Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Aug
02

Asset Tree and Class Tree


A host of user friendly enhancements have been implemented in asset trees in Calem Enterprise R10p. You can now search the asset tree and view an asset in the asset tree. The blog is updated to keep it up to date. A new asset class tree has replaced the category/sub-category tree in R10p. Search in Asset Tree The free text searc...
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Clay Li
Aug
02

Default Steps in Change Management


​Change management can include steps to complete. Organizations may follow a predefined set of steps for a change. In Calem Enterprise R10p a set of steps can be defined at site or company level so one can have a single set of steps for all the sites, or a different set of steps for each site.  Step 1. PM Plan PM Plans are used ...
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Clay Li
Jul
28

Meter Rounds


Meter rounds is a meter reading application in the coming R10p release of Calem Enterprise. It enables a technician to walk a route and take meter readings.  It uses features in Calem including meter round, PMs, and work orders. Here is the process to set up reading rounds:  The first step is to define a meter set with meters and the...
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Clay Li
Jul
21

Service Request without Login (Anonymous Login)


The service request module in Calem allows an organization to capture issues from internal and external customers. There are a few options to report service requests.  A. Service requests by users logged into Calem. Login users can report service requests from web or mobile applications.B. Report service requests by email. An email box ca...
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Clay Li
Jul
20

Asset Item and Bill of Material (BOM)


​Bills of Material (BOM) are parts or assemblies of assets. They can be tracked in Calem Enterprise as asset items. Calem provides two options to manage BOM. ​Asset Item - manage BOM by asset itemAsset - manage BOM by assetSet asset tag for specialized items - these items are specifically for an asset.1. BOM by Asset Item The first s...
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Clay Li
Jul
11

Add Search Box to a Detail List


​A detail list is a list view in a master-detail form. For example, the requisition form has a detail list of items to be purchased. There are cases a detail list may have hundreds of records. Fortunately, you can add a search box to any detail list in Calem when needs arise.  I will use the requisition form as an example to demonstr...
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Clay Li
Jul
09

Work Order Invoicing by Steps


​Work order invoices allow maintenance organizations to bill customers. By default the invoice cost lines are reported by work orders. There are businesses that need to show cost lines by work order steps. Calem Enterprise provides a configuration for such businesses to turn on step-based cost lines. ​Contact Calem support to enable this ...
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Clay Li
Jul
02

Module Bar Minimization


A quick background about Calem module bar: ​The module bar in the AjaxWeb shows the modules available for the login users. One can click a module button in the module bar to jump to a module with module menu bar showing at the top of the Calem desktop screen. See the screenshot below.Minimizing module bar makes more space available for th...
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Clay Li
Jul
02

Purchase Order Print Customization Part I


PO print uses templates by default for HTML and PDF output. You may customize the prints through a combination of Calem designer and templates. ​​​​​Calem Designer Use Calem Designer to customize PO headers.  ​Menu path: Purchase module | All POs | Check a PO and use "Customize" menu to customize PO print headers TemplatesPO lines and PO botto...
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Clay Li
Jun
26

Configuration for Large Data Set

Calem Enterprise is engineered for performance at its core. The AjaxWeb client uses browsers to cache certain data sets for instant user interaction. For example, assets are pre-loaded and cached in the browsers.  This approach works well for data sets that are small to intermediate where record counts are from hundreds to ...
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Clay Li
Jun
23

Part Auto-Numbering


​Calem Enterprise provides inventory part auto-numbering. There are two types of auto-numbering: ​Global auto-numbering: all parts in Calem are numbered with the same sequence number.Category-based auto-numbering: parts in Calem are numbered based on their categories. In this blog we will focus on the global auto-numbering....
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Clay Li
Jun
21

Asset/Location in Map


See the latest blog on Maps. In the coming release of Calem Enterprise R10o an asset or location can be viewed in Google map based on its latitude and longitude. Here is a sample screenshot of the map view with the marker showing the position of an asset or location. The map view can be launched from asset or location screen. Calem uses the followi...
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Clay Li
Jun
19

Text Field Auto-Sizing


One of the user interface enhancements in upcoming R10o release is the auto-sizing of text fields based on contents. Text fields have been of fixed sizing - 6 row space regardless of its contents. This feature improves user productivity by expanding text or shrink text fields to fit the contents. So, users will have less sc...
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Clay Li
Jun
19

Read-Only Setup by Modules and Profiles


Read-Only can be configured by modules. It can also be configured by ACL Profiles. Form and report customization can also be configured by ACL Profiles. This blog will walk you through these features. 1. Read-Only by Modules One of the features in the upcoming R10o release is the convenient setup of read-only modules. Here is the business case: Som...
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Clay Li
Jun
11

Work Order Invoicing


​Work order invoicing has been added in Calem Enterprise R10n. It is used to bill customers for work orders completed. The function is available in AjxWeb. The invoicing processes are: Execute a work order for a customerReview invoice and make changes if necessaryApprove invoice. Workflow emails are sent out to notify that invoices are ap...
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Clay Li
Jun
10

Getting Ready for PHP 7

​Calem Enterprise R10n runs with PHP 7. This is an exciting feature because PHP 7 has many unique advantages over PHP 5 (5.3.x to 5.6.x). We have observed about 30% performance gains in the Calem build process that uses PHP to package releases. Here is our plan for going forward with PHP 7. Calem Cloud Services will be upgraded to PHP 7 i...
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Clay Li
Jun
05

Organizing Meters for Quick Entries


One of the exciting features in Calem Enterprise R10n, available on June 5, 2017, is the intuitive screen for maintenance staff or operators to enter meter readings quickly.  1. Meter Set The first step is to organize meters into meter sets. Each set of meters includes meters whose readings are to be taken regularly. Menu p...
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Clay Li
Jun
01

Two KPIs for Preventive Maintenance


Key performance indicators (KPI) help maintenance professionals analyze their operational efficiency. I am going to review two of the KPIs related to preventive maintenance.  PM Compliance The first KPI is the PM Compliance. This KPI presents the data points at daily and monthly level based on targeting completion dates. ​The counts of PM...
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Clay Li
May
28

Field Inline Editing


This feature improves the efficiency of field editing. It will be available in the upcoming R10n release. Field inline editing allows one to quickly start editing a field from read views. This is done by showing an edit icon in a field when a mouse focus is over that field. The edit icon launches the edit screen, and moves focus to the fi...
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Clay Li
May
09

Skill License Expiration Management


Skill license expiration management is required in maintenance organizations. For instance, forklift driver licenses expire every three years or so. Drivers must be trained and have valid licenses to comply with regulatory requirements.  The configuration management database (CMDB) function in Calem is powerful and flexible in managing both as...
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