Training Documents
Standard Operating Procedure
- CPPM Standard Operating Procedures
- CPPM SOP Flowcharts
- O&M Standard Operating Procedures
- SOP Planned and Unplanned Leave.
Accounts Payable
Asset Management
- AM-01-Building Asset Review
- AM-02-Asset Data Collection
- AM-03-AIM Asset Definition
- AM-04-Adding Images to Assets
- AM-05-Asset Relocation
Capital Projects
- CP-01-ADD ACCOUNT TO PROJECT
- CP-02-CREATE A CAPITAL PROJECT
- CP-03-PROJECT TEAM
- CP-04-BUDGET MANAGER
- CP-05-BUDGET REVISION
- CP-06-PROGRESS REPORT
- CP-07-ISSUE
- CP-08-MEETING MINUTES
- CP-09-UNIVERSAL ACTION LIST
Contract Administration
- CA-01-Adding Contractors
- CA-02-ADD ACCOUNT TO CONTRACT
- CA-03-CONSULTANT CONTRACT
- CA-04-INTERNAL WORK AGREEMENT
- CA-05-CONSTRUCTION CONTRACT
- CA-06-CONSULTANT CONTRACT AMENDMENT
- CA-07-CONSTRUCTION CHANGE PROPOSAL
- CA-08-CONSTRUCTION CONTRACT CHANGE ORDER
- CA-09-REQUEST FOR INFORMATION
- CA-10-SUBMITTALS
Customer Service
- CS-01-Processing Non-Urgent Work Requests
- CS-02-Capital Project Estimates
- CS-03-Work Request Manager Review
- CS-04-Entering After Hours Calls
- CS-05-Energy Audit Findings
- CS-06-GCA Baseline Custodial Requests
- CS-07_Process After hours Calls
- CS-08-EHS-Request Equipment Repair
- CS-09-Energy Services-Self-Identified Work Requests
- CS-10-Energy Management and Building Controls Procedure
- CS-11-AiM CPPM - Requesting Project Estimates
- CS-12-OKIE State Locates
- CS-13-CPPM Project Initiation
Estimating
- ES-01-Formal Construction Estimates
- ES-02-CPPM IWA Approval and NTP
- ES-03-Building the OSU Price Book
Environmental Health and Safety
Finance
Miscellaneous
- MISC-Aim Email Junk Configuration
- MISC-Facilities Management Customer Survey Process
- MISC-Facilities Management Regulated Lamps Recycling
Overview
- OKCorral Training Guides
- FM Customer Portal Instructions
- OV-01-Getting Started
- OV-02-WorkDesk -Work Control
- OV-03-WorkDesk -Managers and Supervisors
- OV-04-WorkDesk -Construction Manager
- OV-05-WorkDesk -FSS Manager
- OV-06-WorkDesk -Preventive Maintenance Specialist
- OV-07-WorkDesk -EHS Manager
- OV-09-WorkDesk -Landscape Managers
- OV-9.1-WorkDesk -Landscape Supervisors
- OV-10-WorkDesk Overview-GCA
- OV-11-Customizing WorkDesks and Creating Queries
- OV-11.1-WorkDesks
- OV-12-AiM Content Management
- OV-13-Adding Related Documents
- OV-14-Updating Related Documents
- OV-15-Queries
- OV-16-AiM IQ Reports - Quicklinks
- Change Order Screenshots for Training Docs
- Consultant Amendment Screenshots for Training Docs
Project Management
Preventative Maintenance
- PM-01-Preventive Maintenance Standards
- PM-02-Preventive Maintenance Templates
- PM-03-Preventive Maintenance Templates-Young Trees
- PM-04-PM Schedule Date Generator
- PM-05-PM Schedule Date Generator-Trees
- PM-06-PM Generator
- PM-07-PM Generator-Trees
- PM-08-Preventive Maintenance Program Approach
- PM-09-Preventive Maintenance Program Approach - Trees
- PM-10-Preventive Maintenance Nesting Overview
- PR-01-Property Zone Type and Assignment Defaults
- PR-02-Adding Property Locations
Purchasing
Time Management
Work Management
- WM-01-Quick WO - Urgent and Emergency Calls
- WM-02-Assigning Billable Work Orders - GCA
- WM-03-Processing GCA Work Orders
- WM-04-Request Work from Another Shop
- WM-05-Manager Supervisor Review Channel
- WM-06-Assign Work
- WM-08-Thumbnail Estimates
- WM-09-Daily Assignments
- WM-10-iDesk-Work Order Processing
- WM-11-Processing Work Orders for Vehicle and Equipment Repair
- WM-12-iDesk-Work Order Processing-PM
- WM-13-iDesk-Charging Shop Stock to a Work Order
- WM-14-iDesk-Work Order Processing-Landscape Services
- WM-15-Work Order Processing-Energy Managers
- WM-16-Processing Work Orders and Invoicing-GCA
- WM-17-Adding Shop Stock Locations and Parts
- WM-18-Shop Stock Approval
- WM-19-Energy Manager Follow-up
- WM-20-iDesk-FSS-Recycling-Work Order Processing