Clay's Blog

These are the official blogs about CalemEAM.

Bulk Update by Data Export and Import


The integration module allows administrators to perform bulk data initialization or updates. ​You can craft an excel template from a report and export data to store off the excel file. Use the same excel file to populate data and upload data to Calem. 1. Data Upload Calem provides a few ways to upload data based on your business requireme...
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9413 Hits

Sort Weekly Schedule by Team


​Team column has been set in weekly schedule screen (menu path: Schedule module | Weekly Schedule) so one can sort the users by the team. It is available in release R10 in January 2016.
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4600 Hits

Asset Category Attributes


Note: this blog is superseded by  Class and Class Attributes  in R11 available in Spring 2018. Asset Category and Sub-Category Asset category and sub-category are used to organize assets and configuration items in Calem. Inside a sub-category, you may organize assets into asset groups. For example, you have defined an asset group "F150-Tr...
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5576 Hits

Scheduled Reports (Deprecated)


This blog is superseded by a new blog:  How to Set up Scheduled Reports in Calem Scheduled reports allow one to set up reports to be generated on a future date and emailed to users. It is a new feature added in R10. A few reports are available as scheduled reports. More scheduled reports will be added based on customer feedback. Here is a...
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4258 Hits

Meter Triggered Work Orders


​ Meter triggers define the ranges of readings that meter events should be fired. For instance, one can define meter triggers for engine temperature readings. If an engine's temperature is too high, a trigger is fired.  You can define meter triggers to kick off work orders in Calem. Here are the steps: ​Define meter triggers for meter gro...
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4800 Hits

Scheduled Upload of Meter Readings

Scheduled upload is a process that is launched every day by Calem. It is an ideal process for uploading daily machine readings. Here are the workflow processes: ​Use a file transfer tool to automate the transportation of meter reading excel files to Calem services. For instance, you may use Capistrano ( http://capistranorb.com/ ) to automate the fi...
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4304 Hits

Multi-Language Labels


​Multi-language labels allow Calem to show text labels in several languages in forms, reports and exports. For instance, "WO #" and "BT #" are English and French labels for work order number labels, Calem could display the label for work order label as "WO #/BT #".  Here is a use case of dual-language labels: A customer has a jo...
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5192 Hits

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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4203 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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4382 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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5588 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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  4245 Hits
4245 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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4051 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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4017 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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4226 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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5056 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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4715 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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4824 Hits

Drag and Drop for Internet Explorer (IE)


Calem Enterprise works with Chrome, Microsoft Edge, Safari, Firefox, and IE. Chrome and Edge have better performance than IE. When using IE 9, 10 and 11 with Calem Enterprise, Compatibility View Settings must be set for drag-and-drop to work. For instance, in the Favorite module, you may drag and drop a menu item to the fav...
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4925 Hits

Preventive Maintenance in R9.0e

You can manage preventive maintenance in Calem by phones/tablets in R9.0e. Preventive Maintenance (PM) is recurring maintenance activities based on time or condition. For example, a maintenance activity is carried out every 3 months, or every 2000 miles. The tutorial below walks through the creation of time-based ...
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4666 Hits

Work Order Step in R9.0d

Work order steps are instructions and requirements to be done for a work order. Additional attributes have been added to work order steps in Calem Enterprise Release 9.0d: Condition of the components of the step Maintenanced needed Corrective action taken Comments for the step. Or you may continue adding comments at work order level. If your organi...
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  4247 Hits
4247 Hits