Creating a Personal Query Creating a Personal Query

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1 Navigation: Module/Screen Based Personal Queries: A Personal Query is a user defined custom search for information within the AIM application that is specifically associated to the user creating the query. A Personal Query can also be published on the WorkDesk to assist with management and reporting. Personal Queries that have been identified with the Query Listing = YES or Query Count = YES will appear on the WorkDesk. Personal Queries identified as neither Query Listing nor Query Count will not appear at all on the WorkDesk, but are still saved in the associated module and are available from the search screen of the respective screen via the personal query dropdown. A Personal Query can be associated to a Group(s) (Public or Private) for more global usage, especially in the WorkDesk environment. If a Personal Query is associated to a Group(s), the Personal Query is available to all members of the Group(s) that have been associated with the Personal Query. Personal Queries identified as Query Count = "YES" will appear on the WorkDesk in the Personal Query Count Panel and the results of the query will be tallied. Tallied counts display in WorkDesk channels in the form of a number before the query title. Personal Queries can also be assigned threshold values that can cause the query bullet icon to change color from green to yellow to red based on the record count values of the query results. Only Personal Queries constructed from Approval screens are eligible for display in the WorkDesk Approval Content Channel. Personal Queries can be defined virtually anywhere in the system. The procedures for creating and saving a personal Query are standardized throughout the AIM application. 1 P a g e

2 Detailed Steps To Create a Personal Query: Navigating to the Work Order Search Criteria Specification Screen 1. Fill in your Search Criteria in your AIM Module. (Work Management, Accounts Payable, etc.) 2. Set the Personal Query Parameters. After the desired search/query has been entered, select the Add Query icon display the Personal Query screen. on the top right corner of the screen to Step #2 To complete the Personal Query Definition you will have to perform the following operations: 3. Enter a unique Name and corresponding Description for the Personal Query in the Query field and Description field of the Personal Query screen. The following are items should be addressed when completing the information in the Personal Query Definition screen: a) Personal Query Name. (Required) The name of the Personal Query must be unique. It is recommended that the name contain sufficient detail to easily identify the query and possibly the search criteria that you have specified. b) Personal Query Description. (Optional) The Description for the Personal Query should tell you exactly what the Personal Query does. There are 255 characters available to contain this information. Step #3 4. Enter the Alert Level numerical values for the Personal Query. (Optional) Alert Levels function as follows: a) The Alert Levels are numerical data values (counts) that determine the thresholds for the visual cues (colors) that are displayed for the Radio buttons for the Personal Query. b) Their behavior is similar to the visual appearance of a Stop Light; Green, Yellow and Red. The Numerical values associated with Alert Levels are user Definable and apply to only the specific Personal Query that is being defined. Alert levels are not global in nature. 2 P a g e

3 Step # 4 5. WorkDesk Configuration and Display behavior. WorkDesk Configuration and Display behavior in the Personal Query Screen determine how the query result data is displayed. (only one option should be YES ) a) Query Listing. Setting the Query Listing to a value of YES will display the Query in a list on the WorkDesk under the Personal Query Listing Content Channel. (This option does not use Alert Levels) b) Query Count. Setting the Query Count to a value of YES will display the Query in a list on the WorkDesk under the Personal Query Count Content Channel. A summary count of the resultant number records will be displayed on the WorkDesk for each Personal Query where the Query count value is set to YES. This option does display the Alert Level Indicators. Step # 5 6. Select the Green Done Flag icon to return to the Work Management Personal Query Search Criteria Specification screen. Step # 6 3 P a g e

4 7. Select the Save Icon to Save the Personal Query (IMPORTANT STEP) Step # 7 8. Select the AIM Icon to return to and display the WorkDesk Step # 8 The Main WorkDesk is displayed. The Personal Query results are displayed in the Personal Query Count Content Channel 4 P a g e

5 Editing Your Personal Query NOTE: the Query Name cannot be changed (see instructions below to accomplish this) 1. Click on an existing query 2. Click on the Search Icon to view the criteria behind the query. 3. Click on the Edit Personal Query Icon. 4. Change the Alert Levels, WorkDesk Display (Query Listing and/or Query Count), Share the query with a Group. 5. Click the Save Icon. 5 P a g e

6 Changing a Query Name There is actually no way to change the name of a query. It is Unique and the Primary Key to the file. What you have to do is Re-save it with a New Name and then delete the previous Personal Query Retrieving Personal Queries 1. Pull up your query 2. Click on the Search Icon 3. Click on the Add Query Icon 4. Save your query with a NEW Name (go to Page 2 for details to save your query) 5. Pull up the OLD query Add Query Delete Query 6. To Delete the Query select the Remove Query Icon 6 P a g e