Getting Started in ALIM Web
To Log In to an ALIM Web Community
Basic Sign-on Password Security
To Log Out of ALIM Web
Window Layout
Navigation
Viewing User Jobs
Creating Objects
To Create an Object From a Template
To Create a Location from a Template
To Create an Organization from a Template
To Create a Person from a Template
To Create a Project from a Template
Working with Objects
To Create a QuickLink for an Object
To Compare Objects
To Reclassify an Object
To Download a File
Dashboard
Limitations
Accessing the Dashboard
To Apply Filters
To Select the Report Focus
To View Report Details
To Export a Dashboard Report
CSV File Contents
Documents
Creating Documents
To Create a Document from a Template
To Create a Document Using a Wizard
To Make a Copy of a Document
Checking Out Documents
To Check Out a File from a Document
To Undo a Checked Out File
To Check In a Checked Out File
Viewing Document History
To Edit Document Information
To Delete a Document
To Subscribe to Documents
To Unsubscribe to Documents
To Reorder Document Revisions
Managing Approved Documents
Deleting Files on an Approved Document
To Delete Files from the Files Topic
To Delete Files from the Copies Topic
To Add Files on an Approved Document
To Add a File from the Files Topic
To Add a File from the Copies Topic
Replacing Files on an Approved Document
To Replace a File on the Files Topic
Replacing a File from the Copies Topic
Modifying File Properties on an Approved Document
To Modify File Properties from the Files Topic
To Modify File Properties from the Copies Topic
Working with Files
Adding Files
To Add a File in View Mode
To Add Files in Edit Mode
Opening Files
Viewing a File
Downloading Files
To Download a Single File in a Document
To Download All Files in a Document
To Hide or Show a File on a Document
To Create Renditions of Files Within a Document
Comments Tracking Plugin
When to Use 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
To Export Comments from a Document
To Export Comments from the Basket
To Export Comments from Search Results
The Comment and Review Spreadsheet
To Enter Comment Responses
To Import Comment Responses
Change Management
Declaration that an Object is Change-Controlled
To Create a Change Request
Change Request Statuses
To Run a Change Effects Analysis Report
To Implement a Change Request
To Edit a Change Request
To Make a Copy of a Change Request
To Expedite a Change Request
To Delete a Change Request
Workflows
Introduction
Before You Create Workflows
Creating Workflows
To Create a Workflow from a Template
To Create a Workflow From an Object
Adding or Associating Objects to Workflows
To Associate a Workflow to an Object
To Associate a Modification to a Workflow
To Associate a Distribution Order with a Workflow
To Associate a Tag with a Workflow
To Associate a Transmittal with a Workflow
Working With Workflows
To Edit a Workflow
To Update the Workflow Scheduling Calculator
To Edit Assignments
To Submit a Workflow for Approval
To Approve a Workflow
To Reject a Workflow
To Suspend a Workflow
To Resume Suspended Workflows
To Cancel a Workflow
To Delete a Workflow
Tasks
To Create a Task
Working With Tasks
To Edit a Task
To View Task Audit History
To View Task Instructions
To View a Task's Workflow
Marking a Task as Complete
To Delegate a Task
To Rework a Task
To Suspend a Task
Events
To Create an Event
To Add Related Objects to an Event
To Edit an Event
To Approve an Event
To Create a Workflow From an Event
To Remove Related Objects from an Event
To Set an Event as Not Approved
To Delete an Event
Work Exchange
Email Notifications
To Accept a Task
To Mark a Task as Complete
To Mark a Task to as Requiring a Rework
To Delegate a Task to Another User or Skill
To Reassign a Task to Another User
To Examine Forthcoming Tasks
To Reject a Task
To View the Workflow from a Task
Physical Items
To Create a Physical Item Without the Engineering Designer Plugin Installed
To Create a Physical Item with Engineering Designer Plugin Installed
Editing Physical Items
To Copy a Physical Item
To Create a Baseline
To Creating a Physical Item List
To Creat a Serialized Item List
To Approve a Physical Item
Distribution
Prerequisites
Distribution Lists
To Create a Distribution List Using the Wizard
To Create a Distribution List from a Template
Distribution Orders
Creating a Distribution Orders
To Create a Distribution Order Using a Wizard
To Create a Distribution Order from a Template
Distribution Order Topics
To Add a Distribution Item
To Submit or Approve a Distribution Order
Transmittals
To Create a Transmittal
To Issue a Transmittal
To Send a Transmittal
To Acknowledge a Transmittal
Cover Sheets
Working with Distribution Orders
To Downloading Files
Outstanding Distribution Acknowledgments
Marking Distribution Items as Received
Returning Issued Document Copies
To Change the Holder of a Document Copy
To Recall a Distribution Order
To Cancel a Distribution Order
Viewing and Marking up Files in Brava!
To View a File in Brava!
Viewer Modes
Marking up Files
To Create a Markup
To Load an Existing Markup
Managing Markups
Comparing Files
Troubleshooting
Using AssetWise Engineering Designer
Creating Objects Using Wizards
To Create 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
To Register Documents Automatically
Copy and Link Registration Mode
Check Out to ProjectWise
Check In from ProjectWise
To Cancel Check Out to ProjectWise
To Register Documents Manually
ProjectWise Level 2 Connector
Prerequisites
To Configure 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 ALIM Web
To Register a ProjectWise Document from into an Existing ALIM Web Document
To Register a New ALIM Web Revision from a ProjectWise Document
To Register a ProjectWise Document that Creates a New 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
To Register a Change Controlled Document and Move it to the As Built Folder
To Register a Change Request with ProjectWise
Registering a Prototype with ProjectWise
Registering a Prototype from a Document
Registering a Prototype from a Change Request
To Update a Protoype Document in ProjectWise
To Implement a Change Request
To Merge a Prototype with the Base Object
To Move 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
Task IDs
Sample Configuration File
ALIM Web Submittals Plugin
To Configure a Submittal
To Process Submittal Results
To View Accepted Documents
To View Rejected Documents
AssetWise ALIM Package Distribution Order Plugin
To Package a Distribution Order
To Create a Transmittal
To Commit a Transmittal
To Send a Transmittal
To Acknowledge a Transmittal
Searches and Reports
To Perform a Basic Search
To Perform an Advanced Search
User-defined Reports
To Apply a Filter to a Search
Bulk Updates
To Perform a Bulk Update to Attributes and Properties
Applying Bulk Updates to Objects
To Perform a Bulk Update to Objects
Troubleshooting Bulk Update Errors
To Send Emails
Printing
To Open and Print Files
To Submit a Print Job
Publishing Packages
To Publish Folder Contents
To Create a Publisher Package
To Add an Object to a Publisher Package
To Publish a Publisher Package
To Modify the Content of a Publisher Package
To Create and View Snapshots
Administration
Configuring Home Page Cards
The Announcements Card
To Create an Announcement
To Edit Announcements
To Delete Announcements
To Add a Hyperlink to an Announcement
Configuring the References Card
To Create and Delete Stand-alone References
Creating Grouped References
References to Navigation Pane Items
Bulk Import Configuration
To Set Bulk Import Preferences
User Settings
To Change Your Password
To View About This Web Application
To Set ALIM Web User Preferences
To Set the Paging Size
To Set the Publish Folder Location
System Preferences
Comments Tracking Settings
To Configure the Comments Tracking User Interface
AssetWise ALIM ProjectWise Connector System Preferences
AssetWise ALIM ProjectWise Connector Settings
Assigning the ProjectWise Engine Service User Account
To Configure the ProjectWise Registration Mode
To Configure the Document to Project Relationship Template Name
To Configure the Revision Action Setting