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The IMS navigation is set up in the following way (see the figure below):
1. Site name
2. Settings menus
3. Main menus
a. Hierarchy filtering
b. Filters
c. Search
d. Toolbar
e. Main grid
4. Dashboard
5. Custom queries
6. Feedback
- The site name is the name of your website. The test sites have red labels, while the production sites have only the name.
- The Settings menus shows your user Account, the application Settings, and the Unit system Metrics, and Currency:
- Use the Unit system Metrics dropdown to switch between the imperial and metric system.
- Use the Currency dropdown to select a desired currency.
- The Main menus in the TAT module are Equipment, Schedules, and Condition History. Click on them to see all the relevant items available in the database.
- The hierarchy filters are in grey and represents the site-plant-unit location structure. You can click on the hierarchy filters to select the desired location(s). The grid will then be filtered to show only items in the selected location(s).
- Applied filters are shown in yellow next to the hierarchy filters. Filters can be adjusted by clicking on the filter icon in the right.
- Use the search functionality to search for specific item by name or description. The search is by default a wildcard search.
- The toolbar shows the available actions, like pin to find connected objects, label to label your Equipment, and export to generate an excel sheet of the main grid.
- Dashboards are used to visualize the data available in the main menus.
- Custom reports are used to provide reports and custom insights in the available data.
- Use the feedback button to report feature requests, bugs, or ask for help!
Tips
- For more information on how to use the IMS software interface see IMS User Interface - Basic Navigation.
- For more information on Dashboards see the IMS Dashboards.
- For more information on Custom Reports see IMS Reports and IMS Queries.
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