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Queries allow for users to search
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in AiM with a defined set of criteria. The query results will display a specific set of data based on the criteria selected.
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The search criteria fields contain operators that can be used to search records in different ways, such as
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AIM IQ is a reporting and data analytics solution for AiM users who need to align decisions and activities to business objectives using AiM data.
Out-of-the-Box reporting makes your AiM data immediately useful to understand Facilities processes and performance. Equipped with the flexible and intuitive BI tools in AiM, AiM IQ empowers individuals and their institutions to multiply business success.
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“Starts with”, “Ends with”, or “Contains”.
🔖 Page Summary
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The Page Summary section serves as a quick reference point of the steps, after going through the detailed Step-by-Step Tutorial with screenshots. |
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asdf| title | Query Screens Overview |
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\uD83D\uDCD8 Step-by-Step Tutorial
What is a Query?
Why will a Query help me? When using a database full of information you will want to retrieve very specific records. These records can be obtained by utilizing a query.
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| title | Click here for Query Overview details👉 What is a Query? |
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A search exist exists for every single record in AiM. Queries Query example - You have a $5,000 budget and 12 employees have charged time to this work order and we are currently at $5,800. Create a query that will tell you - All the jobs that are over budget or I wanna see all the jobs that are 25% of going over budget. |
query?Queries do not work like Google, Yahoo, and other search engines where you can use multiple words in a single field and get related results. Though the results will be different, every Query screen will have the same buttons and options for building and saving the search. The part that changes is the data being searched for within the record. A query is a custom search for details about records in AiM. After executing a query it will display a "Browse" list of all the records that match the different search elements. Queries can be built for a single search or saved for future use. Queries can be shared with other people or groups of people. Saved Queries can be made into a Dashboard Widget and shared with a group. Saved Queries can be used for "Highcharts". These are visual displays of the results in the form of a chart or graph. These charts can be added to Dashboard Widgets. 👉 There is no limit. If the data is in the system, you can query it!
👉 A personal query is a custom search for desired information based specifically on the user creating it.
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👉 Optionally, it may be associated to a role for more global usage. |
Show all Work Orders for a specific building. Show all Work Orders assigned to a specific person. Show all Purchase Orders to a specific vendor. List all active properties. Find my "Employee Profile". Display all emergency or high priority Work Orders.
Queries do not work like Google, Yahoo, and other search engines where you can use multiple words in a single field and get related results. Though the results will be different, every Query screen will have the same buttons and options for building and saving the search. The part that changes is the data being searched for within the record. Action is where you will find the link to open and begin creating a New Query. View will be empty until the Query has been saved. <AJ - From the dashboardFrom the WorkDesk, you can click on any
main topic module in the left
menu called hamburger icon Menu. In the next screen, you will find additional left menu options, some of which have a magnify glass icon next to them. Click on a magnify glass icon next to your menu choice for which you would like to create a query for.
> These three buttons can be found at the top-left of a query screen:
 Basic vs Advanced Search
Basic Search - Gives the user a limited number of options for searching. This is often sufficient for more users.
Advanced Search - Gives the user access to more query options to do more complex queries. | Info |
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By default, all users start with Basic Search. Your System Administrator can change your default for you. |
Below is a screenshot of the search page for Asset Package, under the Asset Management module. Under Action in the left menu, you will find the link to open and begin creating a New Query. Below Action, View will be empty until the Query has been saved.
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Queries you have already created can also be edited and either replace the original query or saved as a completely new query. |
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Query Screens Inside the AiM Platform
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Query Screens
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Overview
Below are detailed descriptions for navigating the screens found when creating a
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Query.
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| title | Click here for 👉 Query Screens Overview |
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| The Magnify Glass - Takes you to the search screen. From your WorkDesk, click on the hamburger icon on the left to expand your top-most search options/how you want to start your search. The Module - The top level category of records The + Sign - Starts a New Record. <Can’t find + sign. Has this changed to new document icon?>--> <<Jude - This looks like the updated work desk that we don’t use. It looks similar to new hire work desks, and LeAnna always asks Pedro to change them over to classic view.>> The Magnify Glass - Takes you to the search screen The Record Name (under the Module) - Takes you to a new AiM blank screen.
 Open Image found What the screen looks like after opening with “The Name” → <If you choose to click on the magnifying glass icon, you will have access to the following options:> the Record Name (under the Module level of data) In the next screen, the Record Name can be found at the top: In this example, Personal Query is the record name. <Personal query is for any search, not record name?> Next you would complete a search click on Search to dive deeper into this screen. Click on New Query. This will bring you to a new Personal Query screen.
 Image RemovedButton on the ScreenImage AddedSee the previous section, What is a Query? > Anatomy of a Search/Query Screen, for more details. /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.
Under Action on the left of the query screen, click on New Query.  asdfOn this screen: Complete the Title Field - A description In the New Query screen, first complete the Title field. The Description field below it is optional. When Query Listing and Query Count are set to Yes,
allows for the Query
to display can be displayed on the Dashboard. Setting the yellow
flag <What do you enter in the fields by yellow or red to set the status?> and/or red flag fields will make the query flag turn yellow or red on the WorkDesk or
dashboard when it reaches the set number.
This and the Red Flag These fields are optional. The Chart
Types Type will identify the different charting options to display a visual representation of the data you are about to build a query for.
After selecting DONEWhen you are finished and click on Done, the search will open in build mode.
asdf After all criteria
is are entered, click
the SAVE button Save to save the query. Selecting Execute will take you to the results/Browse View of the query
.This will redirect to the “Browse” view of the results.
 asdfSelect In your query search results, click on a Record link to display the details of that record.
Hit
 Image AddedYou can also click the blue Search button to return to the Query screen for the name you chose on the record level under the
Query Screenmodule you chose (in this example, Personal Query).
Image Removed asdfOn 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 RemovedA query screen Before we saved a query, the only option under Action was New Query. Now, Edit Query has been added. Under View, there were previously no options. But after saving 1 or more queries, those saved queries are listed under this section.
Image AddedSome query screens might have multiple tables involved. The primary table is listed first. After that each , additional table tables will have its own heading barheadings. If the header is indented, the table is subordinate to the table above it.
 Image Removed Image Removed Image RemovedSpecial operators  Image AddedDisplay Order functionality allows you to specify which fields you want to see and the order you wan to see them in, in the Query Results screen.  Image AddedAscending (Asc) or Descending (Dsc) are additional Display Order options.  Image AddedSpecial 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.
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Personal Queries
Personal Queries are “personal” to the user that created them. Personal Queries are not visible to other logins.
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| title | Click here for 👉 Personal Queries |
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