Clay's Blog

These are the official blogs about CalemEAM.
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 appr...
Continue reading
0
  12186 Hits
Tags:
Work Order Workflow
Tweet
12186 Hits
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...
Continue reading
0
  11331 Hits
Tags:
Configuration Item (CI) Configuration Element (CE) Asset Location
Tweet
11331 Hits
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...
Continue reading
0
  10900 Hits
Tweet
10900 Hits
Clay Li
Jul
27

When to Use PM Inspection and PM Rounds


Questions are often asked by customers when implementing PMs for assets and locations: Calem defines a PM as a scheduled preventive maintenance plan for an asset or location. Is it possible to define a PM for many assets? Is it possible to define a PM for many locations?Calem does provide ways to handle many assets and loca...
Continue reading
0
  14573 Hits
Tweet
14573 Hits
Clay Li
Jul
23

How to Unblock User in Calem


​A user account is blocked when a user failed to login for 4 times in a row. There are two options to unblock a user.  1. Unblock by Another User An admin user, or a user with edit access to user list form unblock a user. Go to the user list (Organization | ACL Profiles | User list)​Find the user blocked, edit the user...
Continue reading
0
  8140 Hits
Tweet
8140 Hits
Clay Li
Jul
20

How to Track Asset Off-Site Repair


Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below. Requisition and purchase orders in Calem are used to manage the approval process for off-site repair. Inventory transactions are used to track assets in the repair process.  Step 1. Create a r...
Continue reading
0
  11086 Hits
Tweet
11086 Hits
Clay Li
Jul
10

When to Use Teams in Calem


Teams may be used to manage users in Calem. They can be used to organize internal resources into functional groups based on shifts, specialty, or other requirements.  They can also be used to manage contractor resources. 1. Team SetupTeams are more efficient when you have many maintenance resources to manage. Teams can be e...
Continue reading
0
  9259 Hits
Tweet
9259 Hits
Clay Li
Jun
30

How to Streamline Work Order Processes in Calem by SLA


Work orders are used to manage all the maintenance work including corrective and preventive maintenance activities. Work order status graph is used to describe work order processes. This blog discusses the methods introduced in Calem Enterprise release R11c to streamline the work order processes. The methods monitor work order status...
Continue reading
0
  9714 Hits
Tweet
9714 Hits
Clay Li
Jun
21

Add Asset Photo by Drag and Drop


In Calem Enterprise R11c available in June 2018, a menu has been added in the asset form to simplify adding an asset photo. The steps are: Click "Attach Photo" menu in asset form.Drag and drop a photo to the file upload formClose the file upload formThe photo uploaded will be used as the asset's photo. In addition to the simple operation above ther...
Continue reading
0
  8585 Hits
Tweet
8585 Hits
Clay Li
May
26

How to Increase Productivity with Home Form


Home form is introduced in Calem Enterprise R11b. It is the default form in Favorite module. Home form is shown when Favorite module is the first module in your module bar (the left vertical menu bar). In this blog I will show you how to increase your users' productivity with the Home form. Let's start with the purposes of the&n...
Continue reading
0
  9926 Hits
Tweet
9926 Hits
Clay Li
May
18

Calem Integration 1: Email & Misc Integration


Calem Enterprise comes with integration capabilities including: Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory.Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is...
Continue reading
0
  8959 Hits
Tweet
8959 Hits
Clay Li
Apr
30

How to Require/Mandate Fields for Work Orders by Status/Category


This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: When a work order is released to technicians the work order must be assigned.When a work order is completed soluti...
Continue reading
0
  10598 Hits
Tags:
Work Order
Tweet
10598 Hits
Clay Li
Apr
19

How to Set up Work Order Layouts by Category


There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...
Continue reading
0
  14814 Hits
Tags:
Work Order
Tweet
14814 Hits
Clay Li
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...
Continue reading
0
  9206 Hits
Tags:
Requisition
Tweet
9206 Hits
Clay Li
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...
Continue reading
0
  8711 Hits
Tags:
​Dropdown list
Tweet
8711 Hits
Clay Li
Apr
03

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...
Continue reading
0
  9991 Hits
Tweet
9991 Hits
Clay Li
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...
Continue reading
0
  9190 Hits
Tweet
9190 Hits
Clay Li
Mar
27

Purchase Automation by Min/Max and PMs


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&...
Continue reading
0
  8905 Hits
Tweet
8905 Hits
Clay Li
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...
Continue reading
0
  11108 Hits
Tweet
11108 Hits
Clay Li
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...
Continue reading
0
  13264 Hits
Tweet
13264 Hits
       
18 19 20 21 22 23 24 25 26 27