IMS Schedules and ECHs across Discipline

It can be beneficial to see Schedules and Equipment Condition Histories (ECHs) cross-department. For this reason, the Schedules / ECH Main Screen grids show the Schedules / ECHs from all Disciplines (PEI, Civil, FCM, TAT, FMA, PLSS). Similarly the Schedule and ECH grids on the Equipment Details Page show relevant items from all Disciplines. The ownership is defined by the Discipline field.

Showing only your own Discipline's Schedules / ECHs

To see only your own Discipline's Schedules / ECHs in the Main Screen grid (or Equipment Details Page):

• Click the Default Filters button. 

  To revert back to the default view, only showing your own Disciplines, clear the filter. 

• This will revert the filters back to the default state, which means only your own Discipline's Schedules / ECHs will show.

Showing Schedules / ECHs from other Disciplines

You can choose exactly which Discipline's Schedules / ECHs you see in the Main Screen grid (or Equipment Details Page):

• Click the Filter button.

• Scroll to the Discipline filter.

• Select / Unselect the desired Disciplines.

Filtering Discipline Schedules / ECHs on the Equipment Details Page

You can also choose to see Schedules / ECHs from your Discipline only in the Schedule / ECH section on the Equipment Details page. 

To see only desired Schedules / ECHs on the Equipment Details page:

• Navigate to the Equipment Details page.

• Scroll to the Schedule / ECH section.

• Click on Filter on the right.

• Click on Discipline.

• Tick the checkbox of applicable Discipline, e.g. Pressure Equipment.

Linking Schedules / ECHs to Disciplines

For Schedules and ECHs Discipline is a mandatory field. The Discipline dropdown is filled, depending on the Discipline(s) (filtered by methodology) of the User that is creating the Schedule / ECH.Discipline is a mandatory field for Schedules and ECHs,To be able to add / edit / delete a Schedule / ECH, you need to have the same Discipline as the Schedule / ECH (either explicitly, or implicitly).

Schedules from a certain Discipline can be credited only with an ECH from the same Discipline.

Linking Users to Disciplines

If a User doesn't have an explicitly selected Discipline the Discipline is implicitly selected, depending on his / her User Role (visible in the Roles Settings). However, a Discipline can also be explicitly defined for a User and for new Users this is mandatory.

Below you can see explicit Discipline mapping for a user (mandatory for new Users).

The Roles Settings show the implicitly mapped Disciplines.