Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jan
30

How to Search Inventory by Serial Numbers


​Assets in Calem can have manufacturer serial numbers. They can be managed individually in inventory by serial numbers and asset tags. This blog explores ways you can search for an asset in inventory by serial numbers. Option 1. Asset List Search The first option is to search the asset list by serial numbers. ​Menu: Asset module | Asset ListRi...
Continue reading
0
  14190 Hits
Tags:
Inventory Asset Serial Number
Tweet
14190 Hits
Clay Li
Nov
30

How to Perform Bulk Storeroom Physical Count Transactions


Physical count transactions may be performed periodically to keep your warehouse stocks accurate. There are couple ways to do it in Calem:  a) Use Barcode module in Calem Mobile to perform physical count transaction (menu path: Inventory | Transactions | Physical Count); b) Use the Ajax Web Client (menu path: Barcode | Physical Count...
Continue reading
0
  5046 Hits
Tweet
5046 Hits
Clay Li
Oct
11

How to Implement Meters in Calem


A meter in Calem represents a measurement. The measurement can be taken from a physical meter, or a virtual meter which does not have a physical meter to take readings from. For example, the odometer of a vehicle is a physical meter. The mileage of a tire is a virtual meter. Both asset and location meters are supported in Calem. This blog...
Continue reading
0
  6236 Hits
Tags:
Meter
Tweet
6236 Hits
Clay Li
Jun
04

Asset Tracking in Calem


Asset tracking is one of the essential functions of an enterprise asset management (EAM) solution such as CalemEAM. I will cover the following questions in this blog: What are assets?How to track asset life-cycles in Calem?How to track asset activities?How to track asset depreciation? 1. What are Assets? Assets are identified based o...
Continue reading
0
  6613 Hits
Tweet
6613 Hits
Clay Li
May
23

Group vs Individual Customization


​Customization of data and screens are hallmarks of Calem Enterprise. Screen customization can be achieved at group level or at individual user level.  ​Group customization refers to screen configuration for a group of users.Individual customization refers to the screen configuration by a login user. Here are the guidelines regarding group and...
Continue reading
0
  6387 Hits
Tweet
6387 Hits
Clay Li
Apr
07

Calem Integration 2: REST API


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 Triggers:...
Continue reading
0
  7040 Hits
Tweet
7040 Hits
Clay Li
Feb
26

PM Release Inclusion and Exclusion in Calem


PM relationships can be used to manage PM releases. ​PM Inclusion: PMs defined in a PM's inclusion list (or Sequence list) will be released as work orders when the PM is released to work orders. This relationship can be used to co-release multiple PMs at the same time.PM Exclusion: ​Release of one PM excludes one or more other PMs from being releas...
Continue reading
0
  6182 Hits
Tags:
PMs ​ PM release exclusion
Tweet
6182 Hits
Clay Li
Feb
12

Track Failures in Work Orders


You can configure Calem to track failures in work orders. The configuration for failure tracking does not affect preventive maintenance work orders. It is applicable to corrective work orders, i.e., work orders for breakdowns. Track Failures in Work Orders There are two ways to track asset failure reporting - see Mandate Failure Codes in Work ...
Continue reading
0
  5782 Hits
Tweet
5782 Hits
Clay Li
Feb
03

How to Add Custom Fields and Customize Forms


This blog was renamed from: Add Custom Fields and Customize Forms for User Skill Matrix I have touched upon customization in Calem in previous blogs in piece meals. This blog dives into the details through the implementation of a business case. It can be used by administrators to customize other data objects. Here is the business cas...
Continue reading
0
  8520 Hits
Tweet
8520 Hits
Clay Li
Jan
29

Asset Condition Monitoring with Meter Triggers


There are scenarios of asset condition monitoring that can be implemented by the meters and triggers available in Calem Enterprise. Here is such a sample case: A vessel has a main port side engine and a main startboard engine. The engine oils are analyzed regularly, for instance, every 100 hours of operation based on manufa...
Continue reading
0
  6533 Hits
Tweet
6533 Hits
Clay Li
Dec
19

Data Upload Part 4: Vendors and Prices


Vendor setup is discussed in a previous blog here. This blog discusses the steps to upload vendors and prices. There are two steps to set up vendors and prices. Data Upload via Excel Templates Excel templates are available in Calem for every table so that data can be managed via excel files. See this blog for more information. Step 1. Ven...
Continue reading
0
  6129 Hits
Tweet
6129 Hits
Clay Li
Dec
08

Access Control Profiles in Calem


Access control profiles, or ACL Profiles, can be configured to allow users of your organization and your customers to sign into Calem and access the data and menu actions allowed. Case 1 of ACL Profile: Internal Use Calem Enterprise is used by a manufacturing plant. The plant employees are the only users of&n...
Continue reading
0
  6492 Hits
Tweet
6492 Hits
Clay Li
Dec
07

Browsers for Calem AJAX and Touch Desktop


There are cases where corporate policies mandate browsers for enterprise applications including Calem. In organizations without such policies users may choose browsers to use with Calem. This blog covers the browsers and our preferences for use with Calem Enterprise. AJAX Web Client The AJAX web client is the primary web interfa...
Continue reading
0
  6155 Hits
Tweet
6155 Hits
Clay Li
Nov
28

Login User Setup


Users can be added to Calem through data entry forms, upload from excel files, import from LDAP servers, or auto-creation via email service requests. One can create as many users in Calem as needed. However, login users require license seats and profile configuration.  In this blog I will cover the steps to set up users to log i...
Continue reading
0
  10246 Hits
Tweet
10246 Hits
Clay Li
Nov
17

How to Customize Lists | Reports for Groups and Personal Logins


 List views are used extensively in Calem Enterprise. They include: Main Data Lists such as work order listsDetail Data List such as scheduled labor lists for a work orderLookup List such as cost center lookup listReport List such as work order report listReport Detail List such as scheduled labor lists in work order printThe customization ste...
Continue reading
0
  10317 Hits
Tweet
10317 Hits
Clay Li
Nov
08

Calem Enterprise Implementation Strategies


​Implementation strategies vary based on business requirements. We will discuss two common strategies in this blog. They have been proven by customers in the field. Strategy 1. Work Orders First This is the default implementation strategy as discussed in the iterative implementation blog. It starts with implementing work orders. Inventory...
Continue reading
0
  6690 Hits
Tweet
6690 Hits
Clay Li
Oct
18

Data Upload Part 3: Preventive Maintenance


 This blog series demonstrate the data setup through uploading data from excel templates. Previous blogs include: Data Upload Part 1: Inventory ModuleData Upload Part 2: Asset and Location Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the arch...
Continue reading
0
  27118 Hits
Tweet
27118 Hits
Clay Li
Oct
02

Data Upload Part 2: Asset and Location


This blog series demonstrate the data setup through uploading data from excel templates.  Data Upload Part 1: Inventory Module Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at http://support.calemeam.com/view.p...
Continue reading
0
  8855 Hits
Tweet
8855 Hits
Clay Li
Sep
22

Data Setup Part 1: Inventory Setup


This blog series demonstrate the data setup through user interfaces. They can be used together with the data upload counterparts. For example, this blog can be used along with the data upload process for Inventory Setup. Inventory setup is also discussed in another blog at a higher level. Step 1. Manufacturer and Vendors Manufacturers and Vendors a...
Continue reading
0
  9891 Hits
Tweet
9891 Hits
Clay Li
Sep
13

Multi-Currency in Calem Enterprise


Multi-Currency in Calem Enterprise allow organizations to operate sites across currency boundaries. The following use cases are supported: Single-Currency. A single currency is used in an organization.Multi-Currency. Multi-currency is used in an organization. There is only one site in the organization. Multi-Currency for Multiple Sites. M...
Continue reading
0
  7325 Hits
Tweet
7325 Hits
    Previous    
1 2 3 4