Download AiM Customer Request User Manual

AiM 6.2.1 User Manual
Table of Contents
Introduction....................................................................................................................................... 4
AiM Navigation ................................................................................................................................ 5
Getting Started ............................................................................................................................. 5
Terminology ........................................................................................................................... 6
Logging on Process ............................................................................................................... 7
Navigation Icons .................................................................................................................... 9
Navigation from WorkDesk to Module to Screen ........................................................ 11
Selecting A Module............................................................................................................. 12
Working in a Screen ........................................................................................................... 13
Search Screen Defined ....................................................................................................... 15
Looking at your Search Query Results .......................................................................... 18
Create a Personal Query ............................................................................................................. 19
Using Note Logs .................................................................................................................. 21
Customer Request .......................................................................................................................... 23
Creating A Customer Request ......................................................................................... 28
Guidelines for Attaching Documents ............................................................................ 32
Printing a Customer Request ........................................................................................... 34
Corrections to an Incomplete Customer Request ................................................................. 44
Checking the Status of a Work Order ............................................................................ 47
Cost Reports .................................................................................................................................... 50
190-History Report and 370 Transaction Detail Report ........................................... 50
Cost Analysis ....................................................................................................................... 53
Looking up Billed Transactions....................................................................................... 54
March 2013
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