Clay's Blog

Invoices and payments can be tracked in Calem Enterprise release R11i available in December 2018. A new tab "Invoice" has been added to purchase order form.  The "Invoice" Tab includes an invoice list that one can enter invoices received for a PO, and a payment list for one to track payments made to invoices. The PO header (the "Main...

Vendor quotation or pricing may be required for certain items so that managers can make informed decisions in approving requisitions to purchase those items. Vendor quotation or pricing can be enabled based on inventory items through their stock types. The stock type of an inventory item can be set to one of the following values: ​St...

​Outbound emails in Calem are stored in the workflow email queue (Admin | Open | Workflow Email Queue). The queue holds all the outbound emails from Calem. An email has one of the following statuses: In-Process: to be sent Sent: Email sent Failed: Failed after a limited number of sending trials. Admin users can modify an email's...

Assets with assembly refer to assets with parent/child relationship. For instance, an engine is installed in a vehicle and is a child asset of the vehicle asset. Asset move is performed with "More" menu at the Asset Form:  ​An asset can be moved when a) the asset is unlinked from its parent asset if any; and b) the child assets are moved with ...

Physical count transactions may be performed periodically to keep your warehouse stocks accurate. There are couple ways to do it in Calem:  a) Use Barcode module in Calem Mobile to perform physical count transaction (menu path: Inventory | Transactions | Physical Count); b) Use the Ajax Web Client (menu path: Barcode | Physical Count...

Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...

A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views.  ​Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...

A geolocation includes latitude and longitude for identifying an exact position in a map. It can be used to answer questions about assets and work orders in Calem including:  ​Where are work orders created by technicians in the field?Where are the comments added to work orders?Where are assets located?  ...

A calendar view is provided in release R11h for change management. It allows change planners and managers to better see what changes will be executed in a month, week or day presented in calendar formats. Change Management (CM) is also called Management of Change (MOC) in Calem. Menu: Change | MOC Calendar 1. Objects in Calendar The ...

A meter in Calem represents a measurement. The measurement can be taken from a physical meter, or a virtual meter which does not have a physical meter to take readings from. For example, the odometer of a vehicle is a physical meter. The mileage of a tire is a virtual meter. Both asset and location meters are supported in Calem. This blog...

The motivation to implement the Change Management in Calem includes: Use Changes to adapt and improve your maintenance operations. This module is a tool for supervisors to look beyond the busy schedules every day and envision where your organization should be in months or years. Concrete changes can be recorded and planned in Calem's change ma...

One of the benefits of Calem Enterprise is the tracking of resource hours in planning, scheduling, and execution. The questions that Calem can help answer include: ​How many hours are scheduled vs actual hours spent for a weekHow many hours are spent by department, team and site for a weekHow resources are planned, scheduled and used per work order...

Asset and Location Summary Reports are available in the coming R11g release planned for October 2019. Report fields include: ​Object count Average original costAverage total maintenance costThe reports are grouped by site and an additional field (excepting the case of "Site") below. ​Asset Summary/Group By ​​Location Summary/Group By ​​Ca...

This report is intended to answer the following question: ​How to review stock checkout history and identify slow or non-moving parts in Calem?The report is launched from Inventory | Report | Transactions - Checkout Frequency.​ A date range may be specified to report the checkout frequency.  The report lists the times checked out and aver...

Failure tree is an intuitive presentation to browse failure, cause and action codes defined in Calem. It can be used from work orders as a troubleshooting tool for corrective work orders. There are a few steps and configurations to set up your Calem for troubleshooting. Step 1. Review Failure Sets and Codes The failure modu...

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 ...

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...

​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...

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...

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 appr...