---
title: "IMS Platform (General) Release 2023.3"
slug: "ims-platform-general-release-20233"
updated: 2026-10-27T23:12:31Z
published: 2026-10-27T23:12:31Z
canonical: "ims-handbook.cenosco.com/ims-platform-general-release-20233"
---

> ## 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 Platform (General) Release 2023.3

November 2023

Release 2023.3

Note: These Release Notes cover enhancements applicable to the IMS Platform. All product specific enhancements are described in the dedicated product Release Notes.

---

## Action Items Improvements

[IMSFB-31363](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-31363)

Additional functionality has been added to the Action Items functionality in IMS. Some of the improvements include the ability to:

- Assign Action Items to assignees and reviewers.
- Send email notifications to assigned users.
- Define status and category for Action Items.
- Add comments and attachments to Action Items.
- Create Action Items for specific objects, such as Equipment.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1700050067297.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)New Action Item dialog.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1700050103080.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)Action Item List.

User InstructionsTo learn more about using Action Items, see: [IMS Action Items](/v414/docs/action-items-overview).

## User Registration Improvements

### Welcome email for New Users

[IMSFB-28712](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-28712)

From now on when new users are created in IMS an email is sent with a welcome message and some additional account information.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(167).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

### User Account Export for Import

[IMSFB-38983](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-38983)

User Accounts can now be Exported for Import. This way User Accounts can be edited in Bulk.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-CJDQ2MGY.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

### Expired date added to User Import Template

[IMSFB-28146](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-28146)

An Expired date has been added to the user import template, as well as to the export for import sheet. When an Expired date has been set, users will not be able to login after this date.

User InstructionsTo learn more about User Accounts see: [Security Settings](/docs/security-settings#users).

## Schedule and ECH Improvements

### Aligning Schedules and ECHs across Discipline and making everything visible

[IMSFB-36360](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-36360)

Schedules and condition histories are now aligned across Disciplines. This allows IMS to show all schedules and condition histories across all the disciplines. For this the RCM and SIS Schedules and ECHs were updated. For more information see the [RCM RNs](/docs/rcm-release-20233#schedule-and-ech-improvements) and [SIS RNs](/docs/sis-release-20233-draft#aligning-sis-schedules-and-echs-with-schedules-and-ech-across-discipline).

Schedules and ECHs pre-filtered by Discipline

[](/docs/rcm-equipment-condition-histories)[IMSD-34283](https://cenosco.myjetbrains.com/youtrack/issue/IMSD-34283)

By default, Schedules and ECHs are now pre-filtered by the Discipline(s) set for the user, on all FLOCs and Equipment.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201(939).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about Disciplines see: [Schedules and ECHs across Discipline](/docs/ims-schedules-and-echs-across-discipline) and [RCM Schedules](/v2023-3/docs/rcm-schedules).

### Support for different Schedule Categories

IMS can now support different Schedule Categories. The default Schedule Categories are:

- Category 1 – Integrity Issue
- Category 2 – Reliability Issue
- Category 3 - Long Term Inspection or Reliability Issue

The CSA can Define these Categories in Settings: Here he can add new Categories and also assign Business logic to determine when to show Categories. [Contact support](/v414/docs/requestingsupport) if you will to have new Categories configured for you. ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-8RV7GCAG.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

To learn moreTo learn more about Schedule Category configuration see [Schedules Settings](https://ims-handbook.cenosco.com/v414/docs/inspection-schedules-settings#schedule-category). 

### Marking Schedules as TA Candidates

[IMSFB-30188](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-30188)

We've added a new feature that allows you to mark a Schedule as "TA Candidate", "Not TA Candidate" or "-" (not assessed to require TA) from the drop-down menu. Previously, you could only check the checkbox if the Schedule was TA Candidate.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image1%20(7).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn to mark a Schedule as a TA candidate see: [Creating Schedules](/docs/creating-schedules-inspection-cair-and-rbi-re-assessment).

### Equipment Description added to Schedules Main Screen

[IMSFB-40298](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-40298)

The Equipment Description can now be added as a column in the Schedules Main Screen Grid. It is not shown by default but can be added via the toolbar settings.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-WVNIKF4W.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about the grid settings see: [IMS Main Screen (Grid List)](/docs/basic-navigation-other-main-menu-options#configuring-grids).

## Dynamic Forms

### Dynamic Forms Lookup List Improvements

[IMSFB-30005](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-30005)

[IMSFB-36656](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-36656)

It is now easier to manage Lookup Lists used in your Dynamic Forms. You can now access and edit all of the Lookup Lists used in your Dynamic Form directly from the Logic Tab in the Design Wizard.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1696425589070.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)Managing Lookup Lists assigned to your Dynamic Form.

Using the Lookups grid in the Logic Tab in the Design Wizard, it is now possible to rename any of the custom or cloned Lookup Lists used in your Dynamic Form.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1700124989784.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)Editing Lookup List Names.

User InstructionsTo learn more about editing Dynamic Forms Lookup lists see: [Managing Lookup Lists](/docs/defining-lookups-for-dynamic-forms#editing-lookup-lists).

### Improved Dynamic Forms Field Calculator

[IMSFB-37956](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-37956)

The same calculator used for Dynamic Forms Validation Rules can now be used to perform calculations in Fields in your Dynamic Forms.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1700473848009.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)Formula Calculator for Dynamic Forms Fields.User InstructionsTo learn more about creating and editing Fields in Dynamic Forms, see: [Adding Fields to Dynamic Forms](/docs/adding-data-fields-to-dynamic-forms#other-field-properties).  
To learn more about using the Calculator, see: [Formula Editor](/v2023-3/docs/defining-validation-rules#formula-editor).

## IMS4Field now supports Offline work for all Disciplines and specific URLs

IMS4Field can now be used by all the Disciplines: PEI, RCM, PLSS, Civil, TAT, FMA, FCM, and SIS. Offline work is now also supported, i.e., IMS4Field can be used on your phone/tablet/laptop device in environments without internet connection.

If active, single-sign on (SSO) can be used to login in IMS4Field. Direct URLs can be used for easier navigating in IMS4Field:

- [ims4fieldURL]/[LocationName] to preselect the location (without spaces).

> Example: IMS4Field.cenosco.com/Sandbox – opens the IMS4Field with Sanbox as location
> 
> ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-8HSZ46X3.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

- [ims4fieldURL]/[LocationName]/schedule/[ScheduleName] to open specific schedule.

> Example: IMS4Field.cenosco.com/Sandbox/schedule/INSP00225801 - opens Schedule INSP00225801 in IMS4Field
> 
> ![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(93).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about IMS4Field see: [IMS4Field](/docs/ims4field).

## Collecting occasional User Satisfaction Level

As part of regular user satisfaction level research, IMS will start to show an occasional (up to twice a year) option to provide a satisfaction level from level 1 to 10 within the IMS app. Users are welcome to share their satisfaction level and a comment about IMS. These comments are going straight to the customer experience team who’s goal it is to maximize the user satisfaction level. The survey can be dismissed/canceled at any time.![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-6ZOR890E.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%202(94).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

## Planned Events Improvements

### New Columns in Planned Events Main Screen

[IMSD-33095](https://cenosco.myjetbrains.com/youtrack/issue/IMSD-33095)

The following three new columns were added to the grid on the Planned Event Main Screen:

- Nr of Equipment.
- Nr of Schedules.
- Nr of ECH.

The columns display the number of Equipment, Schedules, and ECHs associated with the Planned Event, respectively.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_192.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

### Bulk Approval of Planned Events

[IMSFB-29708](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-29708)

Additionally, we have added a new feature that allows *Bulk Approval* of multiple selected Planned Events from the Planned Events Main Screen. This feature is only available for Events that have not yet been final Approved.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_193.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about Planned Events see: [IMS Planned Events](https://ims-handbook.cenosco.com/v414/docs/ims-planned-events).  
To learn more about how to Bulk approve multiple Planned Events see: [Approving Planned Events in Bulk](https://ims-handbook.cenosco.com/v414/docs/ims-planned-events#approving-planned-events-in-bulk).

## Import & Export Improvements

### Schedule Import Templates Updated

[IMSFB-36972](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-36972)

As the Planned Event field moved to the description section of the Schedule, the import templates had to be updated accordingly: We've removed the column Planned Event from the "Schedule" Import Template and added the column Planned Event to the "Schedule Descriptions" Import Template.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image%20(4).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image1%20(8).png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more on importing Schedules see: [Importing Data via Settings](/docs/importing-data-via-settings).

### Selecting All Labels for Export

[IMSFB-33805](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-33805)

Now in the Settings \ Maintenance \ Common Data \ Label, it is possible to select all Labels (or only the required ones) when you want to export them. This way you can make bulk updates to all required labels with one export and one import.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-AJI19LT5.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about managing labels in settings see [Common Data Settings](/docs/common-data-settings#label).

## Last Exceedance calc Date & Time shown on IOW Details Page

[IMSFB-34590](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-34590)

The Exceedances (IOW) section on the Integrity Operating Window Details Page now shows the date and time when the Exceedances were last calculated. Note that the date and time will not update if the Exceedance calculation failed or was not completed. This can occur due to reasons such as the PI service being down, the PI Tag not being found, or no values being found.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Screenshot_182.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo find out more about the Exceedances and IOW Details Page see: [IOW Details Page](/docs/iow-details-page).

## Change and Deferrals: Selecting all FLOCs and Equipment

[IMSFB-34254](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-34254)

It is now possible, when a Change / Deferral is create to select all FLOCs / Equipment with one checkbox.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic%201-KQPCBPWP.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)

User InstructionsTo learn more about Change and Deferrals see: [PEI Deferrals](/docs/deferring-schedules) and [RCM Deferrals](/docs/rcm-changes-and-deferrals).

## Support for Searching Multiple Drawings and Documents Sources

[IMSFB-40748](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-40748)

When searching for Drawings and Documents in IMS, you can now select one or more sources including Folders, and Assai, SDx or SharePoint document management systems.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1700146019863.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)Search for Drawings and Documents from Multiple Sources.User InstructionsTo learn more about using Drawings and Documents in IMS, see: [Drawings and Documents](/docs/drawings-overview).

## 

## IMS 3D

### 3D Mapping of FLOCs, Equipment and Components

[IMSFB-39799](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-39799)

It is now possible to assign Equipment and Components to 3D Models. Previously only FLOCs were able to be mapped in a 3D Model.

### 3D Dashboard: Default Configuration for 3D Filters

[IMSFB-36284](https://cenosco.myjetbrains.com/youtrack/issue/IMSFB-36284)

IMS now includes default color settings for each entity type in 3D Filters. Previously, color schemes had to be defined for each Site.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-1699432748497.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A10%3A06Z&se=2026-10-28T16%3A10%3A06Z&sr=c&sp=r&sig=ebSsQqbqAxC3%2BGW0zWRbB2XhZkpVfdMWBIuK7UiHUjo%3D)3D Filters include default color settings.User InstructionsTo learn more about the 3D Dashboard and filters, see: [3D Dashboard](/docs/3d-dashboard-3#filtering).