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    IMS User Interface - Overview
    • 09 Aug 2024
    • 1 Minute to read
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    Contents

    IMS User Interface - Overview

    • Updated on 09 Aug 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

    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.

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