Calem Blogs

Blogs of CalemEAM
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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6449 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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  5869 Hits
5869 Hits
Apr
07

Calem Integration 2: 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 Triggers:...
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7414 Hits
Apr
04

Asset Depreciation


Asset depreciation has been reworked in Calem Enterprise R11. It supports three depreciation methods and annual reporting. Here are the key fields to configure in an asset for depreciation reporting. An asset can be excluded from depreciation by setting its flag: "No Depreciation" Original and end values define the starting and ending values b...
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7168 Hits
Apr
03

Asset KPIs by Class (Categorization)


The asset KPIs by assets are replacing the KPIs by classes from release R2023c. The KPIs by asset classes are deprecated.  The definition of KPIs are valid excepting ones that are deprecated which are noted with "(Deprecated)".See this blog for updated KPIs. New asset Key Performance Indicators (KPI) have been added in Cale...
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  6271 Hits
6271 Hits
Mar
27

Purchase Process Automation


Purchase process automation includes the following steps: A. Use Min/Max to control inventory stock levels.B. Create requisitions when inventory stock falls below the minimum stock quantities.C. Route requisitions to supervisors for approvalD. Create a PO when a requisition is approvedE. Email a PO print in PDF format&...
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  5896 Hits
5896 Hits
Mar
23

Calem Integration 3: Custom Triggers


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 Trig...
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  8030 Hits
8030 Hits
Mar
20

Vendor Performance Report


​Vendor performance reports show how effective vendors are delivering goods. The actual delivery time can be compared against the lead time provided. The lead time is the number of days that vendors need to deliver goods. The lead time can be defined at various levels to best reflect vendor capabilities. Calem calculates the vendor performance...
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  10375 Hits
10375 Hits
Mar
11

Work Order Acceptance Signature


Work order acceptance is a step in Calem Enterprise for customers to accept a completed work order. There are two ways to accept a work order: ​The work order accepter logs into Calem via Ajax web client and accept a completed work order. A technician completed a work order at a customer site, and get a signature from customer to accept the wo...
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  6796 Hits
6796 Hits
Mar
06

Data Filtering/Search in Calem


In Calem Enterprise R11 to be available in March 2018, there are three ways to query a data list in Calem. They are listed below by ease of use for end users.  Free text search – it is simple to use. Calem will search a fixed set of fields in the data list. List search row – it is intuitive to use. The search row shows in the list view so you ...
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7873 Hits
Feb
27

How to use Class and Class Attributes


Class (Categorization) is introduced in Calem Enterprise R11 to be available in Spring 2018. It is a category hierarchy with unlimited levels of depth. It is used to group objects in Calem for browsing, search and reporting. It is an enhancement and expansion of the category and sub-category in asset module. For example, IT syst...
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  7829 Hits
7829 Hits
Feb
26

PM Release Inclusion and Exclusion in Calem


PM relationships can be used to manage PM releases. ​PM Inclusion: PMs defined in a PM's inclusion list (or Sequence list) will be released as work orders when the PM is released to work orders. This relationship can be used to co-release multiple PMs at the same time.PM Exclusion: ​Release of one PM excludes one or more other PMs from being releas...
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6441 Hits
Feb
12

Track Failures in Work Orders


This blog is deprecated. See How to Setup Failure Tree for Troubleshooting. You can configure Calem to track failures in work orders. The configuration for failure tracking does not affect preventive maintenance work orders. It is applicable to corrective work orders, i.e., work orders for breakdowns. Track Failures in Work Orders There a...
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6042 Hits
Feb
03

How to Add Custom Fields and Customize Forms


This blog was renamed from: Add Custom Fields and Customize Forms for User Skill Matrix I have touched upon customization in Calem in previous blogs in piece meals. This blog dives into the details through the implementation of a business case. It can be used by administrators to customize other data objects. Here is the business cas...
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8920 Hits
Jan
29

Asset Condition Monitoring with Meter Triggers


There are scenarios of asset condition monitoring that can be implemented by the meters and triggers available in Calem Enterprise. Here is such a sample case: A vessel has a main port side engine and a main startboard engine. The engine oils are analyzed regularly, for instance, every 100 hours of operation based on manufa...
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  6790 Hits
6790 Hits
Dec
19

Data Upload Part 4: Vendors and Prices


Vendor setup is discussed in a previous blog here. This blog discusses the steps to upload vendors and prices. There are two 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. Ven...
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  6375 Hits
6375 Hits
Dec
08

Access Control Profiles in Calem


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. Case 1 of ACL Profile: Internal Use Calem Enterprise is used by a manufacturing plant. The plant employees are the only users of&n...
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  6709 Hits
6709 Hits
Dec
07

Browsers for Calem AJAX and Touch Desktop


There are cases where corporate policies mandate browsers for enterprise applications including Calem. In organizations without such policies users may choose 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 interfa...
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  6379 Hits
6379 Hits
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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  10662 Hits
10662 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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  7349 Hits
7349 Hits