Clay's Blog

These are the official blogs about CalemEAM.
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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Failure Troubleshooting
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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 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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Organization Access Control ACL Profile
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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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Work Order Workflow
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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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Asset Configuration Item (CI) Configuration Element (CE) Location
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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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Clay Li

Calem Integration Part I: Email & Misc Integration

Calem Enterprise comes with integration capabilities including: Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory. Application Programming Interface (API): the APIs to read, update and delete records in Calem. It i...
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Clay Li

Work Order Required Fields by Status/Category

This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: ​ When a work order is released to technicians the work order must be assigned. When a work order is completed sol...
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Clay Li

How to Set up Work Order Layouts by Category

There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...
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