Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jan
04

How to Delete Meters


An asset or location can have meters in Calem. Meter readings may be used to drive preventive maintenance, or for condition monitoring. Deleting meters may be accomplished by removing its references including:  Meter readingsPM scheduling and Work OrdersMeter Sets1. Meter Readings The first step is to remove all the meter readings. Menu p...
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Clay Li
Feb
05

How to Set up Inventory Average Unit Price


This blog is deprecated - see this blog for more information. Calem inventory includes global items and site inventory.  Items have unit prices which are intended as unit prices in work order miscellaneous cost calculation when an item is used as a miscellaneous line item in work orders. Site Inventory has average unit...
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Clay Li
Jan
06

How to Set up Units and Conversion


Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually.  A site item may have a stock unit.It may have different order units when ordering fro...
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Clay Li
Apr
05

How to Enable Debug Log in Calem

The steps below can be done from Admin module of the web client.  See this blog to enable or disable debug logging. Debug log in Calem server helps troubleshooting. For customers with on-site deployment of Calem Enterprise, the debug log can be enabled in the server. The first step is to edit Calem_Home/etc/log4php.properties wh...
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Clay Li
Mar
11

How to Delete PMs Permanently in Calem


PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers. There are cases one wish to delete a PM permanently. A PM was created by mistake.A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to de...
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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...
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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...
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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...
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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...
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Clay Li
May
22

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...
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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:...
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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...
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Clay Li
Feb
12

Track Failures in Work Orders


This blog is deprecated. See How to Setup Failure Tree for Troubleshooting. 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 a...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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