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Asset Search, Work List Filters & Maps
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    • Asset Search, Work List Filters & Maps

    Owned by Alina Jo
    Last updated: Feb 18, 2025
    21 min read

    Table of Contents

    ⬜ Intro

    Click on Work List from the Anvil home screen to follow along with this tutorial.

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    🟩 AiM Asset Search

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    image-20250110-204309.png

    🔵 Intro

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    Anvil’s AiM Asset Search is a convenient way to look up assets catalogued in the AiM asset management system. Click on the box icon at the top-right of your screen to get started

    🔵 3 Ways to Search Assets

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    There are 3 ways to search for an asset using AiM Asset Search.

    ⚫ 1 - Barcode Scanner

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    If you’re at the job site where the asset is, you can scan the Barcode on the asset. Click on the barcode icon and aim the scanner at the asset barcode.

    ⚫ 2 - Free Text Field

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    Another option is to enter a keyword in the Free Text field. Click Search to see what your text entry returns.

    ⚫ 3 - Asset Tag Field

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    The third search option is the Asset Tag field. Users who are responsible for entering assets into AiM add relevant tags / keywords to them.

    If you happen to know the AiM asset number, you can also enter that in the Asset Tag field (but not in the Free Text field).

    🔵 Search Results & Asset Details

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    Once you’ve completed the search by any of the 3 methods above, a window will open up with your search results.

    If you want to start your search over at any time, click on the search icon at the top-right corner of the window. Or click Cancel to back out of the screen.

    In the search results / AiM Asset Search screen, click on any of your results to view the asset details. Here we entered the exact asset number, so we have only 1 search result.

    Click on an asset listing from your search results to learn more about it. At the top of the asset details window, the asset number is included in the title. Scroll up / down in the left column to learn more, including the floor, building, status, etc. Click on any attachment in the right column to view it.

    Here, we click on a PDF.

    Scroll through the document and hit Close when done viewing.

     

    🔵 Other Ways to View Asset Details

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    🟩 Work List Sort Order & Filters

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    🔵 Intro

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    🔵 Work List Sort Order

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    The Work List Sort Order section provides options for ordering your work list. You have 6 sort options, as described below.

    ⚫ 1 - By Date Descending

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    ⚫ 2 - By Date Ascending

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    ⚫ 3 - By Priority Descending

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    ⚫ 4 - By Priority Ascending

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    ⚫ 5 - By Status

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    ⚫ 6 - By Location

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    🔵 Work List Filters

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    ⚫ Intro

    ⚫ PMs Only

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    ⚫ Starred Only

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    🔵 Filter Work List Field

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    ⚫ Search by Phase Description or Location

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    ⚫ Search by Work Order or Phase

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    ⚫ Search by Phase Contact

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    ⚫ Apply Search

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    🟩 Work List Map

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    🟩 Time Entry

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    🟩 Work List Options - Additional Filters

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    🔵 Intro

    🔵 AiM Filters

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    🔵 Custom Filters

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    ⬜ Conclusion

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    In this tutorial, we covered the 5 icons that sit at the top-right of the screen in the Work List module of Anvil:

    1. AiM Asset Search

    2. Work List Sort Order & Filters

    3. Work List Map

    4. Time Entry List

    5. Work List Options - AiM Filters

    The tables below summarize each feature.

    AiM Asset Search image-20250129-220010.png

    AiM Asset Search image-20250129-220010.png

    Barcode Scanner
    (Method 1)

    Click on the scanner icon & scan the barcode

    Free Text Field
    (Method 2)

    Enter keyword(s) in the Free Text field

    Asset Tag Field
    (Method 3)

    Enter keyword(s) or asset number in the Asset Tag field

    Asset Details

    Click on an asset listing in the search results to view a read-only screen of basic asset details.

    Cannot access attached related documents/images or make an Assessment Activity entry in this version of the asset details view.

    Click on asset number of a phase listing in work list view or from the Phase Details screen for access documents and making Assessment Activity entries.

    Work List Sort Order & Filters image-20250129-220202.png

    Work List Sort Order & Filters image-20250129-220202.png

    By Date Desc.

    Due dates further out on the calendar are towards the top of the list.

    By Date Asc.

    Due dates earlier on the calendar are towards the top of the list

    By Priority Desc.

    Higher priority tasks/phases towards the top

    By Priority Asc.

    Lower priority tasks/phases towards the top

    By Status

    Phases/tasks listed by status in this order:

    1. Assigned

    2. Hold

    3. New

    4. Planning

    5. Purchasing Hold

    6. Work in Progress

    By Location

    Phases/tasks listed by location, alphabetically:

    1. Location left blank

    2. A-N

    3. No applicable property

    4. N-Z

    PMs Only

    Lists only PM phases/tasks

    Starred Only

    Lists only user’s bookmarked/starred tasks

    Filter Work List Field

    You can filter your search by these phase values:

    1. Phase Description

    2. Location

    3. Work Order

    4. Phase

    5. Phase Contact

    Work List Map image-20250129-220316.png

    Work List Map image-20250129-220316.png

    Default View

    Zoomed out view of campus with clickable map markers that lead to the Phase Details

    Manually Zoom In

    Manually zoom in to view more details (e.g., street and building names)

    Map Marker

    Clickable map markers open Phase Details

    Phase Details

    Phase details screen, including zoomed in map with room numbers

    Time Entry image-20250129-220911.png

    Time Entry image-20250129-220911.png

    Leave Time & Holidays

    Entering leave and holiday time, which are not linked to a work order and phase

    Time Worked on a Phase

    Ability to enter time worked on a work order/phase, if user has exact work order and phase numbers

    (See Anvil Timecard Entries tutorial for full time entry options)

    AiM & Custom Filters image-20250129-220443.png

    AiM & Custom Filters image-20250129-220443.png

    AiM Filters Tab

    A list of filters set up in the AiM system by Work Control. Depending on the user, the options will differ (i.e., Technician vs Supervisor/Lead role).

    Custom Filters Tab

    Users can create custom search queries by selecting from a combination of filter drop-down lists. Depending on the user, the options will differ.

     

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