Clay's Blog

The module of Management of Change (MOC) can be used to manage changes in your organization. Here is the workflow in implementing MOC: The following configurations are necessary before a first MOC request can be created. See Admin Guide for more information. Line Manager  Pre-approve MOCs. If a line manager is assigned the MOC has to be p...

​Multi-site planners may schedule work orders in different time zones. This feature allows a planner to schedule work orders based on local time zones based on asset or location sites.  Work orders show times based on local time zones of their sites.  Work order time zones are defined at site and company levels: Time zones defined at...

​ "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...

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...

​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...

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.

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 It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans .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...

Note: this blog is superseded by Asset Item and Bill of Material , and  Categorization and Category Attributes in R11 available in Spring 2018.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...

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...

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...

​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.

Note: this blog is superseded by  Class and Class 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 group "F150-Tr...

This blog is superseded by a new blog:  How to Set up Scheduled Reports in Calem 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...

​ 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...

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...

​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...