Course Description: Are you looking to leverage the power of ReADY Request to streamline business processes and improve communications within your organization? Then this immersive training course may be just what your ReADY Request administrator needs. We will show how to configure ReADY Request to automate more and more of your facilities processes. Attendees will also learn how to design request forms using all the capabilities of ReADY Request, and to design workflows that optimize the process for all those involved.

After training, attendees will take the AssetWorks ReADY Request Administration Assessment, which consists of multiple-choice questions and a form design exercise. Passing the assessment and receiving the AssetWorks ReADY Request Administration Certification demonstrates that an administrator has a clearly defined standard of knowledge and the skills required to automate business processes using ReADY Request.

Prerequisites: Attendees should have a basic understanding of AiM work management.

Monday, April 12th - Thursday, April 15th: Pre-Conference Training

Section Name Topics Covered
ReADY Request Setup and Builder

Request and Setup Page

  • Request Page
  • Setup Page
  • Templates
  • Templates (Groups, Properties)
  • Authentication

Users / Roles / Permissions

  • Users
  • Roles
  • Permissions (View/Insert)
  • Template Properties
  • Process Screen

Form Builder: Part 1

  • Form Builder
  • Sections
  • Text / Image
  • Textbox (Text, Date, Number)

Form Builder: Part 2

  • Multiple Choice
  • Dropdown
  • Comment Box
  • Attachments
  • Responsibilities (Alternate Views)

Dynamic Data

  • Dynamic Data
  • Filtering
  • Default Values
  • Lookup Values
  • Role-based filters

Destinations / Hidden Formulas

  • Destinations
  • Hidden Formulas
  • Skip Patterns
  • Other Destinations
ReADY Request Workflow and Mapping


  • Events
  • Tasks
  • Responsibilities
  • Gateways
  • Serial / Parallel / Unanimous / Majority

Advanced Workflow

  • Dynamic Responsibility
  • Requestor Responsibility
  • AiM Contact Types
  • AiM Employees / Contact Profiles

Notification Templates

  • Task Assignment Notifications
  • Workflow Activity Notifications

Mapping / Record Creation

  • Quick Work Order
  • Work Order
  • Phase
  • Problem Codes
  • Default Assignments


Register Me Now

*This schedule is preliminary and subject to change. (3/4/21)

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