Glossary of Modules and Definitions

AiM from AssetWorks is an Integrated Workplace Management System (IWMS) software that provides an extensive range of facilities management tools under a single, unified software platform. Designed as a comprehensive system, our software is a one stop tool.

Hosting & Authentication
ReADY
AiM
Go Mobile Solutions
Additional Solutions
Automation Solutions
Automated Business Processes
Standard Data Connectors

Accounts Payable
Asset Management
Contract Administration
Energy Management
Finance
Human Resources
Lease
Property
Purchasing
Time and Attendance
Work Management

Hosting & Authentication

Hosting Services
Managed hosting services are a great way for organizations to outsource costly computer infrastructure, monitoring and maintenance to providers that have the right people on staff. AssetWorks hosting services leverage a world-class enterprise architecture, ensure security and uptime, and provide unparalleled application expertise …at a cost that would be hard to beat internally.

Single Sign-On (SSO)
Enjoy all the benefits of Single Sign On (SSO) with AiM including increased user convenience and productivity, improved security compliance and reduced help desk costs. Although AiM supports common authentication out-of-the-box for LDAP, AiM SSO offers licensable options for SSO with CAS (Central Authentication Service), OKTA SAML, and Shibboleth that require some minimal services packages to tailor to your SSO deployment.

ReADY

ReADY Request
ReADY Request is an easy-to-use, online application for your customers to request facility services. The system opens a channel of communication between the requester, the facilities department, and technicians in the field (using Go mobile apps) for each customer request. Service requests become clearer, communication nears real-time, and everyone remains in the loop as work is planned, scheduled and executed. With the system helping standardize and streamline processes, supervisors can be confident that proper authorizations and funding have been provided before work begins. ReADY Request also ensures your technicians have the information they need to be as effective as possible, resulting in better customer service and greater efficiencies all around.

Training: ReADY Certification Course
This immersive, 2-day training on how to configure ReADY Request to automate more of your facilities processes may be just what your ReADY Request Administrator needs. Attendees will learn how to design request forms using all the capabilities of ReADY Request, and to design workflows that optimize the process for all those involved.

After training, attendees will take the AssetWorks ReADY Request Administration Assessment, which consists of multiple-choice questions and a form design exercise. Passing the assessment and receiving the AssetWorks ReADY Request Administration Certification demonstrates that an administrator has a clearly defined standard of knowledge and the skills required to automate business processes using ReADY Request.

ReADY Space
ReADY Space is an easy-to-use, online application for your customers to view and contribute to space management data. The system opens a channel of communication between the occupants and the space administration team. Building occupants can view and update building and room occupancy and activity information, make updates and create their own custom graphical and tabular reports. Navigating Space information has never been easier with the integration of mapping with floor plans through Google Maps® and the Autodesk Forge™ Viewer. Combined with detailed AiM Space Management data, answering questions about how space is used is now supported with best-of-class technology. ReADY Space closes the loop between your customers and your Space Administration team, resulting in actionable data that can be used to make smart decisions.

AiM

Capital Planning & Project Management
AiM Capital Planning and Project Management helps organizations increase fiscal controls and improve financial accountability for capital projects, reduce their risk profile through improved regulatory compliance, and streamline capital planning and management processes to reduce CAPEX and improve rates of return from capital investments. AiM tightly aligns capital planning and facilities maintenance, improving access to shared data, reducing costs, and promoting greater transparency across the organization.

Energy Management
AiM Energy Management leverages a unique feature set that enables organizations to identify energy inefficiencies and squeeze greater savings from their current energy management program by blending energy management and feature-rich business intelligence in a single, fully integrated package.

Operations & Maintenance
AiM Operations and Maintenance saves money by notifying work control personnel of warranty and contracted work assigned to internal resources. External customers can electronically request work and are notified for approvals and progress-dramatically cuts call center volumes and eliminates tedious manual data entry, improving accuracy, turnaround times and customer satisfaction. Planning and scheduling capabilities and the daily assignments feature help trade supervisors concerned with growing backlogs effectively prioritize and manage work. Completely integrated timekeeping, labor tracking, materials management, purchasing, contracts, invoicing and accounting serve as a one-stop shop for all operational needs-no need or multiple information silos or double entry of data.

AiM IQ
AiM IQ is a reporting and business intelligence tool that provides a simplified and unified view of what your AiM data may be signaling. With AiM IQ, you can proactively drive the right business decisions, eliminate information silos, and share key performance indicators across all levels of your organization—from executives to front-line tradespeople.

Team Scheduler
AiM Team Scheduler allows you to filter, retrieve, and assign work in an easy-to-use, graphical interface. View work for any given shop and its people for up to a week at a time. Update job status, assign people, and view or enter notes as needed. Drag jobs onto individual people and days to create daily assignments.

Space Management
AiM Space Management software provides accurate data to pinpoint the total cost of owned and leased space across an organization. AiM supports metrics that enable you to compare your organization to similar institutions based on established standards, and you can accurately measure space and accurately track utilization enterprise-wide.

AiMCAD-Base
AiMCAD Base provides the ability to link floor plan drawings in AutoDesk AutoCAD to the associated facilities in the AiM database. This bi-directional link allows data from floor plan drawings to be exported to AiM to ensure accurate room counts and area calculations, as well as data from AiM to be imported into your floor plan drawings to generate more accurate graphical reports.

AiMCAD-Planning
AiMCAD Planning is an add-on module for AiMCAD that allows Space Planners to quickly experiment with room data in floor plans to visualize various planned scenarios (i.e. create “what if” scenarios).

AiMCAD-Revit
Another option for the AiMCAD Base, AiMCAD Revit provides support for Revit 3D Models and is ideal for organizations that use both AutoCAD and Revit or simply receive Revit Models from AE Firms. A large percentage of existing buildings were documented using AutoCAD, so it’s likely most organizations will use both AutoCAD and Revit for many years to come.

SpaceSync
SpaceSync is an optional feature that allows you to import space data into AiM quickly and easily. Data is loaded from a standard Excel spreadsheet format, allowing intuitive and easy data updates. All standard AiM validation is applied before data updates are posted, removing any worries about bad data getting into the system.
Real Estate & Property Management AiM Real Estate and Property Management software delivers a comprehensive business tool that enables facilities professionals and real estate managers to oversee every aspect of their portfolio, including real estate database management, property management and accounting, and maintenance management and budgeting.

Lease Management
With AiM Lease Management module, Lease managers benefit by being integrated to the Property and Space Management system thereby staying current with the location changes and SQFT data leading to more accurate SQFT lease management and forecasting. Lease managers can automate the invoice/payment process removing the resource intensive manual paperwork or data entry that is fraught with errors and missing information.

Go Mobile Solutions

Go Asset Management
Go Asset Management provides real-time, secure access to asset data so that users can create and update asset information in the field such as replacement parts, photos, and notes. It also allows users to perform location verification, meter readings, and inspections.

Go CPPM
Go CPPM provides project managers the precise functionality they need in the field, such as viewing and editing project details, opening related work orders, adding photos and documents, and performing inspections that can auto-generate corresponding remedial actions.

Go Inventory
Go Inventory compliments and extends the back-office asset management capabilities of AiM by providing real time processing of pick tickets, counter releases, returns, physical counting and management of inventory parts.
Go Purchasing Go Purchasing provides the staff in the field the ability to do real time requesting of parts, record in store purchasing transactions, and approvals, with offline capability. Go Purchasing is fully interoperable and compliments other Go apps like the Go Work Management app.

Go Receiving
Go Receiving compliments and extends the back office receiving capabilities of AiM by providing employees on the receiving dock precise functionality they need in the field, such as sign-for-receive, scan to disburse, and reject shipments with photo documentation.

Go Work Management
Go Work Management is an application that provides real-time, secure access to application data for field users via iPhone, iPad, and iTouch devices. It offers a user interface designed and optimized specifically for iOS mobile devices that allows for quick, easy access to browse assignments, recording time including the ability to start/stop time clocks, record material usage, update status, view/enter notes, map phase/work order locations, capture field photos, and even the launch directly into the web application to the relevant screen and record without leaving the application.

Additional Solutions

Assessment & Needs Analysis
Facilities Managers looking for more credible assessment data can use AiM’s Assessment and Needs Analysis software which allows them to store both asset lifecycle and deficiency data within our industry-leading IWMS platform. Quality control of their information increases, benchmarking of the information becomes possible, and the access to credible data for long-range strategic planning and budgeting becomes a reality.

AiM COBie
Facilities asset managers who typically struggle during turnover to operations because of countless files full of project data can now automate the process of creating property and asset records using a widely accepted data standard. Critical documents needed for reference during the lifecycle of installed assets are easily linked and available through COBie File Upload and auto-generate Property and Asset records.

AiM Health Check
An AiM Health Check presents many opportunities for Customers to improve their utilization of AiM. Often times, the business processes and system configurations are the root cause. Business process review and analysis is highly recommended as a priority and AssetWorks will provide recommendations for areas of improvement. In many cases, the system is not being used in line with the design intent of the AiM application. This is likely due to the system being implemented several years ago or a lack of understanding of how the system is designed to work. In addition, there may have been several new releases and the system has changed significantly from the current version that was implemented. Many times there are several newly added features and functionality in AiM that can help streamline current processes and make AiM more beneficial to the Organization.

Asset Rental
Asset Rental managers have visibility to assets accessible in a visual “Gantt-like” chart to quickly make decisions on reservations. Integrated O&M allows Asset Rental managers ability to schedule asset maintenance or other assets without the need for another system. Integrated O&M allows Asset Rental managers ability to easily associate costs to a job if needed. Ability to package assets by type of job based on a work plan.

AssetSync
AssetSync is an optional feature that allows importing and exporting asset data to and from AiM. This can be used to interface with other systems, where AiM is the “system of record” but must be kept in sync with the other system. Alternately, the export/import feature allows “bulk” manipulation of asset data outside of AiM via a standard, easy-to-use spreadsheet format.

Environmental Health & Safety (EHS)
With AiM EH&S, safety managers can be protected for unnecessary fines with accurate and accessible hazardous material data. Hazardous material disbursements, recovery and disposal are integrated to AiM to manage not only containerized transfers but also transfers in/out of building equipment and other hazardous material containing assets.

Estimating
With AiM’s Estimating module, Estimators can be automatically tied to the projects and job they are providing estimates for, eliminating the need to transcribe or export completed estimates from a silo system. Multi-price book support provides the institution flexibility for emerging standards and historical price book usage.

RS Means
RS Means simplifies industry standard data, which can be purchased through AssetWorks and easily uploaded for estimating and PM Standards.

GIS / ESRI
With AiM’s GIS module, GIS managers no longer have to constantly export maps to non-GIS users. AiM GIS integration allows for easy access to maps for all AiM users without having to learn GIS. Non-GIS users struggling with visualizing data on a map that does not contain the proper data elements can add layers of data from AiM without affecting the original GIS maps or systems. Allowing work managers to geo-locate jobs speeds the process of locating job sites especially for contractors and new employee unfamiliar with the institution or when the work takes place in a very specific location.

Green and Sustainability
With the AiM Green and Sustainability module, Sustainability managers struggling with websites to manage “green” projects and manually pulling and scoring green initiatives from soloed systems can seamlessly track all requirements in the same system as Capital Projects, Purchasing, Materials management, and Operations. Sustainability is no longer an “add-on” within AiM, it is integrated into the process of doing projects and jobs.

Key & Access Control
Facilities Managers focused on Access Controls should consider using AiM Key and Access Control module. AiM helps shop personnel track access locations, cores, locks and keys (to include key copies and rings) and helps reduce the fear of rogue keys by taking control of the release/return process. Security officials concerned with the over authorization of access would benefit from AiM’s Key and Access Control software. Knowing exactly what space is opened before keys are released is essential for effective control. Integration with our Space Management system allows graphical, floor-plan style reports that can quickly allow the proper decisions to be made.

Motor Pool
Motorpool provides visibility to accessible vehicles in a visual “Gantt-like” chart to quickly make decisions. Integrated O&M offers Motor Pool managers the ability to schedule vehicle maintenance or other assets without the need for another system. Integrated O&M also offers these managers the ability to associate costs to a job, if needed.

Automation Solutions

Business Automation Engine
The AssetWorks AiM application was designed to be able to be integrated with 3rd party systems. Virtually all major functions in the AiM application support inbound and outbound interfaces via Web Services that support find/select, insert and update methods. The web services are available out of the box, not all are enabled by default, but all can be activated with minor meta-data edits. AssetWorks offers several standard interfaces, custom interface development and can train the Customer’s development team how to utilize the AiM Web Services for interface development. AssetWorks offers maintenance on Standard interfaces and custom interfaces. AssetWorks does not provide maintenance on custom interfaces created by parties other than AssetWorks.

Training: Basic Business Automation (Administrative)
A day of administrative training and support; 4 hours for the covering the basics of Business Automation Engine and 4 hours to cover the introduction to Standard Data Connectors.

Training and Certification: Advanced Business Automation
This concentrated 2-day training program is designed to provide your team with the skills they need to build custom automations based on working examples. After training, attendees will take the AssetWorks Automations Solutions Assessment, which consists of an exam that covers the main topics covered in the training. Passing the assessment and receiving the AssetWorks Automation Solution Certification establishes that a developer can demonstrate the defined standards and skills required to build automated solutions compatible with AiM’s Business Automation engine.

Web Services Training
If your organization is in need of Web Services for importing, interfacing, and/or updating data in the AiM database, this training will cover software designed to allow interoperability across networks.

Automated Business Processes

AiM Automated Business Processes (ABPs) provide on-demand, scheduled, and event-based automation that is driven directly from user interaction.

ABP-Field-Level-Security
This ABP would be configurable to work on any screen that can trigger the before insert and before update automation and throw a hard error warning if the user doesn't have the role assigned to modify the solution that this ABP is mapped to.

ABP-Add-Asset-to-Phase-Description
This ABP elevates the visibility of important asset information for technicians accessing their maintenance tasks by adding the asset description to the beginning of the phase description.

ABP-Update-Phase-Status-After-Assigned
This ABP saves time for shop supervisors and managers by automatically updating the phase status to “assigned” as soon a shop person is assigned to the job.

ABP-Close-WO-Phase
This ABP automatically closes work orders and phases after a designated number of days since the last edit.

ABP-PM-Date-Generation
This ABP automates the creation and update of projected PM dates in your Preventive Maintenance program. In addition to saving time, this ensures your projected dates are always accurate and up-to-date.

ABP-PM-Generation
This ABP auto-generates preventive maintenance (PM) based work orders, which eliminates the need to do this manually in AiM.

ABP-Approve-Customer-Request
Specific to inspections, this ABP can automatically create actionable work orders as part of remedial action when an inspection step fails. This eliminates the need to manually create work orders from customer requests.

ABP-Require-WO-Phase-Notes
This ABP requires field technicians to enter a note on work orders and phases before updating them.

ABP-Email-Assigned-Contractor
This ABP auto-generates email notifications to external third party contractors/vendors when AiM phases are assigned to them.

ABP-Pick-Ticket-Generation
Upon approval of a purchase request, this ABP automatically generates a pick ticket for the warehouse, saving the need to do this as a manual step.

ABP-Custom-Require-Fields
Sets fields on any table as required on insert or update. A Hard or Soft error can be generated where they are supported by the AiM screen.

Standard Data Connectors

AiM Standard Data Connectors (SDCs) are configurable automation solutions designed to synchronize AiM data with other systems to maintain trust in your data, avoid disruptions and schedule data updates based on your business needs. SDCs use a simple parameter-based workflow in AiM to schedule batch runs which have validation, logging, status notifications, and searchable run history.

Accounts Payable

SDC-Consultant Invoice Inbound
This SDC imports consultant contract invoice data from an external system into the AiM Consultant Invoice data hierarchy. The Connector performs AiM data import and validation of consultant contracts required for Facilities Management.

SDC-Payment Application Inbound
This SDC imports payment application data from an external system into the AiM Payment Application data hierarchy. The Connector performs AiM data import and validation of payment application data required for Facilities Management.

SDC-Payment Application Outbound
This SDC exports the AiM Payment Application data hierarchy to an external system. The Connector performs AiM data export of payment application data to an external system that manages a Facilities Organization payment process.

SDC-Purchase Order Invoice Inbound
This SDC imports purchase order invoice data from an external system into the AiM Purchase Order Invoice data hierarchy. The Connector performs AiM data import and validation of purchase order invoices managed by a Facilities Organization.

SDC-Service Contract Invoice Inbound
This SDC imports service contract invoice data from an external system into the AiM Service Contract Invoice data hierarchy. The Connector performs AiM data import and validation of service contract invoices managed by a Facilities Organization.

Asset Management

SDC-Meter Readings Inbound
This SDC imports asset or utility meter reading data from an external system into the AiM Meter Readings data hierarchy. The Connector performs AiM data import and validation of meter reading data required for Facilities Management.

Contract Administration

SDC-Amendment Inbound
This SDC imports contract amendment data from an external system into the AiM Amendment data hierarchy. The Connector performs AiM data import and validation of contract amendments required for Facilities Management.

SDC-Construction Change Order Inbound
This SDC imports construction contract change order data from an external system into the AiM Construction Change Order data hierarchy. The Connector performs AiM data import and validation of construction change orders required for Facilities Management.

SDC-Construction Contract Inbound
This SDC imports construction contract data from an external system into the AiM Construction Contract data hierarchy. The Connector performs AiM data import and validation of construction contracts required for Facilities Management.

SDC-Consultant Contract Inbound
This SDC imports consultant contract data from an external system into the AiM Consultant Contract data hierarchy. The Connector performs AiM data import and validation of consultant contracts required for Facilities Management.

SDC-Contractor Inbound
This SDC imports vendor data from an external system, such as your enterprise purchasing vendor database, into the AiM Contractor data hierarchy. The Connector performs AiM data import and validation of purchasing vendors used by a Facilities Organization.

SDC-Service Contract Inbound
This SDC imports service contract data from an external system into the AiM Service Contract data hierarchy. The Connector performs AiM data import and validation of service contracts used by a Facilities Organization.

Energy Management

SDC-Customer Invoice Outbound
This SDC exports the AiM Customer Invoice data hierarchy to an external system. The Connector performs AiM data export of utility customer invoice data to an external system that manages a Facilities Organization utility invoice process.

SDC-Utility-Bill-Import
This SDC imports utility bill data from an external system, such as your various providers, into the AiM Utility Bill data hierarchy. The Connector performs AiM data import and validation of utility bills managed by a Facilities Organization.

Finance

SDC-Account Inbound
This SDC imports account data from an external system, such as your enterprise Chart of Accounts system, into the AiM Account Management data hierarchy. The connector performs AiM data import and validation of accounts required for Facilities Management.

SDC-Account Extension 1-16 Inbound
This SDC imports account extension data from an external system, such as your enterprise Chart of Accounts system, into the AiM Account Management data hierarchy. The connector performs AiM data import and validation of account extensions required for Facilities Management.

SDC-Contract Encumbrance Adjustment Inbound
This SDC imports contract encumbrance adjustment data from an external system into the AiM Contract Encumbrance Adjustment data hierarchy. The Connector performs AiM data import and validation of contract encumbrance adjustments required for Facilities Management.

SDC-Direct Expense Inbound
This SDC imports miscellaneous charge data from an external system into the AiM Direct Expense data hierarchy. The Connector performs AiM data import and validation of direct expense data required for Facilities Management.

SDC-External Charges Inbound
This SDC imports external charge transaction data from an external system into the AiM External Charges data hierarchy. The Connector performs AiM data import and validation of external charge data required for Facilities Management.

SDC-Finance Transaction Outbound
This SDC exports AiM transaction data to an external system, such as your General Ledger account or separate Accounts Receivable system. The Connector performs AiM data export of transaction data to an external system that manages a Facilities Organization billing process.

SDC-Work Order Journal Entry Inbound
This SDC imports work order journal entry data from an external system into the AiM Work Order Journal Entry data hierarchy. The Connector performs AiM data import and validation.

Human Resources

SDC-Department Inbound
This SDC imports department data from an external system into the AiM Department data hierarchy. The Connector performs AiM data import and validation of your Facilities Department hierarchy.

SDC-Employee Inbound
This SDC imports employee data from an external system, such as your Human Resources system, into the AiM Employee Profile data hierarchy. The Connector performs AiM data import and validation of employees in a Facilities Organization.

SDC-Organization Inbound
This SDC imports organization and customer data from an external system into the AiM Organization data hierarchy. The Connector performs AiM data import and validation of your Facilities Organization hierarchy.

Lease

SDC-Lease Invoice Inbound
This SDC imports lease invoice data from an external system into the AiM Lease Invoice data hierarchy. The Connector performs AiM data import and validation of lease invoice data required for Facilities Management.

SDC-Lease Invoice Payment Inbound
This SDC imports receivable lease invoice payment data from an external system into the AiM Lease Invoice Payment data hierarchy. The Connector performs AiM data import and validation of receivable lease invoice payment data required for Facilities Management.

SDC-Payable Lease Inbound
This SDC imports payable lease data from an external system into the AiM Payable Lease data hierarchy. The Connector performs AiM data import and validation of payable lease data required for Facilities Management.

SDC-Receivable Lease Inbound
This SDC imports receivable lease data from an external system into the AiM Receivable Lease data hierarchy. The Connector performs AiM data import and validation of receivable lease data required for Facilities Management.

Property

SDC-Property Location Inbound
This SDC imports property location data from an external system into the AiM Property Profile data hierarchy. The Connector performs AiM data import and validation of your Facility's property location hierarchy.

SDC-Property Location Outbound
This SDC exports the AiM Property Profile data hierarchy to an external system. The Connector performs AiM data export of property and location data to an external system used for property location management.

Purchasing

SDC-Purchase Disbursement Outbound
This SDC imports purchase order data from an external system into the AiM Purchase Order data hierarchy. The Connector performs AiM data import and validation of purchase order data managed by a Facilities Organization.

SDC-Purchase Order Inbound
This SDC exports the AiM Purchase Order data hierarchy to an external system. The Connector performs AiM data export of purchase order data to an external system that supports a Facilities Organization purchasing process.

SDC-Purchase Order Outbound
This SDC exports the AiM Purchase Receive data hierarchy to an external system. The Connector performs AiM data export of purchase receive data to an external system that supports a Facilities Organization purchasing process.

SDC-Purchase Receive Outbound
This SDC imports employee leave data from an external system into the AiM Leave Manager data hierarchy. The Connector performs AiM data import and validation of leave data required for Facilities Management

Time and Attendance

SDC-Leave Inbound
This SDC imports employee leave data from an external system into the AiM Leave Manager data hierarchy. The Connector performs AiM data import and validation of leave data required for Facilities Management.

SDC-Timecard Inbound
This SDC imports timecard data from an external system into the AiM Timecard data hierarchy. The Connector performs AiM data import and validation of timecard data managed by a Facilities Organization.

SDC-Timecard Outbound
This SDC exports the AiM Timecard data hierarchy to an external system. The Connector performs AiM data export of timecard data to an external system that manages a Facilities Organization payroll process.

Work Management

SDC-Purchase Request Outbound
This SDC exports the AiM Purchase Request data hierarchy to an external system. The Connector performs AiM data export of material purchase request data to an external system that supports a Facilities Organization materials procurement process.

SDC-Work Order Inbound
This SDC imports work order and phase data from an external system into the AiM Work Order data hierarchy. The Connector performs AiM data import and validation of work order data managed by a Facilities Organization.

SDC-Work Order Outbound
This SDC exports the Work Order data hierarchy to an external system. The Connector performs AiM data export of work order and phase data to an external system that manages a Facilities Organization work order process.

SDC-Contract Encumbrance Adjustment Outbound
This SDC exports the AiM Contract Encumbrance Adjustment data hierarchy to an external system. The Connector performs AiM data export of contract encumbrance adjustment data to an external system that manages a Facilities Organization contracts process.