AssetWorld 2020 PreConference Training2020-01-14T11:34:15-05:00

2020 AssetWorld PreConference Training

All published program details are subject to revision and not considered final.

  Gemini (Foundations) |  Apollo (Work Lifecycle) | Saturn (Technical)

Certification Courses: IWMS Automation  |  ReADY Request

Gemini

A focus on our solutions and how you can leverage them to make your organization as successful as possible. Our true foundations course filled with the items you need to know to effectively set a vision and begin to use ReADY, AiM, and Go.

Gemini

Any employee, manager, or leader who wants to learn the essential elements at the heart of our solutions.

Time

Periodic Table of AssetWorks We will review the fundamentals of each product family, including navigation, controls, WorkDesks, queries and more.

Products/Features:

  • AiM
  • ReADY
  • Go

Learning Outcomes:

  • 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.
8:00 AM – 10:00 AM 4/27
Key Concepts This session 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.

Products/Features:

  • AiM
  • Go
  • ReADY

Learning Outcomes:

  • Understand the key hierarchies leveraged within each solution.
  • Understand the key personas using each solution.
10:15 AM – 12:00 PM 4/27
How important are Assets? 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.

Products/Features:

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

Learning Outcomes:

  • 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.
1:00 PM – 2:45 PM 4/27
How to administer your Asset inventory This class will review the solutions available to administer your Asset Inventory including Go AM, AssetSync, and AiM.

Products/Features:

  • Master Asset Profile / Asset Group / Asset Basics (AiM)
  • Go Asset Management (Go AM)
  • AssetSync

Learning Outcomes:

  • The learner will be able to configure Asset Basics in AiM.
  • The learner will have a basic understanding of the use of Go Asset Management and how it is used to add and update their Asset Inventory.
  • The learner will have completed a basic Asset XXXXXXXX
  • Given a properly constructed AssetSync data sheet, the learner should be familiar with using AssetSync to import data into AiM.
3:00 PM – 4:00 PM 4/27
Why location data is important 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.

Products/Features:

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

Learning Objectives: 

  • 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
4:00 PM – 5:00 PM 4/27
How to request work This class 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.

Products/Features:

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

Learning Objectives: 

  • Familiarize the user with ReADY Request search/submit/approve
  • Familiarize the user with AiM CR and CR Approve
  • Discuss Go Follow-Up Work
8:00 AM – 9:00 AM 4/28
How to create work orders This class introduces the core concepts required to create a work request. Work Orders, Phases, Shops, Problem Codes, Work Codes, Priority, Status.

Products/Features:

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

Learning Objectives: 

  • Understand the Work Order/Phase screen and the concepts required to create a Work Order
  • Discuss quick work orders, default values, and ready request
9:00 AM – 10:00 AM 4/28
What is a Work Code 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.

Products/Features:

  • AiM Work Management
  • AiM Preventive Maintenance
  • Go WM

Learning Objectives: 

  • Understand the design intent behind Work Codes
  • Understand the different features which a work code can affect
  • Discuss Quick Start Work Codes
10:15 AM – 11:00 AM 4/28
How to administer PM This class will review the primary features involved with executing Preventive Maintenance. Learn how to schedule and execute through PM standards and Templates.

Products/Features:

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

Learning Objectives: 

  • 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.
11:00 AM – 12:00 PM 4/28
Execution of Work During this class we will review the many ways we can execute on AiM work orders. Both AiM and Go examples will be highlighted.

Products/Features:

  • Daily Assignments
  • Go WM

Learning Objectives: 

  • Review with learners the different ways work can be executed and tracked using both AiM and Go WM
1:00 PM – 2:15 PM 4/28
How to request material or services Learn the different ways materials and/or services may be requested from the inventory management/purchasing department.

Products/Features:

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

Learning Objectives: 

  • Review the different ways materials may be requested.
  • Understand the primary functions of Go Inventory vs. Receiving vs. Purchasing
2:15 PM – 2:45 PM
3:00 PM – 3:15 PM
4/28
Communicating with the Customer Leveraging the numerous ways you can communicate 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.

Products/Features:

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

Learning Objectives: 

  • Review with learners key concepts/features within AiM, ReADY, and Go which improve customer understanding of the progress of their work.
3:15 PM – 4:00 PM 4/28




Apollo

A step beyond the foundations, the goal of this class is to present the work life cycle (from request to finishing the job) and the solutions designed to make you more responsive, efficient, and successful as you accomplish your primary asset and maintenance missions. From requesting work, through planning and scheduling both preventive and corrective maintenance, to the execution of said work all aspects will be covered.

Apollo

Anyone involved or curious with the daily service life cycle within ReADY, AiM, and Go.

Time

How to administer your Asset Inventory This class is designed to share the different tools available to you that support the management of your Asset Inventory. From initial collection, inspection and verification, to planned replacement we have solutions to help.

Products/Features:

  • AssetSync
  • Go Asset Management
  • Master Asset Profile
  • Condition Assessment Asset Profile

Learning Outcomes:

  • Learners will be introduced to AssetSync and Go Asset Management Inventory capture and update capabilities.
8:00 AM – 9:30 AM 4/27
Requesting Work This class 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.

Products/Features:

  • ReADY Request
    • Create a request / Approve a request / Conditional phase creation
  • AiM Customer Request
    • Create a request / Approve a request
  • Go Follow-Up Work
    • Create a request / Inspection remedial actions

Learning Outcomes:

  • Learners will better understand the different origination points of work within ReADY, AiM, and Go. Who are the primary personas for each and the specific use cases which guided our design intent.
9:30 AM – 10:00 AM
10:15 AM – 11:00 AM
4/27
How to incorporate Inspections This product will discuss where and when it makes sense to incorporate inspections into your work processes. Learn how you can setup and configure these items within AiM and execute them via our Go mobile solutions.

Products/Features:

  • AiM/Go CPPM Inspections
    • Safety / Vendor
  • AiM/Go WM Inspections

Learning Outcomes:

  • Learners will understand how to perform inspections in Go WM and Go CPPM. When they should be used vs. Preventive Maintenance templates and some interesting ways others have incorporated them into their work life cycle.
11:00 AM – 12:00 PM 4/27
How to administer PM This class will review the primary features involved with executing Preventive Maintenance. Learn how to schedule and execute through PM standards and Templates.

Products/Features:

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

Learning Objectives:

  • Learners should be able to setup and administer a preventive maintenance program for their asset inventory.
1:00 PM – 2:45 PM 4/27
How to plan and schedule your work This class describes the basics of daily assignments and work management scheduling including new, fresh features released with 11.0

Products/Features:

  • Employee Trades
  • Daily Assignments
  • Shop Phase Manager
  • Phase Planning
  • Phase Scheduling
  • Work Assigner

Learning Objectives:

  • Learners will be able to leverage the features within AiM designed to organize, plan, and schedule work for shop employees.
3:00 PM – 5:00 PM 4/27
Execution of Work During this class we will review the many ways we can execute on AiM work orders. Both AiM and Go examples will be highlighted.

Products/Features:

  • Daily Assignments
  • Go WM

Learning Objectives:

  • Review with learners the different ways work can be executed and tracked using both AiM and Go WM
8:00 AM – 10:00 AM 4/28
How to request material or services Learn the different ways materials and/or services may be requested from the inventory management/purchasing department.

Products/Features:

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

Learning Objectives: 

  • Review the different ways materials may be requested.
  • Understand the primary functions of Go Inventory vs. Receiving vs. Purchasing
10:15 AM – 12:00 PM 4/28
How to capture external fees and charges Both Maintenance and Design/Construction departments often deal with non-encumbered fees which must be charged to the work order or capital project. This class offers a quick review of the different screens and functionality that AiM offers when dealing with these requirements.

Products/Features:

  • Shop Stock
  • Spot Purchase
  • External Charges
  • External Charge Import
  • Direct Expense
  • Direct Expense Status Approval
  • Direct Expense Import

Learning Objectives: 

  • Learners will be able to enter, approve, and process non-encumbered charges through AiM WOs and Capital Projects.
1:00 PM – 2:00 PM 4/28
Assessment and Capital Budgeting This class will review the Assessment and Capital Budgeting tools available within our solution. Working backward from an executed Capital Project through the Capital Budget process, Strategic Plan and Condition Assessment Asset Profile the big picture should come into view.

Products/Features:

  • Capital Project
  • Capital Budget Request
  • ReADY Capital Request
  • Condition Assessment Asset Profile
  • Assessment Deficiency
  • Cost Model
  • Strategic Plan

Learning Outcomes:

  • The learner will understand the how the solution works supporting capital renewal.
  • The learner will understand the multiple inputs to the Strategic Plan.
  • The learner will understand how a singular asset works it way through the entire Capital Budgeting process.
2:00 PM – 2:45 PM
3:00 PM – 4:00 PM
4/28


Saturn

A track designed specifically for system administrators and developers! Features supporting access, record filtering, workflow, and processes will be explored for ReADY, AiM, and Go. Solutions will be discussed for common issues surrounding these concepts including action codes, automation scripts, and communication templates.

Saturn

System administrators, Information Systems managers, and web developers supporting AssetWorks’ implementations.

Time

How to grant and restrict access Learn how to authenticate users and properly assign roles granting and restricting user access properly.

Products/Features:

  • Roles and Privileges
  • Role based filtering
  • User Security
  • User based filtering
  • Authentication

Learning Objectives: 

  • Learners will be able to manage their authentication, assign roles, and grant or restrict access as needed. They will learn how to create security filters for both users and roles and perform role-based filtering within ReADY for Dynamic Data Widgets.
8:00 AM – 10:00 AM 4/27
Reports and Chart administration Learn how to add and edit the new Highcharts report channels to the WorkDesk. Learn how to use the new IQ data sources as web data sources in an external report writer.

Products/Features:

  • AiM Report Manager
  • Screen fed parameters
  • AiM Report Channels (BIRT/IQ)
  • AiM Highchart reports

Learning Objectives: 

  • Learns will be able to add and manage access to reports. Embed them into screens and pass parameters into the reports.
  • Learns will be able to create and edit Highcharts report channels. Learners will be able to access and leverage IQ data sources.
10:15 AM – 12:00 PM 4/27
Workflow and Status Flow Essentials Learn Workflow and Status Flow essential features found within AiM and ReADY.

Products/Features:

  • Status Options in AiM
  • CPPM Workflow in AiM
  • ReADY Workflow

Learning Objectives: 

  • Be able to control Status changes in AiM better by leveraging Min/Max and Role assignments. Be able to create a Worfklow for CPPM and a ReADY Request template.
1:00 PM – 2:45 PM 4/27
Doc Mgmt, Help, and Universal Access Learn how to administer your document repository, leverage our on-line help, upload custom help documentation, and enable universal access.

Products/Features:

  • AiM Report Channels (BiRT)
  • AIM Highcharts reports

Learning Objectives: 

  • Learners will be able to upload, version, and control access to documents within the document repository
  • Learners will be able to enable, navigate, and search the online help. They will be able to add additional help guides and grant access to them.
  • Learns will better understand universal access and how to enable/disable it for specific users.
3:00 PM – 4:00 PM 4/27
How to upgrade AiM and ReADY Learners will see what goes into upgrading both ReADY and AiM.

Products/Features:

  • AiM Upgrade
  • ReADY Upgrade

Learning Objectives: 

  • Learn how to upgrade both AiM and ReADY.
4:00 PM – 5:00 PM 4/27
Personal queries, templates, and groups Learn how to use Personal Queries, WorkDesk templates and groups to administer a large group of similar users.

Products/Features:

  • AiM Groups
  • AiM Workdesks

Learning Objectives: 

  • Learners will have a better understanding of the features found within Personal Queries and how they can be used throughout AiM.
  • Learners can create a WorkDesk template, add users to a group and push out query updates if requested.
8:00 AM – 10:00 AM 4/28
How to default data, schedule, and automate processes Learn how to default data using template based action codes and become familiar with our new automated business processes.

Products/Features:

  • Automated Business Processes
  • Template Based Action Codes (Use – not write)

Learning Objectives: 

  • Learners will know about ABPs and their options. They will know how to use template based action codes.
10:15 AM – 12:00 PM 4/28
Tools to communicate with customers Leveraging the numerous ways you can communicate 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.

Products/Features:

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

Learning Objectives: 

  • Review with learners key concepts/features within AiM, ReADY, and Go which improve customer understanding of the progress of their work.
1:00 PM – 2:45 PM 4/28
External URLs, Barcodes, and more There are some hidden gems in AiM System Administration that some users don’t even know are there. Let’s talk a look at some of them.

Products/Features:

  • External URLs
  • Quicklinks
  • Report Manager Parameters
  • Report Attributes
  • Transaction Numbers
  • Label Utility
  • Barcodes

Learning Objectives: 

  • Learners will uncover some features within System Administration they may not be using, but may be valuable in the future.
3:00 PM – 4:00 PM 4/28


IWMS Automation

Session Details:

This intensive 2-day training program has been designed to provide your developers with the skills they need to develop action codes the day they get back into the office. Sessions will be led and staffed by a team of veteran AssetWorks developers, to ensure that attendees have access to our subject matter experts as they work through the program.

After training, attendees will take the AssetWorks Automations Solutions Assessment, which consists of multiple-choice questions and a coding exercise. Passing the assessment and receiving the AssetWorks Automation Solution Certification demonstrates that a developer has a clearly defined standard of knowledge and the skills required to develop automated business solutions for your AIM system.

Prerequisites: Attendees should have some experience with JavaScript and a basic understanding of AiM.

IWMS Automation

IWMS Automation Solutions Training & Certification

Time

Day 1 – Using JS to work with AiM classes

AM Session

  • Javadocs and the data dictionary
  • JavaScript Version (Rhino)
  • Creating new objects in JavaScript
    • Working with DTOs
    • Getter and Setter
  • Locating the facade
    • Provide external API to AiM (Web Services)
    • authorization (roles, security filters)
    • connection management (commits/rollback)
    • Logging
    • Service Implementation vs. Facades
  • Database Interaction
    • Finding a record
    • Finding a list with search parameters
    • Handling JDBC for direct SQL calls
8:00 AM – 12:00 PM 4/27
Lunch 12:00 PM – 1:00 PM 4/27
PM Session
  • Working with DateTime Stamps
  • Saving an object
    • Pre versus Post save events
    • Creating and saving objects using templates
    • Saving an object DTO Hierarchy
  • Handling validation
    • Error messages
    • Warning message
  • Email functions
1:00 PM – 5:00 PM 4/27
Day 2 – Advanced Concepts & Business Case

AM Session

  • Debugging options
  • Useful helper classes
  • Locating the Request Source
  • Working with Files
  • Arrays as working tables
  • Using Background Threads
  • Making calls to an external web API from an action code
  • Using Web Service Action Codes (WS-AC)
    • Using WS-AC as an interface
    • Using WS-AC to create a custom screen in AiM
    • Using WS-AC to create content on the WorkDesk
8:00 AM – 12:00 PM 4/28
Lunch 12:00 PM – 1:00 PM 4/28
PM Session Review business case for action code provided

  • Action Code Best Practices
    • Design Approach
    • Solution Footprint

Assessment & Certification

1:00 PM – 5:00 PM 4/28


ReADY Request

Session Details:

Are you looking to leverage the power of ReADY Request to streamline business processes and improve communications within your organization? Then this immersive, 2-day training on how to configure ReADY Request to automate more and more of your facilities processes may be just what your ReADY Request administrator needs. Attendees will 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.

ReADY Request

ReADY Request Training & Certification

Time

Day 1

AM Session

  • ReADY Request (Request and Setup Page)Request Page
    • Setup Page
    • Template Groups
    • Templates
    • Template Properties
    • Authentication
  • ReADY Request (Users / Roles / Permissions)
    • Users
    • Roles
    • Permissions (View/Insert)
    • Template Properties
    • Process Screen
  • ReADY Request (Form Builder Part I)
    • Form Builder
    • Sections
    • Text
    • Image
    • Textbox (Text)
    • Textbox (Date)
    • Textbox (Number)
8:00 AM – 12:00 PM 4/27
Lunch 12:00 PM – 1:00 PM 4/27
PM Session
  • ReADY Request (Form Builder Part II)
    • Multiple Choice
    • Dropdown
    • Comment Box
    • Attachments
    • Responsibilities (Alternate Views)
  • ReADY Request (Dynamic Data)
    • Dynamic Data
    • Filtering
    • Default Values
    • Lookup Values
    • Role-based filters
  • ReADY Request (Destinations / Hidden Formulas)
    • Destinations
    • Hidden Formulas
    • Skip Patterns
    • Other Destinations
1:00 PM – 5:00 PM 4/27
Day 2

AM Session

  • ReADY Request (Workflow)
    • Events
    • Tasks
    • Responsibilities
    • Gateways
    • Serial/Parallel/Unanimous/Majority
  • ReADY Request (Advanced Workflow)
    • Dynamic Responsibility
    • Requestor Responsibility
    • AiM Contact Types
    • AiM Employees / Contact Profiles
  • ReADY Request (Notification Templates)
    • Task Assignment Notifications
    • Workflow Activity Notifications
8:00 AM – 12:00 PM 4/28
Lunch 12:00 PM – 1:00 PM 4/28
PM Session
  • ReADY Request (Mapping / Record Creation)
    • Quick Work Order
    • Work Order
    • Phase
    • Problem Codes
    • Default Assignments

Assessment & Certification

1:00 PM – 5:00 PM 4/28