Calem Setup Part 1: Asset and Location

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This is the Part 1 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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CONFIDENTIAL
Part 1.0: Asset & Location Setup
Calem Enterprise Training
Austin, Texas
Spring, 2017

CalemEAM
2© 2016 CalemEAM Inc.
Asset & Location Module
Asset & Location Module is a part of the maintenance management
including preventive maintenance, work orders, and service requests,

CalemEAM
3© 2017 CalemEAM Inc.
Product Overview – Asset & Location

CalemEAM
4© 2017 CalemEAM Inc.
Asset & Location Setup

CalemEAM
5© 2017 CalemEAM Inc.
Inventory
• Define spare parts for assets
• Menu path: Inventory module| Items
• Import spare parts from Calem excel templates.

CalemEAM
6© 2017 CalemEAM Inc.
Documents
• Upload manuals, drawings and operational procedure files to Calem.
• Menu path: Document module | Document
• Documents have to be manually uploaded. It cannot be imported from
Calem Excel templates out of the box.

CalemEAM
7© 2017 CalemEAM Inc.
Manuals and Drawings
• Upload manuals and drawings to Calem
• Menu path: Document module | Document
• The manuals, drawings, photos and other process documents have to be
manually uploaded to Calem.

CalemEAM
8© 2017 CalemEAM Inc.
Asset Grouping
• Define Asset Groups for identical assets
• Menu path: Asset module| Codes| Asset Groups
• Define Asset Sub-Category and Categories
• Menu path: Asset module | Codes | Sub-Categories; Categories
• Import asset groups, sub-categories and categories from Calem excel
templates.

CalemEAM
9© 2017 CalemEAM Inc.
Location
• Define locations for facilities (building, floor, rooms) and for locating assets
• Menu path: Asset module | Location list; Asset Tree
• Import location and hierarchy from Calem excel templates.

CalemEAM
10© 2017 CalemEAM Inc.
Asset
• Define assets and hierarchy for equipment, production lines, etc.
• Menu path: Asset module | Asset list; Asset Tree
• You can import assets and hierarchy from Calem Excel templates

CalemEAM
11© 2017 CalemEAM Inc.
Asset Module Training
See training video of Asset Module at YouTube.
See Calem Excel Templates at the bottom section of the
CalemEAM training site.

CalemEAM
12© 2017 CalemEAM Inc.
Thank You!
Thank You for Attending
the CalemEAM Training!
Visit Us at www.calemeam.com

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Calem Setup Part 1: Asset and Location

1. CONFIDENTIAL Part 1.0: Asset & Location Setup Calem Enterprise Training Austin, Texas Spring, 2017

6. CalemEAM 6© 2017 CalemEAM Inc. Documents • Upload manuals, drawings and operational procedure files to Calem. • Menu path: Document module | Document • Documents have to be manually uploaded. It cannot be imported from Calem Excel templates out of the box.

7. CalemEAM 7© 2017 CalemEAM Inc. Manuals and Drawings • Upload manuals and drawings to Calem • Menu path: Document module | Document • The manuals, drawings, photos and other process documents have to be manually uploaded to Calem.

8. CalemEAM 8© 2017 CalemEAM Inc. Asset Grouping • Define Asset Groups for identical assets • Menu path: Asset module| Codes| Asset Groups • Define Asset Sub-Category and Categories • Menu path: Asset module | Codes | Sub-Categories; Categories • Import asset groups, sub-categories and categories from Calem excel templates.

9. CalemEAM 9© 2017 CalemEAM Inc. Location • Define locations for facilities (building, floor, rooms) and for locating assets • Menu path: Asset module | Location list; Asset Tree • Import location and hierarchy from Calem excel templates.

10. CalemEAM 10© 2017 CalemEAM Inc. Asset • Define assets and hierarchy for equipment, production lines, etc. • Menu path: Asset module | Asset list; Asset Tree • You can import assets and hierarchy from Calem Excel templates

Calem Setup Part 1: Asset and Location

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