Clay's Blog

These are the official blogs about CalemEAM.

How to Customize Asset Forms with Categorization

​Categorization allows one to group objects in Calem based on their category hierarchy. It also provides features including attributes and view customization. This blog discusses the view customization based on categorization. Asset object is used here as an example. The concept is applicable to other objects such as location. 1. Form Customiz...
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6019 Hits

How to Report Labor Hours in Work Orders

​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
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2439 Hits

How to Handle Multiple Assets and Locations in a Change

​A change request (or a MOC - management of change) can be created for an asset or a location. If the same change is required for many assets or locations, Calem allows you to create a single change request for them.  This feature simplifies change management for multiple assets or locations. Here are the steps. Step 1. Create a...
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  1099 Hits
1099 Hits

How to Order Modules in Calem

​The module bar on the left of the Calem desktop is sorted by module names alphanumerically excepting Favorite and Dashboard modules that are placed on top. See the screenshot below. There are cases you may want to order the module bar differently. This blog discusses the options available to do it.   Step 1. Customize Module Bar The...
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955 Hits

How to Set up Scheduled Reports in Calem

Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback.  The following is a use case addressed by this feature. ...
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  1056 Hits
1056 Hits

How to Create POs through Data Upload

The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...
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7551 Hits

How to Delete PMs Permanently in Calem

PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers.  There are cases one wish to delete a PM permanently. A PM was created by mistake. A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to ...
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  1099 Hits
1099 Hits

Why Site Vendor Is Deprecated in Calem

Site vendor object is deprecated in Calem Enterprise in release 2019. It was intended to authorize vendors to supply parts to sites. The menu path was: Purchase | Open | Site Vendor. Once site vendor is defined, one may configure vendor prices for spare parts. The reasons to deprecate site vendor object include: Site vendor is maintained manua...
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  866 Hits
866 Hits

How to Delete Inventory Items Permanently in Calem

It is possible to delete inventory items permanently from Calem. The need to delete an item permanently may arise from: a) T he item is  no longer used any more; b) It was created by mistake; or c) it is a temporary item for testing. Alternatively, one can set an inventory item's status to inactive so the item will not show in l...
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  1103 Hits
1103 Hits

How to Use and Customize Field Help

Field help is available in Calem Enterprise 2019 scheduled for March 2019. The help can be launched from read and edit forms. Administrators can also customize field help. 1. Field Help in Read and Edit Form A help button is revealed in a field label if a) help is available for a field;  and b) mouse is hovered over the fie...
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