Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Use the Calendar View for Change Management


A calendar view is provided in release R11h for change management. It allows change planners and managers to better see what changes will be executed in a month, week or day presented in calendar formats. Change Management (CM) is also called Management of Change (MOC) in Calem. ​Menu: Change | MOC Calendar 1. Objects in Calendar The...
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Clay Li

Why Implement Change Management in Calem


The motivation to implement the Change Management in Calem includes: Use Changes to adapt and improve your maintenance operations. This module is a tool for supervisors to look beyond the busy schedules every day and envision where your organization should be in months or years. Concrete changes can be recorded and planned in Calem's change ma...
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Clay Li

How to Identify Work Order Resource Efficiency


One of the benefits of Calem Enterprise is the tracking of resource hours in planning, scheduling, and execution. The questions that Calem can help answer include: ​How many hours are scheduled vs actual hours spent for a week How many hours are spent by department, team and site for a week How resources are planned, scheduled and used per work ord...
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Clay Li

Asset and Location Summary Reports


Asset and Location Summary Reports are available in the coming R11g release planned for October 2019.  Report fields include: ​ Object count Average original cost Average total maintenance cost The reports are grouped by site and an additional field (excepting the case of "Site") below. ​ Asset Summary/Group By ​ ​Location Summary/Group B...
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Clay Li

How to Identify Stocks Not Moved


This report is intended to answer the following question: ​How to review stock checkout history and identify slow or non-moving parts in Calem? The report is launched from Inventory | Report | Transactions - Checkout Frequency. ​ A date range may be specified to report the checkout frequency.  The report lists the times checked out and av...
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Clay Li

How to Setup Failure Tree for Troubleshooting


​Failure tree is an intuitive presentation to browse failure, cause and action codes defined in Calem. It can be used from work orders as a troubleshooting tool for corrective work orders. There are a few steps and configurations to set up your Calem for troubleshooting. Step 1. Review Failure Sets and Codes The failure mod...
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Clay Li

How to Integrate Monitoring Services with Calem


Asset monitoring services can be built with tools such as Icinga. Monitoring services are modeled as separate services from Calem in this discussion. They use Calem REST APIs to get asset information and report device problems. 1. Initialize Monitoring Data from Calem The monitoring service initializes assets/locations to monitor by ...
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Clay Li

How to Manage Asset Priorities by Locations


The priorities of assets and locations must be maintained accurately for effective maintenance operations. The priorities are used to set work order priorities in Calem. It is a challenge to keep track of asset priorities in cases where assets are moved or replaced. Calem's asset priority by location is a solution for a cas...
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Clay Li

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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Clay Li

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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Clay Li

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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Clay Li

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 (...
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Clay Li

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 ...
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Clay Li

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...
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Clay Li

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 use...
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Clay Li

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. Creat...
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Clay Li

When to Use Teams in Calem


​Maintenance resources are managed as users and teams in Calem. A resource can perform the following functions: Performing work orders ​Accepting work orders Getting notifications for work orders and other events. Teams may not be necessary for organizations with small number of resources. The resources can be managed as individual users....
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Clay Li

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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Clay Li

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 form Close the file upload form The photo uploaded will be used as the asset's photo. In addition to the simple operation above t...
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Clay Li

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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