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owner`s manual - Hurco Technologies

1. 4 WO Type will be generated automatically depending on which work order screen you are in 5 Status will change depending on what is being done with the work order 6 Work Order Schedule a Select whether it is a reoccurring work order b Ifit is a reoccurring work order select the reoccurrence period c Select whether or not the reoccurring event has an ending period d Ifit does have an ending chose the date for the reoccurrence to end 7 Select Save Data to create work order 97 8 Now that the work order has been created chose hydrants and flow devices Then click the Add Hydrant button Or select a flushing group and click Add Group 9 Select the action that needs to be performed on the device If there are no actions to select then actions need to be set up in the Repair Maint Action Maint screen 10 Ifa flushing group or hydrant is added and needs to be removed select Remove Selected A confirmation will appear asking if you are sure you want to remove the delete the group Click yes to continue with the removal or no to cancel the removal 11 Once all information has been entered into the work order select Save Data 12 To print the work order click Print You must choose which type of report to view a Ifyou select Full Field Report the following report will appear Hydrant Flush We Laur Wok Order n sen i Mon own Dr ral ld ot Tope 9
2. 75 b Summary Field Report This report will give a summary of the walking order Valve i Hydrant Exercise Walking Order Summar fags T E xS DENEN EI SD ers To Export Valve Exercise Work Order to QSI Handheld Once the work order has been saved it can be exported to the QSI handheld Click the Export to QSI The following warning will appear If the QSI Handheld is plugged in click Ok If the QSI handheld is not plugged in plug it in and click Ok Select the location to save the Valve Directory file Message will appear to alert if the export was successful ocean une paged ou compa Pant mmi It will then be ready to be taken to the field and the tests on the work orders to be performed To Import Valve Exercise Work Order to QSI Handheld A fier the tests have been run and the results are ready to be added to the work order go to the work order list and select the work order that has been completed Click the QSI Import button The same warning will appear as when the work order was exported If the QSI Handheld is plugged in click Ok If the QSI handheld is not plugged in plug it in and click Ok Select the location where the Exercise Results file is saved Click Ok to import Message will appear to alert if the import was successful 76 To Edit Results from the Valve Exercise Work Order A fier the tests have been run and the results are ready to be ad
3. Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen 108 To view a report double click on a work order A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen 109 Repair Maintenance by Priority Report This screen allows you to view amp print a Repair Maint by Priority Report Select the priority that you would like to see and click View 10 Uni directional Flush Work Order Results This screen allows you to view amp print Uni directional Flush Work Order Reports Users have the ability to filter for reports by certain criteria Filtering amp Viewing Uni directional Flush Work Order Reports User can filter by the following results Fora certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant Main Use this option to see work orders results for a specific main Operator Use this option to see work orders completed by sp
4. H dint Wade 30 Jae Dean Mandar T Dani Goran Toon Omis WO De nih O hraka Fette Tet eet 2B eee OE a Rete EBENE SS ier 2 ee fo yr ten AnH SUSE ed mL OT owt 95 BeDeke SSS Cn GP ONT Gakera Uond REED T Fos ut E ntate Fa GH OHNO Gare Uod DONORS MT 88 To Submit Results from the C Factor Work Order A fier the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No The related C Factor Work Order Report will appear mcm mh 89 Chapter 11 Creating Submitting Uni directional Flush Work Order In this chapter you ll learn to create and submit Valve Exercise work orders These options are located under the Work Order option on the Menu Bar Uni directional Flush Work Order This screen keeps track of the active Uni directional Flush work orders New uni directional flush work orders can be added here 90 Add a new Uni jirectional Flush Work Order To add a new Uni directional Flush Work Order select Add New Work Order You can click on the green sign
5. Sub Division Maintenance Select Sub Division Maint to edit sub divisions for devices This is the screen that is used to set the sub divisions for where the devices are located SubDivName Enter the name of the district SubDiyNotes Enter any notes that are needed To create a new sub division either click Add new or start entering the sub division name and description in the first blank row Select Save Data to save the new sub division To delete a sub division select the sub division to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete o1 gt pl ob Addnew X Delete il Save Data Er 21 Reoccurrence Period Maintenance Select Reoccurrence Period Maint to edit the reoccurrence period for work orders This is the screen that is used to set the number of days for each reoccurrence For example daily is 1 day and weekly is 7 days These are used in calculating new work order dates for reoccurring work orders By default standard period are included Reoccurrence Name Enter the name for the reoccurrence period Reoccurrence Period In Days Enter the number of days for the reoccurrence period This needs to be a number To create a new period either click Add new or start entering the reoccurrence name and description in the first blank row Select Save Data to save the new reoccurrence period To delete a
6. a Select the Flow Hydrant from the drop down box b Select the flow device from the drop down box Once those two items have been selected click the Add Flow Hydrant d f additional flow hydrants are needed select them from the drop down menu 5T 6 Then residual hydrant s will need to be added There must be two residual hydrants added for a C Factor test a Select the residual hydrant from the drop down list Only the hydrants that were added to the main on the Main Maintenance will appear in this drop down b Click the Add Hydrant to add the hydrant to the Residual Hydrants list 7 Then the isolation valve s will need to be added a Select the isolation valve from the drop down list b Click the Add Valve to add the valve to the Shut Off Valves list 58 8 When all of hydrants and valves have been added select Save Data This will save the test into the Test lists so that it can be added to a work order Delete a C Factor test To delete a test use the arrows to select the test that needs to be deleted Once it is on the selected test click on Delete You will receive the following warning Ifyou wish to continue deleting the test select Yes If you do not want to delete the test select No Note If you delete a test all work orders and test results that are associated with that test will be deleted C Factor Test Group Maintenance T
7. Deficiency Name Enter the deficiency name Deficiency Description Enter the description for the deficiency To create a new deficiency either click Add new or start entering the type name and type description in the first blank row Select Save Data to save the deficiency To edit a deficiency enter the desired changes Select Save Data to save deficiency To remove a deficiency select the deficiency to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete 39 Valve Maintenance This screen keeps track of the valves These will be needed when entering your work orders into the system New valves can be added here and the list of valves can be exported To add a new valve select Add New Valve See Add New Valve Section to continue To export a list of valves select Export to CSV Next select the location in which the file will be saved Click Save Remember the location that the file was saved Add a new valve To add a new valve select Add New in On the Valve Tab enter the following information You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model a Valve ID This name will identify the valves in the work orders b Asset ID This is optional It
8. On the Location Tab enter the following information You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model a Latitude b Longitude c Elevation d VDOP This information will come from a GPS unit The lower the number the more accurate the GPS reading e HDOP This information will come from a GPS unit The lower the number the more accurate the GPS reading f Street Number amp Name Address of the valve g Loc City City in which the valve is located h Loc State State in which the valve is located i Loc Zip Zip code for the valve location j XStreet The cross street for the valve location 42 k State X L State Y m Loc notes n District ID o Sub Div ID p Location ID 4 History Tab This will list any work orders that have been opened that include the valve Click on any work order and it will display the related report for that work order 43 sene diee we Latet Flow Device Maintenance This section is where the aspects of the flow devices can be edited You can add new flow devices delete flow devices and maintain flow devices maintenance options This information must be accurate as it is used in calculations on work order results You can obtain this information from the manufacturer
9. This program is protected by copyright law and international treaties Version 2 0 To proceed with the installation click Install to continue you will see a progress bar Please be patient this install may take several minutes depending on the speed of your PC cS Ready toTastall the Program The wizard is ready to begn instalation ick Instal to bagin the installation Tf you want to review or change any of your instalation settings dick Gack Clk Cancel te edt te nad irstalshela After clicking Install you will see a progress bar Please be patient this install may take several minutes depending on the speed of your PC Wireless date collection One man operation GPS integration ULor FM certified Hose Monster Please wait while the instalation Wizard instal IMS by Hurco Ths may take several minutes Version 2 0 Once the installation finishes you will be asked to click Finish Do so and you are all done For network environments IMS by Hurco can be set up to share its database with other installations To learn more about this feature contact Hurco Technologies Inc Version 2 0 Chapter 2 GETTING STARTED Starting the Application The IMS by Hurco software icon appears under the Hurco Technologies group by default and on the desktop as a shortcut To start the application 1 Click the Start button on the Windows taskbar and then select Programs fro
10. activation ID You will need to restart the program in order for the new changes to take effect 140 DUET Pome Tuo a Me tian Tk This Screen gives details about the computer that the program is running on IMS Video Users Guide This option will take you to our website to view videos on how to use this program IMS Mobile Video Users Guide This option will take you to our website to view videos on how to use the IMS Mobile program 141 1 800 888 1436 gethurco com info gethurco com Rev 04 12 2012 Part No IMS RM
11. added and needs to be removed from the group click the Remove Selected Test button A confirmation will appear asking if you are sure you want to remove the selected test Click yes to continue with the removal or no to cancel the removal 14 When all of the tests have been added select Save Data This will save the group Delete a Uni directional Flush test group To delete a test group select the test group that needs to be deleted Use the arrows to move between groups Once you have the group that needs to be deleted click delete A confirmation will appear asking if you are sure you want to delete the group Click yes to continue with the removal or no to cancel the removal Hydrant Flushing Group Maintenance This screen keeps track of the hydrant flushing groups available to be added to work orders Flushing Groups can be added or deleted here Flushing groups must be entered before a work order can entered into the system Add a new hydrant flushing group To add a new flushing group select Add New You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Hydrant box it will take you to the Hydrant screen to enter a new hydrant 1 Enter the name for the group 2 Enter a group description 3 Select Save Data to save the test group Then the hydrants can be added to the group 4 Select the hydrant from the drop down
12. appears when the application is started It may be the second screen if the program has not been activated ype your user name in the User Name and password 3 Select the company under Connect To You must choose a company to continue 4 You now have access only to those functions as defined by program administrator Note User names and passwords are case sensitive That is Admin and ADMIN are two different user names passwords User Maintenance Select User Maint from the Edit menu to edit the permissions and options for each user This is where password and user names for each user are created Also access to certain parts of the program can be restricted here Certain fields are automatically set to Deny when the program is installed These items are denoted by two asterisks These are pertinent fields that affect other parts of the program Create new user 1 To create a new user select Add New 2 Enter User Name for new user 3 Enter password for new user 4 Select device rights for the new user To change access for a field select the drop down box and chose either Allow or Deny Allow will grant the user access to that menu option Deny will prevent that option from appearing in the users menu options ose deeb 5 Select work order rights for the new user To change access for a field select the drop down box and chose either Allow or Deny Allow will grant the user access to that menu
13. backup file for your company QSI Fire Flow Directory Export This option allows the user export the Fire Flow Directory You will get the following warning If the QSI Device is pulled in select Ok If the QSI is not plugged in plug it in and then select Ok Pene make sure your QST Device a pluggen Theat m A screen will appear asking for the location to save the directory file Select a location or make a new folder to save it in Once you have the location select Ok kom QSI Valve Exercise Directory Export This option allows the user export the Valve Exercise Directory You will get the following warning If the QSI Device is pulled in select Ok If the QSI is not plugged in plug it in and then select Ok 133 pese mass yow QS Dee page Than a OK A screen will appear asking for the location to save the directory file Select a location or make a new folder to save it in Once you have the location select Ok QSI New Valve Import This option allows the user to import the Valve Directory You will get the following warning If the QSI Device is pulled in select Ok If the QSI is not plugged in plug it in and then select Ok Pesze mase ure your Q Desses seein hen ht 0K A screen will appear asking for the location to retrieve the file from Select the file and click Open A confirmation will appear to confirm the import QSI New Hydrant Import This option allows the user to import the Hydra
14. if not known Device Name Enter the name of the flow device Device Description Enter the description for the flow device Diameter Enter the diameter of the flow device Coefficient This number is used in formulas To create a new flow device either click Add new or start entering the device name in the first blank row Select Save Data to save the flow device To edit a flow device enter the desired changes Select Save Data to save flow device To remove a flow device select the flow device to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Main Maintenance This section is where the aspects of the mains can be edited You can add new mains delete mains and maintain mains maintenance options Connection Type Maintenance This screen keeps track of the types of connections that are used These will be needed when entering a new main into the system 45 HG 2 o4 b OM oF Add nen X Delete d Save Data Corrosion Nene Cemacion Deacon NT Mi Connection Connection Name Enter the name of the connection device Connection Description Enter the description for the connection device To create a new connection device either click Add new or start entering the device name in the first blank row Select Save Data to save the connection device T
15. in a new screen Water Usage Repor Saran vanr ere pum Rie he m REM 118 The water usage list can also be exported to a CSV file Click Export List to CSV Select the destination for the file to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Filtering amp Viewing Uni directional Flush Water Usage Reports User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see water usage results for a specific work order Hydrant Use this option to see water usages results for a specific hydrant Main Use this option to see water usages results for a specific main Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 119 f p pep The water usage list can also be exported to a CSV file Click Export List to CSV Select the destination for the file to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Filteri
16. it will give you a message confirming the export finished The file will save as a csv file The file will be named ValvelmportTemplate You can open the file and enter the information in a new row for each valve 135 Start Import Wizard This option allows you to import the hydrant and valve files into IMS by Hurco To start click Start Import Wizard ad Hydran Vane moor Welcome to the hydrant valve import wizard Tie ytd dye vou iinput haana and vales no Ey Hace Fana standare cn rre eps el Tanne diio ter Click Next to continue Widen Vane re E Se Sele data tbe to inport Selec me Type en use the brose buttar bebo t brce the dore fie you wo i i i Dear Giese Stade own Select the type of devices you are importing You may choose either Hydrants or Valves Then select Browse to find the location of the file that is being imported Once you found your file click Next 136 and Hydrant Valve Import Tes Completing the import Youve chosen imt hens Dey Gesehen fert A confirmation screen will appear letting you know which type of devices you are importing Click Finish to complete the import or click Cancel to stop the import You can also click Back to change the file or type of devices you are importing Proben Found with npor ile e Ifa file is imported and the information in i
17. not plugged in plug it in and click Ok Select the location where the Flow Results file is saved Click Ok to import Message will appear to alert if the import was successful 70 To Edit Results from the Fire Flow Work Order A fier the tests have been run and the results are ready to be added to the work order go to the work order list and select the work order that has been completed Click the Edit Results button There will be one screen for each test hydrant that was part of the test You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Completed Enter the date that the test was completed 2 Oper ID Enter the person s name that performed the test 3 Elapsed time Enter the amount of time that the test was run 4 Test Notes Enter any test notes that need to be recorded 5 Pitot PSI Enter the pitot PSI 6 Static PSI Enter the static PSI 7 Residual PSI Enter the residual PSI 8 Devices Used a Flow Hyd ID Enter the flow hydrant that was used b Flow Dev ID Enter the flow device that was used c Flow GPM amp Gallons Used Enter these two values that were obtained during the test pl Ifyou didn t calculate the gallons used during the test click on the calculator icon Enter the Pitot pressure and the flow time in minut
18. of fitting either click Add new or start entering the type of fitting in the first blank row Select Save Data to save the pipe type To edit a fitting enter the desired changes Select Save Data to save the fitting To remove a fitting select the fitting to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Main Maintenance This screen keeps track of the mains These will be needed when entering your work orders into the system New mains can be added here and the list of mains can be exported To add a new main select Add New Main See Add New Main Section to continue To export a list of main select Export to CSV Next select the location in which the file will be saved Click Save Remember the location that the file was saved Add a new main To add a new main select Add New 1 On the Mains Tab enter the following information You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 48 Main Name This name will identify the main on the work orders Asset ID This is optional It can be used as an alternative way to identify a main Main Desc Enter a description of the main Install Date This is the date that the main was installed in its location Lo
19. of the water at the end of the test 8 Field Notes enter any pertinent notes from the test To Submit Results from the Hydrant Flushing Work Order A fier the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No Cm 100 Chapter 13 REPORTS In this chapter you ll learn to about reports These options are located under the Reports option on the Menu Bar eh oe te Fire Flow Work Order Results This screen allows you to view amp print Fire Flow Work Order Reports Users have the ability to filter for reports by certain criteria 101 Filtering amp Viewing Fire Flow Work Order Reports User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant NEPA Rating Use this option to see work orders results by NEPA ratings District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order resu
20. option Deny will prevent that option from appearing in the users menu options 6 Select other rights for the new user To change access for a field select the drop down box and chose either Allow or Deny Allow will grant the user access to that menu option Deny will prevent that option from appearing in the users menu options EGENT TET I ELS reor 7 Select Save Data to save new user or Cancel to not save new user Delete current user 1 To delete a user select the user that needs to be deleted 2 Click Delete 10 3 Confirmation box will appear asking if you are sure you want to delete user 4 Select yes to confirm deletion or no to cancel deletion Edit current user 1 To edit a user select the user that needs to be edited 2 You can update the user name or password 3 Select access level for new user To change access for a field select the drop down box and chose either Allow or Deny Allow will grant the user access to that menu option Deny will prevent that option from appearing in the users menu options 4 Select Save Data to save updated information Field Operator Maintenance Select Field Operator Maint from the Edit menu to add or edit the individuals who will be performing maintenance and tests FullName Enter the name of the field operator PhoneNum Enter the phone number of the field operator EmailAdd Enter the email address of the field operator To create a new
21. period select the period to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete KO4 1 of6 b 4 Addnew X Delete g Save Data Reccourance Name Feaccurerce Paid n Days 1 Worthy E Amal xs Repair Maint Action Maintenance Select Repair Maint Action Maint to edit actions that are available for work orders Choose either Hydrant Actions Valve Actions or Main Actions These are the screens used to set up the actions that are available to be selected on any work order screen 22 Hydrant Actions ActionName Enter the name for the action that will be performed on the hydrant ActionDesc Enter the description of the action that will be performed on the hydrant To create a new hydrant action either click Add new or start entering the action name and description in the first blank row Select Save Changes to save the new action To edit a hydrant action enter the changes that are needed and select Save Data To remove an action select the action to delete Select Remove Selection A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete HO4 1 of2 b M de Adinen X Delete pf Seve Date m mo Valve Actions ActionName Enter the name for the action that will be performed on the valve ActionDesc Enter the description of the action that will be performed on the valve T
22. the line item added double click on the line item 12 Once all test group s have been added select Save Data 91 E a Aden X Delete ld SaveDaa Pane Due VI XI pa kheng de Possum fei Day onde Edda Hed Tet up To te Orter UDF Tet Gr 13 To print the work order click Print XI uus SH War Y ee RESGr Terr iTi a tot pu ot mona ot ow pateng mona pore 92 To Edit Results from the Uni directional Flush Work Order A fier the tests have been run and the results are ready to be added to the work order go to the work order list and select the work order that has been completed Click the Edit Results button You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model Gia rT prm met sdad TEE Eo enag Za Lat et puters tee ete EJ testes El E an IL al Tem Do fee To m m m Font rete mec sene m SC ENHsrenh a ro M ee Ii Fow Watr Cary SC E To mune n 1 Oper ID Enter the person s name that performed the flush 2 Completed Enter the date that the flush was completed 3 Main Diam This field is auto populated 4 Main Lngth This field is auto populated 5 Field Notes Enter any notes taken during in the f
23. 8 b Ifyou select Summary Report the following report will appear rence ce eon Pane Mines Mee rr Don 2 TEA I p oue Lj Wenn uncona Me A dear D mens unc HS pos ETUDES Tenge Peer To Edit Results from the Hydrant Flushing Work Order A fier the hydrant flushing has been completed the results must be entered into the work order so that it can be closed Click the Edit Results button There will be one screen for each item on the work order Use the arrows to go between items HOP HE a Save Dota ow Davee He Mant et Chee 8 onm 99 1 Work Order ID Hydrant ID and Flow Device These items are populated from the line items on the work order 2 Oper ID Enter the person s name that performed the repair maintenance 3 Completed Enter the date that the repair or maintenance was completed 4 Flush Time Min amp Flush Time Sec Enter the time of the test Flow PSI Enter the flow PSI 6 Flow GPM amp Gallons Used Enter these two values that were obtained during the test a Ifyou didn t calculate the gallons used during the test click on the calculator icon Enter the Pitot pressure and the flow time in minutes and seconds 7 Water Clarity Enter the following items a Start Clarity the clarity of the water at the beginning of the test b During Clarity clarity of the water during the test c Final Clarity clarity
24. Order To Export Fire Flow Work Order to QSI Handheld To Import Fire Flow Work Order to QSI Handheld To Edit Results from the Fire Flow Work Order To Submit Results from the Fire Flow Work Order Creating Submitting Valve Exercise Work Order Valve Exercise Work Order Add a new Valve Exercise Work Order To Export Valve Exercise Work Order to QSI Handheld To Import Valve Exercise Work Order to QSI Handheld To Edit Results from the Valve Exercise Work Order To Import Torque Log To Submit Results from the Fire Flow Work Order Creating Submitting Repair Maintenance Work Order Repair Maintenance Work Order Add a new Repair Maintenance Work Order To Edit Results from the Repair Maintenance Work Order To Submit Results from the Repair Maintenance Work Order Creating Submitting C Factor Work Order C Factor Work Order Add a new C Factor Work Order To Edit Results from the C Factor Work Order To Submit Results from the C Factor Work Order Creating Submitting Uni directional Flush Work Order Uni directional Flush Work Order Version 2 0 Add a new Uni directional Flush Work Order To Edit Results from the Uni directional Flush Work Order To Submit Results from the Uni directional Flush Work Order Creating Submitting a Hydrant Flushing Work Order Hydrant Flushing Work Order Add a new Hydrant Flushing Wor
25. P This information will come from a GPS unit The lower the number the more accurate the GPS reading e HDOP This information will come from a GPS unit The lower the number the more accurate the GPS reading f Street Number amp Name Address of the hydrant E Loc City City in which the hydrant is located h Loc State State in which the hydrant is located i Loc Zip Zip code for the hydrant location j XStreet The cross street for the hydrant location k State X Lo State Y m District ID Select the type of district that the hydrant is located in n SubDiv ID Chose the subdivision for the hydrant o Location ID This is optional Use if there are alternate location references for the hydrant 4 History Tab This will list any work orders that have been opened that include the hydrant Click on any work order and it will display the related report for that work order DINNCUDUEI EIE 35 Valve Maintenance This section is where the aspects of the valve can be edited You can add new valves delete valves and maintain valves maintenance options Fie E Vev teen Tet GonpMon Mies MekDd Tet Map pn ae pars eom p ame UTTETTTUTEEE TEST NENTTTUNI Valve Type Maintenance This screen keeps track of the types of valves that are used These will be needed when entering a new valve into the system 36 Type Name Enter the type of valve used Type Descripti
26. Reports 128 Custom Report Viewer 129 les Database Backup 131 Restore Database from Backup 132 SI Fire Flow Directory Export 132 QSI Valve Exercise Directory Export 132 QSI New Valve Impoi 133 QSI New Hydrant Import 133 Hydrant Valve Impor 134 Export Hydrant Template File 134 Export Valve Template File 134 Start Import Wizard 135 Help 138 Updates 138 About IMS by Hurc 139 Support 139 IMS Video Users Guide 140 IMS Mobile Video Users Guide 140 Version 2 0 Chapter 1 Installation System Requirements um System Requirements 1 gigahertz GHz or faster 32 bit x86 or 64 bit x64 processor 512 megabyte MB RAM 1 gigabyte GB Recommended 1 5 gigabytes GB free hard disc space application data entered by the user will take up additional space CD ROM or DVD drive 1024 x 768 or higher resolution monitor Net framework 2 0 Internet Access fees may apply Used only for google maps addon Adobe Reader pported Operating Systems XP Home SP2 XP Professional SP2 XP Media Center a Home Basic ia Home Premium ia Busine ia Ultimate ista Enterprise Windows 7 Home Windows 7 Business Windows 7 Ultimate Server 2003 SP1 SBS 2003 Standard SBS 2003 Premium SBS 2003 R2 Standard SBS 2003 R2 Premium Version 2 0 Installing the Program To begin the installation of IMS by Hurco double clic
27. W Welcome Thank you for purchasing Hurco s Infrastructure Management System IMS software IMS was developed to help you manage one of our most important infrastructures water distribution The IMS system was designed to be used with Hurcois Fire Flow Pro for fire flow testing unidirectional flushing factor testing and Hurcos Valve Star for valve exercising and management This IMS software can also be used as a standalone system ready for you to enter data and create reports This software has many user friendly features including drop down menus and data selection fields report editing security features and much more This software will ive you every function you need to manage your water distribution system including valves hydrants and mains IMS software modules include Hydrant and Valve Maintenance included with base package Fire Flow Testing Cfactor Testing Unidirectional Flushing Valve Exercising QSI Integration Module for Valve Star G4 and Fire Flow Pro QSI This manual will take you through the step by step procedures for using the IMS software We use simple to understand instructions and photos to assist you in learning how to get the best results from your IMS software Please follow each step completely to insure you will get the valuable data management tools and reports you expect The IMS system is designed for any size water distribution system and set up so you can generate your own custom
28. a I gp ia porci Te Aecem Work Orders re el pridie m a SILIO MN H Deme irum s al lke ann del ms management system ay HIMES 2 ears wwe Wis IRI enna Va C Factor Work Order This screen keeps track of the active C Factor work orders New C factor work orders can be added here Add a new C Factor Work Order To add a new C Factor Work Order select Add New Work Order You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Awork order number will be generated automatically 2 Select the date 3 Enter any notes that are needed 4 Created by will be generated by the user that is logged in 5 WO Type will be generated automatically depending on which work order screen you are in 6 Status will change depending on what is being done with the work order 7 Work Order Schedule a Select whether it a reoccurring work order b fitis a reoccurring work order select the reoccurrence period c Select whether or not the reoccurring event has an ending period d If it does have an ending chose the date for the reoccurrence to end 8 Once all information has been entered into the work order select Save Data 9 Select the C Factor test s to add to the work order from the drop down box Click th
29. acae UNTE gogo Them Pencon m Fon yt E Rec TOON a net DoD AN Fon pt SG O gt Rec DOODO cat Used SOREN Fou te Fev 0 RH DMOUBEOD Sake nt DOOHEEEND A 1 Oper ID Enter the person s name that performed the flush Completed Enter the date that the flush was completed 3 Main Diam This field is auto populated 4 Main Lngth This field is auto populated 5 Field Notes Enter any notes taken during in the field during the flush 6 Test Time Min Test Time Sec Enter the amount of time the test was run 7 Pitot Nozzle PSI Enter the pitot or nozzle PSI 8 Residual Hydrant 1 Enter the residual hydrant that was used a Static PSI Enter the static PSI for this hydrant b Residual PSI Enter the residual PSI for this hydrant 9 Residual Hydrant 2 Enter the residual hydrant that was used a Static PSI Enter the static PSI for this hydrant 87 10 Residual PSI Enter the residual PSI for this hydrant 11 Devices Used a Flow Hydrant Enter the flow hydrant that was used b Flow Device Enter the flow device that was used c Flow GPM amp Gallons Used Enter these two values that were obtained during the test Ifyou didn t calculate the gallons used during the test click on the calculator icon Enter the Pitot pressure and the flow time in minutes and seconds Few yar unco 2 ow Devos 4 Hose rar Pret Mene Click the calculate button and this will fill in the values M Ali efl
30. and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Awork order number will be generated automatically 2 Select the date 3 Enter any notes that are needed 4 Created by will be generated by the user that is logged in 5 WO Type will be generated automatically depending on which work order screen you are in 6 Status will change depending on wi is being done with the work order 7 Work Order Schedule a Select whether it a reoccurring work order b fit is a reoccurring work order select the reoccurrence period c Select whether or not the reoccurring event has an ending period d If it does have an ending chose the date for the reoccurrence to end 8 Once all information has been entered into the work order select Save Data 9 Select the Uni directional test s to add to the work order from the drop down box Click the Add Test button 10 Select the Uni directional test group s to add to the work order from the drop down box Click the Add Group button 11 Ifan test or test group is added and needs to be removed select the appropriate item and click Remove Selected A confirmation will appear asking if you are sure you want to remove the delete the test group Click yes to continue with the removal or no to cancel the removal To see details of
31. ation will appear asking if you are sure you want to remove the delete the group Click yes to continue with the removal or no to cancel the removal C Factor Testing This section gives details for editing the tests and the test groups for C Factor Testing These will be needed when entering your work orders into the system C Factor Test Maintenance This screen keeps track of the tests that are available to be added to a work order New Tests can be added here and the list of tests can be exported Test must be entered before a work order can entered into the system 56 Add a new C Factor test To add a new test select Add New Test You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Enter the name for the test 2 Enter any notes that will be needed for the test 3 Then select Save Data You will then be able to add the required test main and hydrants 4 Next the main s will need to be added a Select the test main from the drop down menu b Once you have the test main that is needed click the Add Test Main button This will add the test main to the Main Being Flushed list To see details of the flow main added double click on the line item This will take you to the main details 5 Then flow hydrant s will need to be added
32. can be used as an alternative way to identify a valve c Manuf ID Select the manufacturer from the drop down list If the manufacture is not listed a new manufacturer will need to be entered in the Manufacturer Maintenance screen d Last Maintenance This field will auto populate from maintenance work orders e Install Date This is the date that the valve was installed in its location f Val Pos This acknowledges whether the valve is open or closed E Comments Any comments for the valve can be entered here 40 h Map GPS button This can be used once the longitude and latitude have been entered on the Location tab i Map Address This can be used once the address has been entered on the Location tab eX ise eDiets 2 On the Details Tab enter the following information Some of this information can be obtained from the manufacturer of the valve You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model a Valve size b Valve Box Size c Valve type d Valve function e Valve Drive f Valve Open Dir This is the direction the valve opens It will be either left of right g Access Type This is how the valve is accessed h Box Depth i Set Torque j Set Rev k Set Speed E L Set Cycle 1 AT P Mt Ose bent S 3
33. cation Notes Enter notes to help with the location of the main Pipe Type Select the type of pipe that the main is Conn Type Select the type of connection for the main Main Lngth Enter the length of the main Min Pipe Size Enter the minimum diameter of the main Max Pipe Size Enter the maximum diameter of the main Devices on Main Select options from the drop down menus Then select Add to Main If you added a device that needs to be removed Highlight the device and select Remove Selected Device Type Select whether the device is a fitting hydrant or valve ii Device Select the appropriate device from the listing ro 49 2 History Tab This will list any work orders that have been opened that include the main Click on any work order and it will display the related report for that work order DEEP 50 Chapter 6 Creating Tests amp Test Groups In this chapter you ll learn to create Tests and Test Groups for Fire Flow amp Valve Exercises These options are located under the Test Group Maint option on the Menu Bar p RR Fire Flow Testing This section gives details for editing the tests and the test groups fora Fire Flow Test These will be needed when entering your work orders into the system Fire Flow Test Maintenance This screen keeps track of the tests that are available to be added to a work order New Tests can b
34. ded to the work order go to the work order list and select the work order that has been completed Click the Edit Results button There will be one screen for each valve that was part of the test You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Oper ID Enter the person s name that performed the exercise 2 Completed Enter the date that the exercise was completed 3 Total Revs Enter the total revolutions during the exercise 4 Cycle Count Enter the number of cycles during the exercise 5 Max Torque Enter the maximum torque applied during the exercise 6 Rev At Max Torque Enter the revolutions at maximum torque 7 Max Rev In Set Dir Enter the maximum revolutions in one set direction 8 Deficiency Use the drop down menu to select any deficiencies that were detected during the exercise 9 Field Notes Enter any notes taken during in the field during the exercise 10 When all results have been entered select Save Data This will save the exercise results IDE t Cott To Import Torque Log A fier the exercise has been run a torque log obtained during the valve exercise may need to upload While in the Edit Results Screen for the Valve Exercise click on Import Torque Log A warning will appear to alert the user that torque inf
35. details by NFPA ratings Manufacturer Use this option to see hydrant details by manufacturer Vandal Proof Use this option to see hydrant details by vandal proof types District Use this option to see hydrant details for a specific divisions Status Use this option to see hydrant details for a specific status Color Use tl s option to see hydrant details for a specific hydrant paint color Model Use this option to see hydrant details for a specific hydrant model Restraint Use this option to see hydrant details for a specific hydrant restraint type Sub division Use this option to see hydrant details for a specific sub divisions User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To w a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 124 The hydrant master list can also be exported to a CSV file Click Export List to CSV Select the destination for the file to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Filtering amp Viewing Valve Master Reports Refs Fi WetDaeheerm SIS Be wv HURT E benet ben AAN We e Raus Del Ecc B w Vinos Eodem ge BD amx E Renee Do ome s LE m ii lenis boa
36. e To view reports in this selection you must first set the report directory This is where the custom reports that are created will be saved Once you set the directory all custom reports will need to be saved in that directory in order to be access by IMS by Hurco For more information on the database structure and writing reports contact Hurco Technologies 131 Chapter 13 Utilities In this chapter you ll learn the utilities that are available for the program These options are located under the Utilities option on the Menu Bar p D T E em Denm To amp Ment iiem Moun dent Heb There is a meser verslas wat odode be st verica 2006 ckek HERE Database Backup This option allows the user to save a backup of the database To back up the database chose Backup Database A screen will appear asking for the location to save the backup file Select a location or make a new folder to save it in Once you have the location select Ok Pre rr Bove 1M coroner EI B ceste nci D estoy ht pe 132 Restore Database from Backup This option allows the user to restore a backup of the database To restore the database chose Restore Database from Backup A screen will appear asking for the location of the backup file Select the backup file and select Ok Warning Restoring a backup will overwrite all current data in your company Please make sure that you are selecting the correct
37. e Add Test button 10 Select the C Factor test group s to add to the work order from the drop down box Click the Add Group button 11 Ifa test or test group is added and needs to be removed select the appropriate item and click Remove Selected A confirmation will appear asking if you are sure you want to remove the delete the test group Click yes to continue with the removal or no to cancel the removal To see details of the line item added double click on the line item 12 Once all test group s have been added select Save Data 85 ap PD e Addner X Dele Ed Seve Date Print Dae UISanG We Water Schede earns Patt Daly Berny ed ate Adi Tee Gop Te Waik Order E Craco Tot Goue 86 To Edit Results from the C Factor Work Order A fier the tests have been run and the results are ready to be added to the work order go to the work order list and select the work order that has been completed Click the Edit Results button You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model vroor 3 Mitre Deen Mauer Dno Qeaen rr a Mmi SP Legh Tenere oG eee GE ma emer GO Festus heen sen ose eic DUO Tesi sien HIRED os em od Tentai PS
38. e added here and the list of tests can be exported Test must be entered before a work order can entered into the system 51 Add a new Fire Flow test To add a new test select Add New Test You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 2 3 4 s Enter the name for the test Enter any notes that will be needed for the test Then select Save Data You will then be able to add the required test and flow hydrants Next the test hydrant s will need to be added a Select the test hydrant from the drop down menu b Once you have the test hydrant that is needed click the Add Test Hydrant button This will add the test hydrant to the Test Hydrants list To see details of the flow hydrant added double click on the line item This will take you to the hydrant details Then flow hydrant s will need to be added a Select the proper direction from the Direction From Test Hyd drop down box b Select the hydrant that will be used as the Flow Hydrant from the drop down box To see details of the test hydrant added double click on the line item This will take you to the hydrant details c Select the flow device from the drop down box d Once you have selected all of the above information click the Add Flow Hydrant butt
39. e the group that needs to be deleted click delete A confirmation will appear asking if you are sure you want to delete the group Click yes to continue with the removal or no to cancel the removal Uni directional Flushing and the test groups for Uni directional Flushing These will into the system This section gives details for editing the t be needed when entering your work orde Uni directional Flush Test Maintenance This screen keeps track of the tests that are available to be added to a work order New Tests can be added here and the list of tests can be exported Test must be entered before a work order can entered into the system 60 Add a new Uni directional Flush test To add a new test select Add New Test You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 9 Enter the name for the test 10 Enter any notes that will be needed for the test 11 Then select Save Data You will then be able to add the required test main and flow hydrants 12 Next the main s will need to be added a Select the test main from the drop down menu b Once you have the test main that is needed click the Add Test Main button This will add the test main to the Main Being Flushed list To see details of the flow main added double click on
40. ecific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report double click on a work order A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen I leer To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen 112 C Factor Work Order Results This screen allows you to view amp print C Factor Work Order Reports Users have the ability to filter for reports by certain criteria fenbes WY D gt ome WAGES Ge 113 Filtering amp Viewing C Factor Work Order Reports User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant Main Use this option to see work orders results for a specific main Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report double click on a work o
41. een keeps track of the active work orders New work orders can be added here Test or test groups must be created before a work order can be created 67 Add a new e Flow Work Order To add a new Fire Flow Work Order select Add New Work Order You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model l Awork order number will be generated automatically 2 Select the date 3 Enter any notes that are needed 4 Created by will be generated by the user that is logged in 5 WO Type will be generated automatically depending on which work order screen you are in 6 Status will change depending on what is being done with the work order 7 Work Order Schedule a Select whether it is a reoccurring work order b fitis a reoccurring work order select the reoccurrence period Select whether or not the reoccurring event has an ending period d If it does have an ending chose the date for the reoccurrence to end 8 Select the test or test group to add to the work order If a test or group is added and needs to be removed select Remove Selected A confirmation will appear asking if you are sure you want to remove the delete the group Click yes to continue with the removal or no to cancel the removal To see details of the line it
42. elcome Installation System Requirements Installing the Program Getting Started Starting the Application To Start the Application Activating Your Product Logging into the Product User Maintenance Creating a New User Deleting a User Editing a User Field Operator Maintenance Exiting the Application Getting Help The Program Interface Add Remove Working with Dashlets Adding Dashlets Removing Dashlets Working with Dashlets Creating Editing a Company Creating a New Company Editing a Current Company Close a Company Switching Companies Version 2 0 Editing Actions District Maintenance Sub division Maintenance Reoccurrence Period Maintenance Repair Maint Action Maintenance Hydrant Actions Valve Actions Main Action Creating Editing Deleting Devices Manufacturer Maintenance Adding a New Manufacturer Deleting a manufacture Hydrant Maintenance Hydrant Model Maintenance Create a new model Delete current model Edit current model Restraint Types Maintenance Hydrant Paint Color Maintenance NFPA Code Maintenance Vandal Proof Type Maintenance Hydrant Deficiency Maintenance Hydrant Maintenance Add a new hydrant Valve Maintenance Valve Type Maintenance Valve Dri
43. em added double click on the line item 9 Once all information has been entered into the work order select Save Data 68 a Full Field Report This report will be the full report that goes to the field with the tester 69 b Summary Field Report This report will give a summary of the walking order Fire Flow Walking Order Summary A cum Work Oder 28 es Orde Doe Orde Notes Tast Tast Test E renyai uncos 3m nat Dr IIIS To Export Fire Flow Work Order to QSI Handheld Once the work order has been saved it can be exported to the QSI handheld Click the Export to QSI The following warning will appear If the QSI Handheld is plugged in click Ok If the QSI handheld is not plugged in plug it in and click Ok Select the location to save the Hydrant Directory file Message will appear to alert if the export was successful m It will then be ready to take to the field and the tests on the work orders to be performed To Import Fire Flow Work Order From QSI Handheld A fier the tests have been run and the results are ready to be added to the work order go to the work order list and select the work order that has been completed Click the QSI Import button The same warning will appear as when the work order was exported If the QSI Handheld is plugged in click Ok If the QSI handheld is
44. en keeps track of the manufacturer of you products Fill this out to keep track of all the manufacturers These will be needed when entering your devices into the system It is a quick way to access the manufacturer address amp phone numbers if there are issues with you products Add a new manufacturer 25 To add a new manufacturer either click Add new or start entering the following information in the first blank row 1 Manufacturers name 2 Manufacturers address a Address b City c State d Zip Code 3 Manufacturers contact numbers a Direct phone number b Mobile phone number c Fax number 4 Contact name 5 Email address double clicking on the email addre access to email the manufacturer after entering and saving it will give 6 Manufacturer s web site address double clicking on the web address after entering and saving it will take you to the manufacturer s website 7 Select Save Data to save the information that was entered Delete a manufacturer To remove a manufacturer select the manufacturer to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Hydrant Maintenance delete tion is where the aspects of the hydrants can be edited You can add new hydrants s and maintain hydrant maintenance options 26 ort Hydrant Model Maintenance This screen keeps track of the brands a
45. er 2 Oper ID Enter the person s name that performed the repair maintenance 3 Completed Enter the date that the repair or maintenance was completed 4 Action This is auto populated with one of the line items on the work order 5 Field Notes Enter any notes taken during in the field during the repair maintenance 6 When all results have been entered select Save Data This will save the repair maintenance results MAIO off gt Dl ll SeveDete eater E Wok Onder 27 Device Type Vave Device ID HURCOVI pao Competed 7 7 2010 7 Maec sinn Fei Noes To Submit Results from the Repair Maintenance Work Order A fier the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No Confirm Submi Sukmiting the work order wil make it urevsiabe to edi Are you sure you want to submit the work order oe 83 Chapter 10 Creating Submitting C Factor Work Order In this chapter you ll learn to create and submit C Factor work orders These options are located under the Work Order option on the Menu Bar sid Insee Manege br E eS
46. es and seconds Click the calculate button and this will fill in the values 9 Deficiency Use the drop down menu to select any deficiencies that were detected during the test 10 When all results have been entered select Save Data This will save the test results To Submit Results from the Fire Flow Work Order A fier the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No n Chapter 8 Creating Submitting Valve Exercise Work Order In this chapter you ll learn to create and submit Valve Exercise work orders These options are located under the Work Order option on the Menu Bar Valve Exercise Work Order This screen keeps track of the active valve exercise work orders New valve exercise work orders can be added here Exercise groups must be created before a work order can be created B 75 Add a new Valve Exercise Work Order To add a new Valve Exercise Work Order select Add New Work Order You can click on the green sign and it will take you to the respective menu option to enter a ne
47. ew Repair Maint Work Order select Add New Work Order You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model DETULIT IERI tM ts 1 Awork order ID will be generated automatically 2 Select the date 3 Enter any notes that are needed 4 Created by will be generated by the user that is logged in 5 WO Type will be generated automatically depending on which work order screen you are in 6 Status will change depending on what is being done with the work order 7 Work Order Schedule a Select whether it is a reoccurring work order b fitis a reoccurring work order select the reoccurrence period Select whether or not the reoccurring event has an ending period 80 d fit does have an ending chose the date for the reoccurrence to end 8 Select Save Data to create work order 9 Now that the work order has been created chose the Device type that needs work 10 Select the Device ID 11 Select the action that needs to be performed on the device If there are no actions to select then actions need to be set up in the Repair Maint Action Maint screen 12 Ifan exercise group valve or hydrant is added and needs to be removed select Remove Selected A confirmation will appear asking if you are sure you want to remove the de
48. f the types of vandal proofs that are used These will be needed when entering a new hydrant into the system Device Name Enter the name for the vandal proof device Device Description Enter the description of the vandal proof device 30 To create a new vandal proof type either click Add new or start entering the device name and device description in the first blank row Select Save Data to save the new vandal proof device To edit a vandal proof type enter the desired changes Select Save Data to save the vandal proof type To remove a vandal proof type select the vandal proof type to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Hydrant Deficiency Maintenance This screen keeps track of the types of maintenance that may be required on a hydrant These will be needed when entering a new maintenance work order Si et p n sds Deene a Sove Data sre Deficiency Name Enter the name for the deficiency Deficiency Description Enter the description of the deficiency To create a new deficiency either click Add new or start entering the deficiency name and deficiency description in the first blank row Select Save Data to save the deficiency To edit a deficiency enter the desired changes Select Save Data to save deficiency To remove a deficiency select the deficiency to delete Select Delete A confirmation screen will appea
49. field operator either click Add new or start entering the information in the first blank row Select Save Data to save the new Field Operator To delete a field operator select the field operator to delete Select Delete Mb Ada new X Delete led Seve Deto nu IMS Mobile Lock Out Code Select Mobile Lock Out Code from the Ei unlock editing abilities on the handheld unit menu to change the password used on IMS Mobile to lock or 4 Mobile Lock Out Code 2 led Save Data Exiting the Application There are a couple of ways to exit IMS by Hurco Once this is done you will be taken to the Windows desktop Do one of the following Select File and Close Company from the menu bar Click the X button in the upper right corner Getting Help There are many ways to obtain help with this the application Your options include Using the online Help system Viewing the online user s guide View the tutorial videos Contacting Hurco Technologies The Program Interface After starting the application the main program window appears The main window contains all the options that are needed to maneuver in IMS by Hurco Elements of the Main Window The diagram below illustrates the most i diagrams are brief explan portant elements of the main window Following the ns of most elements Dashlets Menu Bar Session Gmex sacma Fes rr c
50. hen choose the Device ID that you would like to see a comparison on and click View Report Sidhe valve yao you wih to ew eri ian on en eck ee eee Wie 107 Repair Maintenance Work Order Results This screen allows you to view amp print Repair Maint Work Order Reports Users have the ability to filter for reports by certain criteria B fmo AGNI D Tenue WAT ED Weste Eum CE Deven Toe a jm m n ow 5 5 a T EL sso z e m TO 0 tme ee erp Filtering amp Viewing Repair Maint Work Order Reports User can filter by the following results Fora certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Device Type Use this option to see work order results for a specific device type Hydrant Use this option to see work order results for a specific hydrant Valve Use this option to see work order results for a specific valve Main Use this option to see work order results for a specific main Manufacturer Use this option to see work order results for a specific manufacturer Action Use this option to see work order results for specific repair maintenance action District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order results for a specific divisions
51. her click Add new or start entering the restraint type name and description in the first blank row Select Save Data to save the new restraint type To edit a restraint type enter the desired changes Select Save Data to save the restraint type changes To remove a restraint select the restraint to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Hydrant Paint Color Maintenance This list the paint colors used to identify hydrants These will be needed when entering a new hydrant into the system Morbo H3 P OH deren Deer dS 1 pem Color Name Enter the name for the color Color Description Enter the description of the color To create a new paint color either click Add new or start entering the color name and description in the first blank row Select Save Data to save the new paint color To edit a paint color enter the desired changes Select Save Data to save the new paint color To remove a paint color select the paint color to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete 29 NFPA Code Maintenance This lists the requirements and codes for NFPA standards This screen is informational only and cannot be changed This information will be used in the work order reports and hydrant details Vandal Proof Type Maintenance This screen keeps track o
52. his screen keeps track of the test groups available to be added to work orders Test Groups can be added or deleted here Test groups must be entered before a work order can entered into the system a Fac Tato Gus Factor Tot 59 Add a new C Factor test group To add a new test group select Add New You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Enterthe name for the group 2 Entera group description 3 Select Save Data to save the test group Then the tests can be added to the group 4 Select the C Factor test from the drop down menu that needs to be added 5 Click the Add Test button This will add the test to the test group To see details of the test added double click on the line item This will take you to the test details 6 Ifa test is added and needs to be removed from the group click the Remove Selected Test button A confirmation will appear asking if you are sure you want to remove the selected test Click yes to continue with the removal or no to cancel the removal 7 When all of the tests have been added select Save Data This will save the group Delete a C Factor test group To delete a test group select the test group that needs to be deleted Use the arrows to move between groups Once you hav
53. hlets There are two ways to remove a dashlet you can uncheck the box in this screen or you click the Remove option that is next to each dashlet on the main window Working with dashlets Each dashlet has a unique function Below is how the dashlets work 1 Active Work Orders Double clicking on any work order in this dashlet will pull up the work order selected 2 Pending Work Orders Double clicking on any work order in this dashlet will pull up the following menu ey Please choose ane ofthe flowing options Sepineecensors the wok or Saptamana endear te wer 1S torahas Comme 15 a Activate the work order This will create the work order and add it to the active work orders b Skip this reoccurrence of the work order This will remove the selected pending work order and it will reoccur on the next scheduled date c Skip this reoccurrence and cancel the series This will remove the selected pending work order and will also cancel any further reoccurrences d Do nothing This will close the menu option and will not affect the selected pending work order 3 Recent Work Orders Double clicking on any work order in this dashlet will pull up the results report for the selected work order 4 Unhandled Deficiencies Double clicking on any deficiency listed in this dashlet will pull up the following menu a Create a work order This will create a new work repair maintenance work o
54. ield during the flush 6 Desired Velocity Enter the desired velocity 7 Pitot Nozzle PSI Enter the pitot or nozzle PSI 8 Test Time Min Test Time Sec Enter the amount of time the test was run 9 Devices Used a Flow Hydrant Enter the flow hydrant that was used b Flow Device Enter the flow device that was used 93 c Flow GPM amp Gallons Used Enter these two values that were obtained during the test Ifyou didn t calculate the gallons used during the test click on the calculator icon Enter the Pitot pressure and the flow time in minutes and seconds Pow dare URED 2 Fw Devoe Hoo arae Prt Monte tS 60 Coie TEE E ning aL se gt amem 3E tert See HE me 10 Start Clarity Use the drop down menu to select the quality of the water at the beginning of the test 11 During Clarity Use the drop down menu to select the quality of the water during the test 12 Final Clarity Use the drop down menu to select the quality of the water at the end of the test 13 When all results have been entered select Save Data This will save the exercise results 94 To Submit Results from the Uni directional Flush Work Order A fier the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted
55. k Order To Edit Results from the Hydrant Flushing Work Order To Submit Results from the Hydrant Flushing Work Order Reports 100 Fire Flow Work Order Results 100 Filtering amp Viewing Fire Flow Work Order Results 101 Fire Flow History Comparison 102 Valve Exercise Work Order Result 103 Filtering amp Viewing Valve Exercise Work Order Results 104 Valve Exercise History Comparison 106 Repair Maintenance Work Order Results 107 Filtering amp Viewing Repair Maintenance Work Order Results 107 Repair Maintenance by Priority Report 109 Uni directional Flush Work Order Results 110 Filtering amp Viewing Uni directional Flush Work Order Results 10 C Factor Work Order Results 12 Filtering amp Viewing C Factor Work Order Results 13 Hydrant Flushing Work Order Results 14 Filtering amp Viewing Hydrant Flushing Work Order Results 215 116 Water Usage Results Filtering amp Viewing Fire Flow Water Usage Results 116 Filtering amp Viewing Uni directional Flush Water Usage Results 118 Filtering amp Viewing C Factor Water Usage Result 119 Filtering amp Viewing Hydrant Flushing Water Usage Results 121 Master Device List Reports 122 Filtering amp Viewing Hydrant Master Reports i123 Filtering amp Viewing Valve Master Reports 124 Version 2 0 Filtering amp Viewing Main Master Reports 126 Hydrant Sticker
56. k on the setup exe file located on your installation CD or inside your downloaded zip file You must run the setup file with administrative privileges Also temporarily shut down any antivirus programs to prevent interference during installation nm pro nete mes pr piesen pm Dr When the installation begins you will see the following screens This screen will appear if you do not have the required pre requisite programs loaded on your computer at the time of installation Clicking Install will move the installation forward IMS by aco requies the folo itens to belnstaled on your computer Cd stall o begir isti these requieren Sidus Requirement Pending Miscsoft SL Server 2005 Express 593 86 amp ow Version 2 0 After clicking Install you will see a progress bar Please be patient this install may take several minutes depending on the speed of your PC IMS by Hurco requires the following iteme to be installed on your computer Click Install to begn inctallng these requirements Status Requiremert Extractina Mcrosoft SQL Server 2005 Express SP3 x86 amp x Wow Once the pre requisites have been installed the following screen will appear to start the installation of IMS by Hurco Click Next to proceed with the install Welcome to the Installation Wizard for IMS by Hurco The InstelShield R Wizard wil install IMS by Hurco on your computer To continue dick Next WARNING
57. lete the group Click yes to continue with the removal or no to cancel the removal 13 Select the priority of the repair or maintenance item If no priority is selected it will automatically default to LOW 14 Double click on a line item to upload remove image or to view the details of the selected line item Ade maze to ac ectedine ter Vew device detala fer sc ectedine er 15 To add or remove image select Add Image to selected line item Click upload to add picture or Remove to delete image 16 To view device detai you to the device det select View device details for selected line item This will take 17 Once all information has been entered into the work order select Save Data 81 18 To print the work order click Print The following report will appear as mis 1 ana p PEE Wok Order 3 la Tm m T Work Orr Noses Pario aret Dente Ht Mein teen perm Doves pe Ht aden 201 waa soe ae era sert e e she a ip sr Pte Woe eeu ae anaa SE tart To Edit Results from the Repair Maintenance Work Order After the repair maintenance item has been completed the results must be entered into the work order so that it can be closed Click the Edit Results button There will be one screen for each item on the work order 1 Work Order ID Device Type and Device ID These items are populated from the line items on the work ord
58. lts for a specific divisions Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report double click on a work order A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen 102 To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen Fire Flow History Comparison This screen allows you to view amp print a Fire Flow History Comparison Report Select they hydrant that you would like to see a comparison on and click View Report 103 The report will appear showing a comparison of the fire flow tests for a certain hydrant Valve Exercise Work Order Results This screen allows you to view amp print Valve Exercise Work Order Reports Users have the ability to filter for reports by certain criteria Dan aE ei Boke 7 E a a D me i ese T DO me e B we om D G com D ee nce OF Ye en es em m 104 Filtering amp Viewing Valve Exercise Work Order Reports User can filter by the following results Fora certain date period Ente
59. m the Start menu Select Hurco Technologies from the Programs submenu and then select the IMS by Hurco icon OR 1 Select the IMS by Hurco software icon We have provided demonstration data for a company called Sample Company This demonstration data makes it much easier for new users to learn the application Depending on whether you are a new user or the first user of the application for your company Sample Company might open automatically after artup If not you can open it as you would any other company Activating Your Product Upon first opening your program you will see the activation screen If you have not purchased an activation ID you will have 15 uses before you will be required to purchase one To use your trial uses click Cancel and you will be taken to the user login screen After you have purchased your activation ID you will need to enter it on the screen and click Activate This screen will not appear again after activating your product If you purchase additional modules at a later date you will need to go to the Help menu to enter new activation ID See Help Section mae a see ims ntrastructure management system ay eT EN EA XX ssr m P Logging into the Program You must enter your user login name and password to access the application The default user name is Admin The default password is imsadmin To enter a user login name and password 1 The User Login screen
60. menu that needs to be added 5 Select the flow device that is attached to the hydrant If you fail to select a flow device the following message will appear You cannot add a hydrant to the group unless you add a flow device 65 Pease choose ator AND How dence tadi tothe poup mnm 6 Once you have selected both a hydrant and flow device click the Add Hydrant button The following message will appear to confirm that you want to add the hydrant 7 If hydrant is added and needs to be removed from the group click the Remove Selected button A confirmation will appear asking if you are sure you want to remove the selected device Click yes to continue with the removal or no to cancel the removal 8 When all of the hydrants have been added select Save Data This will save the group Delete a Hydrant Flushing group To delete a flushing group select the flushing group that needs to be deleted Use the arrows to move between groups Once you have the group that needs to be deleted click delete A confirmation will appear asking if you are sure you want to delete the group Click yes to continue or no to cancel the removal 66 Chapter 7 Creating Submitting Fire Flow Work Order In this chapter you ll learn to create and submit Fire Flow work orders These options are located under the Work Order option on the Menu Bar Fire Flow Work Order This scr
61. mpany email address Chose the Upload Logo button and go to the location of you logo file Select the file and chose Open Select Remove Image if the logo isn t needed Close a company Select Close Company when you want to close the current company to access a new company or to stop using the program 18 Switch companies Select switch company to move from one company to another The login screen will appear Enter login user name and password then select the new company that is desired 19 Chapter 4 Editing Actions In this chapter you will learn how to edit actions that are need in work orders These options are located under the Edit option on the Menu Bar CL a aR 5 em Pr District Maintenance Select District Maint to edit districts for devices This is the screen that is used to set the districts for where the devices are located By default standard districts are included DistName Enter the name of the district DistNotes Enter any notes that are needed To create a new district either click Add new or start entering the district name and description in the first blank row Select Save Data to save the new district To delete a district select the district to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Miren Dies Minen NT S eret
62. nd types of hydrants that are used These will be needed when entering a new hydrant into the system This information can be obtained from the manufacturer of the hydrant You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Manuf ID box it will take you to the Manufacturer Maintenance screen to enter a new manufacturer LEI Lo Die p pe 27 Create a new model T To create a new model select Add New Enter all pertinent information for the model Upload an image of the model number optional Select Save Data to save new model or Cancel to not save new model Delete current model 4 To delete a model select the model that needs to be deleted Click Delete Confirmation box will appear asking if you are sure you want to delete model Select yes to confirm deletion or no to cancel deletion Edit current model d To edit a model select the model that needs to be edited Change the information that requires change Select Save Data to save updated information Restraint Types Maintenance This screen keeps track of the types of hydrants restraints that are used These will be needed when entering a new hydrant into the system IEMNNUIDEEITTERTEDT To E 28 Name Enter the name for the restraint Description Enter the description of the restraint To create a new restraint type eit
63. ng amp Viewing C Factor Water Usage Reports ete WOVEN gt ToD CAMAS de ete gt 120 User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see water usage results for a specific work order Hydrant Use this option to see water usages results for a specific hydrant Main Use this option to see water usages results for a specific main Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 121 The water usage list can also be exported to a CSV file Click Export List to CSV Select the destination for the file to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Filtering amp Viewing Hydrant Flushing Water Usage Reports Yes Bs Fa Wer UR E tembe iux G Tubes VAS Ge D wowo s 5 D e p E DD weeds Corser em 5 E73 Bed Emane NUD We Sae Cana Uem yu Gr Dmm SDN WEAR B ums Come 8242011 eee MURCDHI MISI mecs s E NL NIC THE User can filter by the following results Fora cer
64. nt Directory You will get the following warning If the QSI Device is pulled in select Ok If the QSI is not plugged in plug it in and then select Ok Pesze mase zare your obese phage Then ht 0K mmn A screen will appear asking for the location to retrieve the file from Select the file and click Open A confirmation will appear to confirm the import 134 Hydrant Valve Import This option allows the user to import a list of hydrants or valves The files that are used to import valves and hydrants must be in a certain format Tete Nenana em Fr d ors Export Hydrant Template File This option allows you to export a file with the correct format for importing hydrants into IMS By Hurco Once you click on this option a screen will appear asking where you want to save your file Select the location for your file and click OK If your file was saved it will give you a message confirming the export finished The file will save as a csv file The file will be named HydrantImportTemplate You can open the file and enter the information in a new row for each hydrant Export Valve Template File This option allows you to export a file with the correct format for importing valves into IMS By Hurco Once you click on this option a screen will appear asking where you want to save your file Select the location for your file and click OK If your file was saved
65. o create a new valve action either click Add new or start entering the action name and description in the first blank row Select Save Changes to save the new action To edit a valve action enter the changes that are needed and select Save Data To remove an action select the action to delete Select Remove Selection A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete 23 EH 1 oH Mines X Delte g Save Data Teele E Fepace Ve Main Actions ActionName Enter the name for the action that will be performed on the main ActionDesc Enter the description of the action that will be performed on the main To create a new main action either click Add new or start entering the action name and description in the first blank row Select Save Changes to save the new action To edit a main action enter the changes that are needed and select Save Data To remove an action select the action to delete Select Remove Selection A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete 24 Chapter 5 Creating Editing Deleting Devices In this chapter you ll learn about creating editing and deleting hydrants valves amp mains You will also be able to add manufacturers models and related details These options are located under the Devices option on the Menu Bar Manufacturer Maintenance This scre
66. o edit a connection device enter the desired changes Select Save Data to save connection device To remove a connection device select the connection device to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Pipe Type Maintenance This screen keeps track of the types of pipes that are used These will be needed when entering a new main into the system 46 EM 411 ofl pl Addnew X Delete e Seve Data Nere Descrpion Cosic e FVCPpe Name Enter the name of the type of pipe Description Enter the description for the type of pipe Coefie Enter the coefficient for the selected type of pipe To create a new type of pipe either click Add new or start entering the type of pipe in the first blank row Select Save Data to save the pipe type To edit a pipe type enter the desired changes Select Save Data to save the pipe type To remove a pipe type select the pipe type to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Fittings Maintenance This screen keeps track of the types of fittings that are used These will be needed when entering a new Fitting Name Enter the name of the fitting 47 Fitting Desc Enter the description for the fitting LngthAdj Enter the length adjustment for the selected fitting To create a new type
67. on Enter the description for the type of valve used To create a new valve type either click Add new or start entering the type name and type description in the first blank row Select Save Data to save the valve type To edit a valve type enter the desired changes Select Saye Data to save valve type To remove a valve type select the valve type to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Valve Drive Type Maintenance This screen keeps track of the types of valve drives that are used These will be needed when entering a new valve into the system Drive Name Enter the type of valve drive used Drive Description Enter the description for the type of valve drive used To create a new valve drive type either click Add new or start entering the type name and type description in the first blank row Select Save Data to save the valve drive type To edit a valve drive type enter the desired changes Select Save Data to save valve drive type To remove a valve drive type select the valve drive type to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete 37 Valve Function Maintenance This screen keeps track of the different functions of valves that are used These will be needed when entering a new valve into the system Function Name Enter the valve f
68. on This will add the flow hydrant to the Flow Hydrants list To see details of the flow hydrant added double click on the line item This will take you to the hydrant details 52 6 When all of the test hydrants and flow hydrants have been added select Save Data This will save the test into the Test lists so that it can be added to a work order ERNEECIDUEETEIpUA Delete a Fire Flow test To delete a test use the arrows to select the test that needs to be deleted Once it is on the selected test click on Delete You will receive the following warning MARING Deleting a Fe i Te il Remove ALL pa worse tel el alee m jl Ifyou wish to continue deleting the test select Yes If you do not want to delete the test select No Note If you delete a test all work orders and test results that are associated with that test will be deleted Fire Flow Test Group Maintenance This screen keeps track of the test groups available to be added to work orders Test Groups can be added or deleted here Test groups must be entered before a work order can entered into the system 34 PL d Addrew X Dele a Sive Data Gono a Grom tame Teal Gp Deana hata om Hye HS ano7 Lp Terme Teese 1 imza ovo Sed lous M Fae Fou Texts Gun Fe Fo Te Add a new Fire Flow test group To add a new test group select Add New You can click on the green sign and it will take you
69. order A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen 16 To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen Water Usage Results There are three water usage reports that can be viewed Choose Fire Flow Uni directional Flush or C Factor Users have the ability to filter for reports by certain criteria Filtering amp Viewing Fire Flow Water Usage Reports n7 User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see water usage results for a specific work order Hydrant Use this option to see water usages results for a specific hydrant Valve Use this option to see water usages results for a specific valve NEPA Rating Use this option to see water usages results by NFPA ratings District Use this option to see all water usage results for a specific divisions Sub division Use this option to see all water usage results for a specific divisions User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up
70. ormation is about to be imported If user wishes to continue select Yes If user doesn t want to import the file select NO Message will appear to alert if the import was successful T mmm To Submit Results from the Valve Exercise Work Order After the results have been entered or uploaded the results will need to be submitted The results must be submitted in order to view them in the Reports section Click the Submit Results button A warning will appear alerting to the fact that once the results are submitted the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No The related Valve Exercise Work Order Report will appear Suotng the wok order wil mabe fanaa Ho you sure oa want tocar he wrk edet CEDE 78 Chapter 9 Creating Submitting Repair Maintenance Work Order In this chapter you ll learn to create and submit Repair Maintenance work orders These options are located under the Work Order option on the Menu Bar Tate an Wo pa Pane pou sees imer Rr C t a Repair Maintenance Work Order This screen keeps track of the active repair maintenance work orders New repair maintenance work orders can be added here Repair Maintenance action items must be created before a work order can be created 79 Add a new Repair Maintenance Work Order To add a n
71. ou to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model hob M e are X Deler seeds taille piu e i a Manuf ID Manufacturer of the hydrant b Model ID The model of the hydrant c Hydrant Paint Color d Vandal Proof Type What type of equipment is installed for vandal proofing 33 Restraint ID f Main Size g Bury Depth How deep does the hydrant go h Control Valve ID Select the type of control valve that is on the hydrant i Control Valy Direction Select the direction that the control valve is located on j Control Val Dist Enter the distance in feet of the control valve k NEPA Information This information is auto populated after a flow test has been completed on the hydrant It gives the NFPA color NEPA description rating minimum rating maximum and the last GPM reading on the hydrant L Upload Image Remove Image A picture of the hydrant can be uploaded or removed 3 On the Location Tab enter the following information You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model i cn i ime bans Bete RHE Gem ae P ient a Latitude b Longitude 34 c Elevation d VDO
72. ou to the valve maintenance screen where you can view or create a new valve o Mains This will take you to the main maintenance screen where you can view or create a new main o Flow Devices This will take you to the flow device maintenance screen where you can view or create a new flow device o Help This will take you the user manual Dashlets These areas give quick access to important functions in the program o Active Work Orders This lists all of the work orders that are active and have not been completed or closed o Pending Work Orders This lists all of the pending work orders that have been created by the system due to reoccurrence period being met on a past work order o Recent Work Orders This lists the 10 most recent work orders that have been completed o Unhandled Deficiencies This lists pendi work orders g deficiencies that have been logged from Current Program Version is displays the current version of IMS by Hurco that is running License Status This displays the status of you license It will either be Registered or Trial Trial means that you have not purchased and activated a license code 14 Add Remove Working with Dashlets Adding dashlets To add dashlets select Add Remove Dashlets from the View menu There are five dashlets that are available You can select one all or none To add a dashlet click inside the box next to the dashlet that is wanted Removing das
73. ps must be entered before a work order can entered into the system Add a new Exercise Group To add a new exercise group select Add New You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 2 3 4 Enter the name for the group Enter a group description Select Save Data to save the exercise group Select the Valve that needs to be added to the group Click Add Valve To see details of the valve added double click on the line item This will take you to the valve details 55 5 Select the hydrant that needs to be added to the group Click Add Hydrant To see details of the hydrant added double click on the line item This will take you to the hydrant details 6 Ifa valve or hydrant is added and needs to be removed from the group click the Remove Selected button A confirmation will appear asking if you are sure you want to remove the selected test Click yes to continue with the removal or no to cancel the removal 7 When all of the valves and hydrants have been added select Save Data This will save the group Delete an Exercise group To delete an exercise group select the group that needs to be deleted Use the arrows to move between groups Once you have the group that needs to be deleted click Delete A confirm
74. r from date and to date Work order ID Use this option to see work order results for a specific work order Device Type Use this option to see work order results for a specific device type Hydrant Use this option to see work orders results for a specific hydrant Valve Use this option to see work orders results for a specific valve Manufacturer Use this option to see work orders for a specific manufacturer Valve Size Use this option to see work orders for specific valve sizes District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order results for a specific divisions Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report double click on a work order A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen 105 To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen 106 Valve Exercise History Comparison This screen allows you to view amp print a Valve Exercise History Comparison Report Select the type of device and t
75. r to confirm the deletion Select Yes to delete and No to not delete 31 Hydrant Maintenance This screen keeps track of the hydrants These will be needed when entering your work orders into the system New Hydrants can be added here and the list of hydrants can be exported To add a new hydrant select Add New Hydrant See Add New Hydrant Section to continue To export a list of hydrants select Export to CSV Next select the location in which the file will be saved Click Save Remember the location that the file was saved Add a new hydrant To add a new hydrant select Add New ey ry os Da a Titani mmo Mgr te Aton 32 1 On the Hydrant Tab enter the following information Hydrant ID This name will identify the hydrants in the work orders b Asset ID This is optional It can be used as an alternative way to identify a hydrant c Install Date This is the date that the hydrant was installed in its location d Last Maintenance This field will auto populate from maintenance work orders e Description A description of the hydrant f Comments Any comments for the hydrant can be entered here g Map GPS button This can be used once the longitude and latitude have been entered on the Location tab h Map Address This can be used once the address has been entered on the Location tab On the Details Tab enter the following information You can click on the green sign and it will take y
76. rder A confirmation will appear stating the work order ID that is being loaded The report will show up in a new screen irme Um 3 114 To view a summary of the filtered results click on View full summary of selections The report will appear in a new screen hss yee E Hydrant Flushing Work Order Results This screen allows you to view amp print Hydrant Flushing Work Order Reports Users have the ability to filter for reports by certain criteria Devan D Topas eaan B E mese Do senem 115 Filtering amp Viewing Hydrant Flushing Work Order Reports User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant NEPA Rating Use this option to see work orders results by NFPA ratings District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order results for a specific divisions Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report double click on a work
77. rder Once this is created it will appear as an active work order b Delete this deficiency This will remove the deficiency from the unhandled deficiencies and will require no additional procedures c Do nothing This will close the menu option and will not affect the selected deficiency 16 Chapter 3 Creating Editing Switching Companies chapter you ll learn the creating and editing companies These options are located under the File option on the Menu Bar Creating a New Company To create a new company enter the name of the company you want to create This will create you new company Once a new company is created user will need to close program Upon login select newly created company from Connect To list Note Company names can only be letters If the company name includes number you will need to spell out the number words or exclude the characters that are not letters 7 Edit a Current Company To edit company information Select Edit Company to enter or update company details This will need to be done when a new company is created or the company information changes Company name Use this field to enter a unique name for the company you are creating Enter Addrl Addr2 Enter City Enter State Use two letter state code Enter Zip Code Enter Phone number Use the following format xxx xxx xxxx Enter Fax Number Use the following format xxx xxx xxxx Enter co
78. reports using Crystal Reports To get started please read this manual front to back If you need help getting started with your new IMS software the staff at Hurco will be happy to assist you We can set up training by Webex telephone fax e mail or even onsite training Please call to learn more about our training programs You will have unlimited Webex and telephone support for one year from your purchase date In this IMS software program we give you numerous fields to collect and record important data about your water distribution system As a general rule these features are based on the recommendations of the American Water Works Association AWWA and the National Fire Protection Association NFPA Itwill be your responsibility to read and understand these recommendations Hurco Technologies Inc will not be responsible for the incorrect collection of data or for the failure to follow AWWA and NFPA recommendations Assign a competent worker with knowledge of your distribution system and capabilities to manage data in a software program Always verify that the equipment you are using to collect data in the field is properly calibrated and certified To set up training or for general information regarding your new IMS software call Hurco Technolo gies Inc at 1 800 888 1436 Sincerely V Mele ms infrastructure management system by EI VES 2 Lyndon J Hurley President Hurco Technologies Inc Table of Contents W
79. s Vets Wat Whar Deien Weis Mele Mast Sao e enan Es Ge Drom Sree Gren ve p ETUOESSNU ETE S DM es S600 Que Pret Sedes Opes Vave re 125 User can filter by the following results Install Date Use this option to see valve details by date range of installation Last Maint Date Use t option to see valve details by date range of last maintenance Valve Use this option to see valve details results for a specific valve Manufacturer Use this option to see valve details by manufacturer Status Use this option to see valve details for a specific status District Use this option to see valve details for a specific divisions Sub division Use this option to see valve details for a specific sub divisions Valve function Use this option to see valve details for a specific valve function Drive Type Use this option to see valve details for a specific drive type Acces Type Use this option to see valve details for a specific access type Valve Type Use this option to see valve details for a specific valve type User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 126 The valve master list can also be e
80. t is not valid you will receive the above message Check the information in your file and go back through the import procedures If the file was successfully imported you will receive a message informing you that the import is complete Then the following report will appear showing what was successfully imported into IMS By Hurco 137 138 Chapter 14 Help The options under this menu will help you through your IMS By Hurco experience Updates ST T LUDTITETTHCTON TIL This link takes you to a website to verify if you have the most current version of IMS By Hurco bte rie Mae Md To downlond e inest version 2 00 0 click HERE Chg ede afer Bydrae Vaive Det page at eine coreey 2005 Tif QST GPS o Export EDI Upda t UDF Weak order UDF apd CFactot meer reports ade Nes Crist Reports 2010 rte ded a for eons Work order stm 139 About IMS by Hurco This screen gives you details of the program If you need to find the version of this program that is installed it will be located on this screen ty DRESS Support This screen gives you support details This is pertinent information that is need if the user contacts product support for help 1f additional modules are purchase you will need to reactivate the software Once you have you new activation code click Enter New License Key This will bring up the screen for you to enter the new
81. tain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant NFPA Rating Use this option to see work orders results by NFPA ratings District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order results for a specific divisions Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 122 Master Device List Reports This screen allows you to view amp print reports on devices Users have the ability to filter for reports by certain criteria Filtering amp Viewing Hydrant Master Reports 123 User can filter by the following results Install Date Use this option to see hydrant details by date range of installation Last Maint Date Use this option to see hydrant details by date range of last maintenance Hydrant Use this option to see hydrant details results for a specific hydrant NEPA Rating Use this option to see hydrant
82. the line item This will take you to the main details 13 Then flow hydrant s will need to be added a Select the Primary Flow Hydrant from the drop down box Only the hydrants that were added to the main on the Main Maintenance will appear in this drop down b Select the flow device from the drop down box Once those two items have been selected click the Add Primary Hydrant d If additional flow hydrants are needed select them from the drop down menu Once the flow hydrant and flow device is selected click the Add Additional Hydrant 6l 14 When all of hydrants and valves have been added select Save Data This will save the test into the Test lists so that it can be added to a work order 15 Then residual hydrant s will need to be added a Select the residual hydrant from the drop down list Only the hydrants that were added to the main on the Main Maintenance will appear in this drop down b Click the Add Hydrant to add the hydrant to the Residual Hydrants list 62 16 Then the isolation valve s will need to be added a Select the isolation valve from the drop down list b Click the Add Valve to add the valve to the Shut Off Valves list 17 When all of hydrants and valves have been added select Save Data This will save the test into the Test lists so that it can be added to a work order Delete a Uni directional Flush test To delete a test use the arrows to select
83. the test that needs to be deleted Once it is on the selected test click on Delete You will receive the following warning OSS mmn Le e If you wish to continue deleting the test select Yes If you do not want to delete the test select No Note If you delete a test all work orders and test results that are associated with that test will be deleted Uni directional Flush Test Group Maintenance 63 This screen keeps track of the test groups available to be added to work orders Test Groups can be added or deleted here Test groups must be entered before a work order can entered into the system WO dp quo PE Addon gt Delte al Seve Dun Coven Gono Groso Name Add a new Uni directional Flush test group To add a new test group select Add New You can click on the green sign and it will take you to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 8 Enter the name for the group 9 Enter a group description 10 Select Save Data to save the test group Then the test can be added to the group 11 Select the Uni directional Flush test from the drop down menu that needs to be added 12 Click the Add Test button This will add the test to the test group To see details of the test added double click on the line item This will take you to the test details 13 Ifa test is
84. the work order cannot be edited anymore If you agree select Yes If you want to be able to edit the work order still select No The related Uni directional Flush Work Order Report will appear mcm mnl 95 Chapter 12 Creating Submitting a Hydrant Flushing Work Order In this chapter you ll learn to create and submit Hydrant Flushing work orders These options are located under the Work Order option on the Menu Bar Hydrant Flushing Work Order This screen keeps track of the active repair maintenance work orders New repair maintenance work orders can be added here Repair Maintenance action items must be created before a work order can be created 96 Add a new Hydrant Flushing Work Order To add a new Hydrant Flushing Work Order select Add New Work Order You can click on the green sign and it will take you to the respective menu option to enter a new device Example Ifyou click the one next to the Hydrant box it will take you to the Hydrant screen to enter a new hydrant Dianne CNN LESTIE IDSERE TIT X Daae EET Pit Wok Oriri D Due Semi ee cas E Samarra ene n cate ams seas wowe here itu i TE rete E aime narocne ne Fosco can ti Doble C eje 1 Awork order ID will be generated automatically 2 Enter any notes that are needed 3 Created by will be generated by the user that is logged in
85. to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Hydrant Sticker Report This screen allows you to view amp print stickers for hydrants a be WREW D 129 User can filter by the following results For a certain date period Enter from date and to date Work order ID Use this option to see work order results for a specific work order Hydrant Use this option to see work order results for a specific hydrant NEPA Rating Use this option to see work orders results by NFPA ratings District Use this option to see all work order results for a specific divisions Sub division Use this option to see all work order results for a specific divisions Operator Use this option to see work orders completed by specific individuals User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To view a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen Custom Report Viewer This screen allows you to view amp print Custom Reports These are custom reports that have been created by the user in Crystal Report Writer No custom reports are included with the program 130 Curent Page No 1 Toral Page No 1 Zoom Factor Whole Pag
86. to the respective menu option to enter a new device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Enter the name for the group 2 Enter a group description 3 Select Save Data to save the test group Then the test can be added to the group 4 Select the Fire Flow Test from the drop down menu that needs to be added 5 Click the Add Test button This will add the test to the test group To see details of the test added double click on the line item This will take you to the test details 6 Ifa test is added and needs to be removed from the group click the Remove Selected Test button A confirmation will appear asking if you are sure you want to remove the selected test Click yes to continue with the removal or no to cancel the removal 7 When all of the tests have been added select Save Data This will save the group 54 Delete a Fire Flow test group To delete a test group select the test group that needs to be deleted Use the arrows to move between groups Once you have the group that needs to be deleted click delete A confirmation will appear asking if you are sure you want to delete the group Click yes to continue with the removal or no to cancel the removal Exercise Group Maintenance This screen keeps track of the exercise test groups that are available to be added to work orders Test Groups can be added or deleted here Test grou
87. unction used Function Description Enter the description for the valve function used To create a new valve function either click Add new or start entering the function name and function description in the first blank row Select Save Data to save the valve function To edit a valve drive type enter the desired changes Select Save Data to save valve drive type To remove a valve function select the valve function to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Valve Access Type Maintenance This screen keeps track of the types of valve accesses that are used These will be needed when entering a new valve into the system EEEE 38 Name Enter the type of valve access used Description Enter the description for the type of valve access used To create a new valve access type either click Add new or start entering the type name and type description in the first blank row Select Save Data to save the valve access type To edit a valve access type enter the desired changes Select Save Data to save valve access type To remove a valve access type select the valve access type to delete Select Delete A confirmation screen will appear to confirm the deletion Select Yes to delete and No to not delete Valve Deficiency Maintenance This screen keeps track of the types of deficiencies that might need to be fixed on a valve
88. ve Type Maintenance Valve Function Maintenance Valve Access Type Maintenance Valve Deficiency Maintenance Valve Maintenance Add a new valve Version 2 0 Flow Device Maintenance Main Maintenance Connection Type Maintenance Pipe Type Maintenance Fitting Maintenance Main Maintenance Add new main Creating Tests amp Test Groups Fire Flow Testin Fire Flow Test Maintenance Add a new test Delete a test Fire Flow Test Group Maintenance Add a new Fire Flow test group Delete a Fire Flow test group Exercise Group Maintenance Add a new Exercise group Delete an Exercise group C Factor Testing C Factor Test Maintenance Add a new C Factor test Delete a C Factor test C Factor Test Group Maintenance Add a new C Factor test group Delete a C Factor test group Uni directional Flushing Uni directional Flush Test Maintenance Add a new Uni directional Flush test Delete a Uni directional Flush test Uni directional Flush Test Group Maintenance Add a new Uni directional Flush test group Delete a Uni directional Flush test group Version 2 0 Hydrant Flushing Group Maintenance Add a new hydrant flushing group Delete a hydrant flushing group Creating Submitting Fire Flow Work Orde Fire Flow Work Order Add new Fire Flow Work
89. w device Example If you click the one next to the Model ID box it will take you to the Model ID screen to enter a new hydrant model 1 Awork order number will be generated automatically 2 Select the date 3 Enter any notes that are needed 4 Created by will be generated by the user that is logged in 5 Status will change depending on what is being done with the work order 6 WO Type will be generated automatically depending on which work order screen you are in 7 Work Order Schedule a Select whether it is a reoccurring work order b Ifit is a reoccurring work order select the reoccurrence period Select whether or not the reoccurring event has an ending period d Ifit does have an ending chose the date for the reoccurrence to end 8 Select the Exercise Group s to add to the work order from the drop down box 9 Select the valve s to add to the work order from the drop down box 10 Select the hydrant s to add to the work order from the drop down box 11 Ifan exercise group dded and needs to be removed select Remove Selected A confi king if you are sure you want to remove the delete the group Click yes to continue with the removal or no to cancel the removal To see details of the line item added double click on the line item 12 Once all information has been entered into the work order select Save Data 74 xm DET ELTE el mm Se tester
90. wore n E inte seme IINE e horace Inventory eoe 1 s Current Program Version License Status The following describes most elements of the IMS by Hurco interface listed in the above illustration Menu Bar The menu bar is a standard Windows interface tool used to access specific areas of a program The menu bar contains menu headings that list specific functions or actions in the program To initiate an action click the menu heading that corresponds to the desired action Session Info This section gives the name of the company that user is currently logged into It also gives the current users name and the date and time that they signed into the program Device Inventory This section gives details of the number of devices that are currently in the program Quick Launch Menu These are buttons that can be clicked on in order to access a specific function in the program easily and quickly 13 o Work Order This will take you to a new menu where you can choose what type of work order you would like to create or view Select a work order type and then click continue and you will be taken to the appropriate work order screen Fear Vart Work Over Fie Ft Werk Oder erie We Oe CF or Wok Oier iDrectoral Rh Wok Order rts o Hydrants This will take you to the hydrant maintenance screen where you can view or create a new hydrant o Valves This will take y
91. xported to a CSV file Click Export List to CSV Select the destination for the file to be saved Click Ok to save file A confirmation will appear stating that file was successfully exported Filtering amp Viewing Main Master Reports E msome 1S OF M VERS GF pe WOE GF me TREO pe prone m 127 User can filter by the following results Install Date Use this option to see main details by date range of installation Last Maint Date Use this option to see main details by date range of last maintenance Max Size Between Use this option to see main detail results for a max size range Main Length Between Use this option to see mains by a range in length Main ID Use this option to see main details for a specific main ID Status Use this option to see main details for a specific status Pipe Type Use this option to see main details for a specific type of pipe Connection Use this option to see main details for a specific main connection User can chose one or more options to filter by Once the filter options have been selected click the Filter Results button The results for the filter will appear on the bottom of the screen To w a report click View Report A confirmation will appear stating the selection is being loaded The report will show up in a new screen 128 The main master list can also be exported to a CSV file Click Export List to CSV Select the destination for the file

owner`s manual - Hurco Technologies

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