Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Sep
07

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 u...
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Clay Li
Aug
23

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. To modify a few item numbers use the Item form to do it: Menu: Inventory | Items - Part/Tool, More | Change Item #Menu: Inventory | Open | Items - All, More | Change Item # This blog discusses a way in Calem to upda...
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Clay Li
Jul
24

Data Upload Part 1: Inventory Setup


This blog series demonstrate the data setup through uploading data from excel templates.  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.php?id=4046. A cus...
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Clay Li
Jul
21

How to Set Up Vendors and Prices


Vendors are authorized suppliers for parts and services in maintenance operations. Calem allows you to set up vendors and items they supply by sites. After vendors are configured, they can be used in requisitions and purchase orders in Calem. This blog discusses the steps to set up vendors. Step 1. Vendor The first step is to cr...
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Clay Li
Jul
17

Fixed vs. Floating User Seats


Calem Enterprise Edition is an enterprise EAM/CMMS solution including advanced features and modules for enterprise customers. Customers can have as many users defined in Calem as needed. However, a valid license seat is required for a user to log into Calem. Calem offers both fixed and floating user seats to help organizations maximi...
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Clay Li
Jul
11

Add Search Box to a Detail List


​A detail list is a list view in a master-detail form. For example, the requisition form has a detail list of items to be purchased. There are cases a detail list may have hundreds of records. Fortunately, you can add a search box to any detail list in Calem when needs arise.  I will use the requisition form as an example to demonstr...
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Clay Li
Jun
26

Configuration for Large Data Set

Calem Enterprise is engineered for performance at its core. The AjaxWeb client uses browsers to cache certain data sets for instant user interaction. For example, assets are pre-loaded and cached in the browsers.  This approach works well for data sets that are small to intermediate where record counts are from hundreds to ...
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Clay Li
May
24

How to Install Calem Mobile (Calem Touch)


Calem Mobile is the mobile solution for field workers to use Calem Enterprise. Network connections are required to use Calem Mobile. Changes made from Calem Mobile are applied to Calem Enterprise in real time. Calem Mobile can be installed from iPhone, iPad, Android phones and tablets: App Store for iOS devicesGoogle Play Store for Android dev...
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Clay Li
May
19

Multiple Cloud Services for Business Units


Calem Cloud Services provide flexible choices for organizations to manage business units. An organization can manage business units in a share Calem Cloud Service, or use multiple cloud services each for a business unit. This blog discusses the process of using multiple Calem Cloud Services with the services sharing the same customization...
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Clay Li
May
18

Data Extraction and Migration


Data extraction and migration are performed as organizations expand the use of Calem. For instance, an organization uses Calem Enterprise to manage its global maintenance operations including manufacturing plants. The organization decides to use Calem Cloud Service to manage manufacturing plants as a separate service. The plants data needs to ...
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Clay Li
Apr
29

Calem Setup Part 1: Asset & Location


This is the Part 1 of the Calem Setup series. The setup series are parts of the training offered by CalemEAM to customers. The slides focus on the processes in setting up data for Calem in a functional area spanning multiple modules. They can be used along with the training videos and excel templates in Calem Training. The setup process i...
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Clay Li
Apr
24

Calem Setup Part 2: Preventive Maintenance


​This is the Part 2 of the Calem Setup series. The setup series are parts of trainings offered by CalemEAM to customers. The slides focus on the processes in setting up data for Calem in a functional area spanning multiple modules. They can be used along with the training videos and excel templates in Calem Training. Preventive Maintenance&nbs...
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Clay Li
Apr
20

Calem Setup Part 3: Inventory


​This is the Part 3 of the Calem Setup series. We will release other parts in the coming weeks. The setup series are parts of trainings offered by CalemEAM to customers. The slides focus on the processes in setting up data for Calem in a functional area spanning multiple modules. They can be used along with the training videos and excel t...
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Clay Li
Mar
12

Multi-Site Inventory in Calem


​Inventory module in Calem provides enterprise-wide inventory management: Master items at global level allow customers to ensure consistency of inventory naming across sites.​Multi-sites and multi-storerooms allow customers to manage inventory across geographical sites for asset sites and service sites.Serialized inventory tracking e...
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Clay Li
Feb
16

Asset Failure, Root Cause and Action


​In this blog we will do an exercise to customize a work order list report to show asset failure, root cause and action. Here are the goals: ​Create an asset report of failure, root cause and action for a period of timeThe following is a screenshot of the final report we like to get. The first step is to customize a work order list report to have a...
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Clay Li
Dec
05

How to Avoid Duplicating PM Work Orders?


We have seen cases that customers have duplicate work orders for preventive maintenance for the same PM Plans and assets. Calem recommends "Floating" release type for high frequent PM work orders. The "Floating" release type prevents Calem from generating PM work orders if there are open PM work orders. Here is the notes of "Rel...
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Clay Li
Oct
17

PM Schedule Calendar


Preventive maintenance (PM) in Calem Enterprise consists of schedules, action steps, materials, documents, and assets/locations.  Time-based PMs can be forecasted and shown in calendar formats. Here are the screenshots of the PM Calendars. There are two calendars in the generated excel file: The first tab is a 12-month...
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Clay Li
Jun
26

Asset and Location Custom Fields in Work Orders

This feature has been enhanced for the following use cases: When creating a work order for an asset the matching custom fields will be copied to the work order created.When generating a PM work order for an asset the matching custom fields will be copied to the PM work order.A preventive maintenance (PM) object is a preventive job to be perfor...
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Clay Li
Jun
08

Iterative Implementation of Calem Enterprise


Iterative implementation means to implement Calem Enterprise with small, repeatable steps. Each iteration implements one one or more functions for a selective data set. It enables you to have an operational EAM/CMMS solution from the get-go, then extend it incrementally. The Iterative Implementation was presented at WAI OPERATIONS SUMMIT &...
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Clay Li
May
17

Saved Searches in Calem


​Saved searches are queries stored in Calem. They are efficient tools in analyzing data in Calem. Here is one use case: ​A login user needs to view all his or her work orders, and also in the following groups:New: work orders submitted, and to be approved.Approved: work order approved, and to be planned and released.Released: work orders ...
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