Pre-Con Training · Track 1

Moving to New WorkDesk

A hands-on day to plan and start your move to New WorkDesk.

Tuesday, April 6, 2027 · Full day · InterContinental Kansas City at the Plaza

Level

JV

You use AiM today and want to go further

Format

Full day, hands-on

Small room, your own institution’s content

Cost

$900 add-on

to your AssetWorld registration

Is this track for you? Check before you register

You should already:

  • AiM navigation
  • Current WorkDesk setup and security
  • Basic Personal Queries
  • Test environment

Bring:

  • Laptop and login
  • List of staff groups or roles

Not the best fit if

You don’t configure WorkDesks, or your institution has already completed its move.

After this track, you’ll be able to

  1. Map what changes, what carries over and what needs rebuilding in your current WorkDesk setup

  2. Build working queries, widgets and dashboards for your own staff groups

  3. Set up groups and user security so each role sees only what it needs

  4. Design dashboards your staff can read at a glance

  5. Go home with the first phase of a rollout plan for your campus

What this track is

New WorkDesk replaces static Classic WorkDesk layouts with configurable widgets and role-based dashboards. This workshop walks through the move step by step, from taking inventory of your current setup to planning your rollout.

It was built in response to customer feedback that past dashboard sessions moved too fast and stayed too high level. This one slows down, and you'll work with your own institution's content.

Who should attend

  • System administrators who configure WorkDesks for staff
  • Power users, analysts and dashboard owners who build and maintain widgets
  • Project leads and functional managers responsible for the transition

Save your seat for Pre-Con

Add Pre-Con to your AssetWorld registration, then choose your track. Rooms are kept small.