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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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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List View Customization





 List views are used extensively in Calem Enterprise. They include: ​Main Data Lists such as work order lists Detail Data List such as scheduled labor lists for a work order Lookup List such as cost center lookup list Report List such as work order report list Report Detail List such as scheduled labor lists in work order print The customizati...
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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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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. Inventor...
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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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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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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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Session Logs and Site Monitoring



There are two new features in Calem Enterprise R10r release for monitoring user sessions and Calem Service Sites. They are user session logs and Google Analytics integration. User Session Logs Successful user logins are recorded for administrators to analyze user activities. They help answer the following questions: ​H...
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Mandate Failure Codes in Work Orders



Reporting failure/action/cause codes in corrective maintenance (CM) work orders allows tracking and analysis of failures and resolutions. The codes are not required in preventive maintenance (PM) work orders. There are two ways to mandate failure/action/cause in CM work orders. You may choose to use option 1 only, or use it with option 2 to ma...
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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 Module Data 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 ...
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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/vi...
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Work Order Time Display by Sites



This feature facilitates multi-site work order scheduling by displaying work order times in the time zones of the sites where asset and location are referenced. For instance, a planner is scheduling work orders in multiple time zones, all work orders can be scheduled in local times. The feature covers the various aspects of...
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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 ...
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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 Site...
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Access Control for Part Creation














​Role based access control is available in Calem Enterprise. See this blog for the complete list of customization you can do with Calem. We will cover user access control here. The use case is to limit parts creation:  ​ Only authorized users can create parts in Calem. The steps to achieve this goal include: ​ Create a user group for...
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Asset and Location Lookup Tree





In the coming release of Calem Enterprise R10q the asset and location lookups can be done via asset tree. The lookup tree makes it much easier to find an asset through its site/location hierarchy. When creating a work order, service request, or a PM, you may type in the asset number if you have it. Calem brings up a candidate list (called look...
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Mandatory Work Order Steps for Completion


Work order steps are the instructions to complete work orders. A work order can be completed without completing all the steps.  Org Configuration Organization may choose to require all steps be completed before work orders can be completed. The following screenshot shows that both corrective and PM work orders require steps to be com...
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Mass Update of Item Numbers







​Item numbering is key in inventory management. There are cases that item numbers need to be re-tuned based on changing business needs. This blog discusses a way in Calem to update item numbers in bulk. Step 1. Export Items The first step is to export items including IDs. The IDs are used to uniquely identify each item.  Go to Inventory module...
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Multi-Site Logos


Multi-site logo is designed for the following business case: ​ An organization have sites in different countries and locations. Some of the sites have their own logos and business names.  A different logo can be configured for a site. Work order, requisition and purchase orders can be printed with a site's logo if defined. Here are the st...
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