Clay's Blog

These are the official blogs about CalemEAM.

PM Schedule Calendar

Preventive maintenance (PM) in Calem Enterprise consists of schedules, action steps, materials, documents, and assets/locations.  Time-based PMs can be forecasted and shown in calendar formats. Here are the screenshots of the PM Calendars.  There are two calendars in the generated excel file: The first tab is a 12-mont...
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4196 Hits

Asset Custom Fields in Work Orders

This feature has been enhanced to cover to use cases: When creating a work order for an asset the matching custom fields will be copied to the work order created. When generating a PM work order for an asset the matching custom fields will be copied to the PM work order. ​ A preventive maintenance (PM) object is a preventive job to be performe...
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3245 Hits

Iterative Implementation of Calem Enterprise


Iterative implementation means to implement Calem Enterprise with small, repeatable steps. Each iteration implements one one or more functions for a selective data set. It enables you to have an operational EAM/CMMS solution from the get-go, then extend it incrementally.  The Iterative Implementation was presented at WAI OPERATIONS SUMMIT &...
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2812 Hits

Saved Searches in Calem

​Saved searches are queries stored in Calem. They are efficient tools in analyzing data in Calem. Here is one use case: ​A login user needs to view all his or her work orders, and also in the following groups: New: work orders submitted, and to be approved. Approved: work order approved, and to be planned and released. Released: work orde...
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3998 Hits

A Note of Work Order Life-Cycles in Calem

WO life-cycle can be viewed from different detail levels. State, Stage and Status Status is at the most detail level and drives both states and stages. WO State is at the highest level. It indicates if a work order is not done (Open state), done (Closed state), or done but made workable again (Reopen). ​ WO Stage is at the middle level. It enables ...
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  5538 Hits
5538 Hits

Query of Asset Item from Assets

Note: "Asset Group" is renamed to "Asset Item" from Calem Release R11d.  ​ The background: Assets are linked to inventory items via its "Asset group" which is also an inventory item. Query of asset group fields from asset forms are not available out of the box. Query of custom fields added in asset groups are not available out of the box. The ...
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  4334 Hits
4334 Hits

How to Add Pictures in Calem Touch App?

Calem Touch is the client implementation of Calem Enterprise for mobile users. Calem Touch can be used as device app or accessed from a browser as a web app. Search for "CalemEAM" from AppStore or Google Play Store to get the app installed in your devices. Device functions are available including camera and barcode. Calem Touch is availab...
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  3614 Hits
3614 Hits

Module List Order

Modules are list in alphabetical order by default with Favorite module showing up at the top. You can turn off the alphabetical ordering and order modules the way you wanted through the following steps: ​Turn off alphabetical ordering for the module list Add a default module ordering Customize module ordering through drag-and-drop per group ​ ...
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3315 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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  3972 Hits
3972 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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  3347 Hits
3347 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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  3533 Hits
3533 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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4297 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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  3329 Hits
3329 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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  3125 Hits
3125 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...
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  3131 Hits
3131 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 ...
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  3253 Hits
3253 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...
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3893 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...
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3604 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...
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3695 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...
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3851 Hits