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Calem Setup Part 2: Preventive Maintenance

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This is the Part 2 of the Calem Setup series. The setup series are parts of trainings offered by CalemEAM to customers. The slides focus on the processes in setting up data for Calem in a functional area spanning multiple modules. They can be used along with the training videos and excel templates in Calem Training (http://www.calemeam.com).

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Calem Setup Part 2: Preventive Maintenance

  1. 1. CONFIDENTIAL Part 2.0: Preventive Maintenance Setup Calem Enterprise Training Austin, Texas Spring, 2017
  2. 2. CalemEAM 2CONFIDENTIAL © 2016 CalemEAM Inc. Preventive Maintenance Module Preventive Maintenance Module is a part of the maintenance management including assets/locations, work orders, and service requests,
  3. 3. CalemEAM 3© 2017 CalemEAM Inc. Product Overview – Preventive Maintenance
  4. 4. CalemEAM 4© 2017 CalemEAM Inc. Preventive Maintenance Setup
  5. 5. CalemEAM 5© 2017 CalemEAM Inc. Assets & Locations • Define locations as a hierarchy of buildings, rooms or areas. • Define assets as a hierarchy of production lines, equipment, and components. • Menu path: Asset module | Asset list, Location list, or Location Tree • Import locations and assets from Calem excel templates.
  6. 6. CalemEAM 6© 2017 CalemEAM Inc. Inventory • Define global item list • Define storerooms and locators • Define site inventory • Menu path: Inventory module | Items, Site Inventory, Open | Storerooms • Import items, storerooms, locators, and site inventory from Calem excel templates
  7. 7. CalemEAM 7© 2017 CalemEAM Inc. Permit Templates • Define permit templates & lockout/tagout • Menu path: Work Order module | Open | Permit Templates • You can import permit templates from Calem excel templates.
  8. 8. CalemEAM 8© 2017 CalemEAM Inc. Documents • Upload manuals, drawings and operational procedure files to Calem. • Menu path: Document module | Document • Document has to be manually loaded. It cannot be imported from Calem Excel templates.
  9. 9. CalemEAM 9© 2017 CalemEAM Inc. PM Plans • Set up PM Plans manually including: • Schedules • Safety Measures and Steps • Material and Labor requirements • Downtime, Document, and permits • Menu path: PM module | PM Plan
  10. 10. CalemEAM 10© 2017 CalemEAM Inc. PM • Set up PM by assigning PM Plans to assets/locations • Menu path: PM module | PM • You can import PMs and their details from Calem Excel templates
  11. 11. CalemEAM 11© 2017 CalemEAM Inc. PM Module Training See training video of PM Module at YouTube. See Admin Guide to set up work order generation if you Calem Services are on premise.
  12. 12. CalemEAM 12© 2017 CalemEAM Inc. Thank You! Thank You for Attending the CalemEAM Training! Visit Us at www.calemeam.com