View for Easy Capturing of Findings

IMS provides an alternative view of Schedules which facilitates capturing and viewing inspection findings for multiple pieces of Equipment.

The toolbar on the Schedule Main Screen includes a button labeled "Easy capturing findings for multiple equipment". This button will bring you to a simplified view of Schedules. 

To open the simplified view of Schedules:

• Go to the Schedules Main Screen.
• Select the applicable Schedules.
• Click the Easy capturing findings for multiple equipment button in the toolbar.

Click the Easy capturing findings for multiple equipment button in the toolbar.

The Schedules page displays a simplified view of Schedules on the left, featuring a list of Schedules selected in the previous step. The alternate view of Schedules on the right includes a Header and a Menu with multiple tabs.

Simplified view of Schedules with the Schedule List, Header, and a menu with Tabs.

Schedule List

For each Schedule, the Schedule List provides: 

• Related Equipment ID.
• Schedule ID.
• Schedule Description.
• Related ECH status.

Icon	ECH Status
	No ECH created
	DRAFT
	WRITER APPROVED
	LEVEL 1 APPROVED
	FINAL APPROVED

Header

The header displays the Equipment ID of the Equipment associated with the Schedule, the Schedule ID, and the Schedule Description; if an ECH is credited to the Schedule, the ECH's ID and Description will also be displayed.

In the top right corner, the status of the Schedule is displayed. 

Menu with Tabs

The following Tabs are available in the Menu: Information, Checklists, Narrative, Attachments, and Approval. If no ECHs have been credited to the Schedule, only the Information Tab will be available.

Information 

The Information Tab consists of the following sections: Equipment Details, Specs, and Drawings (available only if drawings have been uploaded for that Equipment). For more information about these sections, visit the Equipment Details Page. 

If no ECH has been credited to the Schedule, it is possible to create and credit one from this section.

To create and credit an ECH:

• Select the applicable Schedule from the Schedule List.
• Click Information to open the Information Tab.
• Click the blue Create ECH and credit it button.

Click Create ECH and credit it to create and credit an ECH.

•  Fill in the data in the popup window. 

• Click Save.

Checklist

Once the ECH is created and credited, it is possible to create Checklists from the Checklist tab. For more information on how to create Checklists, see Step D: Specifying Inspection Data and Codes.

Narrative

The Narrative Tab contains a Rich Text Editor which is used to write a Narrative or insert a default one by clicking the Insert default text button.

Attachments

In this Tab pictures, drawings, reports, and other data can be uploaded and saved to be part of the Equipment file. For more information about Attachments, see IMS Details Page. 

Approval

From the Approval Tab, it is possible to approve the ECH. For more information on Approving ECHs, see Step H: Approving ECHs (& Editing & Backout).

Applying Checklist Answers to other Checklists

Once the Electronic Checklist (ECH) has been created and the Checklist specified, the answers from the Checklist can be applied to other Checklists. To do so:

• Select the Schedule from the Schedule List.
• Click on the three dots in the top right corner.
• Click the Apply answers to other checklists button.

Click on the three dots and then on the Apply answers to other checklists.

• Select the ECH to which you want to apply the answers.
• Click OK.