Clay's Blog

​Vendor setup is discussed in a previous blog here . This blog discusses the steps to upload vendors and prices. There are three steps to set up vendors and prices. Data Upload via Excel Templates Excel templates are available in Calem for every table so that data can be managed via excel files. See this blog for more information. Step 1. Vend...

Access control profiles, or ACL Profiles, can be configured to allow users of your organization and your customers to sign into Calem and access the data and menu actions allowed. ACL Profile Case 1: Internal Use Calem Enterprise is used by a manufacturing plant. The plant employees are the only users of Cale...

I have seen customers with corporate policies in place with selective browsers for Calem and other enterprise applications. In other cases customers have own choices about the browsers to use with Calem. This blog covers the browsers and our preferences for use with Calem Enterprise. AJAX Web Client The AJAX web client is the primary web inter...

​Users can be added to Calem through data entry forms, upload from excel files, import from LDAP servers, or auto-creation via email service requests. One can create as many users in Calem as needed. However, login users require license seats and profile configuration.  In this blog I will cover the steps to set up users to log ...

In Purchase Order Print Customization Part 2 we discussed the header templates and terms and conditions. In this blog I will cover the PO terms and conditions in detail.  PO terms and conditions can be defined in Calem in the following ways: For site specific terms, go to Site form (Org module | EAM company | Site tab) and edit the site to add...

Bulk update allows one to update more than one record at a time. It allows maintenance staff to complete data changes very efficiently. There are two approaches available in Calem to perform bulk updates: ​Bulk update through export and import .  Bulk update from list forms In the first approach, one may identify a list report to perform the c...

 List views are used extensively in Calem Enterprise. They include: ​Main Data Lists such as work order lists Detail Data List such as scheduled labor lists for a work order Lookup List such as cost center lookup list Report List such as work order report list Report Detail List such as scheduled labor lists in work order print The customizati...

In last blog  about purchase order print customization we have discussed the standard PO header customization, PO lines, and the signature section.  In this blog I will present the new top template for PO print, and terms and conditions at the end of PO print. See the screenshot below. The top template for PO print will be&...

​Implementation strategies vary based on business requirements. We will discuss two common strategies in this blog. They have been proven by customers in the field. Strategy 1. Work Orders First This is the default implementation strategy as discussed in the iterative implementation blog . It starts with implementing work orders. Inventor...

​There are cases for PM work orders to be generated or not generated by time periods, or seasons.  Case 1. No PM Work Orders for a Time Period Holiday seasons such as Thanksgiving in the US are busy times for food companies. A food company manages its maintenance operation with Calem enterprise, and would like to defer PMs ...