Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Dec
20

How to Track Invoice and Payment in Purchase Module


Invoices and payments can be tracked in Calem Enterprise release R11i available in December 2018. A new tab "Invoice" has been added to purchase order form.  The "Invoice" Tab includes an invoice list that one can enter invoices received for a PO, and a payment list for one to track payments made to invoices. The PO header (the "Main...
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Clay Li
Dec
20

How to Use Quotation in Requisition Processes


Vendor quotation or pricing may be required for certain items so that managers can make informed decisions in approving requisitions to purchase those items. Vendor quotation or pricing can be enabled based on inventory items through their stock types. The stock type of an inventory item can be set to one of the following values: ​St...
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Clay Li
Dec
20

How to Track Outbound Emails in Calem


​Outbound emails in Calem are stored in the workflow email queue (Admin | Open | Workflow Email Queue). The queue holds all the outbound emails from Calem. An email has one of the following statuses: In-Process: to be sent Sent: Email sent Failed: Failed after a limited number of sending trials. Admin users can modify an email's...
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Clay Li
Dec
13

How to Move Assets with Assembly


Assets with assembly refer to assets with parent/child relationship. For instance, an engine is installed in a vehicle and is a child asset of the vehicle asset. Asset move is performed with "More" menu at the Asset Form:  ​An asset can be moved when a) the asset is unlinked from its parent asset if any; and b) the child assets are moved with ...
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Clay Li
Nov
04

How to Track Location and Asset Changes by Work Orders


Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...
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Clay Li
Nov
03

How to Use the Calendar View for Work Orders


A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views.  ​Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...
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Clay Li
Oct
30

How to Implement Geolocation in Calem


A geolocation includes latitude and longitude for identifying an exact position in a map. It can be used to answer questions about assets and work orders in Calem including:  ​Where are work orders created by technicians in the field?Where are the comments added to work orders?Where are assets located?  ...
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Clay Li
Oct
18

How to Use the Calendar View for Change Management


A calendar view is provided in release R11h for change management. It allows change planners and managers to better see what changes will be executed in a month, week or day presented in calendar formats. Change Management (CM) is also called Management of Change (MOC) in Calem. Menu: Change | MOC Calendar 1. Objects in Calendar The ...
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Clay Li
Oct
07

Why Implement Change Management in Calem


The motivation to implement the Change Management in Calem includes: Use Changes to adapt and improve your maintenance operations. This module is a tool for supervisors to look beyond the busy schedules every day and envision where your organization should be in months or years. Concrete changes can be recorded and planned in Calem's change ma...
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Clay Li
Oct
07

How to Identify Work Order Resource Efficiency


One of the benefits of Calem Enterprise is the tracking of resource hours in planning, scheduling, and execution. The questions that Calem can help answer include: ​How many hours are scheduled vs actual hours spent for a weekHow many hours are spent by department, team and site for a weekHow resources are planned, scheduled and used per work order...
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Clay Li
Oct
04

Asset and Location Summary Reports


Asset and Location Summary Reports are available in the coming R11g release planned for October 2019. Report fields include: ​Object count Average original costAverage total maintenance costThe reports are grouped by site and an additional field (excepting the case of "Site") below. ​Asset Summary/Group By ​​Location Summary/Group By ​​Ca...
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Clay Li
Oct
04

How to Identify Stocks Not Moved


This report is intended to answer the following question: ​How to review stock checkout history and identify slow or non-moving parts in Calem?The report is launched from Inventory | Report | Transactions - Checkout Frequency.​ A date range may be specified to report the checkout frequency.  The report lists the times checked out and aver...
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Clay Li
Sep
27

How to Setup Failure Tree for Troubleshooting


Failure tree is an intuitive presentation to browse failure, cause and action codes defined in Calem. It can be used from work orders as a troubleshooting tool for corrective work orders. There are a few steps and configurations to set up your Calem for troubleshooting. Step 1. Review Failure Sets and Codes The failure modu...
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Clay Li
Sep
09

How to Integrate Monitoring Services with Calem


Asset monitoring services can be built with tools such as Icinga. Monitoring services are modeled as separate services from Calem in this discussion. They use Calem REST APIs to get asset information and report device problems. 1. Initialize Monitoring Data from Calem The monitoring service initializes assets/locations to monitor by ...
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Clay Li
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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Clay Li
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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Clay Li
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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Clay Li
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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Clay Li
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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Clay Li
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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