Clay's Blog

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...

​Implementation strategies vary based on business requirements. We will discuss two common strategies in this blog. They have been proven by customers in the field. Strategy 1. Work Orders First This is the default implementation strategy as discussed in the iterative implementation blog. It starts with implementing work orders. Inventory...

​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 ...

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...

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 ...

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...

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...

 This blog series demonstrate the data setup through uploading data from excel templates. Previous blogs include: Data Upload Part 1: Inventory ModuleData Upload Part 2: Asset and Location Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the arch...

This blog series present the data setup through uploading data from excel templates.  Inventory module is discussed in Data Upload Part 1: Inventory Module. Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the archive of all the templat...

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...

This blog series demonstrate the data setup through user interfaces. They can be used together with the data upload counterparts. For example, this blog can be used along with the data upload process for Inventory Setup. Inventory setup is also discussed in another blog at a higher level. Step 1. Manufacturer and Vendors Manufacturers and Vendors a...

Multi-Currency in Calem Enterprise allow organizations to operate sites across currency boundaries. The following use cases are supported: Single-Currency. A single currency is used in an organization.Multi-Currency. Multi-currency is used in an organization. There is only one site in the organization. Multi-Currency for Multiple Sites. M...

​Role based access control is available in Calem Enterprise. See this blog for the complete list of customization you can do with Calem. We will cover user access control here. The use case is to limit parts creation:  ​Only authorized users can create parts in Calem. The steps to achieve this goal include: ​Create a user group for u...

In the coming release of Calem Enterprise R10q the asset and location lookups can be done via asset tree. The lookup tree makes it much easier to find an asset through its site/location hierarchy. When creating a work order, service request, or a PM, you may type in the asset number if you have it. Calem brings up a candidate list (called look...

Work order steps are the instructions to complete work orders. A work order can be completed without completing all the steps.  1. Org Configuration Organization may choose to require all steps be completed before work orders can be completed. The following screenshot shows that both corrective and PM work orders require steps to be ...

Item numbering is key in inventory management. There are cases that item numbers need to be re-tuned based on changing business needs. To modify a few item numbers use the Item form to do it: Menu: Inventory | Items - Part/Tool, More | Change Item #Menu: Inventory | Open | Items - All, More | Change Item # This blog discusses a way in Calem to upda...

Multi-site logo is designed for the following business case:​An organization have sites in different countries and locations. Some of the sites have their own logos and business names. A different logo can be configured for a site.Work order, requisition and purchase orders can be printed with a site's logo if defined. Here are the steps ...

​In Calem Enterprise R10p release, the work order completion time is validated against labor reports. Here is the business case: When labor hours are reported in a work order, the start and end time of labor reports are calculated.When completing a work order, the actual start and finish time must include the start and end time ...

A host of user friendly enhancements have been implemented in asset trees in Calem Enterprise R10p. You can now search the asset tree and view an asset in the asset tree. The blog is updated to keep it up to date. A new asset class tree has replaced the category/sub-category tree in R10p. Search in Asset Tree The free text searc...

​Change management can include steps to complete. Organizations may follow a predefined set of steps for a change. In Calem Enterprise R10p a set of steps can be defined at site or company level so one can have a single set of steps for all the sites, or a different set of steps for each site.  Step 1. PM Plan PM Plans are used ...