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FAQ - IMS Platform (General)

  • Published on Jan 30, 2025
  • 4 minute(s) read
  • Tomislav Renic
  • Elsa Tolsma
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For your convenience, we list here some frequently asked support questions that we received. We will continue building on this list.

Why do I not see the expected Approval button/level?

This is most likely because you have not been assigned the relevant Approval rights for the related Unit / Floc. Your Focal Point can do this for you. For more information see Approval Rights (Privileges) and Security Settings.

Why does my Dynamic Form Checklist not show in my Equipment Condition History (ECH)?

This is most likely because the condition for the Dynamic Form has not been defined, or because the conditions are not met, e.g., it is not relevant for the applicable Equipment. For more information see Defining Conditions for Dynamic Forms

Why do I see the error “The field must be unique” when creating a new user account?

There is an inactive account with the same User Name. To be made visible, Inactive accounts need to be checked in the filter. See Creating IMS User Accounts for more details.

Why am I not able to login after SSO has been setup on my IMS account?

The User Name when setting up an IMS account must match the Active Directory user name for SSO to work correctly. See Creating IMS User Accounts for more details.

Why does the Observation button not show in my (Dynamic Form) Checklist?

The observation button only becomes visible for a field after data has been added in that field. This is because an Observation is an addition to the field data. See Collecting Data with Dynamic Form Checklists for more details on filling in Dynamic Forms.

Otherwise, if data has been added to the field and there is still no button, it would mean that the Dynamic Form field has not been configured to have the Observation option. See Adding Fields to Dynamic Forms to learn how to configure Fields with Observations.

Change and Deferral: If I decline a request as it's not complete and needs to be updated, can the original requester submit the request again after changes have been made?

Yes, the original requester can again submit a request once the needed changes have been made. See Integrated Deferral Approval Process for Schedules and RCM Changes and Deferrals for more information on the Change and Deferral process.

How can I create historical inspection history records?

We recommend creating the Inspection Schedules via import and then crediting then on this past date in ECHs (which can also be created via import). See also How to create historical inspection history records (ECHs).

How can PEI claim ownership for an RCM Equipment / FLOC?

IMS allows PEI inspectors to claim Equipment with an Equipment group owned by PEI. Go to the PEI module and simply create the Equipment / FLOC with the exact name as in RCM. IMs will notify you of the following:

  • This Equipment already exists in the RCM module, meaning SAP or a non-PEI user has already created this Equipment. Being an asset integrity Equipment, you can edit as needed.

  • The parent Id shown for the Equipment will be added to PEI. If you do not want this then change the parent Id to the FLOC of your choice.

To learn more about visibility and ownership see Understanding the difference between visibility and ownership.

What are the requirements for a Schedule to be credited in an ECH?

The Schedule and ECH should be owned by the same Discipline and the ECH should be in Draft. To learn more see Crediting Schedules - Requirements and Consequences.

What are the consequences after an ECH is Final Approved?

If the ECH includes Credited Schedules, these will be updated using an Inspection Complete Event, which will be FINAL APPROVED on the final approval of the ECH. The Schedule will be updated accordingly:

  • Active status: Schedule being credited will become inactive.

  • LID: The Condition Date of the ECH will be the Last Inspection Date of the Schedule.

  • NID: The Schedule is credited, thus there will not be any Next Inspection Date anymore unless the Schedule is recurring. In this case a new Event or inspection Schedule will be created automatically.

If the Credited Schedules are Recurring Schedules, a new Schedule will be created automatically. This will be a copy of the credited Schedule updated with:

  • SAP Release Date (if applicable): SAP Status will be PENDING and the new SAP Release Date will be calculated based on the interval set in Application Settings.

  • SAP Release Date will be calculated based on the interval set in Application Settings.

  • Active status: The new created Schedule will be Active and ADMIN FINAL APPROVED.

  • LID: Condition Date of the ECH will be the Last Inspection Date of the Schedule.

  • NID: The new NID will be calculated based on the time intervals and the ECH Condition Date / Schedule Last Inspection Date.

All Schedules Created from the ECH (normally CAIRs) will be Approved automatically.

Once an ECH is Final Approved, the Approval sidebar will show the remaining options on the ECH: Backout or Edit Condition History.. To learn more see Crediting Schedules - Requirements and Consequences.