SlideShare a Scribd company logo
CONFIDENTIAL
Skill License Expiration Management
Calem Enterprise Training
Austin, Texas
Spring, 2017
CalemEAM
2© 2016 CalemEAM Inc.
Use Cases
Skill license expiration management is required in some maintenance
organizations. Here are sample use cases:
• Use Case 1: Forklift driver licenses expire every three years or so.
Drivers must be trained and have valid licenses.
• Use Case 2: A shipping company have employees on visa. The visa
expiration must be managed for renewal.
CalemEAM
3© 2017 CalemEAM Inc.
Skill License Expiration Management
The skill license management uses configuration management
database (CMDB) function in Calem Enterprise.
CalemEAM
4© 2017 CalemEAM Inc.
Step 1a. Category Attributes: Resource
Set up attributes for Resources and License Expiration.
• Menu path: Admin module | Data design | Category Attributes
• Add category attributes for “Resource”.
• Next, add an attribute “User”.
CalemEAM
5© 2017 CalemEAM Inc.
Step 1b. Category Attributes: Expiration
Set up attributes for Resources and License Expiration.
• Menu path: Admin module | Data design | Category Attributes
• Add category attributes for “License Expiration”.
• Next, add an attribute “License Expiration”.
CalemEAM
6© 2017 CalemEAM Inc.
Step 2a. Asset Category
Set up asset category
• Menu path: Asset module | Codes | Categories
• Create category “Resource” with “resource” category attributes
CalemEAM
7© 2017 CalemEAM Inc.
Step 2b. Asset Sub-Category
Set up asset sub-category
• Menu path: Asset module | Codes | Sub-Categories
• Create sub-category “Resource.LicenseExpiration” with “License
Expiration” attributes
CalemEAM
8© 2017 CalemEAM Inc.
Step 2c. Screen Customization
Customize screen for “Resource.LicenseExpiration”
• Menu path: Asset module | Codes | Sub-Categories
• Have “Resource.LicenseExpiration” checked, select menu “Form design”
• Next, click “Custom system” row for system default customization
CalemEAM
9© 2017 CalemEAM Inc.
Step 2d. Screen Customization
Customize screen for “Resource.LicenseExpiration”
• Click “Customize” highlighted in Green to customize the read screen.
CalemEAM
10© 2017 CalemEAM Inc.
Step 2e. Screen Customization
• Click “Clean Up” to remove most of the fields from the right panel
• Add “Resource” and “License Expiration” fields to the screen
CalemEAM
11© 2017 CalemEAM Inc.
Step 2f. Screen Customization: Create
• Click “+” to launch creation screen for customization
• Click “Customize” (highlighted in green) to customize the “Create” screen
CalemEAM
12© 2017 CalemEAM Inc.
Step 2g. Screen Customization: Create
• Follow the same steps above for read screen to customize the “Create”
screen to have “User” and “License Expiration” fields.
• Next, click “Cancel” to close this screen. Click “Edit” to launch edit screen
and customize it similarly.
CalemEAM
13© 2017 CalemEAM Inc.
Step 2h. Create Resource Item
• Menu path: Asset module | Codes | Sub-Categories
• Have “Resource.LicenseExpiration” checked, click “+” menu to create an a
resource asset for license expiration.
CalemEAM
14© 2017 CalemEAM Inc.
Step 3a. PM Setup
• Menu path: PM module | PM Plan
• Create a PM Plan
with a repeat
schedule
of three years.
CalemEAM
15© 2017 CalemEAM Inc.
Step 3b. PM Setup
• Go to the “PM” tab for the PM Plan created
• Click “+” to add a PM
CalemEAM
16© 2017 CalemEAM Inc.
Step 3c. PM Setup
• Select “DemoTech’s License” as the asset for this PM
• Set “Next due” to May 9, 2020
• Set “Days ahead” to 180 days so the PM is generated as a work order 6
months before the license expires.
CalemEAM
17© 2017 CalemEAM Inc.
Step 4. Work Order
• A work order is generated 6 months before DemoTech’s forklift license
expires. It gives plenty of time to arrange DemoTech to get the license
renewed.
• To streamline the work order processing, assign someone at the PM to the
work order so you can have an owner when the PM is generated as a work
order.
CalemEAM
18© 2017 CalemEAM Inc.
Test Drive
• You can view the “Resource.LicenseExpieration” asset at
https://demo.calemeam.com
• Category attributes creation is not available in the demo site for
“DemoTech” login.
• Calem Enterprise customers may test drive the category attributes
creation at your Calem services with an admin profile.
CalemEAM
19© 2017 CalemEAM Inc.
Thank You!
Thank You for Attending
the CalemEAM Training!
Visit Us at www.calemeam.com

More Related Content

Similar to CalemEAM Skill License Expiration Management

Multiple Calem Cloud Services
Multiple Calem Cloud ServicesMultiple Calem Cloud Services
Multiple Calem Cloud Services
Clay Li
 
Get Data from Microsoft CRM using Mule ESB
Get Data from Microsoft CRM using Mule ESBGet Data from Microsoft CRM using Mule ESB
Get Data from Microsoft CRM using Mule ESB
Sanjeet Pandey
 
Integration with Microsoft CRM using Mule ESB
Integration with Microsoft CRM using Mule ESBIntegration with Microsoft CRM using Mule ESB
Integration with Microsoft CRM using Mule ESB
Sanjeet Pandey
 
Calem Setup Part 2: Preventive Maintenance
Calem Setup Part 2: Preventive MaintenanceCalem Setup Part 2: Preventive Maintenance
Calem Setup Part 2: Preventive Maintenance
Clay Li
 
Product Development in the Cloud - ENT206 - Chicago AWS Summit
Product Development in the Cloud - ENT206 - Chicago AWS SummitProduct Development in the Cloud - ENT206 - Chicago AWS Summit
Product Development in the Cloud - ENT206 - Chicago AWS Summit
Amazon Web Services
 
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
Amazon Web Services
 
Calem Data Extraction and Migration
Calem Data Extraction and MigrationCalem Data Extraction and Migration
Calem Data Extraction and Migration
Clay Li
 
Well-Architected Bootcamp
Well-Architected BootcampWell-Architected Bootcamp
Well-Architected Bootcamp
Amazon Web Services
 
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdfNirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
Amazon Web Services
 
Estate and Patch Management Infrastructure and Operations as Code
Estate and Patch Management Infrastructure and Operations as CodeEstate and Patch Management Infrastructure and Operations as Code
Estate and Patch Management Infrastructure and Operations as Code
Amazon Web Services
 
AWS Well-Architected Workshop
AWS Well-Architected WorkshopAWS Well-Architected Workshop
AWS Well-Architected Workshop
Amazon Web Services
 
Cpm 0603 installation_guide
Cpm 0603 installation_guideCpm 0603 installation_guide
Cpm 0603 installation_guide
tkma1828
 
HP ALM QC
HP ALM QCHP ALM QC
HP ALM QC
Fayis-QA
 
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS SummitOptimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
Amazon Web Services
 
Selecting a CMS - 9 Fears that Shouldn't Hold You Back
Selecting a CMS - 9 Fears that Shouldn't Hold You BackSelecting a CMS - 9 Fears that Shouldn't Hold You Back
Selecting a CMS - 9 Fears that Shouldn't Hold You Back
Marqui CMS
 
Product Development in the Cloud
Product Development in the Cloud Product Development in the Cloud
Product Development in the Cloud
Amazon Web Services
 
Aws pluginfor rd
Aws pluginfor rdAws pluginfor rd
Aws pluginfor rd
MidVision
 
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
Amazon Web Services
 
Application module slides
Application module slidesApplication module slides
Application module slides
Joanne Scouler
 
Smart solutions for productivity gain IQA conference 2017
Smart solutions for productivity gain   IQA conference 2017Smart solutions for productivity gain   IQA conference 2017
Smart solutions for productivity gain IQA conference 2017
Steve Franklin
 

Similar to CalemEAM Skill License Expiration Management (20)

Multiple Calem Cloud Services
Multiple Calem Cloud ServicesMultiple Calem Cloud Services
Multiple Calem Cloud Services
 
Get Data from Microsoft CRM using Mule ESB
Get Data from Microsoft CRM using Mule ESBGet Data from Microsoft CRM using Mule ESB
Get Data from Microsoft CRM using Mule ESB
 
Integration with Microsoft CRM using Mule ESB
Integration with Microsoft CRM using Mule ESBIntegration with Microsoft CRM using Mule ESB
Integration with Microsoft CRM using Mule ESB
 
Calem Setup Part 2: Preventive Maintenance
Calem Setup Part 2: Preventive MaintenanceCalem Setup Part 2: Preventive Maintenance
Calem Setup Part 2: Preventive Maintenance
 
Product Development in the Cloud - ENT206 - Chicago AWS Summit
Product Development in the Cloud - ENT206 - Chicago AWS SummitProduct Development in the Cloud - ENT206 - Chicago AWS Summit
Product Development in the Cloud - ENT206 - Chicago AWS Summit
 
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
Inventory and Patch Management Using AWS Systems Manager (ARC332) - AWS re:In...
 
Calem Data Extraction and Migration
Calem Data Extraction and MigrationCalem Data Extraction and Migration
Calem Data Extraction and Migration
 
Well-Architected Bootcamp
Well-Architected BootcampWell-Architected Bootcamp
Well-Architected Bootcamp
 
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdfNirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
Nirav Kothari: Well-Architected - Operational Excellence Instructor Led Lab.pdf
 
Estate and Patch Management Infrastructure and Operations as Code
Estate and Patch Management Infrastructure and Operations as CodeEstate and Patch Management Infrastructure and Operations as Code
Estate and Patch Management Infrastructure and Operations as Code
 
AWS Well-Architected Workshop
AWS Well-Architected WorkshopAWS Well-Architected Workshop
AWS Well-Architected Workshop
 
Cpm 0603 installation_guide
Cpm 0603 installation_guideCpm 0603 installation_guide
Cpm 0603 installation_guide
 
HP ALM QC
HP ALM QCHP ALM QC
HP ALM QC
 
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS SummitOptimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
Optimize EC2 for Fun and Profit - SRV203 - Anaheim AWS Summit
 
Selecting a CMS - 9 Fears that Shouldn't Hold You Back
Selecting a CMS - 9 Fears that Shouldn't Hold You BackSelecting a CMS - 9 Fears that Shouldn't Hold You Back
Selecting a CMS - 9 Fears that Shouldn't Hold You Back
 
Product Development in the Cloud
Product Development in the Cloud Product Development in the Cloud
Product Development in the Cloud
 
Aws pluginfor rd
Aws pluginfor rdAws pluginfor rd
Aws pluginfor rd
 
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
Using Amazon Mechanical Turk to Crowdsource Data Collection (AIM359) - AWS re...
 
Application module slides
Application module slidesApplication module slides
Application module slides
 
Smart solutions for productivity gain IQA conference 2017
Smart solutions for productivity gain   IQA conference 2017Smart solutions for productivity gain   IQA conference 2017
Smart solutions for productivity gain IQA conference 2017
 

Recently uploaded

GreenCode-A-VSCode-Plugin--Dario-Jurisic
GreenCode-A-VSCode-Plugin--Dario-JurisicGreenCode-A-VSCode-Plugin--Dario-Jurisic
GreenCode-A-VSCode-Plugin--Dario-Jurisic
Green Software Development
 
Oracle Database 19c New Features for DBAs and Developers.pptx
Oracle Database 19c New Features for DBAs and Developers.pptxOracle Database 19c New Features for DBAs and Developers.pptx
Oracle Database 19c New Features for DBAs and Developers.pptx
Remote DBA Services
 
Hand Rolled Applicative User Validation Code Kata
Hand Rolled Applicative User ValidationCode KataHand Rolled Applicative User ValidationCode Kata
Hand Rolled Applicative User Validation Code Kata
Philip Schwarz
 
OpenMetadata Community Meeting - 5th June 2024
OpenMetadata Community Meeting - 5th June 2024OpenMetadata Community Meeting - 5th June 2024
OpenMetadata Community Meeting - 5th June 2024
OpenMetadata
 
Lecture 2 - software testing SE 412.pptx
Lecture 2 - software testing SE 412.pptxLecture 2 - software testing SE 412.pptx
Lecture 2 - software testing SE 412.pptx
TaghreedAltamimi
 
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
XfilesPro
 
ALGIT - Assembly Line for Green IT - Numbers, Data, Facts
ALGIT - Assembly Line for Green IT - Numbers, Data, FactsALGIT - Assembly Line for Green IT - Numbers, Data, Facts
ALGIT - Assembly Line for Green IT - Numbers, Data, Facts
Green Software Development
 
Neo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
Neo4j - Product Vision and Knowledge Graphs - GraphSummit ParisNeo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
Neo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
Neo4j
 
Empowering Growth with Best Software Development Company in Noida - Deuglo
Empowering Growth with Best Software  Development Company in Noida - DeugloEmpowering Growth with Best Software  Development Company in Noida - Deuglo
Empowering Growth with Best Software Development Company in Noida - Deuglo
Deuglo Infosystem Pvt Ltd
 
How to write a program in any programming language
How to write a program in any programming languageHow to write a program in any programming language
How to write a program in any programming language
Rakesh Kumar R
 
UI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
UI5con 2024 - Keynote: Latest News about UI5 and it’s EcosystemUI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
UI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
Peter Muessig
 
Requirement Traceability in Xen Functional Safety
Requirement Traceability in Xen Functional SafetyRequirement Traceability in Xen Functional Safety
Requirement Traceability in Xen Functional Safety
Ayan Halder
 
E-commerce Development Services- Hornet Dynamics
E-commerce Development Services- Hornet DynamicsE-commerce Development Services- Hornet Dynamics
E-commerce Development Services- Hornet Dynamics
Hornet Dynamics
 
Energy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina JonuziEnergy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina Jonuzi
Green Software Development
 
Artificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension FunctionsArtificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension Functions
Octavian Nadolu
 
Atelier - Innover avec l’IA Générative et les graphes de connaissances
Atelier - Innover avec l’IA Générative et les graphes de connaissancesAtelier - Innover avec l’IA Générative et les graphes de connaissances
Atelier - Innover avec l’IA Générative et les graphes de connaissances
Neo4j
 
Graspan: A Big Data System for Big Code Analysis
Graspan: A Big Data System for Big Code AnalysisGraspan: A Big Data System for Big Code Analysis
Graspan: A Big Data System for Big Code Analysis
Aftab Hussain
 
How Can Hiring A Mobile App Development Company Help Your Business Grow?
How Can Hiring A Mobile App Development Company Help Your Business Grow?How Can Hiring A Mobile App Development Company Help Your Business Grow?
How Can Hiring A Mobile App Development Company Help Your Business Grow?
ToXSL Technologies
 
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdf
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdfAutomated software refactoring with OpenRewrite and Generative AI.pptx.pdf
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdf
timtebeek1
 
Fundamentals of Programming and Language Processors
Fundamentals of Programming and Language ProcessorsFundamentals of Programming and Language Processors
Fundamentals of Programming and Language Processors
Rakesh Kumar R
 

Recently uploaded (20)

GreenCode-A-VSCode-Plugin--Dario-Jurisic
GreenCode-A-VSCode-Plugin--Dario-JurisicGreenCode-A-VSCode-Plugin--Dario-Jurisic
GreenCode-A-VSCode-Plugin--Dario-Jurisic
 
Oracle Database 19c New Features for DBAs and Developers.pptx
Oracle Database 19c New Features for DBAs and Developers.pptxOracle Database 19c New Features for DBAs and Developers.pptx
Oracle Database 19c New Features for DBAs and Developers.pptx
 
Hand Rolled Applicative User Validation Code Kata
Hand Rolled Applicative User ValidationCode KataHand Rolled Applicative User ValidationCode Kata
Hand Rolled Applicative User Validation Code Kata
 
OpenMetadata Community Meeting - 5th June 2024
OpenMetadata Community Meeting - 5th June 2024OpenMetadata Community Meeting - 5th June 2024
OpenMetadata Community Meeting - 5th June 2024
 
Lecture 2 - software testing SE 412.pptx
Lecture 2 - software testing SE 412.pptxLecture 2 - software testing SE 412.pptx
Lecture 2 - software testing SE 412.pptx
 
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
Everything You Need to Know About X-Sign: The eSign Functionality of XfilesPr...
 
ALGIT - Assembly Line for Green IT - Numbers, Data, Facts
ALGIT - Assembly Line for Green IT - Numbers, Data, FactsALGIT - Assembly Line for Green IT - Numbers, Data, Facts
ALGIT - Assembly Line for Green IT - Numbers, Data, Facts
 
Neo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
Neo4j - Product Vision and Knowledge Graphs - GraphSummit ParisNeo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
Neo4j - Product Vision and Knowledge Graphs - GraphSummit Paris
 
Empowering Growth with Best Software Development Company in Noida - Deuglo
Empowering Growth with Best Software  Development Company in Noida - DeugloEmpowering Growth with Best Software  Development Company in Noida - Deuglo
Empowering Growth with Best Software Development Company in Noida - Deuglo
 
How to write a program in any programming language
How to write a program in any programming languageHow to write a program in any programming language
How to write a program in any programming language
 
UI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
UI5con 2024 - Keynote: Latest News about UI5 and it’s EcosystemUI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
UI5con 2024 - Keynote: Latest News about UI5 and it’s Ecosystem
 
Requirement Traceability in Xen Functional Safety
Requirement Traceability in Xen Functional SafetyRequirement Traceability in Xen Functional Safety
Requirement Traceability in Xen Functional Safety
 
E-commerce Development Services- Hornet Dynamics
E-commerce Development Services- Hornet DynamicsE-commerce Development Services- Hornet Dynamics
E-commerce Development Services- Hornet Dynamics
 
Energy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina JonuziEnergy consumption of Database Management - Florina Jonuzi
Energy consumption of Database Management - Florina Jonuzi
 
Artificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension FunctionsArtificia Intellicence and XPath Extension Functions
Artificia Intellicence and XPath Extension Functions
 
Atelier - Innover avec l’IA Générative et les graphes de connaissances
Atelier - Innover avec l’IA Générative et les graphes de connaissancesAtelier - Innover avec l’IA Générative et les graphes de connaissances
Atelier - Innover avec l’IA Générative et les graphes de connaissances
 
Graspan: A Big Data System for Big Code Analysis
Graspan: A Big Data System for Big Code AnalysisGraspan: A Big Data System for Big Code Analysis
Graspan: A Big Data System for Big Code Analysis
 
How Can Hiring A Mobile App Development Company Help Your Business Grow?
How Can Hiring A Mobile App Development Company Help Your Business Grow?How Can Hiring A Mobile App Development Company Help Your Business Grow?
How Can Hiring A Mobile App Development Company Help Your Business Grow?
 
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdf
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdfAutomated software refactoring with OpenRewrite and Generative AI.pptx.pdf
Automated software refactoring with OpenRewrite and Generative AI.pptx.pdf
 
Fundamentals of Programming and Language Processors
Fundamentals of Programming and Language ProcessorsFundamentals of Programming and Language Processors
Fundamentals of Programming and Language Processors
 

CalemEAM Skill License Expiration Management

  • 1. CONFIDENTIAL Skill License Expiration Management Calem Enterprise Training Austin, Texas Spring, 2017
  • 2. CalemEAM 2© 2016 CalemEAM Inc. Use Cases Skill license expiration management is required in some maintenance organizations. Here are sample use cases: • Use Case 1: Forklift driver licenses expire every three years or so. Drivers must be trained and have valid licenses. • Use Case 2: A shipping company have employees on visa. The visa expiration must be managed for renewal.
  • 3. CalemEAM 3© 2017 CalemEAM Inc. Skill License Expiration Management The skill license management uses configuration management database (CMDB) function in Calem Enterprise.
  • 4. CalemEAM 4© 2017 CalemEAM Inc. Step 1a. Category Attributes: Resource Set up attributes for Resources and License Expiration. • Menu path: Admin module | Data design | Category Attributes • Add category attributes for “Resource”. • Next, add an attribute “User”.
  • 5. CalemEAM 5© 2017 CalemEAM Inc. Step 1b. Category Attributes: Expiration Set up attributes for Resources and License Expiration. • Menu path: Admin module | Data design | Category Attributes • Add category attributes for “License Expiration”. • Next, add an attribute “License Expiration”.
  • 6. CalemEAM 6© 2017 CalemEAM Inc. Step 2a. Asset Category Set up asset category • Menu path: Asset module | Codes | Categories • Create category “Resource” with “resource” category attributes
  • 7. CalemEAM 7© 2017 CalemEAM Inc. Step 2b. Asset Sub-Category Set up asset sub-category • Menu path: Asset module | Codes | Sub-Categories • Create sub-category “Resource.LicenseExpiration” with “License Expiration” attributes
  • 8. CalemEAM 8© 2017 CalemEAM Inc. Step 2c. Screen Customization Customize screen for “Resource.LicenseExpiration” • Menu path: Asset module | Codes | Sub-Categories • Have “Resource.LicenseExpiration” checked, select menu “Form design” • Next, click “Custom system” row for system default customization
  • 9. CalemEAM 9© 2017 CalemEAM Inc. Step 2d. Screen Customization Customize screen for “Resource.LicenseExpiration” • Click “Customize” highlighted in Green to customize the read screen.
  • 10. CalemEAM 10© 2017 CalemEAM Inc. Step 2e. Screen Customization • Click “Clean Up” to remove most of the fields from the right panel • Add “Resource” and “License Expiration” fields to the screen
  • 11. CalemEAM 11© 2017 CalemEAM Inc. Step 2f. Screen Customization: Create • Click “+” to launch creation screen for customization • Click “Customize” (highlighted in green) to customize the “Create” screen
  • 12. CalemEAM 12© 2017 CalemEAM Inc. Step 2g. Screen Customization: Create • Follow the same steps above for read screen to customize the “Create” screen to have “User” and “License Expiration” fields. • Next, click “Cancel” to close this screen. Click “Edit” to launch edit screen and customize it similarly.
  • 13. CalemEAM 13© 2017 CalemEAM Inc. Step 2h. Create Resource Item • Menu path: Asset module | Codes | Sub-Categories • Have “Resource.LicenseExpiration” checked, click “+” menu to create an a resource asset for license expiration.
  • 14. CalemEAM 14© 2017 CalemEAM Inc. Step 3a. PM Setup • Menu path: PM module | PM Plan • Create a PM Plan with a repeat schedule of three years.
  • 15. CalemEAM 15© 2017 CalemEAM Inc. Step 3b. PM Setup • Go to the “PM” tab for the PM Plan created • Click “+” to add a PM
  • 16. CalemEAM 16© 2017 CalemEAM Inc. Step 3c. PM Setup • Select “DemoTech’s License” as the asset for this PM • Set “Next due” to May 9, 2020 • Set “Days ahead” to 180 days so the PM is generated as a work order 6 months before the license expires.
  • 17. CalemEAM 17© 2017 CalemEAM Inc. Step 4. Work Order • A work order is generated 6 months before DemoTech’s forklift license expires. It gives plenty of time to arrange DemoTech to get the license renewed. • To streamline the work order processing, assign someone at the PM to the work order so you can have an owner when the PM is generated as a work order.
  • 18. CalemEAM 18© 2017 CalemEAM Inc. Test Drive • You can view the “Resource.LicenseExpieration” asset at https://demo.calemeam.com • Category attributes creation is not available in the demo site for “DemoTech” login. • Calem Enterprise customers may test drive the category attributes creation at your Calem services with an admin profile.
  • 19. CalemEAM 19© 2017 CalemEAM Inc. Thank You! Thank You for Attending the CalemEAM Training! Visit Us at www.calemeam.com