Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Apr
16

Approval Routing for Auto-Generated REQs


See this blog for mandating pre-approval for 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...
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Clay Li
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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Clay Li
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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Clay Li
Apr
03

Asset KPIs by Class (Categorization)


The asset KPIs by assets are replacing the KPIs by classes from release R2023c. The KPIs by asset classes are deprecated.  The definition of KPIs are valid excepting ones that are deprecated which are noted with "(Deprecated)".See this blog for updated KPIs. New asset Key Performance Indicators (KPI) have been added in Cale...
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Clay Li
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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Clay Li
Mar
23

Calem Integration 3: 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 Trig...
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Clay Li
Mar
20

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 performance...
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Clay Li
Mar
11

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 wo...
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Clay Li
Mar
06

Data Filtering/Search 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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Clay Li
Feb
27

How to use Class and Class Attributes


Class (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 syst...
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Clay Li
Nov
22

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
Nov
21

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 formsIn the first approach, one may identify a list report to perform the chan...
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Clay Li
Nov
16

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&n...
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Clay Li
Nov
03

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
Oct
21

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 enables 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 The...
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Clay Li
Oct
21

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. The ...
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Clay Li
Oct
21

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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Clay Li
Oct
21

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. This is done through system configuration.  1. Require Failure/Action/Cause for All CM Work Orders Edit EAM company (Organization |...
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Clay Li
Sep
26

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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Clay Li
Sep
01

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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