Calem Blogs

Blogs of CalemEAM

TaskView for Work Orders

​ "TaskView" is added to Calem. The original work order screen is the "DataView". Task views show work orders by progress stages. ​ The stages are managed by Calem when statuses are changed. If work order status graph is customized, you should add custom statuses to the stages. See Admin Guide for more information. By default DataView is displ...
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2757 Hits

Work Permit

Work permits are special procedures to be taken and approved before work orders can be started. For instance, hot area work orders must complete a "Hot Work Permit" before work orders in hot areas can be started. Calem provides the following facilities to manage work permits. Permit templates define the special permit measures or procedures to...
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3787 Hits

Work Premature Ending

​There are cases a worker has to stop on a work order prematurely and hand the work over to someone else.  Calem supports the use case through the use of "On Hold" status. Here're the steps: Identify the work order that one needs to stop prematurely. Edit the work order and change its status to "On hold". Save the status change. Cale...
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2648 Hits

How to Configure Boilerplate Work Order Steps by PM Plans

This blog is a tutorial of using PM Plans as default work order steps or safety procedures. Here is one use case we will use in this blog: All corrective and PM work orders must have the same safety procedures consisting of the following 7 steps: Notify Supervisor/Manager of the affected machine or area Apply Lock-Out Tag-Out when needed Ensur...
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2810 Hits

Dropdown Menu Auto-Open

In release R10 the dropdown menu in a toolbar will auto-open when a mouse is over it. This feature saves a mouse click and allows one to pick a menu quickly.
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2623 Hits

Boilerplate Steps in PM Plan (Deprecated)

This blog is deprecated. It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans . Boilerplate steps/safety notes can be configured for both corrective (manually created work orders) and generated work orders (from PMs). For example, there are four steps to be performed for each PM, and a few steps to be performed fo...
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3044 Hits

Asset Item in R10

Note: this blog is superseded by Asset Item and Bill of Material , and  Categorization and Category Attributes in R11 available in Spring 2018. ​  ​Asset Category and Sub-Category is replaced by categorization hierarchy. Asset Group is renamed to Asset Item from R11d. Category, Sub-Category and Asset Item Assets are grouped in the followi...
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3091 Hits

Bulk Update by Data Export and Import

The integration module allows administrators to perform bulk data initialization or updates. ​You can craft an excel template from a report and export data to store off the excel file. Use the same excel file to populate data and upload data to Calem. 1. Data Upload Calem provides a few ways to upload data based on your business requireme...
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4894 Hits

When to Use Dropdown and Lookup Custom Fields

Admin users can add custom fields in Calem. "Lookup" fields can only take values from a dropdown list or another table. They are great tools to avoid duplicate or invalid data. ​ 1. Lookup Field Calem supports two types of fields that take values from a predefined list. These fields are generally referenced as lookup fields. A dropdo...
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3252 Hits

Sort Weekly Schedule by Team

​Team column has been set in weekly schedule screen (menu path: Schedule module | Weekly Schedule) so one can sort the users by the team. It is available in release R10 in January 2016.
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2389 Hits

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...
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3353 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...
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2470 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...
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2788 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...
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2438 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...
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3038 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...
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2624 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...
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2850 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...
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3282 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...
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2536 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...
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2365 Hits