are typically mandatory).
Save the file on your local PC.
Go back to the Import Wizard (Settings \ Data Transfer \ Import Data).
Completing the import process
Step 1 - Click Browse and select the prepared import template.
Step 2 - Select the import type and click Next.[1]
Step 3 - A mapping dialog shows the fields that can be imported with a combo box, from which one of the import file headers can be selected. Where applicable, select the correct header and the UoM and click Next.
Step 4 - The import is tested, and the results are shown to the user. Validation errors, and modified, or to-be-created, objects are reported.[2] [3] To finalize, click Next.
Step 5 - Click Show entities to see the newly created/updated entities in the applicable Main Screen grid.[4]
Notes
[1] The IMS importer will automatically detect the import type if the Excel file name prefix is not altered. For example, the Schedule import template filename starts with Schedule-export-for-import-Metrics which tells the importer that the import type is Schedule and that the Unit of measure used in it belongs to the Metrics system. [2] Validation errors during import can be reviewed after clicking the appropriate buttons.
(1) Individual information icons on the top show additional information for every error.
(2) The exclamation icon shows all the issues for every row in the import file that did not pass validation.
[3] An Excel file with errors and updates can be downloaded by clicking the click here button below the Import Wizard summary. [4] Automatically stored import History can be accessed under Settings\ Import data\ Import History.
Correctly identifying IMS entities
IMS entities that have a serial number instead of a custom user-generated name (such as Schedules, ECHs, and Tasks) will be created through the appropriate import type if the respective column in the import file (Schedule, Condition History ID or Unique Task Number to refer to the previous example) is left blank.
In other words, if the same template, without the names being provided, is imported two times, two sets of entities with the same information will be created.
To change/edit entities created through import, you will need to first select all of the newly created entities in the appropriate IMS Main Screen grid (for example, Schedule) and then proceed to Export for Import the data. The template obtained in such a fashion will contain the correct entity names and it can be used for updating the already existing data.
Importing multiple files and sheets
Note: Only applicable to FLOCs, Equipment, and Schedules.
To import multiple files and sheets:
Select the Multiple Import Tab.
Select all file(s) required.
Select the Sheets and Import type for each file.
Click Next to follow the rest of the Import Wizard steps.
Data cannot be deleted via Import
Important
The import functionality cannot be used to delete data. If you leave a field in the import file blank, the import will only skip that field. The value will not be deleted in IMS. Where appropriate, a dash - can be used to set the field value to default.
Export for Import
Most IMS grids allow the data to be exported into an export-for-import template and imported back by using the import functionality, e.g. RBI, CCAM, etc.
For example, for RBI the export for import functionality is available on the RBI grid. You can select this option from the RBI main grid toolbar, in the export option. When this option is selected, data will be exported in the fully detailed RBI import template format. You can then use this Excel sheet to modify existing assessments or apply / copy assessments to compatible Components.
Another example is CCAM data, which can be exported from the Equipment Main Screen grid. Data can then be modified in the Excel file and imported back into IMS.
Also, RCM Analyses can be exported for import.
Importing RCM Data
In Importing RCM Data you will find additional guidance on RCM data imports.
Importing Specs
There are two options for exporting and importing Specs in IMS.
Legacy Spec import type
Take Note
Legacy Spec export only supports preconfigured Spec types, which depend on the selected Location Type and the Equipment Group. Only a limited set of Specs are preconfigured, and both the Location Type and Equipment Group have to match, for Equipment Specs to be exportable.
Floc/Equipment Specs Templates can be generated from the FLOC or Equipment Main Screen.
For these templates, you need to select the Floc/Equipment Specs import type. Considering that the Legacy Spec export is heavily dependent on the configuration, a blank import template is not available.
Hierarchy Spec import type
The other option for Exporting and Importing Specs is the Hierarchy Spec Export. This generic Spec import type supports all IMS entities that can have specs, i.e., Flocs, Equipment, Components, Circuits, and CMLs. However, for the time being, the export option is only available on Flocs and Equipment.
The advantage of the Hierarchy Spec import type is that it is not limited to a preconfigured set of Specs, nor are there any limitations on Hierarchy.
To learn more about importing and exporting Hierarchy Specs see Hierarchy Spec Import.
Importing Piping Systems
To add Piping Systems using the Import Wizard, download the Piping System template and follow the instructions included in the Excel template.
To re-assign pipes from one piping system to another, two import actions are needed:
Add a row to the template to remove a piece of Equipment from an existing Piping System.
Add a second row to assign that piece of Equipment to another Piping System.
The piping template contains further instructions and examples.
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