IMS Details Page

The Details Page is where the item is defined in more detail. Child objects can often also be created from here. 

Opening a Details Page

You can open an item's Details Page by clicking the blue hyperlink of that item - in either a Main Screen (Grid List) or on another Details Page. For example, in the FLOC Main Screen, click on a link in the Floc ID column to open the details for that FLOC. 

The details are shown as a page on top of the Main Screen (Grid List). To go back to the Main Screen (Grid List), just click somewhere on the Main Screen (Grid List) page, which is still behind the Details Page, or select it from the menu again.

Header

The header of the detail page shows the name of the item (e.g. FLOC, Equipment, Circuit, etc.) and several navigation options. Not all below options are available for all Details Pages. The Details Page icons:

Revision Button

All changes made by users are visible when clicking on the Revision button. It is applicable to the Details section, but also other Rich text default sections, like the Narrative.

Rich Text Default

For some Detail Page sections, IMS offers the possibility to define rich text defaults. This default text can be defined in Settings\Maintenance\Common Data\Rich Text Default. See Common Data Settings.

You can also define a default text directly from the section in the Detail Page's window, e.g. the Narrative section on the FLOC Details Page:

• Click Edit.

  

   

• Click Add new default.

When default text has been defined for a section, this text is available to be selected when Editing the item's section. To do this:

• Click Edit (if not already in Edit mode).

• Select the default text from the drop-down.

• Click Insert default text.

  

Specs Section

Most Details Pages have a Specs section that stores the relevant Specifications. For example, the Specs section of the Equipment Details Page stores the asset integrity data for the Equipment, such as specific operating parameters, start date, design pressure, operating temperature, and fluid type. Specifications are configured for all levels of hierarchy (Locations, Equipment, Components, Circuits and CMLs) and are also based on the Location/ Equipment/ Component/ Circuit Type. For Example, in the case of the Equipment Details Page, the available Specs depend on the Equipment group (e.g. AIRCOOLER, BOILER, VESSEL, PIPE). This configuration is done in Settings. You can see it in Settings \ Maintenance \ Configuration \ Configuration per Hierarchy Type. 

The table below explains this data grid.

Circuit Specs grid:

Adding Specs

To add Specs:

• Click Edit.

  

   

• Use the search function or check one of the filters to find specific specs.

• When done, click Approve to Approve the Specs. Note: By default the Spec Approvals feature is not enabled. This can be enabled with the Application Setting "ShowSpecApproval". If this is needed contact your Focal Point.

For more information on Approval see IMS Approvals.

Inheriting Specs

When also present on the parent Specs can be inherited. For instance, some Equipment Specifications can be inherited from the parent, i.e., FLOC. If a spec is being inherited the Inherit column will show   in read mode and the Spec value will continually be aligned with the parent Specs.

To activate the inheritance:

• Click Edit.

• Check Inherit.

• All available Specs on the parent will then be inherited.

• Per inherited Spec, check / uncheck its Inherit box to enable / disable the inheritance. Note: If a Specs on the parent FLOC has no value, then the box will be disabled.

The tables below explains the Inherit column icons.

Inherit column icons when in Edit mode:

Inherit column icons when in read mode:

Inheriting by default

Specs can be inherited by default from its parent. This is configured in Settings (see Application Settings).

Drawings and Documents

See Uploading drawings and documents.

Attachments Section

In this section pictures, videos, drawings, reports, and other data can be uploaded and saved to be part of the specific Details Page (e.g., Equipment). You can either just drag and drop your files to here or open your file browser to select files to upload. When using a mobile device in the field, you can also use the camera button to take pictures and upload them directly. The figure below highlights the available functionality in the Attachment section.

When you select an attachment, additional functionality becomes available. The table below explains what the functions do.

Viewing Attachments

To view and attachment:

• Select the attachment by clicking on it and click open.

The selected attachment will open either in a separate window, such as with PDF documents, or in an integrated viewer for images and videos.

Annotating Images

You can add annotations to image files such as JPG or PNG. To add annotations to an image:

• Select the Image from the Attachments Section and click open or annotate.

The image will be displayed in your browser with a back button in the top left to close the image, zoom buttons on the right-hand side of the image, and an Toggle Annotate Controls button in the bottom left.

• Add annotations to the image using the annotation toolbar on the bottom right.

• Click Save to save your changes.

Viewing Videos

The integrated video viewer in IMS can handle videos in the following formats:  mp4, ogg, webm and mov. After uploading a video to the Equipment attachments section, you can view the video directly in IMS. To view a video:

• Select the desired video in the attachments section.

• Click open.

The video will be opened in the IMS video player. The video player allows you to play, pause, move to a specific point in the video using the progress bar at the bottom. To adjust the playback speed, click the menu button in the bottom right.