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Part 3.2: Inventory Functions – DocProjCalem Enterprise TrainingCommercial Open Source EAM/CMMS

Austin, Texas

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Doc & Proj.

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Product Overview – Functions

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Document Module

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Document Module – Doc Type

• Use Doc Type to auto-number docs

• MANUAL-%04d: MANUAL-0001, MANUAL-0002, ...

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Document Module – Creation

• Document: auto-generated by Calem if left Empty

• Select a file to upload

• Access Type: Public/App

• Site Access; Custom Scale in WO Print

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Document Module – Site Access Control

• Site-based Access Control

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Document Module – Hands-On Lab

• Add a document

• Add a document with URL

• Use a document in PM Plan

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Project Module

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Project Module - Creation

• Set Project, Site

• Set Customer Site or Customer if applicable

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Project Module – Project Task

• Add Tasks to Project

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Project Module – Project WO

• Add WO to Project; or Project Task

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Project Module – Project BOM

• Add Bill of Material to Project

• Use Project in REQ with BOM

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Project Module – Project Task

• Project Task can have child Tasks

• Project Task can have work orders

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Project Module – Hands-On Lab

• Create a project

• Create a project task

• Create a WO for the project

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Training Module

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Training Module – Creation

• Set Training, Site, Course

• Set Expiration for re-training

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Training Module – Add Users

• Add users to training

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Training Module – Expiration Report

• User Training Expiration Report

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Training Module – Hands-On Lab

• Create a training

• Add a user to the training

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Integration Module

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Integration Module – Upload Data

• Excel Templates from https://eam.calemeam.com/index.php/training

• See “Calem Enterprise Data Upload Guide” for more info.

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Integration Module – Batch Upload

• Transfer excel file to Calem Server

• Calem will upload data automatically

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Integration Module – ASC Upload

• Offshore Vessel Data Collection and Upload by Excel Files

• Meter Readings

• Work Orders Created

• Work Orders Updated

• Work Orders Completed

• Items to Requisition

• Items Received

• See “CalemEAM_ASC_Integration_Guide.pdf”

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Integration Module – Scheduled Report

• Select a report

• Set Next Due and Schedule

• Set Date Range

• Set Locale

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Integration Module – Misc Functions

• History list of uploaded files

• Offline Client Payment Integration with PayPal

• Merchant List

• Paid Invoices

• See Admin Guide of Calem Offline for Android

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Integration Module – Hands-On Lab

• Import Locations via the Excel Template at Training Section of Calem Site

• Import Global Items

• Import Site Inventory

• Import Physical Counts

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Favorite Module

Hands-on

• Use Favorite module to open forms

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Thank You!

Thank You for Attending

the CalemEAM Training!

Visit Us at www.calemeam.com