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 A and B are shown below.
Appendix A. 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.
Appendix B. PM Uniqueness
A PM is uniquely identified by its PM Plan (plan_id), Asset (asset_id, or location_id if asset is not defined) and sequence (seq) in addition to its PM number which is unique by itself. The default sequence number is set to 1 to prevent creation of PMs for the same plan and asset.
- Creating a PM for the same PM Plan and asset will raise a duplicate key error.
- If there is a need to create PMs for the same PM Plan and asset, populating seq field to prevent the duplicate key error.
Additional Resources