Calem Blogs

Blogs of CalemEAM
Sep
09

How to Manage Asset Priorities by Locations


The priorities of assets and locations must be maintained accurately for effective maintenance operations. The priorities are used to set work order priorities in Calem. It is a challenge to keep track of asset priorities in cases where assets are moved or replaced. Calem's asset priority by location is a solution for a cas...
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  5482 Hits
5482 Hits
Aug
22

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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  4903 Hits
4903 Hits
Aug
19

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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  6412 Hits
6412 Hits
Aug
19

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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  7120 Hits
7120 Hits
Aug
01

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 (w...
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  7903 Hits
7903 Hits
Jul
31

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 wo...
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  6497 Hits
6497 Hits
Jul
27

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 loca...
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  10671 Hits
10671 Hits
Jul
23

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 user...
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  5526 Hits
5526 Hits
Jul
20

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. Create a...
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  6712 Hits
6712 Hits
Jul
10

When to Use Teams in Calem


Teams may be used to manage users in Calem. They can be used to organize internal resources into functional groups based on shifts, specialty, or other requirements.  They can also be used to manage contractor resources. 1. Team SetupTeams are more efficient when you have many maintenance resources to manage. Teams can be e...
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  5892 Hits
5892 Hits
Jun
30

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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  6582 Hits
6582 Hits
Jun
22

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 formClose the file upload formThe photo uploaded will be used as the asset's photo. In addition to the simple operation above ther...
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  5666 Hits
5666 Hits
Jun
04

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 based o...
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  6828 Hits
6828 Hits
May
26

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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  6571 Hits
6571 Hits
May
23

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 and...
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  6575 Hits
6575 Hits
May
18

Calem Integration 1: 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 is...
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  6266 Hits
6266 Hits
Apr
30

How to Require/Mandate Fields for Work Orders 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 soluti...
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  7228 Hits
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7228 Hits
Apr
19

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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  9850 Hits
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9850 Hits
Apr
16

Approval Routing for Auto-Generated REQs


See this blog for mandating pre-approval for 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...
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  6389 Hits
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6389 Hits
Apr
10

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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  5805 Hits
5805 Hits