How to Implement PM Checklist

This blog is a tutorial of implementing PM Checklist in Calem.  The process diagram is shown below. 

Click How to Implement PM Checklist (PDF file link) to view the tutorial.

Appendix 1. Steps by Maintenance Manuals

If steps to perform a PM Plan is defined in a maintenance manual, you may upload the relevant sections of the maintenance manual as a document in Calem and reference that doc in the steps of a PM Plan. Here are steps to do it.

• Prepare a document based on maintenance manual to upload to Document module in Calem.
  • The document should include the sections of maintenance instructions from a manufacturer's maintenance manual.
  • If the maintenance manual is in paper format, scan the relevant sections into a PDF document.
• Create a document in Calem for the document prepared above.
  • Create a new document in Document | Document List
  • Upload your document to Calem

• Reference the doc in a PM Plan
  • Go to your PM Plan (PM module | PM Home | PM Plan)
  • Create a document row to reference the doc uploaded above.
  • Write down the Seq (10) of the document row.

•  The last action is to reference the doc in a step description of the PM Plan.
  • Create a new step in the step list.
  • Use "#10" to reference the document row just added. 

• The document reference will show as a link. Clicking the link from Calem Mobile or web will open the PDF document. 
• Your techs can view the maintenance doc from Calem Mobile in a tablet or phone, or from Calem Web in a browser.

Additional Resources

• Asset Module Training
• PM Module Training
• Work Order Module Training

• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo