Download AiM Customer Request User Manual - Training

AiM 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
Using Index and Organizational Lookup ...................................................................... 23
Creating A Customer Request ......................................................................................... 27
Printing a Customer Request ........................................................................................... 30
Corrections to an Incomplete Customer Request ................................................................. 34
Checking the Status of a Work Order ...................................................................................... 37
Cost Reports .................................................................................................................................... 40
190-History Report and 370 Transaction Detail Report ........................................... 40
Cost Analysis ....................................................................................................................... 43
Looking up Billed Transactions....................................................................................... 44
November 2010
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