Clay's Blog

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 It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans .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Note: this blog is superseded by Asset Item and Bill of Material , and  Categorization and Category Attributes in R11 available in Spring 2018.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...

​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Note: this blog is superseded by  Categorization and Category Attributes  in R11 available in Spring 2018.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...

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...

​ 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...

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...