Calem Blogs

Blogs of CalemEAM

How to Differentiate a Sandbox(Dev) and Production Service?


​Customers may choose to deploy a Calem dev service (or test instance) along with their Calem production service. The dev service may be used for training, staging and development. Calem provides custom styles to differentiate a dev service from the production one in login & desktop screens. ​Dev service and production servi...
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2705 Hits

How to Customize Access Control/ACL Profiles in Calem


Access control in Calem allows administrators to assign users to access control list profiles (ACL Profiles). An ACL profile includes permissions of application functions and sites's data for multi-site data access. This blog discusses the setup of ACL profiles.  Here is a use case for ACL Profiles for multi-site acces...
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3355 Hits

How to Set Up Workflow Notifications for Work Orders


​Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: ​An organization would like one group of people to get workflow notifications when work orders are ap...
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3811 Hits

How to implement Configuration Item (CI) in Calem


​ A Configuration Item (CI) is an entity in a configuration management (see wiki definition ). It includes configuration parameters and assets or resources. A typical CI in Calem can be implemented by a configuration element (CE) as a location and its physical component as an asset. For example, a server CI includes a server location CE (...
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4505 Hits

When to Use Parent/Child Work Orders


​Parent/child work orders are available in Calem. They can be utilized to support various maintenance workflows. For instance, a PM round may be generated into one PM parent work order with each PM round stop as a child PM work order.  Calem Enterprise supports two workflows in managing parent/child work orders. Case 1 : Parent ...
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3076 Hits

When to Use PM Inspection and PM Rounds


​Questions are often asked by customers when implementing PMs for assets and locations: Calem defines a PM as a scheduled  preventive maintenance plan for an asset or location.  Is it possible to define a PM for many assets?  Is it possible to define a PM for many locations? Calem does provide ways to handle many assets and...
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7708 Hits

How to Unblock User in Calem


​A user account is blocked when a user failed to login for 4 times in a row. There are two options to unblock a user.  1. Unblock by Another User An admin user, or a user with edit access to user list form unblock a user. Go to the user list (Organization | ACL Profiles | User list) ​Find the user blocked, edit the use...
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3119 Hits

How to Track Asset Off-Site Repair


​Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below. ​ Requisition and purchase orders in Calem are used to manage the approval process for off-site repair.  Inventory transactions are used to track assets in the repair process.   Step 1. Creat...
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3238 Hits

When to Use Teams in Calem


​Maintenance resources are managed as users and teams in Calem. A resource can perform the following functions: Performing work orders ​Accepting work orders Getting notifications for work orders and other events. Teams may not be necessary for organizations with small number of resources. The resources can be managed as individual users....
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3070 Hits

How to Streamline Work Order Processes in Calem by SLA


Work orders are used to manage all the maintenance work including corrective and preventive maintenance activities. Work order status graph is used to describe work order processes. This blog discusses the methods introduced in Calem Enterprise release R11c to streamline the work order processes. The methods monitor work order status...
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3825 Hits

Add Asset Photo by Drag and Drop


In Calem Enterprise R11c available in June 2018, a menu has been added in the asset form to simplify adding an asset photo. The steps are: Click "Attach Photo" menu in asset form. Drag and drop a photo to the file upload form Close the file upload form The photo uploaded will be used as the asset's photo. In addition to the simple operation above t...
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3249 Hits

Asset Tracking in Calem


​Asset tracking is one of the essential functions of an enterprise asset management (EAM) solution such as CalemEAM. I will cover the following questions in this blog: ​What are assets? How to track asset life-cycles in Calem? How to track asset activities? How to track asset depreciation? 1. What are Assets? Assets are identified ba...
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3641 Hits

How to Increase Productivity with Home Form


Home form is introduced in Calem Enterprise R11b. It is the default form in Favorite module. Home form is shown when Favorite module is the first module in your module bar (the left vertical menu bar). In this blog I will show you how to increase your users' productivity with the Home form. Let's start with the purposes of the&n...
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3717 Hits

Group vs Individual Customization


​Customization of data and screens are hallmarks of Calem Enterprise. Screen customization can be achieved at group level or at individual user level.  ​Group customization refers to screen configuration for a group of users. Individual customization refers to the screen configuration by a login user. Here are the guidelines regarding group an...
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3445 Hits

Calem Integration Part I: Email & Misc Integration


Calem Enterprise comes with integration capabilities including: Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory. Application Programming Interface (API): the APIs to read, update and delete records in Calem. It i...
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3773 Hits

Work Order Required Fields by Status/Category


This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: ​ When a work order is released to technicians the work order must be assigned. When a work order is completed sol...
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4502 Hits

How to Set up Work Order Layouts by Category


There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...
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5408 Hits

Approval Routing for Auto-Generated REQs


Requisition approval routing has been defined based on requesters (see this blog ). This method works well for user initiated requisitions. For requisitions generated by Calem based on min/max stock level configurations the requesters are not end users. There are ways in Calem to configure requesters based on inventory items. This is the ...
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Radio Buttons for Dropdown List


​Dropdown list defines a set of values for a field. It is used extensively in Calem Enterprise. By default a dropdown list is shown as a dropdown field. For example, work order category is shown as a dropdown list. There are cases customers like to see radio buttons for a dropdown list seeded in Calem or created by customers. This can be achie...
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3494 Hits

Calem Integration Part II: REST API


Calem Enterprise comes with integration capabilities including: Email Integration: service request submission, service request and work order interaction via emails. Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is ideal for third party applications to integrate with Calem via APIs. Custom Trigger...
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  4329 Hits
4329 Hits