Reviews the fundamentals of each product family, including navigation, controls, WorkDesks, queries & more.

• Understand how the product families support and work with each other.
• Learn about screen controls, options, and viewers within each.
• Practice running basic and advanced queries, and data exports.
• Learn how to set up an AiM WorkDesk.
• Learn about AiM content management.

• AiM
• ReADY
• Go

Reviews, explains, and offers best practices when setting up the essential hierarchies within AiM including Location, Organization, Project/Work Order/Phase, Work Classification, and Capital Project Type.

• Understand the key hierarchies leveraged within each solution.
• Understand the key personas using each solution.

• AiM
• ReADY
• Go

We will provide you with the educational content on everything asset, why you should have an Asset Czar and provide some examples from the original asset workshop.

• Understand what an Asset is to AssetWorks.
• Understand the types of Assets and the types of Asset Profile Screens.
• Understand the importance of tracking the maintenance and condition of assets.

• Master Asset Profile
• Work Order / Phase Assessment and Needs Analysis
• Go Asset Management

Where is a powerful data point? Where is this asset located? Where are my resources being allocated? Where SHOULD they be allocated? Let's discuss the importance of
a strong Real Estate and Property implementation and how it feeds so many of the other goals you want to accomplish.

• Understand where location information is used.
• Learn about space management, indirect cost recovery, and the features found within AiM used to support this.
• Become familiar with the Space Viewer and ReADY Space.

• Region / Facility / Property / Location
• AiMCAD
• Space Management
• ReADY Space

This session focuses on how to request work from our different products (ReADY Request, AiM Customer Request, and Go Follow-up Work) and the associated personas involved. Default configuration and codes (Problem Codes, Assignment Defaults, Zone defaults, Work Codes) will also be discussed.

• Familiarize the user with ReADY Request search / submit / approve.
• Familiarize the user with AiM CR and CR Approve.
• Discuss Go Follow-Up Work.

• ReADY Request AiM
• Customer Request
• Go Follow-Up Work

This class introduces the core concepts required to create a work request. Work Orders, Phases, Shops, Problem Codes, Work Codes, Priority, Status.

• Understand the Work Order/Phase screen and the concepts required to create a Work Order.
• Discuss quick work orders, default values, and ReADY requests.

• AiM Work Management
• Property Defaults, Zone Defaults, Problem Codes
• ReADY Request

What is a work code and why is it so important to AssetWorks? Let's discuss this essential classification feature and the functionality which can be unlocked if used properly.

• Understand the design intent behind Work Codes.
• Understand the different features which a work code can affect.
• Discuss Quick Start Work Codes.

• AiM Work Management
• AiM Preventive Maintenance
• Go WM

Reviews the primary features involved with executing Preventive Maintenance. Learn how to schedule and execute through PM standards and Templates.

• Discuss the difference between preventive and corrective maintenance.
• Learner will understand the different strategic pieces of Preventive Maintenance and why these are important.
• Discuss the different frequency and generation types.
• Learn how to generate PM WOs using the PM Generator screen.

• PM Standards, Checkpoints, and Meters
• PM Template
• PM Generator
• PM WOs

Reviews the many ways we can execute on AiM work orders. Both AiM and Go examples will be highlighted.

• Review with learners the different ways work can be executed and tracked using both AiM and Go WM.

• Daily Assignments
• Go WM

Learn the different ways materials and/or services may be requested from the inventory management/purchasing department.

• Review the different ways materials may be requested.
• Understand the primary functions of Go Inventory vs. Receiving vs. Purchasing.

• AiM Purchase Request
• AiM Purchase Generator
• AiM Purchase / Receive / Disbursement / Invoice
• Go Inventory
• Go Purchasing
• Go Receiving

Leveraging the numerous ways you can communicate with your customers can only improve customer satisfaction. Let's have a discussion regarding some of the opportunities you may not be taking full advantage of yet.

• Review with learners key concepts/features within AiM, ReADY, and Go which improve customer understanding of the progress of their work.

• Comment Stream
• Notes Log
• Status Notification Templates
• Workflow Notification Templates
• Surveys