Clay's Blog

These are the official blogs about CalemEAM.

Priority and Category in Service Request Entry

This support case addresses the following use case: ​When reporting an issue as a service request in Calem, they should select a priority and category specifically. Dropdown fields are prefilled with the first value in the dropdown list or a pre-configured value by administrators. Calem is modified to require a user to select a dropd...
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2683 Hits

Workflow Events Enhancements for Work Orders

​The following use cases have been addressed: ​Turn off notifications for preventive maintenance work orders while allowing the same notifications for non-PM work orders. Do not send notifications when work orders are closed. Do not notify technical staff and clients when a work order is created or approved. The notifications should only be se...
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  2910 Hits
2910 Hits

Calem Enterprise Customization

Customers can tailor Calem Enterprise by built-in tools without worrying about upgrading their solutions. The customization through the built-in tools is preserved when upgrading to new releases.  Here are the areas of customization through the built-in tools: ​User Interface (UI) Customization - change forms and reports ba...
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  3366 Hits
3366 Hits

Multi-Site Solution

​The multi-site solution in Calem Enterprise has been successfully implemented by customers to manage both internal operations and customer services. Internal Operations In this use case a company uses Calem Enterprise to manage its own operations in multiple sites. A site is a physical presence of the company such as a regional offi...
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  2605 Hits
2605 Hits

Disallowed List for Assignment

For technical staff who are EAM crew (i.e., who can be assigned to work orders) and not allowed to be sent to a site in normal cases, the Site Disallowed can be used to implement the use case. This feature affects the work order assignment. Here are the workflow procedures for this feature. Define users who should not be sent to a site or a company...
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  2425 Hits
2425 Hits

Pin a Form Tab

Up to 6 forms are displayed in the Calem desktop by default. When a new form is opened, the forms will be shifted left and the left-most form will be removed when the open forms reach the allowed maximum of 6. The new form is added to the right. To keep a form from being removed, you may pin a form to the desktop: u p to 4 forms can be pi...
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  2457 Hits
2457 Hits

PM Completed from Work Order Screen

​A convenience feature is available in Calem Release R9.0h for one to view completed PM work orders without leaving the work order screen. Here is the steps to use this feature: ​Use a proper list view to find work orders of interest. For instance, a technician may use "My WO" list to find own assignment to be worked on. A supervisor may ...
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  2519 Hits
2519 Hits

Preventive Maintenance (PM) Custom Fields

A preventive maintenance (PM) object is a preventive job to be performed regularly by schedules. A feature has been added in Calem Release R9.0h to copy custom fields of PMs to work orders when the PMs are turned into work orders. There are sample use cases for this feature: ​A monthly PM requires a particular certificate a...
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  3028 Hits
3028 Hits

Group Design - Modules Access Setup

​Group Design is achieved by the following steps. The Calem desktop UI is improved to indicate group design mode  thanks to customer feedbacks. Use "Group Design" to configure modules available for a group, and functions available for modules. ​Click "Admin" module from tthe left module bar to go to Admin module The group list is displayed Hav...
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  2848 Hits
2848 Hits

Project Inventory

Project inventory allows one to manage inventory items by projects.  Project stocks can be transacted like non-project stock items.  Project Designation of Stock Items You can manage project designation in the following ways: Set project designation when receiving items. Set project designation when performing physical counting. Set or un...
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  2904 Hits
2904 Hits