Query Wizard

To perform day-to-day duties, you need to find and display information pertinent to their particular job responsibilities. Rather than use standard reports designed for the general population, you can take advantage of Aptean EAM’s query function. Guided by online instruction, you can create his or her own private query, or a public query if he or she has access rights to do this. For more information on security query capabilities, see Security Queries in Aptean EAM Setup.

The Query Wizard function in Aptean EAM allows you to add and edit queries. The queries help you find and display specific information for a module in Aptean EAM. For example, the query Approved WO displays only approved work orders.

To access the Query Wizard module in Aptean EAM, in the main menu sidebar, open Setup and click Query Wizard.

In any of the search windows in a module (Work orders, PM, Requisitions, and so on), select a query from the query drop-down list to display the results of the query.

You can create their own private query, or a public query if they have the access.

Private Query : You create queries for yourself and access them when required. These queries cannot be accessed by others unless the system administrator provides access to them.

Public Query : The queries are created by other users that are made available to selected users by the system administrator.

By following the instructions, the wizard steps you through a series of windows to construct the query. The steps covered in the process include:

• Naming the query and deciding on the query type - private or public.
• Choosing data elements and deciding on the format for display.
• Deciding how the information is grouped and what totals to display.
• Deciding how the information is sorted.
• Choosing selection criteria for certain elements and defining conditions for their display.

The query wizard will be available for the following modules. From the Module drop-down menu, you can select the module to create a query.

• All Backlogs

• Cycle Count

• Ecatalog Errors

• Employee

• Equipment

• Events

• Item

• Labor Activity

• PickList

• PM Schedule

• Purchase Order

• Ready For Analysis

• Ready For Approval

• Ready For Purchase

• Ready For Quote

• Ready For Shipment

• Repair Log

• Ready For Quote

• Requisition

• Serial

• Session Manager

• Shipping Order

• Stores Activity

• Supplier

• Table Element Access

• Window Access

• Work Order

The following procedure explains the actions that can be performed in the Query Wizard page:

1. Select Query Wizard > Setup in the navigation menu.

   The Query Wizard page opens and displays the queries.

2. Select the required module from the drop-down list in the Module field.

3. Perform any of the required actions as follows:

   • To create a new query, see Creating Queries
   • To edit a query, see Editing Queries
   • To define queries for access groups, see Defining Public Access
   • To copy the existing query information to a new query, see see Copying the queries
   • To share the query to another user, see Sharing the queries
   • To delete the query, see Deleting the queries