The purpose of this document is to assist Users in navigating IMMS by providing an introduction to the application's User Interface, covering the general layout and main components.  The following topics and features will be introduced:

General Layout

IMMS is designed to provide an intuitive and consistent User experience across the entire range of its capabilities. The User Interface layout typically consists of these sections:

• Top-Level Navigation - This is the horizontal blue toolbar at the top of the screen. Top-level navigation buttons and menus provide access to all IMMS features and capabilities.
• Viewing Pane - This is the area below the top-level navigation toolbar. The viewing pane is were IMMS data records are displayed, and this area is typically divided into three sections:
  • Filters Panel - Located along the left side of the screen, the Filters panel allows the User to control which data records are displayed.
  • Grid View - Located to the right of the Filters panel, the grid view is where data records are displayed and associated tools ("grid commands") are located.
  • Details Panel - Located along the right side of the screen, the Details panel displays information specific to the record selected within the grid view. 

Note: If no record or multiple records are selected in the grid view, the Display panel is hidden, and the grid view extends to the right side of the screen.

Top-Level Navigation

Buttons and menus along the top-level navigation toolbar provide access to IMMS Dashboards and views and shortcuts for the most common operational activities. The available tools within the top-level navigation toolbar will vary by User, but common tools include:

• Main Menu
• Create Case Button
• Configure Menu
• System Menu
• Submit Feedback Button
• Log Activity Button
• User Menu

Main Menu

The Main Menu, located in the top-level navigation toolbar, provides a single point of entry for all User-facing (i.e., non-administrative) features and capabilities of the system.

The Main Menu drop-down options are organized in vertical groups that we call "stacks". Each stack is associated with a particular functional area. For example, the Configuration Baseline stack provides access to features and capabilities focused on setting up and maintaining the configuration baseline of the infrastructure under maintenance, including the location tree, system hierarchy, and related items. Likewise, the Issues and Support stack provides access to features and capabilities dealing with support requests and remedial maintenance.

Options available via the Main Menu will vary by User and are based on User Permissions.

Create Case

The Create Case button allows the User to create a Case, such as a support request. The Create Case option will open the New Case form.

Configuration Menu

The Configuration Menu (i.e., Configure button) is only available to Users with administrative privileges. The Configuration Menu allows the User with sufficient administrative privileges to manage the following configuration elements:

• User Accounts;
• User Roles;
• Contracts;
• Organizations; and
• Workflows and related settings.

The details of these configuration elements will be discussed in the respective sections of the IMMS Administrator Guide.

System Menu

The System Menu is only available to Users with administrative privileges. The System Menu provides access to the system-level information, such as:

• List of submitted User feedback
• User access logs
• User activity logs
• System version
• Low-level system logs

The details of each of these features will be discussed in the respective sections of the IMMS Administrator Guide.

Submit Feedback 

The Submit Feedback button allows a User to report a problem, propose an improvement, or request a configuration change without leaving the View that he/she is using. To provide the IMMS Instance Administrator with context for your feedback, IMMS will automatically capture information about the active View when the Submit Feedback feature is invoked.

Log Activity

When a project requires time tracking, the Log Activity shortcut can be used to record the time spent on activities which are not associated with a particular Issue, Preventive Maintenance, or other Case.

User Menu

The User Menu displays the name of the active User and offers a drop-down menu for User-level functions, such as configuring the User profile and notification subscriptions. These features will be discussed in the respective sections of the User Guide.

Additionally, the User Menu provides the ability to manually logout of IMMS.

Viewing Pane

Located immediately below the top-level navigation toolbar, the viewing pane is where IMMS records are viewed, edited and updated. Most IMMS Views will maintain consistent flow in the layout of the viewing pane.

Viewing Pane Sections

The viewing pane consists of three general sections:

• Filters Panel - Located to the left of the screen, the Filters panel displays the available filtering options. Filters will vary by view.
• Grid View -  Located to the right of the Filters panel, the grid view is where data records are displayed. The type of records displayed will vary by view.
  • Grid Commands - Located at the top of the grid view, grid command buttons provide easy access to view-specific functionality. The available grid commands will vary by view and User Permissions.
• Details Panel - Located to the right of the screen, the Details panel appears once a record is selected within the grid view and shows the specifics of that record (e.g., Case, System Element, etc.) 

Note: if no record or multiple records are selected within the grid view, the Display panel is hidden, and the grid view extends to the right side of the screen.

Key Icons

Update

The Update feature is another key icon. Update is different from Edit as it shows fewer details (e.g., Custom Fields, Effective Time, Comments, File) available for change.

Edit

Another key icon is the Edit feature. Edit allows the User to make changes to the object's scope/details.

Grid Command Expansion Menu

When reviewing records, the Filters panel is positioned to the left side of the viewing pane and, if a record is selected, the Details panel is positioned to the right. When both panels are open, there is limited space for grid commands along the top of the view. When a grid view offers more grid commands than fit in the available space, a grid view expansion menu is used. Click this icon to expand the visibility of all grid view tools.

Object Count

The Object Count assists with loading data within a view. The Object Count icon is the single cog located in the right corner of the grid commands, at the top of the grid view.  

Clicking the cog icon allows the User to adjust the number of records displayed in the grid view. The User can slide the dial to increase or decrease the records displayed.

Drill-Down Navigation History

Drill-down navigation is a feature within the Details panel, allowing a User to quickly access more detailed information. For example, if you are reviewing the Case Details for an open Issue, you could click on the Location name in the Case Details panel to view the full Location details. If drill-down navigation is an option, the text will be shown as an active link.

Similarly, you could continue to click on related items (e.g. an older issue) within that Location Details panel and link to other associated details. You can continue to follow links and access additional details as necessary. 

The drill-down navigation history control in the top left corner of the Details panel keeps track of the steps you have taken and allows you to navigate back step-by-step, similar to the browser's "Back" button, or return to a particular item by clicking on the drop-down arrow.