Clay's Blog

These are the official blogs about CalemEAM.
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 ...
Continue reading
0
  1682 Hits
Tweet
1682 Hits
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...
Continue reading
0
  1436 Hits
Tweet
1436 Hits
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...
Continue reading
0
  1344 Hits
Tweet
1344 Hits
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...
Continue reading
0
  1690 Hits
Tags:
Organization Access Control ACL Profile
Tweet
1690 Hits
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...
Continue reading
0
  1721 Hits
Tags:
Work Order Workflow
Tweet
1721 Hits
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 (...
Continue reading
0
  1930 Hits
Tags:
Asset Configuration Item (CI) Configuration Element (CE) Location
Tweet
1930 Hits
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 ...
Continue reading
0
  1567 Hits
Tweet
1567 Hits
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...
Continue reading
0
  4480 Hits
Tweet
4480 Hits
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...
Continue reading
0
  1674 Hits
Tweet
1674 Hits
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...
Continue reading
0
  1719 Hits
Tweet
1719 Hits
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....
Continue reading
0
  1572 Hits
Tweet
1572 Hits
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...
Continue reading
0
  1688 Hits
Tweet
1688 Hits
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...
Continue reading
0
  1859 Hits
Tweet
1859 Hits
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...
Continue reading
0
  2006 Hits
Tweet
2006 Hits
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...
Continue reading
0
  2013 Hits
Tweet
2013 Hits
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...
Continue reading
0
  2047 Hits
Tags:
Work Order
Tweet
2047 Hits
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...
Continue reading
0
  2627 Hits
Tags:
Work Order
Tweet
2627 Hits
Clay Li

Approval Routing for Auto-Generated REQs

Requisition approval routing has been defined based on requesters (see this blog ). This method works well for user initiated requisitions. For requisitions generated by Calem based on min/max stock level configurations the requesters are not end users. There are ways in Calem to configure requesters based on inventory items. This is the ...
Continue reading
0
  2050 Hits
Tags:
Requisition
Tweet
2050 Hits
Clay Li

Radio Buttons for Dropdown List

​Dropdown list defines a set of values for a field. It is used extensively in Calem Enterprise. By default a dropdown list is shown as a dropdown field. For example, work order category is shown as a dropdown list. There are cases customers like to see radio buttons for a dropdown list seeded in Calem or created by customers. This can be achie...
Continue reading
0
  2039 Hits
Tags:
​Dropdown list
Tweet
2039 Hits
Clay Li

Asset Depreciation

Asset depreciation has been reworked in Calem Enterprise R11. It supports three depreciation methods and annual reporting. Here are the key fields to configure in an asset for depreciation reporting. An asset can be excluded from depreciation by setting its flag: "No Depreciation" Original and end values define the starting and ending values b...
Continue reading
0
  2585 Hits
Tweet
2585 Hits
       
1 2 3 4 5 6 7 8 9 10