AiM Basics + Modules 

Navigation 

In this course you will learn how to navigate through AiM (Operate) and what different buttons do.  You will also learn how to build a basic search to retrieve data using the query screen.  A series of interactive modules will test your understanding of these items. 

Work Management, Asset Management, Customer Service, Project Management, Preventive Maintenance 

This course will give you an overview of the screens in the Work Management, Customer Service, Project Management and Preventive Maintenance modules as well as an understanding of some of the data collected in these modules.  Your understanding of these concepts will be tested also through a series of interactive exercises. 

Time and Attendance - Timecard Entry, Approval, & Adjustment 

In this course you will learn the different ways to enter time on a Work Order (both time worked and leave), how Timecards are approved and how they are adjusted after being approved.  You will also see how to enter time in Go (Perform) Work Management.  A series of interactive modules will test your understanding of these concepts as you proceed. 

Accounts Payable, Purchase Order Invoice, Contract Administration, Finance 

In this course you will get an overview of the modules that cover many of the financial aspects of AiM (Operate) including processing Purchase Order Invoices, setting up and maintaining Contractors and a brief overview of the Finance module.  Your understanding of these areas will be tested along the way by a series of interactive exercises. 

Team Scheduler 

Team Scheduler is an easy-to-use and flexible tool for scheduling and assigning work across a large facilities team. With Team Scheduler, we are able to provide a single screen where a typical maintenance supervisor can go to schedule and manage their work backlog, balance workload across their team, and make the common edits/updates to records without having to click away into another screen. One-stop-shop for your maintenance supervisors - fewer clicks, fewer screens, you can see and do it all from one place.  

In this course you will learn what Team Scheduler is, the basics on how to set up Team Scheduler, phases and work assignments.  

Finance

Accounts

This course will show you how to enter and maintain Accounts and Subcodes, as well as the relationship between the two.  You will also learn how to retrieve transactions related to Account/Subcode combinations. A series of interactive modules will test your understanding of these items. 

Billing

In this course you will learn how to generate, review, and approve Billing transactions for processing.  You will also learn how to retrieve transactions after they have been approved. A series of interactive modules will test your understanding of these items. 

External Charges

Inside this course, you will grasp the understanding of how External Charges provide an expedient method of entering charges to post directly against a work order. A series of interactive modules will test your understanding of these items. 

Work Orders

With this course, you will learn how to do Work Order Journal Entries and Transaction Transfers to adjust charges on Work Order/Phase combinations.  You will also learn how to set up a Bank Card. A series of interactive modules will test your understanding of these items. 

Go Work Management

How to Begin

As part of a broader Integrated Workplace Management System (IWMS), Go Work Management is seamlessly integrated with an extensive range of facilities management tools under a single, unified software platform.  This course will teach you how to log into the application as well as basic navigation and terms.  A series of interactive modules will test your understanding of these items.  By the end of this course, you will know how to log into the app, navigate through the various screens, and understand how Go Work Management can help your organization be more productive and efficient. 

Adding Time

This course will teach you how to enter and view time via the Go Work Management application.  A series of interactive modules will test your understanding of these items.  By the end of this course, you will know how to enter and review time for work performed.   

Notes and Pictures

This course will teach you how to add notes and pictures to phases via the Go Work Management App.  A series of interactive modules will test your understanding of these items.  By the end of this course, you will know how to view and add notes and pictures to work order phases. 

PM Checkpoints, Assets, and Properties

This course will teach you how to complete preventive maintenance checkpoints, view phases available for specific assets, and view phases available for specific properties/buildings. By the end of this course, you should be able to complete preventive maintenance checkpoints and find phases by asset or property. 

Inventory

Overview/Set-up

The Inventory Management courses will provide a comprehensive overview to manage all aspects; from part utilization to warehouse audits.    

Pick Ticket, Counter Release/Return, Building a Kit 

The participants will learn to create a pick ticket and a counter release. 

Physical Counts & Reordering 

The participants will discover how to perform Inventory audits with the Physical count worksheets as well as how to adjust and reorder parts