Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

Module List Order

Modules are list in alphabetical order by default with Favorite module showing up at the top. You can turn off the alphabetical ordering and order modules the way you wanted through the following steps: ​Turn off alphabetical ordering for the module list Add a default module ordering Customize module ordering through drag-and-drop per group ​ ...
Continue reading
0
  2283 Hits
Tweet
2283 Hits
Clay Li

Enhancements to Management of Change

The module of Management of Change (MOC) can be used to manage changes in your organization. Here is the workflow in implementing MOC: The following configurations are necessary before a first MOC request can be created. See Admin Guide for more information. Line Manager  Pre-approve MOCs. If a line manager is assigned the MOC has to be p...
Continue reading
0
  2565 Hits
Tweet
Recent Comments
Clay Li
Calem does support Arabic. You can enter Arabic content into Calem forms.
Wednesday, 02 March 2016 16:51
2565 Hits
Clay Li

Work Order Times in Local Time Zones

​Multi-site planners may schedule work orders in different time zones. This feature allows a planner to schedule work orders based on local time zones based on asset or location sites.  Work orders show times based on local time zones of their sites.  Work order time zones are defined at site and company levels: Time zones defined at...
Continue reading
0
  2213 Hits
Tweet
2213 Hits
Clay Li

TaskView for Work Orders

​ "TaskView" is added to Calem. The original work order screen is the "DataView". Task views show work orders by progress stages. ​ The stages are managed by Calem when statuses are changed. If work order status graph is customized, you should add custom statuses to the stages. See Admin Guide for more information. By default DataView is displ...
Continue reading
0
  2560 Hits
Tweet
2560 Hits
Clay Li

Work Permit

Work permits are special procedures to be taken and approved before work orders can be started. For instance, hot area work orders must complete a "Hot Work Permit" before work orders in hot areas can be started. Calem provides the following facilities to manage work permits. Permit templates define the special permit measures or procedures to...
Continue reading
0
  3482 Hits
Tweet
3482 Hits
Clay Li

Work Premature Ending

​There are cases a worker has to stop on a work order prematurely and hand the work over to someone else.  Calem supports the use case through the use of "On Hold" status. Here're the steps: Identify the work order that one needs to stop prematurely. Edit the work order and change its status to "On hold". Save the status change. Cale...
Continue reading
0
  2431 Hits
Tweet
2431 Hits
Clay Li

Dropdown Menu Auto-Open

In release R10 the dropdown menu in a toolbar will auto-open when a mouse is over it. This feature saves a mouse click and allows one to pick a menu quickly.
0
  2374 Hits
Tweet
2374 Hits
Clay Li

Boilerplate Steps in PM Plan (Deprecated)

This blog is deprecated. It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans . Boilerplate steps/safety notes can be configured for both corrective (manually created work orders) and generated work orders (from PMs). For example, there are four steps to be performed for each PM, and a few steps to be performed fo...
Continue reading
0
  2788 Hits
Tweet
2788 Hits
Clay Li

Asset Item in R10

Note: this blog is superseded by Asset Item and Bill of Material , and  Categorization and Category Attributes in R11 available in Spring 2018. ​  ​Asset Category and Sub-Category is replaced by categorization hierarchy. Asset Group is renamed to Asset Item from R11d. Category, Sub-Category and Asset Item Assets are grouped in the followi...
Continue reading
0
  2850 Hits
Tweet
2850 Hits
Clay Li

Bulk Update by Data Export and Import

The integration module allows administrators to perform bulk data initialization or updates. ​You can craft an excel template from a report and export data to store off the excel file. Use the same excel file to populate data and upload data to Calem. 1. Data Upload Calem provides a few ways to upload data based on your business requireme...
Continue reading
0
  4533 Hits
Tweet
4533 Hits
Clay Li

When to Use Dropdown and Lookup Custom Fields

Admin users can add custom fields in Calem. "Lookup" fields can only take values from a dropdown list or another table. They are great tools to avoid duplicate or invalid data. ​ 1. Lookup Field Calem supports two types of fields that take values from a predefined list. These fields are generally referenced as lookup fields. A dropdo...
Continue reading
0
  2980 Hits
Tweet
2980 Hits
Clay Li

Sort Weekly Schedule by Team

​Team column has been set in weekly schedule screen (menu path: Schedule module | Weekly Schedule) so one can sort the users by the team. It is available in release R10 in January 2016.
0
  2178 Hits
Tweet
2178 Hits
Clay Li

Asset Category Attributes

Note: this blog is superseded by  Categorization and Category Attributes  in R11 available in Spring 2018. Asset Category and Sub-Category Asset category and sub-category are used to organize assets and configuration items in Calem. Inside a sub-category, you may organize assets into asset groups. For example, you have defined an asset gr...
Continue reading
0
  3076 Hits
Tweet
3076 Hits
Clay Li

Scheduled Reports

Scheduled reports allow one to set up reports to be generated on a future date and emailed to users. It is a new feature added in R10. A few reports are available as scheduled reports. More scheduled reports will be added based on customer feedback. Here is a use case: Generate open work order list on the first of each month and notify mainten...
Continue reading
0
  2256 Hits
Tweet
2256 Hits
Clay Li

Meter Triggered Work Orders

​ Meter triggers define the ranges of readings that meter events should be fired. For instance, one can define meter triggers for engine temperature readings. If an engine's temperature is too high, a trigger is fired.  You can define meter triggers to kick off work orders in Calem. Here are the steps: ​Define meter triggers for meter gro...
Continue reading
0
  2538 Hits
Tweet
2538 Hits
Clay Li

Scheduled Upload of Meter Readings

Scheduled upload is a process that is launched every day by Calem. It is an ideal process for uploading daily machine readings. Here are the workflow processes: ​Use a file transfer tool to automate the transportation of meter reading excel files to Calem services. For instance, you may use Capistrano ( http://capistranorb.com/ ) to automate the fi...
Continue reading
0
  2199 Hits
Tweet
2199 Hits
Clay Li

Multi-Language Labels

​Multi-language labels allow Calem to show text labels in several languages in forms, reports and exports. For instance, "WO #" and "BT #" are English and French labels for work order number labels, Calem could display the label for work order label as "WO #/BT #".  Here is a use case of dual-language labels: A customer has a jo...
Continue reading
0
  2768 Hits
Tweet
2768 Hits
        Next
1 2 3 4 5 6 7 8 9 10