Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Increase Productivity with Home Form













Home form is introduced in Calem Enterprise R11b. It is the default form in Favorite module. Home form is shown when Favorite module is the first module in your module bar (the left vertical menu bar). In this blog I will show you how to increase your users' productivity with the Home form. Let's start with the purposes of the&n...
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Clay Li

Calem Integration Part I: Email & Misc Integration


Calem Enterprise comes with integration capabilities including: Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory. Application Programming Interface (API): the APIs to read, update and delete records in Calem. It i...
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Clay Li

Work Order Required Fields by Status/Category





This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: ​ When a work order is released to technicians the work order must be assigned. When a work order is completed sol...
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Clay Li

Work Order Layouts by Category






This feature is planned for Calem Enterprise R11a ​available in April 2018. It helps customers implement the following business case: ​An organization uses different work order forms and prints based on work order categories. Each form layout allows customers to set a different set of required fields to be completed. For instance, wo...
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Clay Li

Approval Routing for Auto-Generated REQs



Requisition approval routing has been defined based on requesters (see this blog ). This method works well for user initiated requisitions. For requisitions generated by Calem based on min/max stock level configurations the requesters are not end users. There are ways in Calem to configure requesters based on inventory items. This is the ...
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Clay Li

Radio Buttons for Dropdown List



​Dropdown list defines a set of values for a field. It is used extensively in Calem Enterprise. By default a dropdown list is shown as a dropdown field. For example, work order category is shown as a dropdown list. There are cases customers like to see radio buttons for a dropdown list seeded in Calem or created by customers. This can be achie...
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Clay Li

Asset Depreciation




Asset depreciation has been reworked in Calem Enterprise R11. It supports three depreciation methods and annual reporting. Here are the key fields to configure in an asset for depreciation reporting. An asset can be excluded from depreciation by setting its flag: "No Depreciation" Original and end values define the starting and ending values b...
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Clay Li

Asset KPIs by Categorization







New asset Key Performance Indicators (KPI) have been added in Calem Enterprise R11. They are calculated for a date range and grouped by asset categorization. These KPIs are: ​ Assets ​ ​ ​A.Technical Availability (TU) = ((AH-NAH)/(AH))*100% ​ ​ ​B.  Reliability (Ry) = (OH/(OH+EMH))*100% ​ ​C.  Mean Time Between Failures (MTBF) = OH/count ...
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Clay Li

Purchase Process Automation


Purchase process automation includes the following steps: ​A. Use Min/Max to control inventory stock levels. B. Create requisitions when inventory stock falls below the minimum stock quantities. C. Route requisitions to supervisors for approval D. Create a PO when a requisition is approved E. Email a PO print in PDF fo...
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Clay Li

Calem Integration Part III: Custom Triggers




Calem Enterprise comes with integration capabilities including: Email Integration: service request submission, service request and work order interaction via emails. Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is ideal for third party applications to integrate with Calem via APIs. Custom Tr...
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Clay Li

Vendor Performance Report






​ Vendor performance reports show how effective vendors are delivering goods. The actual delivery time can be compared against the lead time provided. The lead time is the number of days that vendors need to deliver goods. The lead time can be defined at various levels to best reflect vendor capabilities. Calem calculates the vendor performanc...
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Clay Li

Work Order Acceptance Signature




Work order acceptance is a step in Calem Enterprise for customers to accept a completed work order. There are two ways to accept a work order: ​The work order accepter logs into Calem via Ajax web client and accept a completed work order.  A technician completed a work order at a customer site, and get a signature from customer to accept the w...
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Clay Li

Data Filtering in Calem







In Calem Enterprise R11 to be available in March 2018, there are three ways to query a data list in Calem. They are listed below by ease of use for end users.  Free text search – it is simple to use. Calem will search a fixed set of fields in the data list. List search row – it is intuitive to use. The search row shows in the list view so you ...
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Categorization and Category Attributes






Categorization is introduced in Calem Enterprise R11 to be available in Spring 2018. It is a category hierarchy with unlimited levels of depth. It is used to group objects in Calem for browsing, search and reporting. It is an enhancement and expansion of the category and sub-category in asset module. For example, IT systems can ...
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Clay Li

Purchase Order Print Part 3 - Terms and Conditions



In Purchase Order Print Customization Part 2 we discussed the header templates and terms and conditions. In this blog I will cover the PO terms and conditions in detail.  PO terms and conditions can be defined in Calem in the following ways: For site specific terms, go to Site form (Org module | EAM company | Site tab) and edit the site to add...
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Clay Li

Bulk Update II: Work Order and PM




Bulk update allows one to update more than one record at a time. It allows maintenance staff to complete data changes very efficiently. There are two approaches available in Calem to perform bulk updates: ​Bulk update through export and import .  Bulk update from list forms In the first approach, one may identify a list report to perform the c...
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Clay Li

Purchase Order Print Customization Part 2



In last blog  about purchase order print customization we have discussed the standard PO header customization, PO lines, and the signature section.  In this blog I will present the new top template for PO print, and terms and conditions at the end of PO print. See the screenshot below. The top template for PO print will be&...
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Clay Li

Seasonal PM Work Order Generation



​There are cases for PM work orders to be generated or not generated by time periods, or seasons.  Case 1. No PM Work Orders for a Time Period Holiday seasons such as Thanksgiving in the US are busy times for food companies. A food company manages its maintenance operation with Calem enterprise, and would like to defer PMs ...
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Clay Li

Multiple-Cloud Service Migration




Instance export and import can be used to extract instance data from one instance and upload to another instance. This is an exciting feature in R10r. It e nables organizations to expand their use of CalemEAM and focus on their business needs without being boggled down by enormous investment of time and money in data integration. Business Case 1 Th...
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Clay Li

Multiple Services and Owner Groups



Owner groups have been introduced in Calem Enterprise R10r to replace multiple services by service sites. Here is the business case for owner groups: A​  site has assets for facility management and maintenance management.  It is required that when facility management staff view asset tree, they should only see facility assets.  ...
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