Using IMS4Field

This Section of the Handbook explains how to use IMS4Field

The topics specifically covered are:

• Assigning, Retrieving and Reviewing Schedules

• Creating Equipment Condition Histories (ECHs)

• Approving ECHs

Assigning Schedules in IMS

Assigning Schedules from within IMS

Schedules can be assigned to you within IMS (your standard web-Integrity Management System) or trough IMS4Field.

To assign a Schedule to an Inspector:

• Open the IMS Schedules Main Screen.

• Press the Update Responsible Person button.

• Assign the selected Schedules to a Responsible Person.

• Click Save.

To learn more see: Assigning responsible person.

Take Note

When a Schedule is assigned to an Inspector trough IMS it will remain in his IMS4Field Scope until the Schedule is Final Approved or the Inspector is removed as responsible person in IMS.

Assigning directly from IMS4Field

Schedules, Equipment, FLOCs, or ECHs can also be assigned directly trough IMS4Field. This is a preferable method. See Adding Schedules Equipment, Flocs, or ECHs directly.

Take Note

When a Schedule, Equipment or Floc is added via IMS4Field it can also be removed directly from the IMS4Field without the need to remove the Schedule via Update Responsible Person in IMS. 

Retrieving and Adding Schedules

Retrieving Assigned Schedules

When you first start IMS4Field, you will have to load the Schedules that have been assigned to you. To retrieve your Schedules in IMS4Field:

• Access IMS4Field on your device. See Accessing IMS4Field to learn more.

• Click Refresh to retrieve any assigned Schedules.

• After clicking Refresh, IMS4Field will display a progress indicator for your retrieval.

Adding Schedules, Equipment, Flocs, or ECHs directly to IMS4Field

To add Schedules, Equipment, Flocs, or Equipment Condition Histories (ECHs) to IMS4Field (when not explicitly assigned to you):

• Click + Add at the top of the My Scope list in IMS4Field.

• Click on the Schedule tab, or for Opportunity driven inspections click on the Equipment or Floc tab. Alternatively click on the Condition History tab.

• Enter data for your search, like a Schedule ID or Equipment ID, in the Search field. 

• Click the Search button.

• Select the desired Schedule(s) or Equipment, or Floc(s), or ECH(s) from the list. Note: Only ECHs in Draft will be available to select.

• Click Add To My Scope.

Reviewing your assigned Schedules and Opportunity Driven Scope

After you have retrieved or added your Schedules, Equipment and FLOCs, the left side of the screen will display a list of the Schedules and other scope assigned to you.

Schedule Status Indicators

Each Schedule in your list will have a color-coded status indicator. These statuses are an indication of the completeness of the Schedule's related Equipment Condition History (ECH).

When the ECH is Final Approved it will be removed from the list. For this reason, there is no indication for ECHs that are Final Approved.

Opportunity Driven ECHs

IMS4Field allows you to create opportunity-driven ECHs by adding Equipment or FLOCs to IMS4Field. Opportunity driven scope will be displayed in a separate section under the Schedules in My Scope. Opportunity driven inspection looks and works in same way as Schedule-driven inspection but without the Schedule tab on the right.

Note

To learn more about the opportunity driven ECHs, see: Step C: Crediting Schedules.

Reviewing Equipment Information

The first tab is the Information tab. This tab show information related to the associated Equipment. 

Reviewing Schedule Details

The second tab on the right, called Schedule, shows the relevant Schedule details, including, Plan Codes, Narrative and Attachments.

Note: Schedule Details cannot be edited from here.

Refresh Assigned Schedules

To check if any new Schedules were assigned to you since you logged into IMS4Field:

• Click on the Check button.

Remove Assigned Schedules

It is also possible to removed Schedules and other Scope from My Scope. 

• Select the Schedule or other item that is to be removed from the list.

• Click on the menu button (three dots in the top right).

• Click Remove Schedule.

This Schedule will no longer show under My Schedules; however, it will remain available in IMS (your standard web-Integrity Management System) so you can always Add it again later if needed.

Creating an ECH 

If an ECH has not already been created for the Schedule, you can create a new ECH from the Information tab.

To create an ECH:

• Select the applicable Schedule from the Schedule List.

• Click Information to open the Information Tab.

• Click the blue Create ECH and Credit Schedule button.

Note: If you don't see this button, it means that you already have an ECH for your Schedule.

• Make sure to select the correct Discipline and add a Description for your ECH.

• Click Save.

This will create an ECH for you and automatically credit the Schedule in it.

Recording findings in the Checklist

Note

When working offline with IMS4Field, only Checklists that were added prior to going offline will be available to record your findings.
To learn more about using IMS4Field without an internet connection, see: Working Offline.

Now it's time to start working and record your findings in a Checklist. This is done on the Checklist tab.

• First make sure you have the correct Checklist(s) selected. It is possible that some Checklists may have already been selected for you. You can add and remove Checklist from here:

  •  Click the dropdown.

    

Select / unselect the relevant Checklists. Note: You can also see who added a Checklist by hovering over it.

• The selected Form(s) will be displayed. 

• Now you can start filling in the Checklist. Click on a Stage card to begin.

• Fill in the Checklist.

• Add Observations if applicable:

  • Click on the three dots.

    

  • Click in the grey area to add a description.

  • Click in the yellow area to add an attachment. 

  • Select the attachment and click Open to annotate the attachment.

  • To add more Observations to the same field click Add.

  • When done, click Save.

• When done filling in the Stage, click Overview in the top left to go back to the overview of the Stages or click Next to go directly to the next Stage.

Writing a Narrative

After capturing your data in the Checklist you still need to write the Narrative. This is done on the Narrative tab.

You can select some default text, which was predefined for you, via the dropdown and click Insert Default Text. 

Or just click in the white area, your editing option will become visible and you can add you text.

Adding Attachments

Attachments can be added directly on the Checklist via the Observation button, or they can be added on the Attachment tab. The attachments added in the Checklist will also show on this tab.

Select the attachment and click Open to annotate the attachment. 

Note

IMS4Field can handle all Attachment Types that IMS can handle. To learn more about Attachments in IMS, see: Equipment Details Page - Attachments.

Approving ECHs

Note

When working offline with IMS4Field, ECHs can only be Approved when you have a working internet connection.
To learn more about using IMS4Field without an internet connection, see: Working Offline.

Lastly, when you captured all your findings you can Approve your ECH. This is done on the Approval tab.

To Approve the ECH

• First add a final comment and click Save.

• Click the green button to Approve. It will show your maximum approval level.

If the ECH is Final Approved

Your ECH will go to Final Approved and your Schedule will be removed from your list.

If the ECH is Writer Approve or Level 1 Approved

Your ECH will go to Writer Approved / Level 1 Approved and your Schedule will remain on your list. Your superior will be notified to review and Final Approve the ECH.

Disapproving ECHs

ECHs that are Writer Approved / Level 1 Approved can be disapproved from here.

To Disapprove the ECH:

• First add a final comment and click Save.

• Click the red button to Disapprove.

If the ECH is Disapproved

Your ECH will go back to Draft and your Schedule will remain on your list.