Page Comparison

Screens inside the AiM platform

 Query Query Screens Descriptions

Detailed Below are detailed descriptions for navigating the screens found when creating a Personal Query.

Search Menu in AiM <How to get to this screen?>

• The magnify glass - Takes you to the search screen.

• The + sign - Starts a New Record.

• The Name - Takes you to a new AiM screen.

Image Added

asdf

• Image found after opening with “The Name”

• Record Name can be found at the top: Personal Query

• Next you would complete a search to dive deeper into this screen

Image Added

Button on the Screen

• Execute - This will run the query.

• Basic Search/Advanced Search - Toggling between the two will show which option you will go to, NOT which option you are on.

• Reset - Resets the entire query screen.

Image Added

asdf

• On this screen: Complete the Title Field - A description is optional.

• Query Listing and Query Count set to Yes, allows for the Query to display on the Dashboard.

• Setting the yellow flag will make the query flag turn yellow on the WorkDesk or dashboard when it reaches the set number. This and the Red Flag are optional.

• Chart Types will identify the different charting options to display a visual representation of the data you are about to build a query for.

• After selecting DONE, the search will open in build mode.

Image Added

asdf

• After all criteria is entered, click the SAVE button to save the query.

• Selecting Execute will take you to the results of the query.

• This will redirect to the “Browse” view of the results.

Image Added

asdf

• Select a Record link to display details of that record.

• Hit the blue Search button to return to the Query Screen.

Image Added

Image Added

asdf

• On this screen you will find Action and View Menus.

• The Action Menu link will open a New Query or allow you to Edit a Query.

• The View will have a list of created Personal Queries.

Image Added

asdf

• A query screen might have multiple tables involved.

• The primary table is listed first.

• After that each additional table will have its own heading bar.

• If the header is indented, the table is subordinate to the table above it.

Image Added

Image Added

Image Added

asdf

• Special operators will be used with new WorkDesk queries to make them easier to share across the units.

• These operators (=, <, >, null, …) work with dates and allow the query to use the characteristics of dates to pull records in a more focused manner.

Image Added