Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

Work Order Acceptance Signature

Work order acceptance is a step in Calem Enterprise for customers to accept a completed work order. There are two ways to accept a work order: ​The work order accepter logs into Calem via Ajax web client and accept a completed work order.  A technician completed a work order at a customer site, and get a signature from customer to accept the w...
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Clay Li

Data Filtering/Search in Calem

In Calem Enterprise R11 to be available in March 2018, there are three ways to query a data list in Calem. They are listed below by ease of use for end users.  Free text search – it is simple to use. Calem will search a fixed set of fields in the data list. List search row – it is intuitive to use. The search row shows in the list view so you ...
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Clay Li

How to use Categorization and Category Attributes

Categorization is introduced in Calem Enterprise R11 to be available in Spring 2018. It is a category hierarchy with unlimited levels of depth. It is used to group objects in Calem for browsing, search and reporting. It is an enhancement and expansion of the category and sub-category in asset module. For example, IT systems can ...
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Clay Li

Purchase Order Print Part 3 - Terms and Conditions

In Purchase Order Print Customization Part 2 we discussed the header templates and terms and conditions. In this blog I will cover the PO terms and conditions in detail.  PO terms and conditions can be defined in Calem in the following ways: For site specific terms, go to Site form (Org module | EAM company | Site tab) and edit the site to add...
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Clay Li

Bulk Update II: Work Order and PM

Bulk update allows one to update more than one record at a time. It allows maintenance staff to complete data changes very efficiently. There are two approaches available in Calem to perform bulk updates: ​Bulk update through export and import .  Bulk update from list forms In the first approach, one may identify a list report to perform the c...
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Clay Li

Purchase Order Print Customization Part 2

In last blog  about purchase order print customization we have discussed the standard PO header customization, PO lines, and the signature section.  In this blog I will present the new top template for PO print, and terms and conditions at the end of PO print. See the screenshot below. The top template for PO print will be&...
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Clay Li

Seasonal PM Work Order Generation

​There are cases for PM work orders to be generated or not generated by time periods, or seasons.  Case 1. No PM Work Orders for a Time Period Holiday seasons such as Thanksgiving in the US are busy times for food companies. A food company manages its maintenance operation with Calem enterprise, and would like to defer PMs ...
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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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