CUSTOMIZING YOUR WORKDESK
When you first log in to the AiM system you are presented with your WorkDesk which is
the main way to navigate in the system. The WorkDesk displays various windows
called “channels” which display available choices.
The default WorkDesk layout consists of the main Menu channel on the left side of the
screen and the Report Listing channel under the menu. The rest of the blue screen is
available for adding additional channels to help you quickly access the information you
need for your job.
This is your main WorkDesk.
ADD CONTENT icon
Menu channel
This part of the WorkDesk can
be customized.
Report Listing channel
1. To add additional channels to your WorkDesk, simply click on the ADD CONTENT
icon at the top right corner of the WorkDesk screen as pictured above.
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2. You are presented with the WorkDesk Layout Manager. The Layout Manager
consists of two main sections. The first section at the top has a light blue band across
the screen and is divided into “Navigation”, “Wide”, and “Narrow” areas. The second
section below it has a dark blue band across the top labeled “Available Channels”.
Items listed under the light blue band are currently displayed on your main WorkDesk.
The AiM default will show the Module Menu under “Navigation”. This is your system
menu and is pinned to the left side of your WorkDesk and cannot be altered. Under the
“Narrow” area you will see Report Listing with a note saying “move under Navigation”.
That means that in the default set up the Report Listing channel will be displayed
underneath the Navigation channel which contains the main menu. There are no
channels currently listed under the Wide area.
Items listed under the dark blue band labeled “Available Channels” are different
channels which are available for you to add to your WorkDesk if you choose.
Items currently
displayed on the
WorkDesk.
Available channels to display
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3. Adding a new channel to your WorkDesk is simple. You just choose the channel you
would like to have, click in the checkbox before the Title of the channel, and click on the
green ADD (+ sign) icon on the dark blue band. For example, to add the Personal Query
Count channel to the WorkDesk, click its checkbox and then on the ADD icon:
Then click on ADD icon.
Click the checkbox
to choose.
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Personal Query Count has
been added. It will show up on
your WorkDesk.
Be sure to click SAVE to
save your changes.
Note: You can also remove any channel which has been added in the top section of
the Layout Manager by simply clicking on the red DELETE icon to right side of the
channel.
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4. After you save your changes, AiM will take you back to your main WorkDesk. The
channel(s) you added in the Layout Manager will be displayed on the screen.
Personal Query Count channel
is displayed. It will be empty
until you create a personal
query and add it to the channel.
Personal Query Count channel is displayed, but is currently empty because we have not
created any Personal Queries yet. That is explained in the next section.
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CREATING A PERSONAL QUERY
The Personal Query is a very useful tool that AiM provides for the user. It allows you to
set up a search (or query) that you use to view data that is stored in the system and
then save the query so that you can use it over and over again without having to input
your search criteria every time.
You simply set up your query and save it. It will then be available for you to use the
next time you want to perform the search.
1. To create a Personal Query you first need to set up a search and then add it to your
personal query list. For example, if you want to add a query that will display the number
of your shop’s work orders at Phase status OPEN, follow these steps:
2. Open the Work Order screen by choosing Work Management from the main menu
and then choosing Work Order.
From the Work Order screen, click on the SEARCH icon.
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3. From the Phase section of the search criteria screen, click on the Zoom icon next to
the “Status =” field and choose OPEN. Then click on the Zoom icon next to the
“Shop =” field and choose your shop.
EXECUTE SEARCH icon
First Zoom to choose OPEN
Status and your Shop.
4. Then click on the EXECUTE SEARCH icon to test your search results. If the query
returns the expected results, you can save this search or query to your list of personal
queries.
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5. To save your query as a Personal Query, click on the ADD QUERY icon.
To add this query to your
Personal Query list, click on the
ADD QUERY icon.
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6. This will take you to a Personal Query input screen. This is where you give the
query a name and add an optional description about it. You can also tell AiM that you
want to add the query to your Personal Query channel. If the Personal Query channel
has been added to your WorkDesk, this query will appear in it. After you make your
selections, click on the DONE flag icon to return to the search criteria screen.
Click DONE when finished.
Name the Query (required field)
Optional Description
Show on the WorkDesk in the
Personal Query Count channel.
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7. Finally, you must click on the SAVE PERSONAL QUERY icon to save the query.
After saving, the query will be listed in the dropdown list of queries available from this
search screen.
The next time you come back to this search criteria screen, you can just use the
dropdown to select the query you created and the execute it. You do not have to select
the Status = OPEN and Shop = HVAC criteria again, because you saved them in your
Personal Query.
Save the Query.
After saving, the query is available
in the dropdown list of queries.
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8. Now when you g back to the main WorkDesk, the Personal Query Count channel will
display the number of work orders which your Personal Query returns.
Personal Query shows 6 work orders which match the query criteria.
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9. You can also click on the Personal Query from the channel to see the results without
having to go alll the way into the Work Order search screen again.
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