Course Name | AiM Roles required to take this course | Topics Covered | Course Agenda | Training Guide(s) |
| GO Mobile App | GO Mobile App Users | How to install the Go Mobile App on your CU issued mobile device (phone or tablet) | | |
Time Entry | Time Entry, Timecard Approver (by shop) for selected individuals | General Navigation (Lite)
Timecard Entry (including Leave)
Timecard Search
At the end for approvers:
Timecard Approval
"Timecard With Leave" Report | Time Entry | |
Time Entry Outdoor Services | Time Entry, Timecard Approver for Outdoor Services team members | General Navigation (Lite)
Timecard Entry (including Leave)
Timecard Search
At the end for approvers:
Timecard Approval
"Timecard With Leave" Report | Time Entry Outdoor Services | |
OCC | OCC | ReADY Discussion
Intro/Navigation
Enter a Work Order in AiM
Add/view Notes
Add Phase to Existing WO
Enter a WO in AIM with direct assignment to shop person
Close WO/Phases using Status Update for Phase screen
Enter a Project
Add a WO/Phase to a Project
Customer Request Approval
Timecard Entry (for self) | OCC | |
Shop Supervisor | Shop Supervisor (Trades) | Intro/Navigation
Find NEW, and RESCHEDULE phases for shop Using Personal Query
Assign a Shop Person
Team Scheduler
Change assigned Shop Person
Go WM Technician Demo
PM Checkpoint Discussion
Change status of Phase
Update Phase Priority
Add/update asset on Phase
Add/view Notes
Enter/Update Phase Estimate
Find Phases Assigned to an Employee
Timecard Approval
Enter Purchase Request in AiM
Approve Purchase Request
One Time Service Purchase Order (Discussion)
Approve Shop Stock
Update Phase to APPROVED FOR CLOSE
Counter Release/Return for Shop Warehouse (Select Trainees)
Time Card Entry (including leave) | Shop Supervisor | |
Campus Building Services Supervisor/Lead | Shop Supervisor (Custodial, IPM, Recycling, Solid Waste staff only) | Intro/Navigation
Find NEW, and RESCHEDULE phases for shop using Personal Query
Change status of Phase
Update Phase Priority
Add/view Notes
Rapid Timecard
Enter Timecard for other staff
View Timecard
Timecard Approval
Enter Purchase Request in AiM
Purchase Request Approval Discussion
One Time Service Purchase Order (Discussion)
Set Phase to APPROVED FOR CLOSE | Campus Building Services Supervisor/Lead | |
Custodial Time Entry | Time Entry for CBS team members | Navigation (Lite)
Timecard Entry | Custodial Time Entry | |
Grounds Supervisor/Lead | Shop Supervisor (Outdoor Services staff only) | Intro/Navigation
Find NEW phases for shop Using Personal Query
Cancel a one time WO Phase
Assign a Shop Person to a Standing WO
Updating/Removing Shop Person Assignment
Team Scheduler (Demo)
Go WM Technician Demo (for SWOs)
Add/view Notes
Enter/Update Phase Estimate
Find Phases Assigned to an Employee
Timecard Entry
Timecard Approval
Enter Purchase Request in AiM
Purchase Request Approval
One Time Service Purchase Order (Discussion) | Grounds Supervisor/Lead | |
Technician | Technician (Trades) | Logging In to Go
Working Offline Discussion
Go Navigation
Find Phases assigned to them (in Go)
Add/view Notes
Add Photo
Add an Asset to a Phase
Enter Failure Code
View a Work Order
View an Asset
Enter Purchase Request for Stock
Enter Purchase Request for Catalog/Non-Stock
Enter Shop Stock
Acknowledge PM Checkpoints/Enter Measurements
Enter Time in Go
Update Phase Status (IN PROGRESS, WORK COMPLETE, PLANNING,RESCHEDULE)
Review Daily Timecard in Go
Enter Time for Standing WO
Enter Leave in Go Brief Introduction to AiM
Access AiM from Go WM
AiM Navigation (Lite)
Rapid Timecard Entry (AiM)
View Timecard in AiM | Technician | |
Moving | Shop Supervisor (Moving Shop), Technician (Moving Shop) | Logging In to Go
Working Offline Discussion
Go Navigation
Find Phases assigned to them (in Go)
Add/view Notes
Add Photo
View a Work Order
Enter Time in Go
Update Phase Status (IN PROGRESS, WORK COMPLETE, PLANNING,RESCHEDULE)
Review Daily Timecard in Go
Enter Time for Standing WO
Enter Leave in Go Brief Introduction to AiM
Intro/Navigation (Lite)
Access AiM from Go WM
Rapid Timecard Entry (AiM)
View Timecard in AiM | Moving | |
Moving Supv/Lead | Shop Supervisor (Moving Shop) | Navigation Review
Find NEW, and RESCHEDULE phases for shop Using Personal Query
Assign a Shop Person
Team Scheduler
Change assigned Shop Person
Change status of Phase
Update Phase Priority
Add/view Notes
Enter/Update Phase Estimate
Find Phases Assigned to an Employee
Timecard Approval
Update Phase to APPROVED FOR CLOSE | Moving Supv/Lead | |
Inventory Main Warehouse | Stock Personnel, Warehouse Manager | Intro/Navigation
Find Purchase Request using Personal Query
Create Pick Ticket for Stock Purchase Request
Counter Release from a Pick Ticket - Go
Counter Release with no Pick Ticket - Go
Counter Return - Go
Counter Release - AiM
Counter Return - AiM
Purchase Receiving and Disbursement
Attaching Packing Slip
Rapid Timecard Entry for Standing WO | Inventory Main Warehouse | |
Warehouse Management | Warehouse Manager | Inventory Adjustment
New Stock Part
Vendor Catalog entry/update
Warehouse Bin entry/update
Timecard Approval
Warehouse Inventory Transfer | Warehouse Management | |
Buyer | Warehouse Buyer | Inventory Reorder Generator
Enter Purchase Order for Stock Inventory
Find/Approve Purchase Request using Personal Query
Enter Purchase Order for Catalog or Non-stock using Purchase Generator
Enter Purchase Order for Non-Stock/Catalog on Purchase Order screen, from a Purchase Request
Enter a Purchase Order with no Purchase Request
Reverse Disbursement
Invoice Discussion/View an Invoice | Buyer | |
Distribution | Distribution | AiM Navigation (Lite)
Find Distribution Phases
Counter Release
Counter Return
Close Phase (Close WO when Prompted)
Receiving and Disbursement
Rapid Timecard Entry for Standing WO | Distribution | |
HR and Payroll Reports | | Timecard Adjustments
Employee Profile
Add Employee to Shop
Execute Custom Report | HR and Payroll Reports | |
Accounting | Accounting Tech, Accountant, Accounting Mgr | Intro/Navigation
Transaction Transfer
External Charges
External Charge Import
External Charges Approval
WO Billing (Discussion/Demo)
Execute Custom Reports
Reporting Discussion
Cycle Counts
WO Journal Entries | Accounting | |
Accounting - Stores AP | Accounting Tech (Stores, AP Tech) | Enter PO Invoice
Search/View PO
Search/View Receipts
Invoice Adjustment
Reverse Disbursement
Outstanding PO Invoice Report | Accounting - Stores AP | |
Asset Managment | Work Management OCC | Modify and Enter Assets
Asset Relocation
Enter a new PM Standard
Enter a new PM Template
Add Asset to Existing PM Template
Modify PM Template Dates
Generate PM work orders | Asset Managment | |
Insurable Loss | Insurable Loss Liaison, Accounting Mgr, Work Management | Review SOP | Insurable Loss | (n/a) |
Go Asset Management | Project Support, PM Shop Technicians | Enter new Asset in Go AM
Update Asset in Go AM | Go Asset Management | |
Project Coordinator | Project Coordinator (Housing PCs, Small Construction PCs) | Intro/Navigation
ReADY Project Request (Demo/Discussion)
Find Phases for Project
Enter New Phase
Change Status on Phase
Cost Analysis
Enter New Work Order
Close Phase
Close Work Order
Timecard Entry (non-Housing) | Project Coordinator | |
PD&C Staff and Others | Project Manager (Planner, Engineer, CAD, Estimator, Housing PM, Small Construction PM) | Intro/Navigation
ReADY Project Request (Demo/Discussion)
Find Phases Assigned to them
Cost Analysis
Rapid Timecard
Timecard Approval (Selected Emps) | PD&C Staff and Others | |
IT Staff Overview and Support | | System overview, and IT support for AiM | IT Staff Overview and Support | (n/a) |
