SOP – Work Management

 

The instructions here are designed for individuals who are familiar with the AIM Environment. This includes logging in to AIM, WorkDesk, icons, menus, search screens, working with data, and entry screens. If you are new to AiM please refer to the documentation explaining these foundational AiM concepts or go to your supervisor and request training. 

Work Management Menu

• Work Management Core Concepts and Data Standards
• Managing Work Orders
• Managing Phases
  • Managing Shop Stock on a Phase
• Re-opening Work Orders and Phases
• Managing Daily Assignments
• Managing Purchase Requests
• Attach a Service Contract to a Phase

 

Customer Request Menu

• Creating a Customer Request
• Approving a Customer Request
  • Billable Customer Request (actuals)
  • Billable Customer Request (fixed price)

 

 GO O&M

• AiM Operations and Maintenance
• Entering Time in GO App

 

 

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 Work Management Module Set-Up

• Configuring Work Classification
• Configuring Work Code Group
• Configuring Work Code
• Configuring Action Taken
• Configuring Work Order Status
• Configuring Phase Status
• Configuring Priority
• Configuring Problem Code
• Configuring Request Method
• Configuring Purchase Request Status
• Configuring Job Priority (Not using in initial release)
• Configuring Stock Location (Not using with initial release)
• Configuring Stock Number (Not using with initial release)
• Configuring Unit Cost Rates (Not using with initial release)

 

Customer Service Module Set-Up

• Customer Request Status

 

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Not in Use @ UConn

• Managing Status Update for Work Order (Bulk status update)
• Managing Status Update for Phase (Bulk status update)
• Managing Unit Cost Estimators (Not using for initial release)
• Managing Shop Phase Managers (Not using with initial release)
• Managing Work Planners (Not using for initial release)
• Managing Work Scheduler (Not Using for initial release)
• Managing Shop Availability (screen view)
• Managing Trade Availability (Not using for initial release)
• Managing Shop Stock Approval (Not using with initial release)
• Managing Shop Stock Adjustment (Not using with initial release)
• Review and Approve Shop Stock to Work Order Phases (by Shop Supervisor)