Calem Blogs

Blogs of CalemEAM

Boilerplate Steps in PM Plan (Deprecated)


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 It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans .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...
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5141 Hits

Asset Item in R10


Note: this blog is superseded by Asset Item and Bill of Material , and  Categorization and Category Attributes in R11 available in Spring 2018.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...
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5359 Hits

Bulk Update by Data Export and Import


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...
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9410 Hits

When to Use Dropdown and Lookup Custom Fields


Admin users can add custom fields in Calem. "Lookup" fields can only take values from a dropdown list or another table. They are great tools to avoid duplicate or invalid data. ​ 1. Lookup Field Calem supports two types of fields that take values from a predefined list. These fields are generally referenced as lookup fields. A dropdo...
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5711 Hits

Sort Weekly Schedule by Team


​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.
  4599 Hits
4599 Hits

Asset Category Attributes


Note: this blog is superseded by  Class and Class Attributes  in R11 available in Spring 2018.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 group "F150-Tr...
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5574 Hits

Scheduled Reports (Deprecated)


This blog is superseded by a new blog:  How to Set up Scheduled Reports in Calem 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...
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  4258 Hits
4258 Hits

Meter Triggered Work Orders


​ 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...
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  4800 Hits
4800 Hits

Scheduled Upload of Meter Readings

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...
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  4303 Hits
4303 Hits

Multi-Language Labels


​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...
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5191 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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  4203 Hits
4203 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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  4381 Hits
4381 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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  5586 Hits
5586 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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4245 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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  4051 Hits
4051 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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  4015 Hits
4015 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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4226 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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5055 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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4713 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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4823 Hits