part 3.2: inventory functions docproj - · pdf fileintegration module –misc functions...
TRANSCRIPT
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CONFIDENTIAL
Part 3.2: Inventory Functions – DocProjCalem Enterprise TrainingCommercial Open Source EAM/CMMS
Austin, Texas
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CalemEAM
2CONFIDENTIAL © 2016 CalemEAM Inc.
Doc & Proj.
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CalemEAM
3CONFIDENTIAL © 2016 CalemEAM Inc.
Product Overview – Functions
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CalemEAM
4CONFIDENTIAL © 2016 CalemEAM Inc.
Document Module
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CalemEAM
5CONFIDENTIAL © 2016 CalemEAM Inc.
Document Module – Doc Type
• Use Doc Type to auto-number docs
• MANUAL-%04d: MANUAL-0001, MANUAL-0002, ...
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CalemEAM
6CONFIDENTIAL © 2016 CalemEAM Inc.
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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CalemEAM
7CONFIDENTIAL © 2016 CalemEAM Inc.
Document Module – Site Access Control
• Site-based Access Control
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CalemEAM
8CONFIDENTIAL © 2016 CalemEAM Inc.
Document Module – Hands-On Lab
• Add a document
• Add a document with URL
• Use a document in PM Plan
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CalemEAM
9CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module
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CalemEAM
10CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module - Creation
• Set Project, Site
• Set Customer Site or Customer if applicable
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CalemEAM
11CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module – Project Task
• Add Tasks to Project
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CalemEAM
12CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module – Project WO
• Add WO to Project; or Project Task
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CalemEAM
13CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module – Project BOM
• Add Bill of Material to Project
• Use Project in REQ with BOM
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CalemEAM
14CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module – Project Task
• Project Task can have child Tasks
• Project Task can have work orders
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CalemEAM
15CONFIDENTIAL © 2016 CalemEAM Inc.
Project Module – Hands-On Lab
• Create a project
• Create a project task
• Create a WO for the project
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CalemEAM
16CONFIDENTIAL © 2016 CalemEAM Inc.
Training Module
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CalemEAM
17CONFIDENTIAL © 2016 CalemEAM Inc.
Training Module – Creation
• Set Training, Site, Course
• Set Expiration for re-training
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CalemEAM
18CONFIDENTIAL © 2016 CalemEAM Inc.
Training Module – Add Users
• Add users to training
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CalemEAM
19CONFIDENTIAL © 2016 CalemEAM Inc.
Training Module – Expiration Report
• User Training Expiration Report
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CalemEAM
20CONFIDENTIAL © 2016 CalemEAM Inc.
Training Module – Hands-On Lab
• Create a training
• Add a user to the training
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CalemEAM
21CONFIDENTIAL © 2016 CalemEAM Inc.
Integration Module
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CalemEAM
22CONFIDENTIAL © 2016 CalemEAM Inc.
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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CalemEAM
23CONFIDENTIAL © 2016 CalemEAM Inc.
Integration Module – Batch Upload
• Transfer excel file to Calem Server
• Calem will upload data automatically
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CalemEAM
24CONFIDENTIAL © 2016 CalemEAM Inc.
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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CalemEAM
25CONFIDENTIAL © 2016 CalemEAM Inc.
Integration Module – Scheduled Report
• Select a report
• Set Next Due and Schedule
• Set Date Range
• Set Locale
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CalemEAM
26CONFIDENTIAL © 2016 CalemEAM Inc.
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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CalemEAM
27CONFIDENTIAL © 2016 CalemEAM Inc.
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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CalemEAM
28CONFIDENTIAL © 2016 CalemEAM Inc.
Favorite Module
Hands-on
• Use Favorite module to open forms
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CalemEAM
29CONFIDENTIAL © 2016 CalemEAM Inc.
Thank You!
Thank You for Attending
the CalemEAM Training!
Visit Us at www.calemeam.com