Customers can tailor Calem Enterprise by built-in tools without worrying about upgrading their solutions. The customization through the built-in tools is preserved when upgrading to new releases.
Here are the areas of customization through the built-in tools:
- User Interface (UI) Customization - change forms and reports based on requirements.
- Data customization - add custom fields and additional dropdown values. For instance, add new work order statuses and their transitional graph.
- Categorization and Category Attributes - use categorization to group objects. Add object specific category attributes.
- Text customization - change field labels based on requirements.
- Configuration properties - both client and server configurations can be changed based on business requirements.
- Custom triggers - custom script snippets for additional business logic
1. User Interface (UI) Customization
UI Customization in Calem Enterprise enables customers to make forms and reports concise and include only necessary information to their target audiences. UI customization is done through drag-and-drop with live data. In a nutshell the UI Customization allows customers to:
- Define user groups, or personas such as administrators, supervisors, maintenance technical staff, warehouse stuff.
- Define group hierarchy so that a child group inherits the customization of its parent groups'.
- Calem Designers make the UI Customization easy with drag-and-drop:
- Modules - hide modules from a user group. For instance, an operator group has access to Service Request and Work Order modules only.
- Menu - hide action menu items from a user group. For instance, a customer group with access to work order module can only view "My WO" menu, but not "All WO" menu.
- Forms - hide menu and fields of a form. For instance, an operational staff can view inventory stock, but cannot edit an inventory record.
- Reports - add or remove fields of in a report.
2. Data Customization
Data customization allows customers to add custom fields and dropdown lists.
- Custom fields are fields that are used by customers but not present in Calem out of the box. Customers can use data designers to add custom fields. Then, use the UI customization to add the custom fields to forms.
- Dropdown values such as work order statuses are used extensively in Calem. Customers can add/remove dropdown values. Coupled with configuration properties, customers can further customize the status graphs such as work order status graph.
3. Categorization and Category Attributes
Categorization is a category hierarchy with unlimited levels of depth. Customers can use categorization to group objects such as assets and locations. For instance, you may use Vehicle -> Truck -> F150; or Vehicle -> Car -> Chevy Volt.
Category attributes are custom fields that are specific for categorization node in the tree. Child nodes inherits the attributes of their parents.
4. Text Customization
Texts are used as labels for data items. Customers can customize texts based on business requirements. For instance, a work order may be called "Work Request" or "WR" at your organization. So, you may customize the work order text labels to reflect it.
5. Configuration Properties
Both client and server configuration properties can be changed to perform deep system behavior customization. Here are some examples:
- Use a custom logo (through client configuration)
- Make a data field required (through client configuration)
- Turn off workflow notifications when preventive work orders are generated (through server configuration)
- Enforce a user to specify a job role when reporting hours for users with more than one job roles (through server configuration).
6. Custom Triggers
Custom Triggers are application code snippets added by customers. The triggers are fired when database records are inserted, updated or deleted.