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AiM 4.1 OFS Supervisors and Assistant Supervisors User Manual

1. Space Management Time Management system Administration Report Listing O 370 WO TRANS DETAIL RPT J 428 UTILITY CONSUMPTION O 429 UTL amp ENE USG BY SQFT D SSS Personal Query Listing edit c 2010 AssetWorks 1 Click on Work Management and the following screen will be displayed JAM Hello TRNGO1 Logout About Help A Menu Work Order O Material Reques e aa es Setup Material Request Status c 2010 AssetWorks 2 Click on Material Request and the following screen will be displayed 40 September 2010 AiM 4 1User Manual AIM Hello SREL Logout A Help Material Request word set tC OY Transaction Editor Edit Date Description Work Order Requestor Work Order Requested By University Campus Date Needed Property Deliver To Location or Room Line Items Line Line Type 3 Click on the New icon and the following screen will be displayed JAIM Hello SREL Logout About Help O Material Request A seca MOHO 4 he Transaction Editor SREL Edit Date Sep 23 2010 08 56 AM Description Work Order Requestor Work Order Requested By unes ds Date Needed prsety A Room Line Items E Line Line Type Type in a description of the materials being requested and the purpose reason for the request in the Description field Enter work order and phase in Work Order and Phase fields or click on the Zoom icon to use th
2. Line Items Phase LL gt 4 Click on the Shop Zoom icon and the following screen will be displayed September 2010 49 AiM 4 1 User Manual CARPENTRY FO0456 CARPENTRY SHOP CONSTRUCTION Fo04 2 CONSTRUCTION SHOP CUP FOO45 CENTRAL UTILITY PLANT CUSTODIAL STODIAL SHOP ELECTRIC ENERGY MGMT 500650 ENERGY MANAGEMENT SYSTEMS ENGINEERING F0046 2 ENGINEERING SHOP GROUNDS F00463 GROUNDS SHOP HEA EQUIPMENT 300617 HEAWY EQUIPMENT HEAVY EQUIPMENT FUEL 300617 HEAWY EQUIPMENT 5 Click on the appropriate Shop and the following screen will be displayed Use the Page Navigation DVD buttons at the bottom of the screen to look for additional Shops AIM Hello SREL Logout A Transaction Description AAA 3 Transaction Work Order Phase Status i i Location or Room Location ID 10 006005 Jun 09 2010 CASJOSEP CLOSED LAS CRUCES CASJOSEP 10 011513 Jun 09 2010 CASJOSEP CLOSED LAS CRUCES CASJOSEP 10 006005 Jun 09 2010 CASJOSEP CLOSED LAS CRUCES CASJOSEP 10 009433 Jun 09 2010 RMADERO CLOSED LAS CRUCES RMADERO 10 01 Jun 09 2010 JANNET CLOSED LAS CRUCES JANNET 1 Jun 10 2010 CASJOSEP CLOSED LAS CRUCES CASJOSEP 10 0117 Jun 10 2010 FREDROD CLOSED LAS CRUCES FREDROD 10 011608 Jun 10 2010 JAPADILL CLOSED LAS CRUCES JAPADILL 10 012013 Jun 10 2010 CZAP CLOSED LAS CRUCES CZAP 10 011608 Jun 10 2010 CLOSED LAS CRUCES 10 011513 Jun 11 2010 CLOSED LAS CRUCES 10 012013 Jun 11 2010 CLOSED LAS CRUCES 7 C
3. CORBETT CENTER ae Quantity Unit Cost SubTotal Status 0 0000 33 9600 0 00 Open 16 Additional materials can be requested by clicking on the Add Line Item icon once for each Part being requested and repeating steps 11 15 17 Click on the Save icon and the request will be sent for supervisor approval The following screen will be displayed JAM Hello SREL Logout About Help O Material Request A serca AMOSA AOC Transaction Description AINT TO REMOVE GRAFFITTI ON WALLS Work Order Work Order PRJFEE 1209 PAINTING ART GALLERY PRJFEE 1209 NEED ESTIMATE FOR PAINTING ART GALLERY IN PROJECT DEVELOPMENT F00470 PROJECT DEVELOPMENT SHOP Line LineType PartEquipment Description 1 Stock 2545 PAINT THINNER PAINT Editor Edit Date Sep 23 2010 10 34 AM Requestor Requested By Date Needed Sep 30 2010 Deliver To Location University Campus Property Location or Room NMSU NEW MEXICO STATE UNIVERSITY LAS CRUCES LAS CRUCES 285 CORBETT CENTER Quantity Unit Cost SubTotal Status 0 0000 18 Click on the Printicon to print a copy of the Material Request 33 9600 0 00 Open The Material Request process is now complete 44 September 2010 AiM 4 1User Manual Equipment Requests Equipment Requests are initiated in the same fashion as Material Requests by completing the following steps which begins after Add Line Item for a Material Request JAM Hello SREL Log
4. Work Date Shop Person Time Type Leave Code Work Order Action Taken Shift JAPADILL a JOHN PADILLA Shop Person Shift Action Taken Hours 17 sep w 2010 E JAPADILL a Ja 11 003076 a ITERS PAINT ROOMS 11 Review all data entry for accuracy and click on the Saveicon The following screen will be displayed and the Timecard is now available for supervisor approval 12 Note If an employee has not been assigned to a Work Order Phase when the Rapid Timecard Entry is saved in Step 11 a screen will be displayed which states Shop person not assigned to the phase Do you want to continue Click on the Yes icon 26 September 2010 AiM 4 1User Manual JAM Hello SREL Logout About Heip O Rapid Timecard Entry O 4 Work Date Time Type Hours Shift parao deL Js ______Js ______Js ______Js _ K JOHN PADILLA sd 51439 Sep 17 2010 11 003076 004 PAINTERS PAINT ROOM 51439 Sep 17 2010 11 003076 004 PAINTERS PAINT ROOMS 13 Click on the Timecard number and the following Timecard screen will be displayed Hello SREL Logout view TOn DO Transaction Editor SREL Not Posted Edit Date Sep 21 2010 11 15 AM Description Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours Original Cost JOHN PADILLA Leave Hours t Adjusted Cost Sep 17 2010 Total Cost Line Items Work Order 11 003076 11 003076 11 003076 14 Print the Timecard by clicking on the Print ico
5. password 2 Enter your User Name and Password in the field boxes 3 Click on the Login button reat TP d You can create a bookmark in your browser for quick access to the AiM system September 2010 7 AiM 4 1 User Manual Once you have logged on the WorkDesk will be displayed Q Q AG JAM Hello RNGO1 Logos About Help workDesk O enu E Work Management a Customer Service Inventory Y Project Management Property 83 Purchasing 1 Space Management hey Time Management system Administration Report Listing 370 WO TRANS DETAIL RPT 428 UTILITY CONSUMPTION 429 UTL amp ENE USG BY SQFT Personal Query Listing c 2010 AssetWorks 1 AiM icon identifies the vendor Note When navigating away from the WorkDesk and working within the application it may be necessary to return to the WorkDesk This can be performed by clicking on the AiM icon The header will display the WorkDesk and a Module once selected Menu will display Modules available for use based on security Menu options may vary 4 Reporting Listing will display a list of available reports Reports listing will also be accessible from various Modules 5 Greeting and User ID are displayed and identify the current logged on user 6 Logout link is displayed and used to exit the application W N Note It is recommended to logout properly from the application by using the logout link
6. ROBERT BILBAO Location University Campus Property Location or Room About Help view see OO y ENTERED 9 NMSU Q NEW MEXICO STATE UNIVERSITY LAS CRUCES LAS CRUCES CORBETT CENTER E Quantity Unit Cost SubTotal Status 1 0000 63 3300 63 33 Open 12 Click on the Save icon and the following screen will be displayed AiM Material Request Transaction Editor Edit Date Description FORK LIFT Work Order Requestor Work Order PRJFEE 1209 Requested By PAINTING ART GALLERY PRJFEE 1209 Date Needed NEED ESTIMATE FOR PAINTING ART GALLERY IN Deliver To PROJECT DEVELOPMENT F00470 PROJECT DEVELOPMENT SHOP Line Items Line Line Type Part Equipment Description 1 Rental AERIAL LIFTS EAGLE LIFT T1 Hello SREL Logout SREL Sep 23 2010 02 04 PM BROBERT ROBERT BILBAO Sep 30 2010 BROBERT ROBERT BILBAO view EXE 2 University Campus Property Location or Room ENTERED NMSU NEW MEXICO STATE UNIVERSITY LAS CRUCES LAS CRUCES 285 CORBETT CENTER Quantity Unit Cost SubTotal Status 1 0000 63 3300 63 33 Open 13 Click on the Printicon to print a copy of the Equipment Request The Equipment Request process is now complete September 2010 47 AiM 4 1 User Manual Material Equipment Request Approval Material and Equipment Requests must be approved by the supervisor by completing the following steps This example is for material f
7. Timecard 4 Click on the Execute Search icon or use the Search feature described in the Performing a Search Query section to narrow the Search to a specific Shop and the following screen will be displayed 36 September 2010 Hello SREL Logout About Help 9 Timecard Approval O o A Leal Leal f Select All Less Detail More Detail Shop Person AVARELA Total Days 1 Name HECTOR VARELA Total Hours 8 00 Shop Person CZAP Total Days 1 Name ISAAC PAZ Total Hours 8 00 Shop Person JAPADILL Name JOHN PADILLA Shop Person RLIMON Total Days 1 Name RANDALL LIMON Total Hours 8 00 Shop Person RMADERO Total Days 1 Name RUBEN MADERO Total Hours 8 00 TT ShopPerson TONYM Total Days 1 Name ANTHONY MONTES Total Hours 8 00 5 Click on the More Detail link and the following screen will be displayed AM Hello SREL Logout About Help 9 Timecard Approval O a A yi La fr Select All Less Detail More Detail Shop Person AVARELA Total Days 1 Name HECTOR VARELA Total Hours 8 00 Work Date Transactio Shop Person CZAP Total Days 1 Name ISAAC PAZ Total Hours 8 00 Work Date MT 08 23 2010 Shop Person JAPADILL Total Days 2 Name JOHN PADILLA Total Hours 39 50 Work Date Transaction Non Leave Hours pf 09 17 2010 r 09 30 2010 6 To review the employee s Timecard click on the Work Date Transaction number and the following Timecard will be displayed September OB AiM 4 1 User Manual Hello
8. Code Shop Estimate Hours 5 Click on the Execute Search icon and the following screen will be displayed 78 September 2010 JA Work Order RLAR UYU VI VI 9 MANIN DUILDIWO PRJFEE 1006 PRJFEE 1 od PRJFEE 1004 PRJFEE 1084 PRFEE 1098 11 STD STDKEY 11 STD HISECKEY 11 004642 Hello SREL Logout PROJECT FEE CAMPUS EMERGENCY SIRENS PRJFEE WORK ORDER FOR DACC MAIN REPLACE THE CHILLER RESH AIR UPGRADE MENT PROJECT MGT FEE OCRETE SIDEWALKS BY SPEACH BUILDING 2011 STANDING WORK ORDER FOR ALL STANDARD KEYS ACTUAL CHARGES STANDING WORK ORDER FOR ALL HIGH SECURITY KEYS ACTUAL CHARGES STRIP AND REWAX FLOOR IN MEN S BATHROOM MAINTENANCE MAINTENANCE MAINTENANCE PROJECTS MAINTENANCE MAINTENANCE MAINTENANCE MAINTENANCE CORRECTIVE CORRECTIVE CORRECTIVE SUPPORT CORRECTIVE ACCESS ACCESS CUSTODIAL NMSU NMSU NMSU NMSU NMSU LAS CRUCES DONA ANA LAS CRUCES LAS CRUCES LAS CRUCES LAS CRUCES LAS CRUCES LAS CRUCES 263 ZONE 2200 218 218 554 AiM 4 1User Manual About Help ala mO OFS PROJECT MANAGEMENT DABCC FACILITIES SUPP OFS PROJECT MANAGEMENT OFS LOCKSMITH OFS LOCKSMITH 6 Click on the desired Work Order number and the following screen will be displayed Tea m TIP a September 2010 Dec 17 2009 Dec 17 2009 Dec 17 2009 Feb 04 2010 Feb 12 2010 Jul 13 2010 Ju
9. Counter Release Transaction Search Counter Release Transaction Trans Date Description Warehouse Released By Released To Reference Number Editor Edit Date Extra Description Counter Release Line Item 4 Type in a Transaction number or conduct a Search as described in the Performing a Search Query section 5 Click the Execute Search icon select the desired Transaction and the following screen will be displayed Y Aj Hello SREL L About Help iM Logout About Counter Return EA seca vO O E Transaction Editor RUPAZ Reference Number Edit Date Dec 16 2009 12 15 PM Warehouse MAIN Description ROOF LEAKING HARDMAN HALL 210K 212 AND 216 WATER DAMAGE CEALING MAIN WAREHOUSE Total Cost Release Persons Return Persons Default RelessedBy RUPAZ AAA RUMALDO PAZ Released To ALZAMORA Returned To ho g ALONZO ZAMORA Line Item Return All Description Bin Released Quantity Returned Quantity Work Order PNT CAULK VIP SMOOTH 5710 KWAL 35 8B2 4444 12 0000 0 0000 10 001239 HANLEY 5710 6 Click on the Line Item number and the following screen will be displayed 68 September 2010 AiM 4 1User Manual j Hello SREL About AiM Logout 125 Counter Return Line Item O Editor RUPAZ Original Transaction 5015 Edit Date Dec 16 2009 12 15 PM 4444 Work Order Return Persons 10 001239 Returned By PNT CAULK VIP SMOOTH 5710 KWAL HANLEY A e 001 Bin iii ROOF LEAKING HARDMAN HALL 210K 212 UOM
10. Edit Date i Note Type Add to Main Workdesk No Add to Module Workdesk No v Channel Title 2 Click on the Add Notes icon green plus sign and the following screen will be displayed 22 September 2010 AiM 4 1User Manual Hello DOLAREY Logout About Help Transaction Editor DOLAREY Date Created Sep 29 2010 01 11 PM Description LOCK CHANGE KEYS STANDARD LOCK NEED TWO DRAWER FILE CABINET IN ARC B 101 LOCK REPAIRED AND KEY REPLACED WILL NOT LOCK UNOCK Sep 29 2010 01 18 PM DOLAREY je 3 Click on the Notes Type Zoom icon and make the appropriate selection For example give AUTHORIZATION to use a specified index number 4 Type the desired information in the Notes field This will store the Note with the attached Customer Request 5 Click on the Save icon September 2010 23 AiM 4 1 User Manual Rapid Timecard Entry Employee Timecards are generated through the process of Rapid Timecard Entry After employees complete the process of entering time Timecards become available for supervisor review and approval The following Rapid Timecard Entry steps must be completed for each day in the pay period After logging on the AiM WorkDesk will be displayed JAM Hello TRNGO1 Logout About Help COn gt gt 8 Work Management customer Service Inventory Q Project Management Property a Purchasina Space Management fey Time Management system Adm
11. IS NOT COOLING PROPERLY MAINTENANCE CORRECTIVE NMSU LAS CRUCES 3 BUSINESS COLLEGE Page of14 Y Records Found 343 Column headings are Work Order Description Status Type Category University Campus Property Requestor and Date Created Columns can be sorted by clicking on one of the column headings Page Navigation is located at the bottom of the screen This will represent the number of pages available for review To go directly to a specific page enter the page number in the field and click on the green Go icon Page DVD Navigation forward backward icons and first page last page icons Records Found identifies the number of records found for the search selection Icon bar displays the additional available icon options on the screen displayed By holding your mouse over the icon it displays the function of the icon September 2010 AiM 4 1User Manual Create a Personal Query Personal Queries that provide Searches for information specific to the users can be created and added to the WorkDesk for easy access This example creates a Personal Query to list all work orders assigned to an employee 1 First open any Search screen and select Work Order from the Work Management Module Hello TRNGO1 Logout About Help Cn Work Order Hide All Show All Work Order Ls J lt wifa lt Description L Created By Date Created LS Al Status University 3 E E e Campus Proper
12. SubTotal 1 To request new Material Request click on the New icon which will open the screen and place it in a ready state for fields to be completed 2 The View field provides additional screens available while working within a screen September 2010 13 AiM 4 1 User Manual JAM About Help Oe o gt Transaction Hello TRNG01 Logout Editor TRNGO1 Edit Date Sep 29 2010 09 21 AM Work Order ENTERED Requestor Work Order bo g Requested By University isd g Date Needed resets J Deliver To Room Line Items E Line Line Type Part Equipment Description Unit Cost SubTotal 3 When working on a new screen or editing a screen required fields are outlined in red Information is segmented into data Blocks with headings example above shows Work Order Requestor and Location blocks September 2010 Search Screen Defined The Search screen is a very powerful option within the application that gives users the ability to perform various types of searches based on criteria entered This section will provide a general overview and introduction of the options available on the Search screen The Module displayed will determine the data criteria that are available for selection When performing a Search ask the question What information am I looking for This will assist when keying in the exact criteria needed to perform the Search SJAM Hello TRNG01 Logout About Help O Work Order Wo
13. are work orders that require involvement of multiple shops to get a job work orders done The first shop assigned to a multiple shop work order is the responsible shop for coordinating the closure of the work order Non A work order is considered non reimbursable if the work is routine Reimbursable maintenance to I amp G funded buildings An example of a non reimbursable work order is moving furniture on campus Open work An open work order is a work order that is being actively worked on by order shops Shops can charge time and material to an open work order Non Shop Inventory that is maintained in the Main Warehouse Stock The phase is used for tracking each task performed in a work order It defines the specific task details including the work to be performed the location of the work who will perform the work which asset or equipment is worked on and when to perform the work Property Identifies the building and is represented by an assigned number in the AiM system Reimbursable A work order is considered reimbursable if the work includes non routine Billable maintenance of I amp G funded buildings or is not I amp G related Examples of reimbursable work are moving furniture off campus or setting up tables and chairs on campus Rapid The rapid timecard entry screen is used to quickly enter multiple time card Timecard records in a single entry screen This will be the method for time entry for all Entry no
14. creating and saving a record the Notes Log which is a valuable feature in the AIM application becomes available The Notes Log is not limited in the number of characters text that can be entered and once entered becomes a permanent record The following screen shot represents a record that has been created and saved in the AiM application To use the Notes Log complete the following steps Aly Hello DOLAREY Logout 29 Customer Request Transaction Editor DOLAREY Date Created Sep 29 2010 01 11 PM Request Details Common LOCK CHNGE KEYS Problem List Description LOCK CHANGE KEYS STANDARD LOCK NEED TWO DRAWER FILE CABINET IN ARC B 101 LOCK REPAIRED AND KEY REPLACED WILL NOT LOCK UNOCK Requestor Accounts Organization SOO HUMAN RESOU Requestor CENTER FOR LEARNING amp PRO AcctCode 758500 Contact DEE O LAREY ContactPhone 646 7176 ContactEmail dolarey nmsu edu About Help eas O A Am Request Status SUBMITTED Work Order Desired Date Reference ACADEMIC RESEARCH B LocationorRoom 106A 1 Click on the View Select arrow select Notes Log from the drop down list and the following screen will be displayed Hello DOLAREY Logout About Help CA Transaction Editor DOLAREY Date Created Sep 29 2010 01 11 PM Description LOCK CHANGE KEYS STANDARD LOCK NEED TWO DRAWER FILE CABINET IN ARC B 101 LOCK REPAIRED AND KEY REPLACED WILL NOT LOCK UNOCK Pagef Jori e Notes Log
15. the following screen reflecting the changed Phase Status will be displayed 86 September 2010 AiM 4 1User Manual Hello SREL Logout A 7 Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organizaton a nersty ISU a Common Problem List NEW MEXICO STATE UNIVERSITY LAS CRUCES MAINTENANCE Contact SALLY REL LAS CRUCES MAINTENANCE Contact Phone 646 7451 CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Description Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL Work Order Created By Date Created Sep 29 2010 10 22 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organization i i NMSU Common Problem List NEW MEXICO STATE UNIVERSITY Requestor LAS CRUCES MAINTENANCE LAS CRUCES Contact SALLY REL MAINTENANCE 554 ContactPhone 646 7451 CUSTODIAL Contact Email srel nmsu edu SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 7 Click on the Print icon to print a copy if needed 8 If all Phases reflect a status of Work Complete as represented in the screen above the Work Order Status must be changed
16. 1 To select a Module place cursor over the desired Module and click to select Module will be displayed Once in a Module a list of screens will be available for selection as displayed below GA W Q Material Request Setup m Hello TRNGO1 Logout About Help Work Management O Report Listing edit J 370 WO TRANS DETAIL RPT c 2010 AssetWorks 2 Selected Module and Menu options will be displayed 3 The Icon identifying the Module will be displayed When working in a screen clicking on the Module Icon will return the Module Menu 4 To go directly to a Screen click on desired Screen name from the menu list 5 The Search icon directly opens the Search options for that screen allowing a quick search of a record or data on the screen displayed 6 By clicking on the New icon it opens a new record in edit mode ready for information to be entered 12 September 2010 AiM 4 1User Manual Working in a Screen Once a screen is open it will always be in a query state To create a new or edit a record use the applicable icons displayed in the header on the right hand corner of the main title bar AM Hello TRNGO1 Logout About Help 8 Material Request A Select yl e Transaction Editor Edit Date Description Work Order Requestor Requested By University Campus Date Needed Property Deliver To Location or Room Line Items Line Line Type Part Equipment Description Unit Cost
17. 7 About provides vendor information and version of application 8 Help provides access to on line Help this information comes with the application Tip Tea Once logged on use the icons within the application to navigate do not use the browser options available To properly logoff use the Logout link do not use the X exit browser options 8 September 2010 AiM 4 1User Manual Navigation Icons Below is a list of the common navigation icons that may be displayed while working within the application Description Keyboard Description Keyboard Short Cuts Short Cuts Alt I Quick Find Alt F N Filter mj E oa y Back to Alt B Cancel Alt C Browser Browse ecord Execute Alt S Alt G Search ames a nee f as Intentionally Intentionally Intentionally lE i J m SIE ADI left blank left blank left blank Q srn September 2010 9 AiM 4 1 User Manual Below is a list of additional icons that may be displayed while working within the application Description Keyboard Description Keyboard Short Cuts Short Cuts Delete Detail Alt D Intentionally Record N left blank Que Add Reset Alt R ul Content WorkDesk Alt I 2 WorkDesk Note The keyboard short cuts are dependent on the screen displayed 10 September 2010 AiM 4 1User Manual Navigation from WorkDesk to Module to Screen Displayed below is the flow to access a screen from the WorkDesk This pro
18. AiM 4 1 User Manual Supervisors amp Assistant Supervisors AiM 4 1 User Manual Confidential Business Information This documentation is proprietary information of New Mexico State University NMSU and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of NMSU All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited Use of this material is solely for the support of New Mexico State University 2 September 2010 AiM 4 1User Manual Table of Contents fainge elt sako p meea EEEE EE EE E 4 AIM INA Viga B n anna 5 GCE e aE EE AAE E 5 LOTION A AS 6 Logging on PROCESS OOIAPROONO OO0O5U 0 0 0EEM nnn Y Navicaton ACOSO 9 Navigation from WorkDesk to Module to SCT occcccnocccnnnoncconoonnnonocnnonnonnnonnonononannnnnnannnnos 11 Navigation from WorkDesk to Module to SCT cocccccccccnnnoncconoocnnnnocnnnnnonononnonnnnnananonannnnos 11 SELECIONAR 12 Workine A A A AA 13 CA DA a tease 15 Perrormin a SEMEN DUNA AE 17 Looking at your Search Query ResultS cccccccnnnnncccccnnononnnananaccnnnnnnnnnnananannnnnnnnnnnnaaaannnnnnnnnnas 18 Create a Personal QO UCSF Y sesisasaiisinsacncnasasaniiaasannonuveadocucacdducasanadocuducedadssausdacudacedacasausdacudacenawasenaaacans 19 USNA NOLS LOGS CIC Sn 22 Rapida TiMe
19. EA Returned To Release Quantity Cost k Prior Return Quantity Quantity on Hand Return Quantity Equipment Pick Ticket 1007 ROOF LEAKING HARDMAN HALL 1 7 Enter a number in the Return Quantity field 8 Click on the Returned By Zoom icon and select the appropriate Employee ID 9 Click on the Returned To Zoom icon and select the appropriate Employee ID 0 Click on the Done icon and the following screen will be displayed 8 Counter Return EA secar OH O Transaction Editor RUPAZ Reference Number Edit Date Dec 16 2009 12 15 PM Description ROOF LEAKING HARDMAN HALL 210K 212 AND 216 WATER DAMAGE CEALING Hello SREL Logout About Help Warehouse MAIN MAIN WAREHOUSE Release Persons Return Persons Default Released By RUPAZ Returned By JAPADILL g RUMALDO PAZ Released To ALZAMORA Returned To Q ALONZO ZAMORA Line Items Return All Description i Released Quantity Returned Quantity Work Order Pick Ticket PNT CAULK VIP SMOOTH 5710 KWAL 12 0000 1 0000 10 001239 1007 HANLEY 5710 11 Click on the Save icon and the following screen will be displayed September 2010 69 AiM 4 1 User Manual Hello SREL Logout About Help 12 Counter Return TA Select vi CIm Transaction Editor RUPAZ Reference Number Edit Date Dec 16 2009 12 15 PM Warehouse MAIN Description ROOF LEAKING HARDMAN HALL 210K 212 AND 216 WATER DAMAGE CEALING MAIN WAREHOUSE Total Cost Release Persons Released By RUPAZ RUMA
20. ER ROOM REFILLING BATHROOM SUPPLIES Description Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 11 Click on the Save icon then click on the Printicon if a copy is needed AMI Hello SREL Logout About Help To gt Work Order Created By tus READY TO CLOSE Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organization i i NMSU Common Problem List NEW MEXICO STATE UNIVERSITY Requestor LAS CRUCES MAINTENANCE LAS CRUCES Contact SALLY REL MAINTENANCE 554 ContactPhone 646 7451 Category CUSTODIAL Contact Email srel nmsu edu SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL The Closing Phases and Work Orders process is now complete September 2010 89 4
21. HANGE KEYS MAINTENANCE NMSU LAS CRUCES 2 CENTER FOR Sep 21 2010 NEED ARC B SUITE 106 REKEYED AND OFFICES WITHIN SUITE C 106B 106C 106F 106D LEARNING amp PRO TEST PM TEMPLATE CUP CHILLERS ANNUAL PM MAINTENANCE PREVENTIVE NMSU LAS CRUCES OFS OPERATIONS Sep 21 2010 UTILITIES TEST PM TEMPLATE CUP CHILLERS ANNUAL PM MAINTENANCE PREVENTIV NMSU LAS CRUCES OFS OPERATIONS Sep 21 2010 UTILITIES TEST PM TEMPLATE CUP CHILLERS ANNUAL PM MAINTENANCE PREVENT NMSU LAS CRUCES OFS OPERATIONS Sep 21 2010 LITIES TEST PM TEMPLATE CUP ABSORBERS ANNUAL PM MAINTENANCE PREVENTN NMSU LAS CRUCES 6 S OPERATIONS Sep 21 2010 LITIES TEST PM TEMPLATE CUP ABSORBERS ANNUAL PM MAINTENANCE PREVENTIVE NMSU LAS CRUCES S OPERATIONS Sep 21 2010 LMIES TEST PM TEMPLATE CUP CHILLERS MAINTENANCE PREVENTIVE NMSU LAS CRU S OPERATIONS Sep 17 2010 LITIES TEST PM TEMPLATE CUP CHILLERS NTENANCE PREVENTIVE NMSU LAS CRUCES 6 OFS OPERATIONS Sep 17 2010 UTILTIES TEST PM TEMPLATE CUP CHILLERS MAINTENANCE PREVENTIVE NMSU 26 OFS OPERATIONS Sep 17 2010 UTILITIES AIR FLOW CONTROL MAINTENANCE CORRECTIVE NMSU LAS CRUCES CT UNIVERSITY Sep 15 2010 COMPUTER C AIR FLOW CONTROL MAINTENANCE CORRECTIVE NMSU LAS CRUCES CT UNIVERSITY Sep 15 2010 COMPUTER C AIR FLOW CONTROL MAINTENANCE CORRECTIVE NMSU LAS CRUCES CENTER FOR Sep 14 2010 LEARNING amp PRO FACULTY OFFICE BC324
22. Hours Line Total Adj Line 11 003076 8 226 96 11 003076 004 8 226 96 3 Click on the Line Item number that needs a description and the following screen will be displayed September 2010 33 AiM 4 1 User Manual Hello SREL Logout Editor SREL Edit Date Sep 21 2010 02 50 PM Description Shop Person Labor Rate Line Totals Shop Person JAPADILL a REGULAR STAFF EARNINGS REG ja Sep 17 2010 REGULAR NONEXEMPT JOHN PADILLA Labor Rate Work Order Leave Timecard Totals Work Order 11 003076 g Leave Code Non Leave Hours COMPLETE DEFERRED MAINTENCE OPEN TO CARPENTERS PAINTERS PAINT ROOMS Total Hours 28 00 scion Taken Ja 4 Type a description in the Description field 5 Click on the Done icon and the following screen will be displayed Repeat steps 3 5 as needed Hello SREL Logout View Select M v O Transaction Editor SREL Not Posted Edit Date Sep 21 2010 11 15 AM Description Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours a Original Cost JOHN PADILLA Leave Hours 4 Adjusted Cost Sep 17 2010 Total Hours Total Cost 756 34 Line Time Type i ipti Work Order Leave Code Hours Line Total Adj Line 4 REG 11 003076 00 8 00 226 96 2 REG 11 003076 004 8 226 96 6 Click on the Save icon and the following screen will be displayed 34 September 2010 AIM AiM 4 1User Manual Hello SREL Logout 9 Timecard View see O Transaction Descr
23. L Logout About Help 100 10 Created By SREL Status Date Created Sep 29 2010 10 35 AM Work Order Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Budget Location or Room 7 g Estimated Dates Classification CUSTODIAL a 5 Funding Source Work Code Group INTERIORS Q Work Code CUSTODIAL g F00460 CUSTODIAL SHOP Primary Person ATENCIO DANIEL ATENCIO 3 ROUTINE g Request Method Contractor Equipment Equipment Group a 9 Click on the desired View Select field arrow and the following screen will be displayed Hello SREL Logout Phase Created By SREL Date Created Sep 29 2010 10 35 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Estimated Dates CUSTODIAL a Funding Source Work Code Group iNTERIORS a Work Code CUSTODIAL a CUSTODIAL Requestmemos a F00460 CUSTODIAL SHOP Primary Person ATENCIO DANIEL ATENCIO 3 ROUTINE g Equipment Contractor Equipment Type Equipment Group Q 10 Click on the Shop Person field arrow and the following screen will be displayed September 2010 81 AiM 4 1 User Manual JAM Hello SREL Logout About Help EEN o e Phase Created By SREL Work Order 11 004642 Date Created Sep 29 2010 10 35 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Shop Person Shop Person Name Primary Certified Assigned By Assigned Date 7 ATENCIO DANIEL ATENCIO Yes Yes SREL Sep 29 2010 11 Click on the Add Shop Person icon and the fo
24. LDO PAZ Released To ALZAMORA ALONZO ZAMORA Description i Released Quantity Returned Quantity Work Order Pick Ticket Adjustment PNT CAULK VIP SMOOTH 5710 KWAL 12 0000 1 0000 10 001239 1007 1 HANLEY 5710 12 Click on the Printicon to print a copy of the Counter Return The Counter Return process is now complete 70 September 2010 AiM 4 1User Manual Creating a Work Order There are times when OFS personnel other than employees working the OFS Work Order desk need to create a Work Order that is not initiated as the result of a Customer Request The following steps must be completed to create a Work Order 1 Select the Work Management module and the following list will be displayed AIM R Hello SREL Logout About Help Work Management Ss Asset Management a Customer Service D Estimating 2 Click on Work Order and the following screen will be displayed AIM Hello SREL About Help O Work ELE O O Work Order Daily Assignments Logout O Material Request Shop Stock Approval Shop Stock Adjustment 3 Click on the New icon and the following screen will be displayed JAN Hello SREL Logout About Help o EEE CA Work Order Created By Date Created Description Desired Date Budget Organization Classification Organization Common Problem List Requestor Contact Contact Phone Contact Email September 2010 71 AiM 4 1 User Manual AIM Hel
25. O Material Request q nae SWH APPROVED_1 EditDate Sep 27 2010 02 48 PM Description SAND PAPER Work Order Requestor Location 11 004636 Requested By JAPADILL University NMSU NEW MEXICO STATE UNIVERSITY GRAFFITI REMOVAL AT DELTA ZETA ASAP 11 A J LA ee Campus LAS CRUCES 001 LAS CRUCES Date Needed Sep 30 2010 Property 187 JAPADILL CHEMISTRY BUILDING GRAFFITI REMOVAL AT DELTA ZETA ASAP Deliver To PAINT Location or 2 ae Room F00468 PAINT SHOP JOHN PADILLA Line Line Type Part Equipment Description Quantity Unit Cost SubTotal Status 1 Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 1 0000 0 9600 0 96 Open 11 Click on the Save icon and the following screen will be displayed 58 September 2010 JAM Material Request Mira Select Wi select vE lt JVR A SWH APPROVED Transaction Editor Edit Date Description SAND PAPER Work Order Requestor Work Order 11 004636 Requested By GRAFFITI REMOVAL AT DELTA ZETA 001 Date Needed GRAFFITI REMOVAL AT DELTA ZETA ASAP Deliver To PAINT F00468 PAINT SHOP Line Items Line Line Type Part Equipment Description 1 Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 Sep 27 2010 04 02 PM Location University Campus Property Location or Room 12 Click on the Printicon to print a copy of the Pick Ticket The Pick Ticket process is now complete September 2010 AiM 4 1User Manual CHEMISTRY BUILDING POST DOC OFFICE
26. OU alel lele Phase Account Setup Offset Account Setup Shop Person Assignment Shop Person Primary Assigned By Assigned Date 8 Enter employee User ID in the Shop Person field box 9 Click on the Add Query icon 10 The following Personal Query screen will be displayed 20 September 2010 AIM Hello TRNGO1 Logout Personal Query Query ASSIGNED WORK ORDERS Work Management Description Work Order Alert Level Yellow Query Count 11 Enter a name for the Personal Query e g Assigned Work Orders 12 Click the arrow next to the Work Desk field and select Yes results will be displayed in the Personal Query list on the WorkDesk 13 Click the arrow next to the Work Desk Count select Yes This will provide a count in front of the work order Personal Query on the WorkDesk 14 Though not required the same information or name given to the Personal Query step 11 can be entered in the Description field 15 When finished click on the Done icon to return to the previous Search screen 16 Click on the Save icon not shown located on the header 17 Click on the AiM icon not shown to return to the WorkDesk September 2010 21 AiM 4 1 User Manual Using Note Logs When creating a record Timecard Customer Requests etc the Description field is often used however the number of characters text that can be entered is limited and descriptions can be changed deleted etc After
27. Quantity Unit Cost AiM 4 1 User Manual Counter Release Whether for the Main Warehouse or Shop Warehouse after material equipment requests have been approved and a Pick Ticket has been completed a Counter Release is completed when the employee picks up the material or equipment The following steps must be completed for a Counter Release in this example to release material from a Shop Warehouse AiM Hello SREL Logout About Help e WorkDesk O z as Menu Work Management Asset Management amp Customer Service 4 Estimating 5 Finance B Human Resource 1 inventory 4 Preventive Maintena 9 Project Management Property a Purchasing 1 Space Management 8 Time Management System Administration 1 Select the Inventory module and the following will be displayed JAIM Hello SREL Logout About Help 2 Inventory o 55 Menu O Inventory Part Profile Counter Release Counter Retur O Pick Ticket Warehouse Transfer Q External Inventory Adjustment 2 Click on Counter Release and the following screen will be displayed O September 2010 AiM 4 1User Manual Hello SREL Logout 2 Counter Release STA select v To AS P Transaction Editor Reference Number Edit Date ae Warehouse Description Total Cost Release Persons Released By Released To Line Items Line Part Description 3 Click on the New icon and the following screen will be
28. RG 8 25 OS C 2416 PVC PIPE 1 BELL END SIERRA IRG UOM E tO Haan 2317 PROVIDE NEW LAB OFFICE AREA AND Released Qty 3 T RESTROOMS FOR HORSE FARM BARN 801 005 PROVIDE PLUMBING FOR LAB OFFICE AREA AND Returned Qty RESTROOMS FOR HORSE FARM BARN 5260 Lineltem 5 SubTota 52475 Signature Sep 28 2010 3 32 PM AiM Counter Release Receipt 13283 BIRT Report Viewer 3 2 gt be 2 Showing page 1 of 1 Ni NB WM Go to page E NAM Counter Release Receipt Counter Release Print Report PROVIDE PLUMBING FOR LAB OFF All pages current page O Pages Enter page number s and or page range s For example 1 6 or 1 3 6 110 012317 PROVID RESTROOMS FOR H Phase 005 PROVIDE PLU RESTROOMS FOR HORSE FARM BARN 5260 24 75 AiM Counter Release Receipt 13283 17 Click on the PDF radio button 18 Click on the OK icon and the following screen will be displayed September 2010 65 AiM 4 1 User Manual i i Ih W Ei E E 118 z dl Collaborate A sign gt al E Find 13283x Counter Release Receipt Counter Release PROVIDE PLUMBING FOR LAB OFFICE AREA AND RESTROOMS FOR HORSE FARM BARN Released By ABELZ ABEL ZAPIEN Referens Released To 1APADILE GOHN PADILLA Line Items A 216 VC PIPE 1 BELL END SIERRA RO O GE E Equipment Qoam 0o Work Order Can EE EEO 12317 PROVIDE NEW LAB OFFICE AREA AND
29. Reference Shop L lt ty u n un n rine nila Pu Shop Person lt lt S UOU ANN Cash Flow Yr 1 Cash Flow Yr 2 Cash Flow Yr 3 lt R EE pl Type open in the Status field fields are not case sensitive 2 Type HVAC or desired Shop in the Shop field Note To display a listing of the data fields use the Zoom icon Leave the Shop field blank Click on the Zoom icon and select a shop Click on the Search icon located on the main title bar The search results will be displayed based on the criteria entered To perform another query go back to the Search screen click Search icon and make modifications to run another Search WR W m TIP T 4 To return to the Module Menu click on the module icon to the left of the Module title September 2010 17 AiM 4 1 User Manual Looking at your Search Query Results With the search results displayed review the screen below Hello TRNGO1 Logout About Help O Work Order Work Order 11 004640 11 004632 11 004607 W N 18 Description Status Type Category University Campus Property Requestor ADD ELECTRICAL OUTLET TO OFFICE MAINTENANCE CORRECTIVE NMSU LAS CRUCES 269 ADMIN ANG TESTING DUPLICATE MAINTENANCE ACCESS NMSU LAS CRUCES LOCK CHANGE KEYS LEARNING amp PRs TESTING LOCK CHANGE KEYS NEED ARC B SUITE 106 REKEYED AND OFFICES WITHIN SUITE C 106B 106C 106F 106D TESTING LOCK C
30. SREL Logout View Select M v Transaction Editor SREL Not Posted Edit Date Sep 24 2010 04 25 PM Description Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours E Original Cost JOHN PADILLA Leave Hours Adjusted Cost Sep 30 2010 y Total Cost Line Items Description Work Order Leave Code Hours Line Total Adj Line ASSIGNED NEW PROJECT 11 003076 004 226 96 11 003076 LEAVE WITHOUT PAY 11 003076 7 After reviewing the Timecard click on the Done icon and the Timecard Approval screen will be reappear Repeat steps 6 and 7 to review additional Timecards Hello SREL Logout About Help ard Approval A LU Less Detail More Detail Shop Person AVARELA Total Days 1 Name HECTOR VARELA Total Hours 8 00 Transaction Non Leave Hours Leave Hours 51390 8 00 0 00 Shop Pe Total Days 1 Name ISAAC PAZ Total Hours 8 00 Work Date Transaction Non Leave Hours Leave Hours TM 08 23 2010 51394 8 00 0 00 Shop Person JAPADILL Total Days 2 Name JOHN PADILLA Total Hours 39 50 Transaction Non Leave Hours Leave Hours Tr 09 17 2010 Y 09 30 2010 8 To Approve or Reject a Timecard for a Shop Person click on the box next to the Work Date and a check mark will appear in the box 9 More than one Timecard can be selected step 8 or all Timecards waiting for approval can be selected as long as they require the same action approval or rejection by clicking on the box next to t
31. a RESTROOMS FOR HORSE FARM BARN 801 005 PROVIDE PLUMBING FOR LAB OFFICE AREA AND Returned Qty RESTROOMS FOR HORSE FARM BARN Pick Ticket 5260 Jinete 9 sos 475 Signature 19 Click on the Print icon The Counter Release process is now complete 66 September 2010 AiM 4 1User Manual Counter Return The following steps must be completed to return materials that were not used for a Work Order to the warehouse The following is an example of returning material to a Shop Warehouse After logging on the Aim WorkDesk will be displayed AIM Hello SREL Logout About Help WorkDesk 2 Work Management Accounts Payable Asset Management Contract Administration Customer Service 4 Estimating 5 Finance E Human Res e Inventory 1 Select the Inventory module and the following drop down list will be displayed Hello SREL Logout About Help 123 Inventory El Menu O Inventory Part Profil Counter Release Counter Retur 2 Click on Counter Return and the following screen will be displayed hw AiM Hello SREL Logout About Help 3 Counter Return TO aN Transaction Editor Reference Number Edit Date Warehouse Description Release Persons Released By Released To Bin Released Quantity Pick Ticket 3 Click on the New icon and the following screen will be displayed September 2010 67 AiM 4 1 User Manual JAM Hello SREL IA
32. by clicking on the Edit icon and the following screen will be displayed September 2010 87 AiM 4 1 User Manual HA iM Hello SREL Logout About Help 8 work order A saca VF OOM Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM i Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organization OO je SU a Common Problem List NEW MEXICO STATE UNIVERSITY MAINTENANCE Contact LAS CRUCES MAINTENANCE Contact Phone 554 CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code CUSTODIAL CUSTODIAL Sequence Status OPEN IMMEDIATE CLOSE MEDIATE CLOSE READY TO CLOSE ADY TO CLOSE CANCELLED 10 Under the Status column select Ready to Close if there are Material Requests that still need to be posted to the Work Order if not select Immediate Close and the following screen will be displayed 88 September 2010 AiM 4 1User Manual JAM Hello SREL Logout O Work Order Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM F Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization p Classification Organizon Je ers a Common Problem List NEW MEXICO STATE UNIVERSITY LAS CRUCES MAINTENANCE Contact SALLY REL LAS CRUCES MAINTENANCE ContactPhone 646 7451 CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCK
33. card EN y sisvscscssscsvseacsesssecnsecsasnasauedausansscasedussetessawwasauateueawunnasnaweutwasnaawauuuassuanuaewsnannn 24 Corrections Changes to a TiMecard w sscsssssssssccsssssssscecessssssseessessssssseesssesssnseessesssnsseessesssnsseessess 28 Adding Descriptions to Timecar dS mmcmcccccnnccnnonnaanccnnannan arrancar 33 Timecara ADDEOV lios 36 Material Requests asma 40 E duipment Re ques Sica 45 Material Equipment Request Approval ssscccsssssssssssssccsssessssnsnnseeesessssessnsnseeeseessessnnnnsooees 48 PICEK TICKET i Des 55 COUNTER Release A AE E E A E E A A EEE 60 Counter RETUr Miei aeaeaei aaaea aoaaa oaaao aoaea 67 Creanga WOrK Order coronaria de diia DADO DUDA EOL ADA ADA IE Ai 71 Creating a New Phase for an existing Work Order s sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 74 ASSIGNING WOK ON GCE S isse Esa AAA 77 Closing Phases amp Work OrderS ccsssssssssscsssssssssecsssssssnsseesesssnnseessesssnnseeseesssnseessesssenseeseesssnssonsness 85 September 2010 3 AiM 4 1 User Manual Introduction This manual will provide an overview of the AiM application modules and step by step instructions to complete individual screens within the modules Based on an individual s role the setup and modules available will determine the options available to users for use when working with this application Overview In this manual you will learn how to e Logon to the AiM 4 1 application e Identify termi
34. cess is applicable for accessing all modules AIM 1 WorkDesk Menu yi a E work Management O Work Management a Customer Service E s Material Request Menu e Inventory By Project Management Q Work Order ea Property Q Material Request a Purchasing Description eel Space Management Time Management amp Material Request Status 9 System Administration Report Listing edit epo ny Work Order O 370 W0 TRANS DETAIL RPT O 428 UTILITY CONSUMPTION O 429 UTL amp ENE USG BY SQFT O 370440 TRANS DETAIL RPT f Personal Query Listing edit l 1 Select desired Module Module will be displayed 2 Select desired Screen Screen will be displayed September 2010 11 AiM 4 1 User Manual Selecting A Module When working with a Module screens are available for selection allowing required activity to be performed based on the user s role AiM Hello TRNGO1 Logout G WorkDesk Menu O Work Management Customer Service eo Inventory Y Project Management Property Purchasing 12 Space Management AAA Time Management o System Administration Report Listing O 370 WO TRANS DETAIL RPT O 428 UTILITY CONSUMPTION O 429 UTL amp ENE USG BY SQFT Personal Query Listing A edit c 2010 AssetWorks
35. displayed Hello SREL Logout About Help 2 Counter Release A seca OO 4 Transaction Editor Reference Number Edit Date Sep 28 2010 02 39 PM A n l Total Cost Release Persons Released E Cd Line Items Load Pick Tickets S a Line Part Description in i i Pick Ticket 4 Click on the Warehouse icon and the following screen will be displayed September 2010 61 AiM 4 1 User Manual Warehouse CARPENTRY CARPENTRY WAREHOUSE CONSTRUCTION CONSTRUCTION WAREHOUSE ELECTRIC ELECTRIC WAREHOUSE GROUNDS GROUNDS WAREHOUSE HWAC HVAC WAREHOUSE LOCKSHOP LOCKSHOP WAREHOUSE MAIN MAIN WAREHOUSE MECHANICS MECHANICS WAREHOUSE PAINT PAINT WAREHOUSE PLUMBING PLUMBING WAREHOUSE 5 Click on the appropriate Warehouse and the following screen will be displayed Hello SREL Logout About Help ar Counter Release OVA Selet select M O Transaction Editor Reference Number Edit Date Sep 28 2010 02 39 PM Description Warehouse PAINT Q PAINT WAREHOUSE Total Cost Release Persons Default Wo order Jal Load Pick Tickets S Line Items Pick Ticket 6 Click on the Load Pick Ticket icon and the following screen will be displayed 62 September 2010 AiM 4 1User Manual Hello SREL Logout 123 Load Pick Tickets Results 1 20 of 20 10 012317 OS C 2416 10 012317 OS C 2421 10 013103 34 E2 1855 7 Click on the Transaction number s to review the Pick Ticket then click on th
36. ditor SREL SWH APPROVED Edit Date Sep 27 2010 02 48 PM Description SAND PAPER Work Order Requestor Location Work Order 11 004636 Requested By JAPADILL University NMSU NEW MEXICO STATE UNIVERSITY GRAFFITI REMOVAL AT DELTA ZETA ASAP JOHN PADILLA JOHN PADEL Campus LAS CRUCES 001 LAS CRUCES Date Needed Sep 30 2010 Property 187 CHEMISTRY BUILDING GRAFFITI REMOVAL AT DELTA ZETA ASAP Deliver To JAPADILL PAINT Location or Room JOHN PADILLA F00468 PAINT SHOP JOHN PADILLA Line Line Type Part Equipment Description 1 Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 15 Click on the Print icon to print a copy of the approved Material Request The Material Equipment Request Approval process is now complete 54 September 2010 AiM 4 1User Manual Pick Ticket Whether for the Main Warehouse or Shop Warehouse after material equipment requests have been approved in the AiM system the following steps must be completed for inventory tracking purposes This example will be for a Shop Warehouse JAM Hello SREL Logout About Help WorkDesk bal Menu gt Work Management Asset Management a Customer Service 4 Estimating Finance Human Reso inventory 4 Preventive Maintenance 1 Select the Inventory module and the following will be displayed AiM Hello TRNGO1 Logout About Help 9 Inventory O Menu Q Inventory Part Profile Counter Release Counter Return Pick T
37. du SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Description Location or Room Shop Work Code Priority STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 3 ROUTINE 2 Click on the Edit icon and the following screen will be displayed September 2010 85 AiM 4 1 User Manual JAM Hello SREL Logout About Help TS Io gt gt Work Order Created By Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organization dG Nersiy MSU a NEW MEXICO STATE UNIVERSITY LAS CRUCES MAINTENANCE Contact SALLY REL LAS CRUCES MAINTENANCE ContactPhone 546 7451 CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES iption Location or Room Shop Work Code BTRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL JAM Hello SREL Logout About Help Coo S Phase Created By SREL Status Date Created Sep 29 2010 10 35 AM Work Order Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Budget Location or Room Estimated Dates Classification CUSTODIAL a Ba Funding Source Work Code Grou F00460 CUSTODIAL SHOP P INTERIORS 9 Work Code custoDr Primary Person ARTL CUSTODIAL a CUSTODIAL Requested a ART LUCERO 3 ROUTINE g Equipment Equipment Group Q 4 Click on the Status Zoom icon and make the appropriate selection 5 Click on the Done icon and
38. e Done icon to return to the Counter Release screen Hello SREL Logout About Help GT Load Pick Tickets eS 7 Results Released Quantity 10 012317 OS C 2416 8 To select desired transaction click on the box next to the desired Transaction number s and a check mark will appear 9 Click on the Done icon and the following screen will be displayed Hello SREL Logout About Help Counter Release WEA seca vO OH Transaction Editor Reference Number Edit Date Sep 28 2010 03 06 PM Description PROVIDE PLUMBING FOR LAB OFFICE AREA AND Warehouse MAIN RESTROOMS FOR HORSE FARM BARN MAIN WAREHOUSE Total Cost Release Persons RetssedTo Ta A OL Line Items Load Pick Tickets Line Part Description Bin Release Quantity Return Quantity Work Order r 64 2416 PVC PIPE 1 BELL END SIERRA IRG OS C 2416 3 0000 0 0000 10 012317 10 Click on the Released By Zoom icon and the following screen will be displayed September 2010 63 AiM 4 1 User Manual x OP First Name ABELZ LEONARD 11 Click on the appropriate Employee ID and the Counter Release screen will reappear JAM Hello SREL Logout About Help Counter Release A seza vO OH Transaction Editor SREL Reference Number Edit Date Sep 28 2010 03 23 PM Description PROVIDE PLUMBING FOR LAB OFFICE AREA AND Warehouse RESTROOMS FOR HORSE FARM BARN Total Cost Release Persons o a ABEL ZAPIEN E Cd Line Items Load Pick Tickets Descript
39. e Search feature described in the Search Query section Note The Location block fields will automatically populate after selecting a Work Order and Phase September 2010 41 AiM 4 1 User Manual Hello SREL Logout About Help Material Request View Transaction Editor SREL Edit Date Sep 23 2010 08 56 AM tid Work Order Requestor Work Order a Requested By Ld Date Needed Deliver To Line Items E Line Line Type ipti i Unit Cost 6 Enter employee Username in the Requested By field then click the Zoom icon which will populate the Requested By and Deliver To fields if the Username is correct Or Click on Zoom icon and select the Shop Person requesting the material 7 Click on the calendar icon to select the Date Needed 8 Status field should default to Entered If not click on Zoom icon and select Entered from the Status column 9 Click on the Add Line Item icon and the following drop down list will be displayed de AiM Hello SREL Logout Add New Line Item Line Item Type Please Select Brows att fdd Stock Part by Warehouse Add Catalog Part by Vendor Add NonStock Part c Add Equipment Rental 10 Click on Add Stock Part by Warehouse radio button Note Do not ever select Add NonStock Part radio button 11 Click on the Nexticon and the following screen will be displayed 42 September 2010 AiM 4 1User Manual Hello SREL Logout About Help 8 Line Item asc JO O OY Li
40. e the Search feature as described in the Search Query section 28 September 2010 JAM 9 Timecard X Employee Profile Timecard Transaction Hello SREL Description Shop Person Work Date Created by Entry Date Status Edit Date Editor Timecard Line Item BJIR EKEK KIK lt AiM 4 1User Manual 4 Click on the Execute Search icon and the following screen will be displayed AIM Timecard 51439 Hello SREL Logout Last Name First Name PADILLA JOHN About Help aal ie O 4 Work Date Entry Date Status Sep 17 2010 Sep 21 2010 Not Posted 5 Select the Transaction number Timecard associated with the Shop Person and Work Date that needs to be changed and the following screen will be displayed O Timecard Transaction Description Shop Person Shop Person JAPADILL JOHN PADILLA Sep 17 2010 Line Items 6 Click on t September 2010 Hello SREL Logout Editor SREL Edit Date Sep 21 2010 11 15 AM Total Hours Non Leave Hours Leave Hours View Select mM v Total Hours Work Order 11 003076 11 003076 11 003076 About Help Not Posted Total Cost Original Cost Adjusted Cost Total Cost Line Total Adj Line 8 226 96 8 226 96 1 37 73 he Edit icon and the following screen will be displayed 29 AiM 4 1 User Manual JAM Hello SREL Logout About Help 9 Timecard A sec JOO Not Pos
41. efore if another Shop needs to conduct work on a Work Order a new Phase must be created by completing the following steps 1 Use the Search feature to locate and open the Work Order and the following screen will be displayed JAM Hello SREL Logout About Help A 0 Work Order Created By SREL READY TO CLOSE Date Created Sep 29 2010 10 22 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Classification Organization iversi Common Problem List NEW MEXICO STATE UNIVERSITY Requestor LAS CRUCES MAINTENANCE LAS CRUCES s Contact SALLY REL MAINTENANCE 554 Contact Phone 646 7451 CUSTODIAL Contact Email srel nmsu edu SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Description Location or Room Shop Work Code Priority STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 3 ROUTINE SJAM Hello SREL Logout About Help Oe Work Order Created By Date Created Sep 29 2010 10 22 AM Project Desired Date Budget Organization Classification Organization dS versy NSU a Common Problem List NEW MEXICO STATE UNIVERSITY MAINTENANCE Contact LAS CRUCES MAINTENANCE Contact Phone CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 3 Click on the Add Phase icon and the following screen will be displayed 74 September 2010 AiM 4 1U
42. erson a j o ie Request Method po a pow Cs Equipment Contractor Equipment dS Je Equipment Group a Asset Type g Template Pustandar s Ja mace 9 Click on the Shop Zoom icon and make a selection 10 Click on the Priority Zoom icon and make a selection 11 Funding Source will automatically populate to Shop and should only be changed if directed by OFS Accounting by clicking on the arrow and making the appropriate selection 12 Click on the Status Zoom icon and select Assigned 13 Click on the Work Code Zoom icon and make a selection 14 Click on the Done icon and the following screen will be displayed SJAM Hello SREL Logout About Help CO 10 gt Work Order Created By SREL Status Date Created Oct 04 2010 02 13 PM Project Description DOORS AND KEY PROBLEM Desired Date Budget Organization Classification Organizalon Je versity usu a Common Problem List NEW MEXICO STATE UNIVERSITY a Contact LAS CRUCES MAINTENANCE Contact Phone Contact Email COMPUTER CENTER ACCESS TO DOORS AND KEY PROBLEMS Description Location or Room Shop Priority DOORS AND KEY PROBLEM CUSTODIAL 2 URGENT 15 Click on the Save icon then a copy of the Work Order can be printed The Creating a Work Order process is now complete September 2010 73 AiM 4 1 User Manual Creating a New Phase for an existing Work Order Only one OFS Shop can order materials charge time etc to any Phase of a Work Order Ther
43. he Shop Person name 10 Click on the Approve icon or if changes need to be made by the employee click on the Rejecticon The following screen in this case showing a Timecard was approved will be displayed 38 September 2010 AiM 4 1User Manual Modal Message Approved 1 Failed 0 11 Click on the Doneicon Repeat 6 11 to Approve Reject additional Timecards Note Employees should create a Personal Query link on their AiM Work Desk to alert them of Timecard Rejections The Timecard Approval process is now complete September 2010 39 AiM 4 1 User Manual Material Requests All materials Parts used to complete Work Orders must be recorded through Material Requests Materials are obtained either through the OFS main warehouse or a shop warehouse Note When processing a Material Request a Part or Part name will be required Consider performing a search before starting to create the Material Request This can be completed by going to the Inventory Module and clicking on the Search icon next to the Inventory Part Profile With the Search screen displayed click on the Zoom icon on the Class select the desired Class and execute search This will expedite the process The followings steps must be completed to request materials After logging on the AiM WorkDesk will be displayed Hello TRNGO1 Logout Work Management customer Service e Inventory Q Project Management Property a Purchasina
44. icket Warehouse Transfer External Inventory Adjustment External Inventory Adjustment Approval Warehouse Bin Definition Inventory Reorder Generator Physical Count Generator Physical Count Worksheet Inventory Kit 2 Click on Pick Ticket and the following screen will be displayed September 2010 55 AiM 4 1 User Manual Hello SREL Logout 123 Pick Ticket Transaction Description Work Order Location Work Order University Campus Property Location or Room Line Items Line Hello SREL Logout 123 Pick Ticket Transaction Editor SREL Edit Date Sep 27 2010 03 03 PM Description Work Order unvesty ids campus Property CM Locatonor J Room Line Items About Help eset EOD Date Needed Time Needed Status Warehouse Date Needed Time Needed a Load Material Request 4 Click on the Warehouse icon and the following screen will be displayed 56 September 2010 AiM 4 1User Manual be rehouse Warehouse PAINT 5 Select the appropriate Warehouse in this example Paint and the Pick Ticket screen will reappear Hello SREL Logout About Help 8 Pick Ticket TOA select m Transaction Editor SREL Status Edit Date Sep 27 2010 03 07 PM Warehouse Description Date Needed Time Needed Work Order Work Order University Campus Property Location or Room Line Items Load Material Request S a Line i Requested Quantity S
45. inistration Report Listing O 370 140 TRANS DETAIL RPT J 428 UTILITY CONSUMPTION J 429 UTL amp ENE USG BY SQFT AA AAA AAA A A AAA A A Personal Query Listing edit c 2010 AssetWorks 1 Click on Time Management and the following screen will be displayed Time Management Menu N O Timecard Rapid Timecard Entry Q Leave Manager c 2010 AssetWorks 2 Click on Rapid Timecard Entry and the following screen used to create default data for subsequent Line Items will be displayed 24 September 2010 AiM 4 1User Manual 9 Rapid Timecard Entry Work Date 3 Select a Work Date by clicking on the calendar icon 4 Enter employee Username in Shop Person field then click the Zoom icon which will validate the field if the Username is correct Or click on the Zoom icon and select the appropriate Employee ID or use the Search feature described in the Search Query section of this manual Note Time Type and Shift fields will automatically populate 5 Click on the Add Timecard Item icon once for each Line Item that will be entered for the Work Date and the following screen will be displayed For example if the employee wants to record 4 hours of work on two different Work Orders click the Add Timecard Item icon twice to create two Line Items Note Default data selected in steps 3 4 will automatically populate to the added Timecard Line Items JAM Hello SREL Logout About Help C
46. ion Bin Release Quantity Return Quantity Work Order PVC PIPE 1 BELL END SIERRA IRG OS C 2416 3 0000 0 0000 10 012317 12 Click on the Released To Zoom icon and select the appropriate Shop Person 13 Click on the Save icon and the following screen will be displayed JAM Hello SREL Logout About Help 2 Counter Release A seca VF OY Oom Transaction Editor SREL Reference Number Edit Date Sep 28 2010 03 28 PM Warehouse MAIN Description PROVIDE PLUMBING FOR LAB OFFICE AREA AND RESTROOMS FOR HORSE FARM BARN i MAIN WAREHOUSE Total Cost Release Persons Released By ABELZ ABEL ZAPIEN Released To JAPADILL JOHN PADILLA Description Bin Release Quantity Return Quantity Work Order PVC PIPE 1 BELL END SIERRA IRG OS C 2416 3 0000 0 0000 10 012317 14 Click on the Printicon and the following screen will be displayed 64 September 2010 AiM 4 1User Manual Hello SREL Logout About Help Counter Release 50 COUNTER RELSE RECEIPT 384 COUNTER RELS SUMMARY 15 Click on 60 Counter Relse Receipt and the following screen will be displayed BIRT Report Viewer gt fe 3k di SB 1 Goto page 13283 Counter Release Receipt Counter Release Description PROVIDE PLUMBING FOR LAB OFFICE AREA AND RESTROOMS FOR HORSE FARM BARN ABELZ ABEL ZAPIEN Reference J JAPADILL JOHN PADILLA Warehouse MAIN MAIN WAREHOUSE Sep 28 2010 3 23 PM 24 75 Line Items line 2416 PVC PIPE 1 BELL END SIERRA I
47. iption Shop Person Shop Person JAPADILL JOHN PADILLA Sep 17 2010 Editor SREL Not Posted Edit Date Sep 21 2010 11 15 AM Total Hours Total Cost Non Leave Hours 26 00 Original Cost Leave Hours 2 00 Adjusted Cost 28 00 Total Cost Work Order Leave Code Hours Line Total Adj Line 11 003076 8 226 96 11 003076 8 226 96 7 Click on the Printicon to print the Timecard The Adding Descriptions to Timecards process in now complete September 2010 35 Timecard Approval After employees have entered their time through Rapid Time Entry Timecards must be reviewed by the supervisor for approval or rejection if the employee needs to make corrections to the Timecard by completing the following steps 1 Select the Time Management module and the following will be displayed AM Hello SREL Logout About Help Time Management 67 Menu A O Timecard Rapid Timecard Entry Timecard Approval Timecard Generator O Leave Manager c 2010 AssetWorks 2 Click on Timecard Approval and the following screen will be displayed JAM Hello SREL Logout About Help y Timecard Approval QI 2 ON Shop Hide All Show All Timecard 3 Click on the Shop Zoom icon to conduct a Search of Timecards waiting for approval select the appropriate Shop and the following screen will be displayed JAM Hello SREL Logout About Help O Timecard Approval OUR Shop sop gt pad
48. isplayed 52 September 2010 Material Request Status ENTERED MAT APPROWED SWH APPROWED CANCEL 13 Since this example is for a Material Request from a Shop Warehouse to change the status click on SWH Approved under the Status column and the following screen will be displayed Note If the material was requested from the Main Warehouse Mat Approved would be selected from the Status column For equipment requests select RNT MATERIAL REQUEST HAS BEEN ENTERED MATERIAL APPROVAL Br SUPERVISOR RENTAL APPROVAL BY SUPERVISOR APPROVED FOR THE SHOP WAREHOUSE MATERIAL REQUEST HAS BEEN Approved from the Status column Material Request Transaction Hello SREL Logout Editor SREL Edit Date Sep 27 2010 01 33 PM Description SAND PAPER Work Order Work Order 11 004636 a GRAFFITI REMOVAL AT DELTA ZETA ASAP GRAFFITI REMOVAL AT DELTA ZETA ASAP PAINT NNAFO DAINT lt FOO DO IN Line Items Line Type Part Equipment Description Stock 14 Click on the Save icon and the following screen will be displayed September 2010 Requested By Date Needed Requestor JOHN PADILLA JAPADILL a JOHN PADILLA PNT SANDING PAPER 3M 3204 KWALS 2274600 AiM 4 1User Manual eset OO E ISWH APPROVED Q JAPADILL a NEW MEXICO STATE UNIVERSITY Sep Moo E AiM 4 1 User Manual JAM Hello SREL Logout About Help Material Request Yeast AOSS 4 liom Transaction E
49. l 13 2010 Sep 29 2010 Supervisors can create a Personal Query link for quick access to Work Orders assigned to their shops 79 Es AiM 4 1 User Manual MAIM Hello SREL Logout work Order View Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification Organization Common Problem List NEW MEXICO STATE UNIVERSITY Requestor LAS CRUCES MAINTENANCE AS CRUCES Contact SALLY REL MAINTENANCE 554 ContactPhone 646 7451 CUSTODIAL Contact Email srel nmsu edu SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code CUSTODIAL CUSTODIAL Hello SREL Logout About Help Work Order O La Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Classification Organization id USO a Common Problem List NEW MEXICO STATE UNIVERSITY MAINTENANCE Contact LAS CRUCES MAINTENANCE Contact Phone Category CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 8 Click on the desired Phase number and the following screen will be displayed 80 September 2010 AiM 4 1User Manual Hello SRE
50. lick on the appropriate Transaction number and the following screen will be displayed 50 September 2010 AiM 4 1User Manual JAM Hello SREL Logout About Help O raea reae 0 Transaction Editor ENTERED Edit Date Sep 27 2010 01 33 PM Description SAND PAPER Work Order Requestor Location Work Order 11 004636 Requested By JAPADILL University NEW MEXICO STATE UNIVERSITY GRAFFITI REMOVAL AT DELTA ZETA ASAP a JOHN PADILLA Campus LAS CRUCES 001 LAS CRUCES Date Needed Sep 30 2010 GRAFFITI REMOVAL AT DELTA ZETA ASAP Property 187 Deliver To JAPADILL CHEMISTRY BUILDING Location or 034 Room PAINT F00468 PAINT SHOP JOHN PADILLA POST DOC OFFICE Line Line Type Part Equipment Description Quantity Unit Cost SubTotal Status 1 Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 1 0000 0 9600 0 96 Open 8 Click on the Edit icon and the following screen will be displayed SJAM Hello SREL Logout About Help A S Transaction Editor ENTERED Edit Date Sep 27 2010 01 33 PM Description SAND PAPER Work Order Requestor Location Work Order 11 004636 g Requested By JAPADILL Q University NMSU g NEW MEXICO STATE UNIVERS Campus LAS CRUCES Date Needed LAS CRUCES Property GRAFFITI REMOVAL AT DELTA ZETA ASAP JAPADILL g CHEMISTRY BUILDING Location or F00468 PAINT SHOP JOHN PADILLA Room GRAFFITI REMOVAL AT DELTA ZETA ASAP JOHN PADILLA PAINT PAST NAC OFFICE Line Items arvEquipment Description Quantity U
51. llowing screen will be displayed AIM Hello SREL Logout About Help O Shop Person Assignment O in Phase Created By SREL Work Order 11 004642 Date Created Sep 29 2010 10 35 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Primary No w Add To Daily Assignment No Assigned By SREL Assigned Date Sep 29 2010 01 19 PM 12 Enter employee Username in Shop Person field then click the Zoom icon which will validate and populate the field if the Username is correct or click on the Zoom icon and select the appropriate Employee ID or use the Search feature described in the Performing a Search Query section 13 Click on the Primary field arrow and select Yes if Shop Person selected is going to be designated as the Primary 14 Click on the Done icon and the following screen reflecting the Shop Person assignment will be displayed Note Additional employees can be assigned to a Phase however only one employee can be designated as the Primary Shop Person for any specific Phase of a Work Order 82 September 2010 AiM 4 1User Manual JNM Hello SREL Logout Shop Person Assignment Phase Created By SREL Work Order Date Created Sep 29 2010 10 35 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Shop Person E Shop Person Name Primary Certified Assigned By Assigned Date rp ATENCIO DANIEL ATENCIO No Yes SREL Sep 29 2010 15 Again click on the Done icon and the following screen will be di
52. lo SREL Logout About Help O Work Order UGTA Select v 90 H Work Order y Created By SREL Status Date Created Oct 04 2010 02 01 PM Project Description Desired Date C Budget Organization Property Classification Organization dS Problem List Type 4 Type in a description of the work to be performed in the Description field 5 Enter a Contact name Contact Phone and Contact Email 6 Select the University Campus and Property by clicking on the Zoom icon Use the Search feature to select the Property Note Recommend selecting the word contains from the drop down list to the left of the Description field in the Search screen Once the building name appears select the desired number to populate the Property field Initially this is a drill down process once familiar with the Property number it can be entered directly then click on the Zoom icon to validate and populate the Property block fields 7 Click on the Type Zoom icon and make a selection then make a Category selection After making these selections the Status field will populate to the Open status 8 Click on the Add Phase green plus sign icon and the following screen will be displayed 72 September 2010 AiM 4 1User Manual Hello SREL Logout About Help View JOGO Created By SREL Status Date Created Oct 04 2010 02 14 PM Work Order 11 004649 Budget Location or Room Classification Funding Source Work Code Group a shopP
53. n and give to the supervisor Team Tip Depending on the work performed on a particular day more than one F Timecard Line Item may be required The Rapid Timecard Entry process is now complete September 2010 27 AiM 4 1 User Manual Corrections Changes to a Timecard Changes can be made to a Timecard as long as it has not been approved by the supervisor after which the supervisor must request a time card adjustment through OFS Human Resources If a Timecard is Rejected by the supervisor employees will have a Personal Query link on their AiM Work Desk to alert them of Timecard Rejections Line Items originally entered through Rapid Time Entry can be deleted from the Timecard and new Line Items can be added To make changes to a Timecard the following steps must be completed 1 Select the Time Management module and the following menu will be displayed JAM Hello SREL Logout About 9 Tim Management Help Menu O Timecard Rapid Timecard Entry Q Leave Manager c 2010 AssetWorks 2 Click on Timecard and the following screen will be displayed ZAIM Hello SREL Logout 9 Timecard View Transaction Description Shop Person Total Hours Total Cost Shop Person Non Leave Hours Original Cost Leave Hours 1 Adjusted Cost Total Hours J Total Cost Line Time Type 3 To locate the Timecard that needs to be changed click on the Search icon and the following screen will be displayed Or us
54. n exempt employees Most of the OFS inventory is maintained in the Warehouse but some areas maintain a small inventory within their shops This inventory is known as shop stock Single shop Work orders that can be completed within a single shop A single shop work work order order may evolve into a multiple shop work order Work Order The work order is the main screen used for tracking work in the system It defines what work is to be preformed who the work is for where the work is located and how the work is classified Closed phase A work order may have multiple shops phases involved If a work order phase is closed for a particular shop that shop cannot charge time or materials to that work order Other shops assigned to work order may charge time and material to the work order as long as the phase is still open 6 September 2010 AiM 4 1User Manual Logging on Process AiM supports authenticated user access meaning that the system verifies your credentials and you are given access to the system based on your assigned security To use AiM as an authenticated user you must successfully logon by providing your credentials MyNMSU Username and Password AiM can be accessed from any Internet browser such as Internet Explorer Netscape or Mozilla Firefox 1 Type http fms prod nmsu edu fmax in the address bar of your web browser and press Enter The logon screen will be displayed username 7
55. ne Editor SREL Edit Date Sep 23 2010 10 06 AM Description Stock Y Unit Cost Commodity Green 12 Click on the Warehouse Zoom icon and select the appropriate Warehouse 13 To locate the Part material being ordered click on the Zoom icon and perform a Search as described in the Search Query section After selecting the Part the following screen will be displayed Note The Description and Commodity fields populates when you select the Part JAM Hello SREL Logout O Line Item Line Editor SREL Edit Date Sep 23 2010 10 06 AM Description Line Type Stock Unit Cost Commodity a Green No 14 Enter a Quantity how many of the Part material being requested 15 Click on the Done icon and the following screen will be displayed September 2010 43 AiM 4 1 User Manual JAM O Material Request Transaction Description PAINT TO REMOVE GRAFFITTI ON WALLS Work Order Work Order PRJFEE 1209 a PAINTING ART GALLERY PRJFEE 1209 NEED ESTIMATE FOR PAINTING ART GALLERY IN PROJECT DEVELOPMENT F00470 PROJECT DEVELOPMENT SHOP Line Type Part Equipment Description Stock 2545 PAINT THINNER PAINT Hello SREL Logout Editor SREL Edit Date Sep 23 2010 09 59 AM Requestor Requested By Date Needed Location University Campus Property Location or Room About Help el view ET JJOO fl ENTERED S Musu Ja NEW MEXICO STATE UNIVERSITY LAS CRUCES LAS CRUCES
56. nit Cost SubTotal Status PNT SANDING PAPER 3M 320A KWALS 2274600 1 0000 0 9600 0 96 Open 9 Click on the Line Item number to review the Material Request including which warehouse the material was ordered from and the following screen will be displayed September 2010 51 AiM 4 1 User Manual JAM Hello SREL Logout About Help O o Editor SREL Edit Date Sep 27 2010 01 33 PM Description PNT SANDING PAPER 3M 320A KWALS 2274600 warehouse a MAIN WAREHOUSE 9117 g PNT SANDING PAPER 3M 320A KWALS UNKNOWN UNKNOWN Commodity UNKNOWN g Green No N 10 In this example the material will come from the Main Warehouse as reflected in the Warehouse field 11 Click on the Done icon to return to the Material Request screen JAM Hello SREL Logout Material Request sic O O Transaction Editor SREL Edit Date Sep 27 2010 01 33 PM Description SAND PAPER Work Order Requestor Location Work Order g Requested By g University g NEW MEXICO STATE UNIVERSITY Date Needed i LAS CRUCES Property 87 JAPADILL a CHEMISTRY BUILDING Location or 34 Room GRAFFITI REMOVAL AT DELTA ZETA ASAP JOHN PADILLA GRAFFITI REMOVAL AT DEJA ZETA ASAP PAINT F00468 PAINT SHOP JOHN PADILLA PAST NNC OFFICE Line Type Part Equipment Description Quantity Unit Cost SubTotal Status Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 1 0000 0 9600 0 96 Open 12 Click on the Status Zoom icon and the following screen will be d
57. nology e Identify icons e Select a module e Work with screens e Perform a Search Query e Create a Personal Query e Use Note Logs e Create a timecard using Rapid Timecard Entry e Make corrections changes to timecards e Add descriptions to timecards e Approve timecards e Complete material and equipment requests e Approve material and equipment requests e Complete a Pick Ticket e Complete a Counter Release e Complete a Counter Return e Create a Work Order e Create a Phase for an existing Work Order e Assign Work Orders e Close work orders and phases 4 September 2010 AiM 4 1User Manual AiM Navigation Getting Started This section is designed to provide general navigation information that is needed when working with the AiM 4 1 application It includes terminology and steps for accessing and navigating the system September 2010 5 AiM 4 1 User Manual Terminology This list provides a description of terms referenced in this manual and used in the AiM application Closed work A closed work order indicates that all work has been completed and all order materials have been charged to the work order It does not imply that all charges have been billed Customer The customer request is the screen used to submit on line requests for work Request It defines what work is to be performed who the work is for and where the work is located A customer request must be approved to become a work order Multi shop These
58. o gt Leave Code Action Taken A Boor Go RE Js sf E se vpo JE Tap SS Os Ss C4 6 Click on the Zoom icons if Time Type e g overtime on call pay etc or Shift e g swing or graveyard shift fields need to be changed Note Any work performed over 8 hours for a Work Date day will be recorded as overtime 7 If leave was taken click on the Zoom icon and select the appropriate Leave Code Note Time Type and Shift fields will clear September 2010 25 AiM 4 1 User Manual JAM Hello SREL Logout About Help Qravetmecnseny o gt Work Date Shop Person Time Type Leave Code Work Order Action Taken Hours JAPADILL a JOHN PADILLA Shop Person fi seo leo e SD Ja 17 sep Wor CI E 8 Enter work order and phase numbers in Work Order and Phase fields or click on the Zoom icon to use the Search feature described in the Search Query section Note A Work Order is established to record Administrative time and will have a different Phase for each calendar month 9 Enter the hours worked or leave for this Work Date Line Item A standard Work Date day is 8 hours Note Time must be entered in one hour and or one quarter hour increments For example 5 1 2 hour 1 0 1 hour 1 25 1 1 4 hours 1 5 1 1 2 hours and 1 75 1 3 4 hours 10 Repeat steps 8 11 for each Line Item After entering information the screen will look like the one below JAM Hello SREL Logout About Help CO gt gt
59. ogout About Help AAA A Work Order Created By Date Created Description Desired Date Budget Organization Classification Organization Common Problem List Requestor Contact Contact Phone Contact Email 3 Click on the Search icon and the following screen will be displayed September 2010 77 AiM 4 1 User Manual AIM Hello SREL Logout Work Order Category k Organization lt lt Requestor Contact Contact Phone Contact Email Budget 1i E 3 R E ii UL ENANA lt is Desired Date iT LS Customer Request i lt lt qu Reference Shop lt ps E Shop Person Cash Flow Yr 1 Cash Flow Yr 2 Cash Flow Yr 3 Cash Flow Yr 4 Cash Flow Yr 5 lt i j 1 A lt KE Ei mia i Condition Assessment Priority Fiscal Year lt lt u lt J lt J Extra Description Editor Edit Date AE Phase 4 Use the scroll bar to move down to the Phase block click on the Shop Zoom icon select the appropriate Shop from the screen that is displayed then the following screen will be displayed Note If Phase block is not displayed click on the Show to display fields JAM Hello SREL Logout About Help O Work Order al KA ON O Priority 2 e_ Fiscal Year Extra Description Editor Edit Date Description Estimated Start Date Estimated End Date Work
60. on the appropriate selection options will be displayed Team Tip 16 Note If searching in a Description field consider selecting Contains from the operator field and then using the Wild Card percent sign before and after the criteria entered to define your Search It is recommended to keep a Search to one or two words Example looking for the word Air enter Air in the description field If using two words enter Air conditioning While working in the Search Screen you may find that some fields may be hidden To display hidden fields click on Show if you want to hide fields click on Hide September 2010 AiM 4 1User Manual Performing a Search Query Below is an example of performing a Search Query Remember based on your Module selection criteria fields displayed may vary With the Search screen displayed search for all open work orders for a shop by completing the following steps AIM Hello TRNGO1 Logout Work Order Work Order Work Order lt Description lt lt Created By Date Created lt Status University MATE Campus Property Project 7R pP P EEEE x lt x S Common Problem List E NE Type Category IES ala Organization Requestor Contact Contact Phone les Kak 3 R R Contact Email Budget E lt El Desired Date lt lt Customer Request lt LIR
61. oup item and the following screen will be displayed JAM Hello SREL Logout About Help Line Item Veta Select 00 9 Line Editor SREL Status Open Edit Date Sep 23 2010 01 28 PM Description EAGLE LIFT Line Type Rental Rental Detail Totals Equipment Group AERIAL LIFTS T1 g Quantity kaii LIFTS SISSOR LIFT BUCKET TRUCK Rate Type DAILY a Pick Up Date Bo Sep v i Pick Up Time AM 190 00 Rate Return Dat eras a so Sep v 2010 Unit Cost 0 0000 7 Complete the Rental Detail block by clicking on the calendars to select Pick Up and Return Dates and by entering times for Pick Up and Return and selecting AM or PM click on arrows 8 Enter the Quantity how many being requested 46 September 2010 AiM 4 1User Manual 9 Click on the Rate Type Zoom icon and make appropriate selection 10 Status should default to Open If not click on the arrow and select Open 11 Click on the Done icon and the following screen will be displayed JAM O Material Request oe Editor Edit Date Description FORK LIFT Work Order Requestor Work Order PRJFEE 1209 g Requested By PAINTING ART GALLERY PRJFEE 1209 Date Needed NEED ESTIMATE FOR PAINTING ART GALLERY IN PROJECT DEVELOPMENT F00470 PROJECT DEVELOPMENT SHOP Line Items Line Type Part Equipment Description Rental AERIAL LIFTS EAGLE LIFT T1 Hello SREL Logout SREL Sep 23 2010 01 24 PM BROBERT a ROBERT BILBAO BROBERT a
62. out Add New Line Item Line Item Type CA Add Equipment Rental 1 Click on Add Equipment Rental radio button 2 Click on the Next icon and the following screen will be displayed Ns AIM Hello SREL Logout About Help 8 Line Item META select 00 9 amp Editor SREL Edit Date Sep 23 2010 01 28 PM Pick Up Date Pick Up Time Return Date Return Time 3 Type in a description of the equipment being requested and the purpose reason for the request in the Description field 4 Click on the Equipment Group Zoom icon and the following screen will be displayed Equipment Group Equipment Group Description 5 Click on the Execute Search icon and the following screen will be displayed September 2010 45 AiM 4 1 User Manual E Equipment Group Microsoft Internet Explorer Equipment Group Equipment Group Description AERIAL LIFTS T1 MAM LIFTS SISSOR LIFT BUCKET TRUCK AERIAL LIFTS T2 MAN LIFTS SISSOR LIFT BUCKET TRUCK AIF COMPRESSORS LARGE TRAILER MOUNTED AIF COMPRESSORS USED TO RUN INDUSTISL SIF TOOLS SUCH 45 JACK HAMMERS ASSIGNED TOOLS TOOLS THAT ARE ASSIGNED TO AN INDIVIDUAL COMPACTION Ri VIBRATING SOIL COMPACTORS CRANES EARTHMOYING TRENCHING 11 BOBCAT EARTHMOYVING TRENCHING T2 BOBCAT ATTACHMENTS KUBOTA TRACTOR EARTHMOVING TREMCHING T3 BACKHOE EARTHMOYVING TRENCHING T4 BOBCAT ATTACHMENTS INCLUDED IM RENTAL Records Found 25 6 Select the appropriate Equipment Gr
63. out Help T 5 Work Order Created By Status Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification organzaton Sid versity so a Common Problem List NEW MEXICO STATE UNIVERSITY MAINTENANCE Contact LAS CRUCES MAINTENANCE Contact Phone CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 11 Click on the Save icon The Creating a New Phase for an existing Work Order process is now complete 76 September 2010 AiM 4 1User Manual Assigning Work Orders Upon initiation of a Work Order Shop Person employee assignments may or may not be made by the OFS Work Order desk The supervisor has the authority to make assignments to employees or change assignments made by the Work Order desk The following steps must be completed to make a Shop Person assignment 1 Select the Work Management module and the following drop down list will be displayed AM Hello SREL Logout About Help Work Management Asset Management a Customer Service Hello SREL Logout Work Orde O Daily Assignments O Material Request 2 Click on Work Order and the following screen will be displayed JAM Hello SREL L
64. rected Timecard by clicking on the Print icon and give to the supervisor Team TP Corrections Changes can be made to Timecards any time prior to qt supervisory Approval Rejection by following the previous steps The Corrections Changes to a Timecard process is now complete 32 September 2010 AiM 4 1User Manual Adding Descriptions to Timecards When entering time through Rapid Timecard Entry descriptions cannot be provided for Line Items entered however descriptions can be added by going to the employee Timecard and completing the following steps 1 Select a Timecard and the following screen will be displayed JAM Hello SREL Logout About Help vie Ores 10 o W Transaction Editor SREL Status Not Posted Edit Date Sep 21 2010 11 15 AM Description Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours 26 00 Original Cost JOHN PADILLA Leave Hours 2 00 Adjusted Cost Sep 17 2010 Total Hours 28 00 Total Cost 756 34 Work Order Line Items 11 003076 11 003076 2 Click on the Edit icon and the following screen will be displayed ZAM Hello SREL Logout About Help 9 Timecard view se 2 O 4 Transaction Editor SREL Not Posted Edit Date Sep 21 2010 11 15 AM pg Shop Person Total Cost Shop Person JAPADILL Non Leave Hours Original Cost JOHN PADILLA Leave Hours 4 Adjusted Cost Sep 17 2010 Total Hours Total Cost Line Items Work Order Leave Code
65. rk Order Work Order Hide All Show All Description M it Created By Date Created lt IIIs Lee a Ee Status University lt Campus Property Project lt l EIEII Organization lt R Requestor ERE Contact Contact Phone Contact Email Budget lt Desired Date Customer Request lt Reference Shop z Shop Person Cash Flow Yr 1 Cash Flow Yr 2 Cash Flow Yr 3 lt lt sE With the Search screen displayed perform a search by using the various search options listed below 1 Ascending Descending fields This option can be used to have search results in Ascending Descending order From the drop down list make desired selection 2 Sort sequences fields This is optional and not required to perform a Search To sort your Search results in a specific order you can use the Sort Sequence fields In the box enter your order by placing 1 2 etc This will display and sort the fields on the results screen September 2010 15 AiM 4 1User Manual AiM 4 1 User Manual 3 Operator text qualifiers field drop down box Use any of the standard operations to assist in narrowing searches to find the exact information desired Standard Operations Equal Contains contains the string entered anywhere in the field 4 Criteria field Within the field box enter the information needed to perform the search or by using the Zoom ic
66. rom a Shop Warehouse After logging on the AiM WorkDesk will be displayed JAM Hello SREL Logout e WorkDesk Menu Work Managemen Asset Management 2 Customer Service 4 Estimating 5 Finance Human Resources E Inventory 4 Preventive Maintenance y Project Management Property 8 Purchasing Space Management A Time Management O System Administration 1 Click on Work Management and the following screen will be displayed AM Hello SREL Logout About Help O Work Management bal Menu a O Work Order O Daily Assignments O Material Request Shop Stock Approval Shop Stock Adjustment Rapid Status Update For Work Order Rapid Status Update For Phase 2 Click on Material Request and the following screen will be displayed 48 September 2010 AiM 4 1User Manual Hello SREL Logout O material request ie EEE Material O material request View Transaction Editor Edit Date Description Total Cl itstw i Ct 00 Work Order Requestor Location Work Order Requested By University Campus Date Needed Property Deliver To Location or Room Line Items Line Line Type Hello SREL About Help e Material Request 2l ox Transaction Description Work Order Phase Date Needed Requested By Status University Campus Property Location or Room Deliver To Extra Description Edit Date Editor J0 ONO
67. s or click on the Zoom icon to use the Search feature described in the Search Query section 13 Click on the Zoom icons if Time Type e g overtime on call pay etc and Shift e g swing or graveyard fields need to be changed 14 If leave was taken click on the Zoom icon and select the appropriate Leave Code 15 Enter the hours worked or leave for this Work Date Line Item 16 Click on the Doneicon Repeat steps 10 16 if additional Line Items need to be added 17 After clicking on the Done icon the following screen will be displayed Hello SREL Logout About Help se 2 O 4 Transaction Editor SREL Not Posted Edit Date Sep 21 2010 11 15 AM B jp Shop Person Shop Person JAPADILL Non Leave Hours Original Cost JOHN PADILLA Leave Hours I Adjusted Cost Sep 17 2010 i Total Cost l Line Time Type m 1 REG 11 003076 riz REG 11 003076 18 Click on the Save icon and the following screen will be displayed September 2010 31 AiM 4 1 User Manual AIM Hello SREL Logout About Help ut Cn ES Status Transaction Editor SREL tu Not Posted Edit Date Sep 21 2010 11 15 AM Description Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours Original Cost JOHN PADILLA Leave Hours A Adjusted Cost Sep 17 2010 Total Hours Total Cost Line Items Work Order Leave Code Hours Line Total Adj Line 11 003076 8 226 96 11 003076 004 8 226 96 19 Print the cor
68. ser Manual JAM Hello SREL Logout About Help CO o Phase Created By SREL Status new a Date Created Sep 29 2010 11 02 AM Work Order 11 004642 Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Budget soo n Location or Room g Estimated Dates Classification WorkCode Group 7 ale Requesttished J Equipment Contractor Equipment Equipment Group Q 4 Type in a description of the work needed for the new Phase in the Description field Click on the Shop Zoom icon and select the desired Shop Click on the Priority Zoom icon and make a selection The Status field should default to New if not click on the Zoom icon and select New JAM Hello SREL Logout About Help Ome O Phase Created By SREL Date Created Sep 29 2010 11 02 AM ae Work Order 11 004642 Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Budget 0 00 Location or Room O a eo Estimated Dates Classification shoprerson Js A E 7 Requestietned a 3 ROUTINE g Equipment Contractor Equipment Type Equipment Group 8 The Funding Source field defaults to Shop and should only be changed if directed by OFS Accounting by clicking on the arrow and making the appropriate selection 9 Click on Work Code Zoom icon and make a selection September 2010 75 AiM 4 1 User Manual 10 Click on the Done icon and the following screen which reflects the new Phase will be displayed JAM Hello SREL Logout Ab
69. splayed Hello SREL Logout About Help creed SRL sous ed Date Created Sep 29 2010 10 35 AM Description Work Order 11 004642 Budget Location or Room g Classification orkCode Group INTERIORS F00460 CUSTODIAL SHOP Work P NTERIORS J amp CUSTODIAL Primary Person ARTL CUSTODIAL a CUSTODIAL Requestuietos Ja ART LUCERO 3 ROUTINE a Equipment Contractor Equipment Type Equipment Group 9 16 Again click on the Done icon and the following screen will be displayed September 2010 83 IAM Hello SREL Logout About Help A Work Order Created By Status Date Created Sep 29 2010 10 22 AM y Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Property Classification organization a versity uso je Common Problem List NEW MEXICO STATE UNIVERSITY LAS CRUCES MAINTENANCE Contact SALLY REL LAS CRUCES MAINTENANCE ContactPhone 645 7451 CUSTODIAL Contact Email SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Description Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 17 Click on the Save icon and the following screen will be displayed JAM Hello SREL Logout a jo 2 Work Order Created By SREL Status Date Created Sep 29 2010 10 22 AM Project Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Desired Date Budget Organization Propert
70. tatus 6 Click on the Load Material Request icon and the following screen will be displayed AIM Hello SREL Logout 3 Load Material Request Results 1 Status 10 013093 1 0000 10 013093 5 0000 10 012767 1 0000 10 005251 100 0000 7 Click on the Transaction number s to review the Material Request then click on the Done icon to return to the Pick Ticket screen 8 To select items for the Pick Ticket click on the box s next to the desired Transaction number s and a check mark will appear in the box s 9 Click on the Done icon and the following screen will be displayed Note When the Done icon was clicked all required fields on the Pick Ticket screen automatically populate September 2010 57 AiM 4 1 User Manual Hello SREL Logout Material Request view Select Transaction Editor SREL SWH APPROVED a Edit Date Sep 27 2010 02 48 PM Description SAND PAPER Work Order Requestor Location Work Order 11 004636 Requested By JAPADILL University NMSU NEW MEXICO STATE UNIVERSITY GRAFFITI REMOVAL AT DELTA ZETA ASAP J N PAD JOHN PADILLA Campus LAS CRUCES 001 LAS CRUCES Date Needed Sep 30 2010 GRAFFITI REMOVAL AT DELTA ZETA ASAP ie mE Deliver To JAPADILL CHEMISTRY BUILDING PAINT Location or Room Mn A ANI A F00468 PAINT SHOP JOHN PADILLA Line Items Line Line Type PartEquipment Description 1 Stock 9117 PNT SANDING PAPER 3M 320A KWALS 2274600 1 0000 0 9600 Hello SREL Logout
71. ted Transaction Editor SREL Edit Date Sep 21 2010 11 15 AM p Shop Person Total Hours Total Cost Shop Person JAPADILL Non Leave Hours Original Cost JOHN PADILLA Leave Hours Adjusted Cost Sep 17 2010 Total Hours Total Cost Line Items l Line Time Type Shift Work Order 1 REG 11 003076 2 G 11 003076 3 OT 11 003076 7 To delete a Line Item click on the box to the left of the Line number and a check mark will appear in the box 8 Click on the Delete Timecard Item red subtraction sign icon and the following screen will be displayed Modal Message Are you sure you want to delete 9 Click on the YES icon green check mark to delete the Line Item or the NO red X icon if a Line Item has been selected in error Repeat steps 7 9 if additional Line Items need to be deleted 10 To add new Line Items click on the Add Timecard Item icon green plus sign and the following screen will be displayed If no new Line Items are needed go to step 18 30 September 2010 AiM 4 1User Manual Hello SREL Logout View 00 Editor SREL Status Not Posted Edit Date Sep 21 2010 02 28 PM Shop Person Labor Rate Line Totals Shop Person JAPADILL REG a REGULAR STAFF EARNINGB a Sep 17 2010 REGULAR NONEXEMPT JOHN PADILLA Work Order Timecard Totals Non Leave Hours Total Hours 11 Enter a Description optional 12 Enter work order and phase numbers in Work Order and Phase field
72. ty Project L 3 EI u u Common Problem List lt ll lt 1 lt Type 1 lt Category K3 Organization E i ANA Requestor L Contact Contact Phone Contact Email Budget lt le IE EJEA iT hi g IR lt L J Desired Date u Ka Customer Request lt lt lt UUU UL Reference Shop KK Shop Person Cash Flow Yr 1 Cash Flow Yr 2 Cash Flow Yr 3 lt ut 2 While working in the Search screen the scroll bar will be available 3 With the Search screen displayed use the scroll bar moving down to locate the data elements Status and Shop under the Phase block September 2010 19 AiM 4 1 User Manual AIM Hello TRNGO1 Logout About Help Work Order Estimated Start Date Estimated End Date 4 Enter Assigned in the Status field 5 Select contains from the operations field drop down list click on the down arrow to display operation choices 6 Enter the name of the shop in the Shop field or click on the Zoom icon to select a Shop 7 Scroll down again until you locate the Shop Person Assignment block SJAM Hello TRNGO1 Logout About Help a i O Work Order d 2 a O Cash Flow Yr 3 A Cash Flow Yr 4 Cash Flow Yr 5 lt ta AE L lt Condition Assessment Priority Fiscal Year EJ ji lt Extra Description Editor Edit Date HU OO O
73. y Classification Organization i i NMSU Common Problem List NEW MEXICO STATE UNIVERSITY Requestor LAS CRUCES MAINTENANCE Contact SALLY REL da MAINTENANCE ContactPhone 646 7451 CUSTODIAL Contact Email srel nmsu edu SOFTBALL OFFICE AND LOCKER ROOM REFILLING BATHROOM SUPPLIES Location or Room Shop Work Code STRIP AND REWAX FLOOR IN MEN S BATHROOM CUSTODIAL CUSTODIAL 18 Click on the Print icon and give a copy to the employee s assigned to the Work Order The Assigning Work Orders process is now complete 84 September 2010 AiM 4 1User Manual Closing Phases amp Work Orders When a shop has completed the work required on a Work Order and Shop Person s time has been entered the Phase needs to have the Status changed to reflect that the work has been completed In addition when a Work Order has more than one Phase and once they have all been completed the Work Order Status must be changed by completing the following steps 1 Using the Search feature open the desired Work Order and the following screen will be displayed JAM Hello SREL Logout About Help ut CIT 10 2 A Work Order Created By SREL F Date Created Sep 29 2010 10 22 AM Description STRIP AND REWAX FLOOR IN MEN S BATHROOM Organization Organization W V X IC O STATE U N IV ER S TY Requestor LAS CRUCES MAINTENANCE LAS CRUCES Contact SALLY REL MAINTENANCE 554 ContactPhone 646 7451 CUSTODIAL Contact Email srel nmsu e

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