IMS Main Screen (Grid List)

In general, except for the Dashboard, the following sections / tools are available per menu item.

Search

The search bar can be used to search in all available columns in the grid or in a specific column. 

To search in all columns:

• Use the text field to enter a specific string.

• Click <Enter>.

To repeat a previous search:

• Click on the Search field.

• Both the Last searches and Columns section appears.

• Select one of the last searches.

• Click <Enter>.

To search for a value in one particular column:

• Click on the Search field.

• Both the Last searches and Columns section appears.

• Select a column from the list.

• Type the string value you wish to search for.

• Click <Enter>.

• The results will only show items for which that string value is available in the selected column.

Hierarchy

When you click the Hierarchy button, the Hierarchy side panel opens and shows a tree view of the full Site. Locations are organized in Site – Plant – Unit – FLOC (see PEI Hierarchy - Overview or RCM Top level Hierarchy). A piece of Equipment has a purpose, a function. The functional location (FLOC) might have specific operating parameters: flow rates, temperatures, pressures, fluid composition. Often a FLOC has one piece of Equipment. FLOC IDs never change, at least until the Unit or the FLOC is retired. Generally, each FLOC has one child, which is a piece of Equipment (with an Equipment ID). Some FLOCs cover more than one Equipment group, e.g., For Exchangers-FLOCs two separate pieces of Equipment can be assigned: a Bundle and an Exchanger.

The links in the image above redirect you to the detailed screens for that particular FLOC, Equipment, Circuit or Component (all of these are not available in all modules). When clicking on the Hierarchy button from any detailed page (e.g. Equipment or ECH), the location for that specific item is expanded. To close the Hierarchy view, click on the Hierarchy button again. Note: It is not possible to create new object from here - this is used for navigation purposes only. 

Details for Sites, Plants and Units are registered and organized in Settings\Company\Toplevel (see Configuring the Toplevel via Settings). While the Functional Locations (FLOCs) are registered in the FLOC main menu.

Feedback

The Feedback button can be used to report issues, ask questions, suggest new features. You can also access the IMS Handbook from here.

To give feedback:

• Provide a title - a one-line description.

• Select the Type of feedback:

  • "Support" - if you need help.

  • "Bug" - something is not ok.

  • "Question" - there is something you would like some information about.

  • "Feature" - you see an opportunity for improving the tool.

• Fill in the other fields. Note: Every type of feedback will have a different template with some mandatory fields. For example: when submitting a bug, description and reproducing steps will be mandatory.

• Provide attachments, like screenshots or files, for better understanding of a feature request or an issue. Note: Attachments can also be dragged and dropped.

• Additional data about your browser is detected automatically.

• Click Send.

• The issue number, with a link to the YouTrack, will appear on the top of Feedback screen.

• Click the View all Issues button to see a full list of unresolved issues and additional information.

For more information on the Feedback Process see Requesting Support.

Scoping

On top of each of these menus, a scoping bar is displayed. The scoping bar shows the Site(s), Plant(s) and Unit(s) available. The results in the data grid will be filtered on the selected scope. For example, with a full scope (i.e. all sites, plant, and unit selected), the count on results could look like:

To limit the scoping, e.g. select a specific Unit:

• Click on the Site / Plant / Unit section in the Scoping bar.

• Select the desired Site / Plant / Unit.

• Click Show.

The results are now based on this new scope:

Filters

Additional filters are available on each of the menu items to reduce the results in your data grid, based on specific criteria. Each menu item has its own specific filter list. On FLOC this list looks like:

Multiple filters can be applied at once. The system will look for items in the results grid that comply with the selections made. For example, when filters Active = true and Equipment Group = VESSEL, it will give you a count of FLOCs on which both criteria apply.

Customizing filters

To apply a custom filter:

• Click the filter button.

• Expand the desired criteria.

• Check boxes of the desired values or specify a range.

• Click on the Show x matching… link to show the matching tags.

• The additional filters will be added to the scoping bar (highlighted in yellow).

• The criteria can then be modified directly by clicking on the criteria in the scoping bar.

• To clean all the filter criteria again, click the remove filter button.

Saving custom filters

To save your own custom filter:

• Click the filter button.

• Customize your filter by checking different criteria boxes.

• Click on the Show x matching… link to show the matching tags.

• To save this filter, select the filter button and click the Add button (green plus sign).

• Enter a Name.

• Click Save;

• From now on you can select your new filter from the filter dropdown.

• To save filter changes, click on the Save button.

• To delete the saved filter, click the Delete button (red cross).

  

Finding recent filters

To go back to your Recent filters:

• Click the filter button.

• Expand Recent filters.

• Select one of the recent filters.

  

Filtering ranges

Specify a range to filter, e.g. FLOC Range, User NID Range, Time Interval Range, etc.:

• Click the filter button.

• Expand the … Range.

• Enter a value or Import a file. You can also paste a list from your clipboard, which you may have, for instance, copied from another application like SAP .

• Click the green arrow.

Tip

For Circuits one can filter for a Circuit range, however, because the Circuit name is not unique, it should be combined with the Equipment name in the following format: Equipment.Name + # + Circuit.Name. Or alternatively, first pin your Equipment, this way only Circuits related to that Equipment will show.

Adding Query Filters to Grid Columns  

It is possible to add a filter in a a grid column. This is set up as a Query and enables more powerful filtering. To learn more see: Adding Query Filters to Grid columns.

Toolbar

There are several shortcuts or available features on the toolbar. See an explanation of these features below. Not all are available on every Main screen.

 The Toolbar icons:

Configuring Toolbars

The toolbar provides many options, but not all are always needed. Toolbar buttons can be shown, hidden, re-arranged, and grouped. Any user can do this for themselves, regardless of the role. Make it easy for you and configure your toolbar to show only relevant buttons. 

To configure your toolbar buttons:

• Click on the Settings button in the toolbar.

• Drag and drop the icons you want to move in the Toolbar configuration column.

  

• To create a new group of items click on the + Add new group and then drag and drop the icons you want to add to the new group.

• Rename the created group by clicking on the icon.

• Remove a group of items or any items you don't need by clicking on the icon.

• To make the items visible in the mobile version tick the checkbox.

  

   

• When you are done, click Set as default.

Paging

The number of results in the data grid, even when scoping and filters are applied, can be high. For performance considerations and to have a good overview of the results, paging is applied. Below the data grid, the pages are listed. A user can:

• Click on a page number or use the arrow to go to the next page.

• Go directly to a page (number).

• Change the number of items per page.

Grid results / Data

Data grid

The results of each menu item are shown by default in a data grid. The following features are available on the data grids (in this example: Equipment):

Arrange columns order

Arrange the columns in preferred order, by dragging the column headings to the appropriate positions. The new positions will be saved so that it stays the same every time when the user access that page. Note: The “Settings” button on the toolbar can also be used to arrange the order.

Set column width

The column width can also be set in grid Settings or resized directly in the grid. The new widths will be saved so that it stays the same every time when the user access that page.

Sorting

The results in the data grid can be sorted by clicking on the specific column header on which you would like to sort. Click multiple times on the header to change sorting between ascending and descending.

Information Panel

The Info button next to the Search shows detailed info on the item itself and includes useful shortcuts to create, for example, new Components, Schedules and Condition History records. It also shows all attachments of the selected item and items related to it.

Expand / collapse

An item can be expanded using the button in front of the row. When expanded, a more detailed bar shows additional information/data which is available for an item. In this example for Equipment, it shows the active Schedules and Next Inspection Date, it’s Circuits, Condition History items and available Component-Failure Modes (RBI).

Details

The blue items in the data grid are direct hyperlinks to that item. Click on the item to directly go into the detailed page. For example, click on a link in the column Equipment ID to open the details for that Equipment. The details are shown as a page on top of the data grid. To go back to the grid, just click somewhere on the grid page, which is still behind the details page, or select it from the menu again.

• Click on the   Settings button in the Toolbar.

• Use the Search bar under Show or hide fields to find the desired column.

• Drag and drop the items in the column to rearrange them.

• Check or uncheck the checkboxes on the left of the desired column name to show or hide it.

 To set the order of the items in the columns of the grid.

• Click on the Plus button in the Sort column.

• The Asc button will appear. This will arrange the items in the grid column in ascending order.

• To sort the items in the grid column in descending order, click on Asc. The button will now show Desc.

• To reset the ordering of that column click on the red x button.

• To save the customized order of the grid items, click on Save as default.

To set the default size of the grid:

• Enter the size in pixels under the Width column.

• Click on Save as default.

Different Views

The Equipment grid view can be changed to "Map" or “Cards”. For FLOC there are even more view options. Changing the view from “Grid” to “Map” shows the results from your filter and scoping on a map (for items on which the location is available). Click on a location pointer to see the details pop up for that specific item.