Calem Blogs

Blogs of CalemEAM

Asset Category Attributes

Note: this blog is superseded by  Categorization and Category Attributes  in R11 available in Spring 2018.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 gr...
Continue reading
  2877 Hits
2877 Hits

Scheduled Reports

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 use case: Generate open work order list on the first of each month and notify mainten...
Continue reading
  2125 Hits
2125 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...
Continue reading
  2378 Hits
2378 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...
Continue reading
  2035 Hits
2035 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...
Continue reading
  2583 Hits
2583 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...
Continue reading
  2304 Hits
2304 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...
Continue reading
  2516 Hits
2516 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...
Continue reading
  2836 Hits
2836 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...
Continue reading
  2206 Hits
2206 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...
Continue reading
  2049 Hits
2049 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...
Continue reading
  2040 Hits
2040 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 ...
Continue reading
  2093 Hits
2093 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...
Continue reading
  2510 Hits
2510 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...
Continue reading
  2380 Hits
2380 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...
Continue reading
  2433 Hits
2433 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...
Continue reading
  2455 Hits
2455 Hits

How to Customize Calem Mobile Apps

Calem Touch is the mobile interface for phones, tablets and desktops. The mobile forms in Calem Touch can be customized just like Ajax web forms.  In this tutorial we will show you how to customize mobile forms through Calem Designers.  Create a "Customer note" field in work order and publish to mobile. Add "Change asset/location" menu to...
Continue reading
  2436 Hits
2436 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 ...
Continue reading
  2393 Hits
2393 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...
Continue reading
  2131 Hits
2131 Hits

Favorite Menu Module in R9.0d

Favorite module makes it simple to launch forms. Menu history is recorded in the history list. You can drag a menu from history list and drop it in the favorite menu list. When you log in, the favorite menu will display both the favorite and history menu list. So you can simply click a menu to launch a form.
  2022 Hits
2022 Hits