Calem Blogs

Blogs of CalemEAM
Nov
28

Login User Setup


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 i...
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  10195 Hits
10195 Hits
Nov
22

Purchase Order Print Part 3 - Terms and Conditions


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...
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  7082 Hits
7082 Hits
Nov
21

Bulk Update II: Work Order and PM


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 formsIn the first approach, one may identify a list report to perform the chan...
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  6510 Hits
6510 Hits
Nov
17

How to Customize Lists | Reports for Groups and Personal Logins


 List views are used extensively in Calem Enterprise. They include: Main Data Lists such as work order listsDetail Data List such as scheduled labor lists for a work orderLookup List such as cost center lookup listReport List such as work order report listReport Detail List such as scheduled labor lists in work order printThe customization ste...
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  10254 Hits
10254 Hits
Nov
16

Purchase Order Print Customization Part 2


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&n...
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  9332 Hits
9332 Hits
Nov
08

Calem Enterprise Implementation Strategies


​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. Inventory...
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  6654 Hits
6654 Hits
Nov
03

Seasonal PM Work Order Generation


​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 ...
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  6597 Hits
6597 Hits
Oct
21

Multiple-Cloud Service Migration


Instance export and import can be used to extract instance data from one instance and upload to another instance. This is an exciting feature in R10r. It enables organizations to expand their use of CalemEAM and focus on their business needs without being boggled down by enormous investment of time and money in data integration. Business Case 1 The...
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  6236 Hits
6236 Hits
Oct
21

Multiple Services and Owner Groups


Owner groups have been introduced in Calem Enterprise R10r to replace multiple services by service sites. Here is the business case for owner groups: A site has assets for facility management and maintenance management. It is required that when facility management staff view asset tree, they should only see facility assets. The ...
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  7319 Hits
7319 Hits
Oct
21

Session Logs and Site Monitoring


There are two new features in Calem Enterprise R10r release for monitoring user sessions and Calem Service Sites. They are user session logs and Google Analytics integration. User Session Logs Successful user logins are recorded for administrators to analyze user activities. They help answer the following questions: ​H...
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  6163 Hits
6163 Hits
Oct
21

Mandate Failure Codes in Work Orders


Reporting failure/action/cause codes in corrective maintenance (CM) work orders allows tracking and analysis of failures and resolutions. The codes are not required in preventive maintenance (PM) work orders. This is done through system configuration.  1. Require Failure/Action/Cause for All CM Work Orders Edit EAM company (Organization |...
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  6541 Hits
6541 Hits
Oct
18

Data Upload Part 3: Preventive Maintenance


 This blog series demonstrate the data setup through uploading data from excel templates. Previous blogs include: Data Upload Part 1: Inventory ModuleData Upload Part 2: Asset and Location Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the arch...
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  26998 Hits
26998 Hits
Oct
02

Data Upload Part 2: Asset and Location


This blog series demonstrate the data setup through uploading data from excel templates.  Data Upload Part 1: Inventory Module Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at http://support.calemeam.com/view.p...
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  8816 Hits
8816 Hits
Sep
26

Work Order Time Display by Sites


This feature facilitates multi-site work order scheduling by displaying work order times in the time zones of the sites where asset and location are referenced. For instance, a planner is scheduling work orders in multiple time zones, all work orders can be scheduled in local times. The feature covers the various aspects of...
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  6409 Hits
6409 Hits
Sep
22

Data Setup Part 1: Inventory Setup


This blog series demonstrate the data setup through user interfaces. They can be used together with the data upload counterparts. For example, this blog can be used along with the data upload process for Inventory Setup. Inventory setup is also discussed in another blog at a higher level. Step 1. Manufacturer and Vendors Manufacturers and Vendors a...
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  9839 Hits
9839 Hits
Sep
13

Multi-Currency in Calem Enterprise


Multi-Currency in Calem Enterprise allow organizations to operate sites across currency boundaries. The following use cases are supported: Single-Currency. A single currency is used in an organization.Multi-Currency. Multi-currency is used in an organization. There is only one site in the organization. Multi-Currency for Multiple Sites. M...
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  7300 Hits
7300 Hits
Sep
07

Access Control for Part Creation


​Role based access control is available in Calem Enterprise. See this blog for the complete list of customization you can do with Calem. We will cover user access control here. The use case is to limit parts creation:  ​Only authorized users can create parts in Calem. The steps to achieve this goal include: ​Create a user group for u...
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  7291 Hits
7291 Hits
Sep
01

Asset and Location Lookup Tree


In the coming release of Calem Enterprise R10q the asset and location lookups can be done via asset tree. The lookup tree makes it much easier to find an asset through its site/location hierarchy. When creating a work order, service request, or a PM, you may type in the asset number if you have it. Calem brings up a candidate list (called look...
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  9270 Hits
9270 Hits
Aug
31

Mandatory Work Order Steps for Completion


Work order steps are the instructions to complete work orders. A work order can be completed without completing all the steps.  1. Org Configuration Organization may choose to require all steps be completed before work orders can be completed. The following screenshot shows that both corrective and PM work orders require steps to be ...
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  7277 Hits
7277 Hits
Aug
23

Mass Update of Item Numbers


Item numbering is key in inventory management. There are cases that item numbers need to be re-tuned based on changing business needs. To modify a few item numbers use the Item form to do it: Menu: Inventory | Items - Part/Tool, More | Change Item #Menu: Inventory | Open | Items - All, More | Change Item # This blog discusses a way in Calem to upda...
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  6807 Hits
6807 Hits