Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Apr
19

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
  10859 Hits
Tags:
Work Order
Tweet
10859 Hits
Clay Li
Apr
16

Approval Routing for Auto-Generated REQs


See this blog for mandating pre-approval for 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...
Continue reading
0
  7015 Hits
Tags:
Requisition
Tweet
7015 Hits
Clay Li
Apr
10

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
  6428 Hits
Tags:
​Dropdown list
Tweet
6428 Hits
Clay Li
Apr
03

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
  7821 Hits
Tweet
7821 Hits
Clay Li
Apr
03

Asset KPIs by Class (Categorization)


The asset KPIs by assets are replacing the KPIs by classes from release R2023c. The KPIs by asset classes are deprecated.  The definition of KPIs are valid excepting ones that are deprecated which are noted with "(Deprecated)".See this blog for updated KPIs. New asset Key Performance Indicators (KPI) have been added in Cale...
Continue reading
0
  6827 Hits
Tweet
6827 Hits
Clay Li
Mar
27

Purchase Process Automation and Coordination


Purchase process automation includes the following steps: A. Use Min/Max to control inventory stock levels.B. Create requisitions when inventory stock falls below the minimum stock quantities.C. Route requisitions to supervisors for approvalD. Create a PO when a requisition is approvedE. Email a PO print in PDF format&...
Continue reading
0
  6543 Hits
Tweet
6543 Hits
Clay Li
Mar
23

Calem Integration 3: Custom Triggers


Calem Enterprise comes with integration capabilities including: Email Integration: service request submission, service request and work order interaction via emails.Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is ideal for third party applications to integrate with Calem via APIs.Custom Trig...
Continue reading
0
  8696 Hits
Tweet
8696 Hits
Clay Li
Mar
20

Vendor Performance Report


​Vendor performance reports show how effective vendors are delivering goods. The actual delivery time can be compared against the lead time provided. The lead time is the number of days that vendors need to deliver goods. The lead time can be defined at various levels to best reflect vendor capabilities. Calem calculates the vendor performance...
Continue reading
0
  11005 Hits
Tweet
11005 Hits
Clay Li
Mar
11

Work Order Acceptance Signature


Work order acceptance is a step in Calem Enterprise for customers to accept a completed work order. There are two ways to accept a work order: ​The work order accepter logs into Calem via Ajax web client and accept a completed work order. A technician completed a work order at a customer site, and get a signature from customer to accept the wo...
Continue reading
0
  7416 Hits
Tweet
7416 Hits
Clay Li
Mar
06

Data Filtering/Search in Calem


In Calem Enterprise R11 to be available in March 2018, there are three ways to query a data list in Calem. They are listed below by ease of use for end users.  Free text search – it is simple to use. Calem will search a fixed set of fields in the data list. List search row – it is intuitive to use. The search row shows in the list view so you ...
Continue reading
0
  8613 Hits
Tweet
8613 Hits
Clay Li
Feb
27

How to use Class and Class Attributes


Class (Categorization) is introduced in Calem Enterprise R11 to be available in Spring 2018. It is a category hierarchy with unlimited levels of depth. It is used to group objects in Calem for browsing, search and reporting. It is an enhancement and expansion of the category and sub-category in asset module. For example, IT syst...
Continue reading
0
  8743 Hits
Tweet
8743 Hits
Clay Li
Nov
21

Purchase Order Print Part 3 - Terms and Conditions


In Purchase Order Print Customization Part 2 we discussed the header templates and terms and conditions. In this blog I will cover the PO terms and conditions in detail.  PO terms and conditions can be defined in Calem in the following ways: For site specific terms, go to Site form (Org module | EAM company | Site tab) and edit the site to add...
Continue reading
0
  7993 Hits
Tweet
7993 Hits
Clay Li
Nov
21

Bulk Update II: Work Order and PM


Bulk update allows one to update more than one record at a time. It allows maintenance staff to complete data changes very efficiently. There are two approaches available in Calem to perform bulk updates: ​Bulk update through export and import. Bulk update from list formsIn the first approach, one may identify a list report to perform the chan...
Continue reading
0
  7342 Hits
Tweet
7342 Hits
Clay Li
Nov
16

Purchase Order Print Customization Part 2


In last blog about purchase order print customization we have discussed the standard PO header customization, PO lines, and the signature section.  In this blog I will present the new top template for PO print, and terms and conditions at the end of PO print. See the screenshot below. The top template for PO print will be&n...
Continue reading
0
  11416 Hits
Tweet
11416 Hits
Clay Li
Nov
03

Seasonal PM Work Order Generation


​There are cases for PM work orders to be generated or not generated by time periods, or seasons.  Case 1. No PM Work Orders for a Time Period Holiday seasons such as Thanksgiving in the US are busy times for food companies. A food company manages its maintenance operation with Calem enterprise, and would like to defer PMs ...
Continue reading
0
  7482 Hits
Tweet
7482 Hits
Clay Li
Oct
21

Multiple-Cloud Service Migration


Instance export and import can be used to extract instance data from one instance and upload to another instance. This is an exciting feature in R10r. It enables organizations to expand their use of CalemEAM and focus on their business needs without being boggled down by enormous investment of time and money in data integration. Business Case 1 The...
Continue reading
0
  7116 Hits
Tweet
7116 Hits
Clay Li
Oct
21

Multiple Services and Owner Groups


Owner groups have been introduced in Calem Enterprise R10r to replace multiple services by service sites. Here is the business case for owner groups: A site has assets for facility management and maintenance management. It is required that when facility management staff view asset tree, they should only see facility assets. The ...
Continue reading
0
  8375 Hits
Tweet
8375 Hits
Clay Li
Oct
21

Session Logs and Site Monitoring


There are two new features in Calem Enterprise R10r release for monitoring user sessions and Calem Service Sites. They are user session logs and Google Analytics integration. User Session Logs Successful user logins are recorded for administrators to analyze user activities. They help answer the following questions: ​H...
Continue reading
0
  6995 Hits
Tweet
6995 Hits
Clay Li
Oct
21

Mandate Failure Codes in Work Orders


This blog is deprecated. See How to Setup Failure Tree for Troubleshooting Reporting failure/action/cause codes in corrective maintenance (CM) work orders allows tracking and analysis of failures and resolutions. The codes are not required in preventive maintenance (PM) work orders. This is done through system configuration.  1. Requ...
Continue reading
0
  7628 Hits
Tweet
7628 Hits
Clay Li
Sep
26

Work Order Time Display by Sites


This feature facilitates multi-site work order scheduling by displaying work order times in the time zones of the sites where asset and location are referenced. For instance, a planner is scheduling work orders in multiple time zones, all work orders can be scheduled in local times. The feature covers the various aspects of...
Continue reading
0
  7138 Hits
Tweet
7138 Hits
       
14 15 16 17 18 19 20 21 22 23