Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

When to Use Dev Processes in Calem


Dev processes help administrators do development and troubleshooting. They are available in the coming release of R20c in June 2020.  Menu path: Admin | Open | Dev Processes Other server processes: Admin | Open | Server Processes 1. Export Database Database export is a scheduled task performed daily in Calem Cloud Service. It allows ...
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Clay Li

How to Mandate Data Entry in Work Order Checklist


A new flag "Note Reqd" is added to work order checklist for steps and safety measures in the coming release of R20c planned for June 2020. This feature provides a way to enforce required data entry. For instance, when a step is completed one must provide extra info such as photos, meter readings, etc. Such requirement can be mandated ...
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Clay Li

How to Configure Calem with a Proxy


​A proxy server such as a load balancer may be used with Calem to enforce security policy or to distribute load among Calem application servers. Some configuration changes are necessary for Calem to work with a proxy server. 1. Calem URL by HTTPs If your proxy server is to terminate SSL and Calem is accessed with plain HTTP, one needs to tell ...
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Clay Li

How to Report Work Orders and PMs Due


​In the coming release of R20c in June 2020, one can easily find out the due and past-due work orders and PMs from the Dashboard (highlighted in the screenshot below). Click a row to drill down to a form of tabs. Each tab is a list of PM work orders, Other (Non-PM) work orders, or PMs. Click "Export" button to export to excel for reporting purpose....
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Clay Li

How to Deploy Calem with High Availability & Performance


Calem is a full-featured Enterprise Asset Management (EAM)/Computerized Maintenance Management System (CMMS) application suite. Customers can choose to deploy Calem in ways that best match their business needs. Calem Cloud Service - Calem is deployed in a cloud service provider and managed by CalemEAM. On-Premise Deployment - Calem is deployed in c...
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Clay Li

How to Add Thousands of Images to Calem


​There may be thousands of images for asset, work order, and other objects to be imported into Calem when migrating from an existing CMMS/EAM solution after years of usage. This blog discusses an approach to add massive number of images to Calem. The approach requires some programming skills. For instance, using scripting l...
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Clay Li

How to Integrate with Calem


​This is a summary of integration options available in Calem. They are organized into the following parts: API Integration - a third party application uses Calem REST API to integrate with Calem Event Subscription - a third party application uses REST API to receive Calem data change events Email Integration - Calem reads inbound emails t...
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Clay Li

When to Use Work Order View in Home Screen


​Work order lists in Home screen can be customized to show work order queues based on business requirements - see this blog for more information about Home screen in Calem. Work order lists are based on work order table by default. You may choose to use work order views for work order lists if you need to show the following info...
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Clay Li

How to Magnify List Views in Work Order Form


A user friendly feature will be available in a future release (R20c about May 2020). It allows one to magnify a detailed list view in work orders to its own list view with full screen size. It is much easier to view and operate a magnified list view in work orders. Administrators can customize other detail lists to add full-screen menu button. This...
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Clay Li

How to Mandate Labor for Work Order Completion


​There are cases when work orders have been completed without recording who performed them. Calem provides options to mandate labor data before one can complete a work order. 1. Mandate Labor for Work Order Completion This feature can be enabled to mandate that at least one labor entry has been entered to complete a work order. A labor entry r...
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Clay Li

When to Use the Deployment Tool for Multi-Services in Calem


The Deployment Tool for Multi-Services is available in the release R20b in April 2020. It simplifies the service management for organizations with many Calem cloud services. 1. Business Case An organization uses Calem Cloud Services for their external and internal customers. It is tedious and time consuming to set up the groups/...
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Clay Li

How to Setup SAML SSO (Single-Sign-On) in Calem


Customers can choose a single sign on (SSO) solution available in Calem: a) LDAP; and b) SAML .  The LDAP authentication is performed behind scenes from Calem to LDAP servers. SAML performs sign-sign-on from the ID providers. Users accessing Calem are sent to ID Providers for authentication. The ID Providers show login screen fo...
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Clay Li

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or Tablets Install Calem Touch to your pad or phones Have a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem To...
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Work Order Inventory Barcode Inventory Transactions
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Clay Li

When to Change Asset/Location in Work Order


​There are cases that a work order was created with inaccurate asset or location. During troubleshooting an accurate asset or location is identified. The best practice to modify the work order and set the accurate asset. If the work order is for a location, set the accurate location. This is accomplished in Calem with the "Change Ass...
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Clay Li

How to Manage Duplicate Service Requests in Calem


A feature has been added in release R20a to manage duplicate service requests. It allows one to group service requests that are of the same failure cause. 1. Flag "Status to Child"  A new field "Status to Child" is added to a service request (SR). Set the flag to checked for the SR that is the primary SR.  Duplicate SRs will be added...
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Clay Li

When to Use Tree View in Calem Touch


Asset tree view will be available in Calem Touch in release R2020a planned for February 2020. Calem Touch is the mobile application available from App Store and Google Play. The tree view allows one to browse asset and location by its hierarchy.  It is an option to locate an asset/location if you have a well struc...
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Clay Li

How to Report PM Duration vs. Actual Hours


​PM duration hours are available from work order screens so one can compare hours estimated in PM vs actual hours in work orders. This feature is available in Calem release R20 for the following screens. 1. Work Order Comments Work Order comments list shows the comments and work order information including the Duration (hours) of PM. Menu path: Wor...
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Clay Li

How to Set up Calem to Provide Maintenance Services


​Calem has been used by organizations to manage their maintenance services. Sample use cases include: A manufacturer uses Calem Cloud Service to manage the maintenance of equipment, and spare parts. A hospital uses Calem Cloud Service to manage the inventory and maintenance of medical equipment. A transportation department uses ...
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Clay Li

How to Set up Generic Items in Calem


Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, a set of generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be created with...
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Clay Li

How to Clone an Asset


Asset clone has been added in Calem release R20 in February 2020. You may use this feature to add an exact asset added previously. The cloning process uses the current asset's information to create the new asset including asset attributes, attachments and spare parts. The function can be launched from asset screen: Asset | Asset List | select an as...
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