Difference between revisions of "Professional basics"
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This page discusses common CIMS terminology and the architecture of the CIMS program. | This page discusses common CIMS terminology and the architecture of the CIMS program. | ||
When you first open CIMS Platinum, you will be presented with a map of your cemetery. Additional information is available using the left-hand flyout, right-hand flyout, navigation bar dropdowns, and more. | When you first open CIMS Professional (formerly known as CIMS Platinum), you will be presented with a map of your cemetery. Additional information is available using the left-hand flyout, right-hand flyout, navigation bar dropdowns, and more. | ||
[[File:CIMS Platinum screen layout.png|thumb|600x600px|The basic layout of CIMS | <span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/t_kCOf_pD2E Understanding the CIMS Professional interface]</span></span></span> | ||
<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Need a refresher on CIMS?''' [https://www.youtube.com/playlist?list=PL-9dDTlmI21O-c1CRJjCz07RdvzxRLgK- We have a playlist with all the CIMS Professional essentials]</span></span></span> | |||
[[File:CIMS Platinum screen layout.png|thumb|600x600px|The basic layout of CIMS Professional, with labelled parts]] | |||
===Navigation bar=== | ===Navigation bar=== | ||
The navigation bar is the navy blue top bar that spans the width of the screen. It contains utilities to personalize your cemetery, see spaces you recently | The navigation bar is the navy blue top bar that spans the width of the screen. It contains utilities to [[Advanced cemetery options|personalize your cemetery]], [[Spaces list#Space history|see spaces you recently visited]], add [[map features]], [[Advanced cemetery options#Rename cemetery levels|rename your spaces/lots/blocks/sections]], view a [[calendar]], personalize your [[Map appearance|map settings]], [https://www.cimscemeterysoftware.com/technical-support/ get help from the CIMS team], and more. | ||
===Left-hand flyout=== | ===Left-hand flyout=== | ||
When you first open CIMS, the left-hand flyout will be collapsed. It shows as a grey bar spanning the height of your screen on the left side. Clicking on this grey bar expands flyout. In this flyout, you will be able to see a list of all of your spaces, run searches, and | When you first open CIMS, the left-hand flyout will be collapsed. It shows as a grey bar spanning the height of your screen on the left side. Clicking on this grey bar expands the flyout. In this flyout, you will be able to see [[Spaces list|a list of all of your spaces]], [[Searching|run searches]], and [[Reports|generate reports]]. | ||
===Right-hand flyout=== | ===Right-hand flyout=== | ||
Likewise, the right-hand flyout will also be collapsed. It shows as a grey bar spanning the height of your screen on the right side. Clicking on this grey bar expands the flyout. In this flyout, details about spaces, markers, burials and more appear. This flyout is also used to add map features, create or edit work orders, and much more | Likewise, the right-hand flyout will also be collapsed. It shows as a grey bar spanning the height of your screen on the right side. Clicking on this grey bar expands the flyout. In this flyout, details about [[Selling spaces & more|spaces]], [[markers]], [[burials]] and more appear. This flyout is also used to [[Map features|add map features]], [[Work orders|create or edit work orders]], and much more. | ||
===Map controls=== | ===Map controls=== | ||
A group of buttons to help you zoom, re-center your map, measure distances and more are available in the map controls area. See [[ | A group of buttons to help you zoom, re-center your map, measure distances and more are available in the map controls area. See [[Navigating CIMS#Map basics|map basics]] for more information. | ||
===Mini map=== | ===Mini map=== | ||
The mini | The mini map is a non-interactive miniature map of your cemetery, showing what part of the cemetery your screen is currently zoomed in on. It can be collapsed by clicking on the orange arrow in its bottom-left corner. | ||
===Map legend=== | ===Map legend=== | ||
The legend will show the meaning of your map colors. Click on the legend to expand or collapse it. See [[map appearance]] for information on how to control your map settings. | The legend will show the meaning of your map colors. Click on the legend to expand or collapse it. See [[map appearance]] for information on how to control your map settings. | ||
Latest revision as of 15:14, 15 May 2026
This page discusses common CIMS terminology and the architecture of the CIMS program.
When you first open CIMS Professional (formerly known as CIMS Platinum), you will be presented with a map of your cemetery. Additional information is available using the left-hand flyout, right-hand flyout, navigation bar dropdowns, and more.
🎬Watch a video! Understanding the CIMS Professional interface
🎬Need a refresher on CIMS? We have a playlist with all the CIMS Professional essentials
The navigation bar is the navy blue top bar that spans the width of the screen. It contains utilities to personalize your cemetery, see spaces you recently visited, add map features, rename your spaces/lots/blocks/sections, view a calendar, personalize your map settings, get help from the CIMS team, and more.
Left-hand flyout
When you first open CIMS, the left-hand flyout will be collapsed. It shows as a grey bar spanning the height of your screen on the left side. Clicking on this grey bar expands the flyout. In this flyout, you will be able to see a list of all of your spaces, run searches, and generate reports.
Right-hand flyout
Likewise, the right-hand flyout will also be collapsed. It shows as a grey bar spanning the height of your screen on the right side. Clicking on this grey bar expands the flyout. In this flyout, details about spaces, markers, burials and more appear. This flyout is also used to add map features, create or edit work orders, and much more.
Map controls
A group of buttons to help you zoom, re-center your map, measure distances and more are available in the map controls area. See map basics for more information.
Mini map
The mini map is a non-interactive miniature map of your cemetery, showing what part of the cemetery your screen is currently zoomed in on. It can be collapsed by clicking on the orange arrow in its bottom-left corner.
Map legend
The legend will show the meaning of your map colors. Click on the legend to expand or collapse it. See map appearance for information on how to control your map settings.