Getting Started in AssetWise ALIM Web
Logging In to an AssetWise ALIM Web Community
Basic Sign-on Password Security
Logging Out of AssetWise ALIM Web
Window Layout
Navigation
Viewing User Jobs
Creating Objects
Creating an Object From a Template
Creating a Location from a Template
Creating an Organization from a Template
Creating a Person from a Template
Creating a Project from a Template
Working with Objects
Creating a QuickLink for an Object
Comparing Objects
Reclassifying an Object
Downloading a File
Dashboard
Limitations
Accessing the Dashboard
Applying Filters
Selecting the Report Focus
Viewing Report Details
Exporting a Dashboard Report
CSV File Contents
Documents
Creating Documents
Creating a Document from a Template
Creating a Document Using a Wizard
Making a Copy of a Document
Checking Out Documents
Checking Out a File from a Document
Undoing a Checked Out File
Checking In a Checked Out File
Viewing Document History
Editing Document Information
Deleting Documents
Subscribing to Documents
Unsubscribing to Documents
Reordering Document Revisions
Managing Approved Documents
Deleting Files on an Approved Document
Deleting Files from the Files Topic
Deleting Files from the Copies Topic
Adding Files on an Approved Document
Adding a File from the Files Topic
Adding a File from the Copies Topic
Replacing Files on an Approved Document
Replacing a File on the Files Topic
Replacing a File from the Copies Topic
Modifying File Properties on an Approved Document
Modifying File Properties from the Files Topic
Modifying File Properties from the Copies Topic
Working with Files
Adding Files
Adding a File in View Mode
Adding Files in Edit Mode
Opening Files
Viewing a File
Downloading Files
Downloading a Single File in a Document
Downloading All Files in a Document
Hiding or Showing a File on a Document
Creating Renditions of Files Within a Document
Comments Tracking Plugin
When to Use AssetWise ALIM Web for Submitting Documents and Responding to Comments
Installation
Configuration
Using the Comment and Review Tracking Plugin
Submitting Documents for Review
Receiving Comments Tracking Notifications
Displaying Comment and Review Information
Exporting Comments from a Document
Exporting Comments from the Basket
Exporting Comments from Search Results
The Comment and Review Spreadsheet
Entering Comment Responses
Importing Comment Responses
Change Management
Declaration that an Object is Change-Controlled
Creating a Change Request
Change Request Statuses
Running a Change Effects Analysis Report
Implementing a Change Request
Editing a Change Request
Making a Copy of a Change Request
Expediting a Change Request
Deleting a Change Request
Workflows
Introduction
Before You Create Workflows
Creating Workflows
Creating a Workflow from a Template
Creating a Workflow From an Object
Adding or Associating Objects to Workflows
Associating a Workflow to an Object
Associating a Modification to a Workflow
Associating a Distribution Order with a Workflow
Associating a Tag with a Workflow
Associating a Transmittal with a Workflow
Working With Workflows and Tasks
Editing a Workflow
Deleting a Workflow
Using the Workflow Scheduling Calculator
Editing Assignments
Submitting a Workflow for Approval
Approving a Workflow
Rejecting a Workflow
Suspending a Workflow
Resuming Suspended Workflows
Canceling a Workflow
Work Exchange Folder
Email Notifications
Accepting a Task
Marking a Task as Complete
Marking a Task to as Requiring a Rework
Delegating a Task to Another User or Skill
Reassigning a Task to Another User
Examining Forthcoming Tasks
Rejecting a Task
Viewing the Workflow from a Task
Physical Items
Creating a Physical Item Without the Engineering Designer Plugin Installed
Creating a Physical Item with Engineering Designer Plugin Installed
Editing Physical Items
Copying a Physical Item
Creating a Baseline
Creating a Physical Item List
Creating a Serialized Item List
Approving a Physical Item
Distribution
Prerequisites
Distribution Lists
Creating a Distribution List Using the Wizard
Creating a Distribution List from a Template
Distribution Orders
Creating a Distribution Order
Creating a Distribution Order Using a Wizard
Creating a Distribution Order from a Template
Distribution Order Topics
Adding a Distribution Item
Submitting or Approving a Distribution Order
Transmittals
Creating a Transmittal
Issuing a Transmittal
Sending a Transmittal
Acknowledging a Transmittal
Cover Sheets
Working with Distribution Orders
Downloading Files
Outstanding Distribution Acknowledgments
Marking Distribution Items as Received
Returning Issued Document Copies
Changing the Holder of a Document Copy
Recalling a Distribution Order
Canceling a Distribution Order
Viewing and Marking up Files in Brava!
Viewing a File in Brava!
Viewer Modes
Marking up Files
Creating a Markup
Loading an Existing Markup
Managing Markups
Comparing Files
Troubleshooting
Using AssetWise Engineering Designer Functionality
Creating Objects Using Wizards
Creating a Document Using a Wizard
Editing Tag Properties
Change Management Using AssetWise Engineering Designer
AssetWise ALIM ProjectWise Connector Plugin
Terminology
Industry Standards
Configuring ProjectWise Native and Rendition Files and Copies
As Built Folder Configuration
Attribute Synchronization
AssetWise Change Request or Project Class to ProjectWise Folder Configuration
File Behaviors
ProjectWise Level 1 Connector
Registering Documents Automatically
Copy and Link Registration Mode
Check Out to ProjectWise
Check In from ProjectWise
Cancel Check Out to ProjectWise
Registering Documents Manually
ProjectWise Level 2 Connector
Prerequisites
Configuring Default Synchronization Options
Creating a Project Template Folder Structure in ProjectWise
Creating a Project Destination Folder in ProjectWise
ProjectWise Level 2 Workflow
Project Registration to ProjectWise
Registering AssetWise Documents with ProjectWise
Viewing a Document Registered in ProjectWise
Registering Documents, New Document Revisions, or Renditions from ProjectWise to AssetWise ALIM Web
Registering a ProjectWise Document from into an Existing AssetWise ALIM Web Document
Registering a New AssetWise ALIM Web Revision from a ProjectWise Document
Registering a ProjectWise Document that Creates a New AssetWise ALIM Web Document
ProjectWise Level 3 Connector
Prerequisites
Creating a Change Request Template Folder in ProjectWise
Creating a Change Request Destination Folder in ProjectWise
ProjectWise Level 3 Connector Workflow
Registering a Change Controlled Document and Moving it to the As Built Folder
Registering a Change Request with ProjectWise
Registering a Prototype with ProjectWise
Registering a Prototype from a Document
Registering a Prototype from a Change Request
Updating a Protoype Document in ProjectWise
Implementing a Change Request
Merging a Prototype with the Base Object
Moving a Document Revision to the As Built Folder
Glossary
Add to ProjectWise
Check In from ProjectWise
Check Out to ProjectWise
AssetWise ALIM General Report Plugin
Instructions
Examples
Encryption
Other Options
Restrictions
User Security and Permission Requirements
AssetWise ALIM Object Action Management Plugin
Block Tasks - Configuration
Add Tasks - Configuration
Task IDs
Sample Configuration File
AssetWise ALIM Web Submittals Plugin
Configuring a Submittal
Processing Submittal Results
Viewing Accepted Documents
Viewing Rejected Documents
AssetWise ALIM Package Distribution Order Plugin
Packaging a Distribution Order
Creating a Transmittal
Committing a Transmittal
Sending a Transmittal
Acknowledging a Transmittal
Searches and Reports
Search
Advanced Search
User-defined Reports
Applying Filters to Searches
Bulk Updates
Performing a Bulk Update to Attributes and Properties
Applying Bulk Updates to Objects
Performing a Bulk Update to Objects
Troubleshooting Bulk Update Errors
Sending Emails
Printing
Opening and Printing Files
Submitting a Print Job
Publishing Packages
Publishing Folder Contents
Creating a Publisher Package
Adding an Object to a Publisher Package
Publishing a Publisher Package
Modifying the Content of a Publisher Package
Creating and Viewing Snapshots
Administration
Configuring Home Page Cards
The Announcements Card
Creating Announcements
Editing Announcements
Deleting Announcements
Adding a Hyperlink to an Announcement
Configuring the References Card
Creating and Deleting Stand-alone References
Creating Grouped References
References to Navigation Pane Items
User Settings
Changing Your Password
Viewing About This Web Application
Setting ALIM Web User Preferences
Setting the Paging Size
Setting the Publish Folder Location
System Preferences
Comments Tracking Settings
Configuring the Comments Tracking User Interface
AssetWise ALIM ProjectWise Connector System Preferences
AssetWise ALIM ProjectWise Connector Settings
Assigning the ProjectWise Engine Service User Account
Configuring the ProjectWise Registration Mode
Configuring the Document to Project Relationship Template Name
Configuring the Revision Action Setting