Schedules - Main Screen

Updated on 07 Nov 2024
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The Schedules Main screen shows an overview grid, with a list of Schedules.

Listing Schedules (the Overview Grid)

To see the list of registered Schedules:

Go to the IMS Main Menu.
Click Schedules to go to the Schedules main screen.

Click on the Schedules Main menu, to list all Schedules.

Use the scoping bar, the filter, or the search functionality to list the desired Schedules.

Find Schedules using the scoping bar / filter / search functionality.

Each record shows several fields, summarizing the Schedules (see the table below). To see more, click on the Settings icon in the toolbar and add additional fields.

Click on the settings icon to modify the grid.

Default Schedules data in the Schedule record:

Column	Description
Active	The Active flag shows for each Schedule whether it is active or inactive: Active Schedule Inactive Schedule
Source	Not applicable to all modules. Indicates if the source is CMMS or User-created.
Schedule	Name and ID of the Schedule. The name can start with: DFLT for default Schedule INSP for inspection Schedule CORR for a corrosion Schedule CAIR for a CAIR RBI Reassessment for an RBI analysis
Description	A description specified by the user.
Responsible Person	The user who is responsible for the Schedule.
Unit	The unit name.
Equipment ID	Equipment to which the Schedule is assigned to, click on the Equipment ID to open the Equipment details.
Circuit	The Circuit name for Corrosion Schedules.
Schedule Type	The Schedule type: Default, Inspection, Corrosion, CAIR or RBI Reassessment.
Scope	PLSS Specific: Type of activities that need to be completed (e.g. Underwater Activities, Assessment, Testing, Overlands Survey, Inspection…).
Plan codes	PLSS Specific: Specific activities that need to be completed (e.g. Valve Partial Closure Test, CP Test Post Survey, Valve Leak Test(Volume))
Schedule Category	Category of the Schedule specified by user: Category 1: Integrity Category 2: Reliability Category 3: Long term reliability Category1 is the default (this has been set in Settings \ Maintenance \ Inspection/Schedules \ Schedule Category). For more information on the Categories see Creating Schedules (Inspection, CAIR, and RBI Re-Assessment).
Last Insp Date	Last inspection date on recurring Schedules for which a previous Schedule was already credited.
Next Insp. Date	The Schedule’s Next Inspection Date (NID).
Exact Time Interval	Exact Time Interval
Pending Status	The status of the Schedule (e.g. None, Recalculation, Extension, Insp Complete, or Sched Edit / New Insp). You can also use the filter to only show Schedules with a specific status.
Status	The current Approval status of the event.
Discipline	The relevant Discipline to which the Schedule belongs. See IMS Schedules and ECHs across Discipline.
Campaign name	PLSS Specific: The name of the Campaign the Schedule is assigned to, click on the Campaign name to open the Campaign details.
Campaign status	PLSS Specific: The Status of the Campaign the Schedule is assigned to (e.g. Open, Closed).
Campaign type	PLSS Specific: The Type of the Campaign the Schedule is assigned to e.g. (CP Testpost Survey, Corrosion Assessment Pipelines, Underwater Eq. Activities)
Legal / local inspection / jurisdiction	Legal / local inspection / jurisdiction.
SAP Order Nbr.	The SAP Order Number.
SAP Notification Number	The SAP Notification Number.
Rec.	Recurring Schedule (true/false).
Off.	Offline Schedule (true/false).
Intr.	Intrusive Schedule (true/false).
BNID	Before Next Inspection Date
Calendar	Shows a timeline for the Next Inspection Date (NID).
ANID	After Next Inspection Date
Nr. Of Attachments	Number of attachments
Time interval	Schedule time interval for recurring Schedules.
Labels	Custom labels which can be assigned to each record.
Has WOP	Shows if Schedule is marked for Waiting on Paperwork (WOP).
WOP Status	Categorization of how long the Schedule is pending for WOP, e.g. “0-30 days”, “30-90 days”, “Overdue”
Corrosion Loop	The linked Corrosion Loop.
Coming event date	The date of the first coming event, e.g. turnaround will show here
MTO	Manage Threats and Opportunities
MOC	Management of Change
Supervision	Applicable when Witnessing is enabled.
Authority	Applicable when Witnessing is enabled.
Inspection Reason	You can also show the Inspection Reason (inherited from the FLOC) here. This column is hidden by default but can be made visible through Settings.

Schedules Menu Toolbar

There are several shortcuts or available features that the Schedule toolbar can be used for. For more information on the toolbar see IMS Main Screen (Grid List).

Assigning Responsible Person

The Schedule Menu Toolbar allows you to assign the Responsible Person to Schedules in bulk. To add the Responsible person button to your toolbar see Configuring Toolbar.

To assign the Responsible Person to Schedules:

Select the Schedules you want to assign the Responsible Person to.
Click on the Responsible Person button in the Toolbar.
In the popup window the Responsible Person field will be prefilled with your username. You can also type another inspector's username here or Search for it using the Search feature.
Click Save.

The Responsible Person field will be prefilled with your username. Use the Search feature to search for a username or type it in and then click Save.

"Easy Capturing of Findings" View

IMS provides a simplified view of the Schedules where you can capture finding click the Easy capturing finings for multiple equipment button. For more information, see Easy Capturing of Findings View .

Filtering Schedules

From the Schedules overview page, several filters can be used to drill down the search results for the shown list of Schedules.

To filter a list:

Click on the filter button.
Check the filters that you want to use and click Show ….; or
Select a range and click the green arrow.

For more information on filters see IMS Main Screen (Grid List).

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What's Next

Default Schedules

Table of contents

Listing Schedules (the Overview Grid)
Schedules Menu Toolbar
Filtering Schedules