Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jun
19

Read-Only Setup by Modules and Profiles


Read-Only can be configured by modules. It can also be configured by ACL Profiles. Form and report customization can also be configured by ACL Profiles. This blog will walk you through these features. 1. Read-Only by Modules One of the features in the upcoming R10o release is the convenient setup of read-only modules. Here is the business case: Som...
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Clay Li
Jun
11

Work Order Invoicing


​Work order invoicing has been added in Calem Enterprise R10n. It is used to bill customers for work orders completed. The function is available in AjxWeb. The invoicing processes are: Execute a work order for a customerReview invoice and make changes if necessaryApprove invoice. Workflow emails are sent out to notify that invoices are ap...
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Clay Li
Jun
10

Getting Ready for PHP 7

​Calem Enterprise R10n runs with PHP 7. This is an exciting feature because PHP 7 has many unique advantages over PHP 5 (5.3.x to 5.6.x). We have observed about 30% performance gains in the Calem build process that uses PHP to package releases. Here is our plan for going forward with PHP 7. Calem Cloud Services will be upgraded to PHP 7 i...
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Clay Li
Jun
05

Organizing Meters for Quick Entries


One of the exciting features in Calem Enterprise R10n, available on June 5, 2017, is the intuitive screen for maintenance staff or operators to enter meter readings quickly.  1. Meter Set The first step is to organize meters into meter sets. Each set of meters includes meters whose readings are to be taken regularly. Menu p...
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Clay Li
Jun
01

Two KPIs for Preventive Maintenance


Key performance indicators (KPI) help maintenance professionals analyze their operational efficiency. I am going to review two of the KPIs related to preventive maintenance.  PM Compliance The first KPI is the PM Compliance. This KPI presents the data points at daily and monthly level based on targeting completion dates. ​The counts of PM...
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Clay Li
May
28

Field Inline Editing


This feature improves the efficiency of field editing. It will be available in the upcoming R10n release. Field inline editing allows one to quickly start editing a field from read views. This is done by showing an edit icon in a field when a mouse focus is over that field. The edit icon launches the edit screen, and moves focus to the fi...
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Clay Li
May
09

Skill License Expiration Management


Skill license expiration management is required in maintenance organizations. For instance, forklift driver licenses expire every three years or so. Drivers must be trained and have valid licenses to comply with regulatory requirements.  The configuration management database (CMDB) function in Calem is powerful and flexible in managing both as...
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Clay Li
May
06

Expressions in Free Text Search


One of the cool features in Calem Enterprise is the free text search in any list or lookup view. Just enter a phrase you are looking for, Calem searches both text and lookup fields to for records matching your input phrase. The list or lookup views are updated instantly based on your input. In this blog we will explore the advanced expressions supp...
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Clay Li
Apr
09

Meter Reading Calendar


​Meter reading calendar view can be launched from dashboard module. It allows one to view multiple asset meters in one excel calendar view and identify alarms easily. The calendar view provides the following features: A calendar can includes up to five assets All meters of the selected assets are shown in calendar view by three time slots: Night re...
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Clay Li
Apr
01

Open Work Order Boards


​One of the coolest features introduced in Calem Enterprise R10l of March 2017 is the Open Work Order Board. The board originated from our experience working with customers. We often get questions about work order assignment. For example: ​How do I find all work orders assigned to my team?How to find out current work order assignment in m...
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Clay Li
Mar
29

How Requisition Approval is Routed in Calem


See this blog for requiring pre-approval for REQs. Requisition approval auto-routing is available in release R10l (March 2017). The pre-requisites for approval routing include: Set up users with "Supervisor" configured (at Organization | ACL Profiles | User List) Set up REQ approval levels (at Organization | ACL Profiles | REQ Level) Set up RE...
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Clay Li
Mar
19

What Browsers to Use (IE 11 End of Life)


IE 11 reaches its End of Life on June 15, 2022. The browsers for Calem are updated. Chrome (latest from Google), MS Edge, Safari (latest from Apple) and FireFox (latest from Mozilla) are supported. The Internet Explorer 11 will be end of life on June 15, 2022. It is no longer supported from Calem R21.Prior to Calem R21, IE 11 is...
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Clay Li
Mar
05

Custom Required Field for Calem Offline


Administrators can customize standard tables to alter table or field attributes for Calem Offline. For instance, "Comments" field in is required by default when adding comments to work orders. One can make the field not required in Calem Offline through the following steps. Create a directory "custom" at Calem metadata directory "Cal...
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Clay Li
Feb
26

Work Order Time to Complete


​This new KPI is available in Calem Enterprise R10k release in February 2017. It allows maintenance management team to review work order performance. ​Menu path: Dashboard | Open | WO Time to CompleteThe KPI calculated the average days to complete work orders grouped by work order categories.You can pick an existing time duratio...
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Clay Li
Feb
20

Barcode with Windows 10 Touch PC


​In addition to using Calem Barcode with Android barcode devices, you can use USB barcode scanners and Windows 10 touch screen PCs to streamline your warehouse operations. The first step is to configure your touch screen PC: Launch Microsoft Edge browser Configure Edge Browser for Barcode: Go to "about:flags" in the address bar of Edge A confi...
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Clay Li
Feb
16

Asset Failure, Root Cause and Action


​In this blog we will do an exercise to customize a work order list report to show asset failure, root cause and action. Here are the goals: ​Create an asset report of failure, root cause and action for a period of timeThe following is a screenshot of the final report we like to get. The first step is to customize a work order list report to have a...
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Clay Li
Feb
13

PM Calendar Report by Schedules and Meter Readings


PM Calendar report shows current work orders and projected PM work orders based on date range selected. The calendar report uses the following methods to estimate PM work orders: Time-based repeat schedules (such as every 3 months).Meter-based repeat schedules (such as every 3000 miles in the odometer readings).Calem uses meter reading estimate bas...
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Clay Li
Feb
05

Alternative Spare Parts (Deprecated)


This blog is deprecated and superseded by the new blog: How to Manage Equivalent Spare Parts Alternative parts are parts that can be used in place of other parts. Calem provides the following functions in handling the alternative parts: Define alternative parts at inventory items Menu path: Inventory Module | Open | Inventory Items | "Equivale...
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Clay Li
Jan
30

PM Blackout


​ PM blackout is defined as period of time when PMs should not be generated. The blackout can be holidays when facilities are closed and there are no people around.  ​PM blackout periods are defined in the Site Time Off form (Schedule module | Open | Site Time Off) with "PM blackout?" checked. The screenshot below shows that 3/1/14 to 3/3/14 w...
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Clay Li
Jan
23

Asset Failure Report


This blog is deprecated - see this blog for MTBF reporting. Asset failure report calculates the mean time between failure (MTBF) of asset failures and help maintenance professionals tune PM scheduling to prevent failures. The following information is involved in the failure report: Menu path: Asset module | Report | Asset Failure ReportClick "+" to...
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