Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

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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Clay Li

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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Clay Li

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

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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Clay Li

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

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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Clay Li

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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Clay Li

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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Clay Li

Work Order Completion Time

​In Calem Enterprise R10p release, the work order completion time is validated against labor reports. Here is the business case: When labor hours are reported in a work order, the start and end time of labor reports are calculated. When completing a work order, the actual start and finish time must include the start and end time...
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Clay Li

Asset System Tree in R10p

A host of user friendly en hancements have been implemented in asset trees in  Calem Enterprise R10p. You can now search the asset tree and view an asset in the asset tree. A new asset system tree based on category and sub-category is also available. Search in Asset Tree The free text search has been very useful in asset list vi...
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Clay Li

Default Steps in Change Management

​Change management can include steps to complete. Organizations may follow a predefined set of steps for a change. In Calem Enterprise R10p a set of steps can be defined at site or company level so one can have a single set of steps for all the sites, or a different set of steps for each site.  Step 1. PM Plan PM Plans are used ...
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Clay Li

Meter Rounds

Meter rounds is a meter reading application in the coming R10p release of Calem Enterprise. It enables a technician to walk  a route and take meter readings.  It uses features in Calem including meter round, PMs, and work orders. Here is the process to set up reading rounds:  The first step is to define a meter set with meters and th...
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Clay Li

Service Request without Login

The service request module in Calem allows an organization to capture issues from internal and external customers. There are a few options to report service requests.  ​ Service requests by users logged into Calem. Login users can report service requests from web or mobile applications. Service requests by users without logging into Calem. Thi...
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Clay Li

Asset Item and Bill of Material (BOM)

​Bills of Material (BOM) are parts or assemblies of assets. They can be tracked in Calem Enterprise as asset items. Calem provides two options to manage BOM. ​Asset Item - manage BOM by asset item Asset - manage BOM by asset Set asset tag for specialized items - these items are specifically for an asset. 1. BOM by Asset Item The firs...
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Clay Li

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

Work Order Invoicing by Steps

​Work order invoices allow maintenance organizations to bill customers. By default the invoice cost lines are reported by work orders. There are businesses that need to show cost lines by work order steps. Calem Enterprise provides a configuration for such businesses to turn on step-based cost lines. ​Contact Calem support to enable this ...
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Clay Li

Module Bar Minimization

A quick background about Calem module bar: ​ The module bar in the AjaxWeb shows the modules available for the login users. One can click a module button in the module bar to jump to a module with module menu bar showing at the top of the Calem desktop screen. See the screenshot below. Minimizing module bar makes more space available for ...
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Clay Li

Purchase Order Print Customization Part I

PO print uses templates by default for HTML and PDF output. You may customize the prints through a combination of Calem designer and templates. ​ ​ ​ ​ ​ Calem Designer Use Calem Designer to customize PO headers.  ​Menu path: Purchase module | All POs | Check a PO and use "Customize" menu to customize PO print headers Templates PO lines and PO...
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Clay Li

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

Part Auto-Numbering

​Calem Enterprise provides inventory part auto-numbering. There are two types of auto-numbering: ​Global auto-numbering: all parts in Calem are numbered with the same sequence number. Category-based auto-numbering: parts in Calem are numbered based on their categories.  In this blog we will focus on the global auto-numberin...
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