Page Comparison

• A search/query exists for every single record in AiM. There is no limit. If the data is in the system, you can query it.

• Queries can be built for a single search or saved for future use. Saved queries…

  • Can be made into a Dashboard Widget and shared with a group.

  • Can be used for Highcharts and added to Dashboard Widgets.

• You can access the Query/Search screen in a couple of ways:

  • Clicking on a magnifying glass icon at any level within the AiM platform.

  • Inside any Record that you have open, click on the blue Search button. This will take you to the Query/Search screen for that specific Record and the Module it’s in.
    

You can also view All Personal Queries created under All Modules

1. From the WorkDesk, click on the hamburger icon on the left and click on the System Administration Module

2. Click on the Magnify Glass icon next to Personal Query

3. In the next screen, click Execute to view all your Personal Queries. You will see a list of your personal queries (example screenshot, below).

4. Click on one of the Query links to open that page.

5. Here, you can Edit the chosen query and share the query to group(s).

What is a 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!

1. To navigate to a query screen, from the WorkDesk, click on any module in the left hamburger icon Menu.

2. In the next screen, you will find additional left menu options, some of which have a magnify glass icon next to them.

3. Click on a magnify glass icon next to your menu choice for which you would like to create a query for.

4. These three buttons can be found at the top-left of a query screen:

• Execute - Runs the query

• Basic Search/Advanced Search - This is a toggle. The button will show which option you will go to by clicking it. NOT which option you are on.

• Reset - Resets the entire query screen. This is useful when your search results appear to be wrong. You can click Reset and start over knowing all fields have been reset to their default settings.

5. 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.

6. Below Action, View will be empty until the Query has been saved.

Display Order is a functionality of the Query screen that allows you to set the order of the columns of information that will show up in the search results screen.

By default, each query will display a set of predetermined fields. These can be overridden by placing numbers in this box. Once a number is entered, only numbers with values entered will be displayed. With this feature, it’s best to start with numbers like 10, 20, 30, etc. to allow other elements to be added in between without having to renumber other fields. Consecutive numbers are not required. All of this is explained in more detail later in this section.

Here, we’ll start with a basic search query to walk through the details of using the Display Order feature.

1. From your WorkDesk, select the Module under the Menu to perform a search. In this example, Work Management is selected.

2. In the screen for the Module you selected (in this example, Work Management), under Menu, select Phase by selecting the magnify icon.

3. In the next screen, click on Search.

4. You can toggle between Basic Searchand Advanced Search.  Basic Search will not allow you to sequence the way the phase search results are displayed (explained in Step 5, Display Order). 

5. The Display Order column allows you to sequence the search results and display the columns of data in a specific order.

Note
When sequencing numbers for the display order don't enter 1, 2, 3, 4, 5, etc.  It is better to allow space between your numbers 10, 20, 30, 40, etc. in case you want to go back and modify the search by displaying another field.

In this example, we want the columns of data in our search results to be presented in this order: Work Orders, Phase, Phase Description, Status, and Shop.

[Display Order 5] Displays the Work Order number first/in the 1st column of our search results because 5 is the smallest number we enter in a Display Order field for this search.  Typically all that is needed in a search at the work order level is the work order number. 

[Display Order 10] Display the Phase number next/in the 2nd column of our search results because 10 is the 2nd smallest number we enter in a Display Order field.

[Display Order 20] Display the phase Description.  The phase Description will show up in the 3rd column of our search results because 20 is the 3rd smallest number entered in a Display Order field for this search.

[Display Order 30] Displays the Status in the 4th column.  Select the operator to make the search more meaningful.  In this example Closed, Closing, Incomplete, Deferred, and Complete - Pending R are excluded by changing the Operator to not in.

[Display Order 40] Displays the Shop in the 5th column.  Select the shop desired for the search.  In this example, Electrical is the shop search.

6. When done select Execute.

7. Notice the display order of the columns is the sequencing that was added to theDisplay Orderfields.

8. Under the Action menu, the search can be exported to Excel by clicking on Export.

Query Screens with Multiple Tables

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.

In the screenshot example below, the Notes Log table is a Subordinate Table to the Primary Table (which is always the top-most table of a query screen).

Display Order & Header Operations

Subordinate Tables will either have the Display Order column and its sort options, or the Header Operations(Operator dropdown list next to the header). It cannot have both.

The Subordinate Tables without the Display Order column options cannot be displayed in the final query results.

In the screenshot below, red boxes around columns can be displayed (tables with display order boxes) and green can’t (no display order boxes).

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

• The Magnify Glass - Takes you to the Query screen

• The Record Name (under the Module) - Takes you to a new blank screen on that record level. (From there, you can also access the Query screen by clicking on the Search button in the record screen).

🟩 Opening a Record

• What the screen looks like after opening with 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.

• Next you would click on Search to dive deeper into this screen.

🟩 The Query Screen (for the Record Name Selected: E.g., Personal Query)

Some primary features in the Query screen include:

• Execute - This will run the query.

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

• Reset - Resets the entire query screen to defaults

• Action > New Query - Under the Action menu on the left, click on New Query to start a new query.

When starting a new query, you’ll first be sent to a New Query screen, where you give the Query a title and select some basic preferences.

1. In the New Query screen, first complete the Title field. The Description field below it is optional.

2. When Query Listing and Query Count are set to Yes, the Query can be displayed on the Dashboard.

3. Setting the yellow and/or red flag fields will make the query flag turn yellow or red on the WorkDesk or when it reaches the set number. These fields are optional.

4. Module - The module section displays the screen from which the personal query will be based.

5. Chart Type (aka the AiM IQ embedded reports section/block) - Identifies the different charting options to display a visual representation of the data you are about to build a query for.

6. When you are finished and click on Done, the search will open in build mode.

6. After all criteria are entered, click Save to save the query.

7. Selecting Execute will take you to the results/Browse View of the query. <From the query screen, after this is set up?>

1. In your query search results, click on a Record link to display the details of that record.

2. Or, you can click the blue Search button to return to the Query screen (second screenshot, below) for the name you chose on the record level under the module you chose (in this example, Personal Query).

• 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.

🟩 Query Screen Structure

• Some query screens might have multiple tables involved.

• The primary table is listed first.

• After that, additional tables will have its own headings.

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

🟩 Display Order

Display 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.

🟩 Ascending/Descending Display Order

Ascending (Asc) or Descending (Dsc) are additional Display Order options.

• Special Operators are used with new WorkDesk queries to make them easier to share across the units.

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

You can also view All Personal Queries created under All Modules

1. From the WorkDesk, click on the hamburger icon on the left and click on the System Administration Module

2. Click on the Magnify Glass icon next to Personal Query

3. In the next screen, click Execute to view all your Personal Queries. You will see a list of your personal queries (example screenshot, below).

4. Click on one of the Query links to open that page.

5. Here, you can Edit the chosen query and share the query to group(s).