AIMS Quick Reference Guide Basics of Using the System
Search and Listing Screens
The Job Orders, Invoices, and Catalogue data search and listing screens consist of the following
components for displaying the respective entities:
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The Main Menu
The main menu provides access to all areas of the system, though the availability of menus will
vary based on the privileges assigned to your user role:
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Job Orders: displays the Job Order search and listing screen.
Invoices: displays the Invoice search and listing screen.
Catalogue: provides access to the catalogue data maintenance screens: Quality Tests,
Slates, Methods of Transport, Locations, Grades, Units of Measure, and Snippets.
Directory: provides access to the lists for Companies/People, and for User Accounts.
Reports: provides access to the Retain Disposal, Job Order Work and Job Order
Timelineness reports.
Support: provides access to the downloadable user guide, online user guide and video
tutorials.
Login: provides access to your people details (i.e. navigates to the Company/People
directory to show your information), your user account details, and the log out menu.
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Bread Crumbs: provides a navigational summary of how the current page was accessed
allowing for quick navigation to previous pages.
Search Fields: provides various advanced fields to search on.
Search Box (available on some screens): searches for results based on the entity ID (e.g.
Job Number).
Advanced Search (available on most screens): toggles the display of the advanced search
fields.
Actions Menu: provides access to general functionality for the entity type (e.g. create a
Job Order). The availability of actions will vary based on the user roles and type of entity.
Search and Clear: executes a search, and clears the search fields respectively.
Sort by (available on some screens): provides one or more methods to sort the results by.
Pagination: provides direct access to each page of results.
Results: displays a list of entities which match the current set of search/advanced search
criteria. By default, all entities are displayed.
Note: the Job Order search and listing screen divides the results into sub tabs based on Job
Order statuses. This makes it easy to quickly navigate to Job Orders based on their known
statuses.
email support@navarik.com
phone +1-778-327-4600
AIMS Quick Reference Guide Basics of Using the System
Job Order Ribbon
The completion of a Job Order involves numerous phases and input from multiple users. When
viewing a Job Order, its current progress is displayed in the ribbon where blue elements are in
progress and green elements are completed:
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Summary: provides a brief summary of where and when the job is to take place and the
product(s) involved.
Office and Coordinator: specifies the office and coordinator who created the Job Order.
Ribbon: indicates the current phase that the Job Order is in.
Action Menu: provides access to the functions that can be performed by the current user
on the Job Order.
Task Tabs: provides access to all of the fields for completing the Job Order. The Job Order
tab provides access to all of the Job Order entry fields. The remaining tabs provide access
to additional data entry fields related to the Job Order.
Direct Navigational Links: links for directly accessing the various subsections of the Job
Order entry screen. This is useful for quickly navigating to a subsection in a long Job Order.
Hovering the mouse over any of the ribbon elements displays the requirements for entering and
completing any given phase:
Key Terms
Ribbon: the set of status boxes shown on the Job Order entry screen which provide a visual
indication of the job’s progress.
Action Menu: a drop down menu which provides screen and user-specific functions that can be
performed on a given entity or group of entities.
Note: some phases such as Field Inspection and Receive Samples can be done in parallel.
Job Order Entry
Snippets: reusable pieces of text which can be created and then used to quickly fill in certain
fields throughout Navarik IMS instead of manually typing commonly used terms, sentences, and
paragraphs.
Existing Job Orders can be accessed by clicking on their Job Order number in the results list,
while a new Job Order can be created by selecting Create from the Actions menu. This displays
the Job Order entry screen which is organized as follows:
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Job Order Number: the ID assigned to the current Job Order. When creating a new Job
Order, this will be assigned by the system when the Job Order is first saved as Active.
State: indicates the current state of the Job Order: Draft, Active, or Closed.
email support@navarik.com
phone +1-778-327-4600