Clay's Blog

These are the official blogs about CalemEAM.
Aug
22

How to Differentiate a Sandbox(Dev) and Production Service?


​Customers may choose to deploy a Calem dev service (or test instance) along with their Calem production service. The dev service may be used for training, staging and development. Calem provides custom styles to differentiate a dev service from the production one in login & desktop screens. ​Dev service and production servi...
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4197 Hits
Aug
19

How to Customize Access Control/ACL Profiles in Calem


Access control in Calem allows administrators to assign users to access control list profiles (ACL Profiles). An ACL profile includes permissions of application functions and sites's data for multi-site data access. This blog discusses the setup of ACL profiles.  Here is a use case for ACL Profiles for multi-site acces...
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  5359 Hits
5359 Hits
Aug
19

How to Set Up Workflow Notifications for Work Orders


​Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: ​An organization would like one group of people to get workflow notifications when work orders are ap...
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  6104 Hits
6104 Hits
Aug
01

How to implement Configuration Item (CI) in Calem


​ A Configuration Item (CI) is an entity in a configuration management (see wiki definition). It includes configuration parameters and assets or resources. A typical CI in Calem can be implemented by a configuration element (CE) as a location and its physical component as an asset. For example, a server CI includes a server location CE (w...
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  6889 Hits
6889 Hits
Jul
31

When to Use Parent/Child Work Orders


​Parent/child work orders are available in Calem. They can be utilized to support various maintenance workflows. For instance, a PM round may be generated into one PM parent work order with each PM round stop as a child PM work order.  Calem Enterprise supports two workflows in managing parent/child work orders. Case 1: Parent w...
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  5024 Hits
5024 Hits
Jul
27

When to Use PM Inspection and PM Rounds


​Questions are often asked by customers when implementing PMs for assets and locations: Calem defines a PM as a scheduled preventive maintenance plan for an asset or location. Is it possible to define a PM for many assets? Is it possible to define a PM for many locations?Calem does provide ways to handle many assets and loc...
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  9597 Hits
9597 Hits
Jul
23

How to Unblock User in Calem


​A user account is blocked when a user failed to login for 4 times in a row. There are two options to unblock a user.  1. Unblock by Another User An admin user, or a user with edit access to user list form unblock a user. Go to the user list (Organization | ACL Profiles | User list)​Find the user blocked, edit the user...
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  4784 Hits
4784 Hits
Jul
20

How to Track Asset Off-Site Repair


​Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below. ​Requisition and purchase orders in Calem are used to manage the approval process for off-site repair. Inventory transactions are used to track assets in the repair process.  Step 1. Create a...
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  5448 Hits
5448 Hits
Jul
10

When to Use Teams in Calem


​Teams may be used to manage users in Calem. They can be used to organize internal resources into functional groups based on shifts, specialty, or other requirements.  They can also be used to manage contractor resources. 1. Team SetupTeams are more efficient when you have many maintenance resources to manage. Teams can be ...
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  4886 Hits
4886 Hits
Jun
30

How to Streamline Work Order Processes in Calem by SLA


Work orders are used to manage all the maintenance work including corrective and preventive maintenance activities. Work order status graph is used to describe work order processes. This blog discusses the methods introduced in Calem Enterprise release R11c to streamline the work order processes. The methods monitor work order status...
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  5745 Hits
5745 Hits
Jun
22

Add Asset Photo by Drag and Drop


In Calem Enterprise R11c available in June 2018, a menu has been added in the asset form to simplify adding an asset photo. The steps are: Click "Attach Photo" menu in asset form.Drag and drop a photo to the file upload formClose the file upload formThe photo uploaded will be used as the asset's photo. In addition to the simple operation above ther...
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  4879 Hits
4879 Hits
May
26

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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  5588 Hits
5588 Hits
May
18

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 is...
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  5530 Hits
5530 Hits
Apr
30

Required Fields for Work Orders 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 soluti...
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  6399 Hits
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6399 Hits
Apr
19

How to Set up Work Order Layouts by Category


There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...
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8373 Hits
Apr
16

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 f...
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5672 Hits
Apr
10

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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  5091 Hits
5091 Hits
Apr
04

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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  6247 Hits
6247 Hits
Apr
03

Asset KPIs by Class (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 class. 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 EM​D. Mean Ti...
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  5392 Hits
5392 Hits
Mar
27

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 approvalD. Create a PO when a requisition is approvedE. Email a PO print in PDF format...
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  5004 Hits
5004 Hits