Admin - Enterprise Asset Management (EAM/CMMS)

Mar

02

New Feature Spotlight: System Messages

Clay Li

Feature

System messages are information about Calem such as planned downtimes of Calem for maintenance. They are displayed when users log into Calem. For instance, a message of Calem maintenance is shown in the screenshot below. System messages are managed from Admin module by Calem admin users. Menu: Admin | Open | MessagesA message includes start an...

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Admin

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May

13

When to Use a Dropdown Instead of a Checkbox

Clay Li

Feature

A dropdown is a field with values from a list. A checkbox is a field holding a binary value such as Yes/No. A dropdown with a list of Yes/No values is like a checkbox. However, it is different from a checkbox in required fields. A required field in a Calem form must have a value populated. A dropdown field can be a required field. So...

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Admin

2586 Hits

May

05

Field Prompts and Customization

Clay Li

Feature

Field prompts are texts shown in creation or editing forms. They help users with populating fields with quality information. They are available in the coming release of Calem R2025d. The field prompts for the "Subject" and "Description" fields of work order form are provided out of the box (screenshot below).Field prompts are av...

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Admin

2183 Hits

Nov

16

Work Order Status Permission Reports

Clay Li

Feature

New work order status permission reports are available in the coming release of Calem R2024f planned for December 2024. Work Order status permission can be managed by groups (see this blog). For example, MaintenanceStaff group cannot change a work order to the statuses listed in the screenshot below.Service Request status permission can be man...

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Admin

2195 Hits

Aug

27

How to Clone a Group Customization in Calem

Clay Li

Feature

Cloning a customization from one group to another is available in the coming release of Calem R2023d (August 2023). It may save time for admin users in keeping consistent customization across user roles (or groups). Here is a sample use case to demonstrate the feature. There are asset form layout changes (creation/new, edit and read) with new ...

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Customization Admin

3728 Hits

May

08

Best Practice 1: Multi-Org and Admin

Clay Li

Feature

This blog series covers the best practices for customers and integrators to maximize the benefits from Calem Enterprise. The first blog focuses on the multi-org options and administration of Calem. The series will use existing blogs when possible so one does not have to go to user manuals that require valid support accounts to access. 1. Multi...

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Organization Admin

3168 Hits

Mar

16

Enhancement to License Seat Reporting

Clay Li

Feature

License seat reporting has been improved in the coming release of R2023a: License seats export to Excel: Admin | Open | User Seat User report includes the "License" flag for users with a license assigned: Organization | Report | User ListingQuery on the "License" flag (set to 1) to show all users with license assigned. Additional Re...

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Admin

3020 Hits

Oct

04

Modules Docking at Top of the Desktop

Clay Li

Feature

With the introduction of module home screens in Calem R21e, planned for October 2021, the modules can be docked at the top of the desktop in the web client. The default menu for a module should be configured to the new home screen. The home screen is the default menu out of the box. A module may be customized wit...

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User Interface Admin

4433 Hits

Jan

20

When to Use Server Processes

Clay Li

Feature

Server processes are scheduled and executed in Calem on intervals without the need of manual intervention. For instance, work order generation process is executed in the wee hours in the morning every day while workflow email processes are executed every several minutes to send or read emails. The following server processes are made...

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Admin

5643 Hits

Oct

11

When to Use Group Tree in Customization

Clay Li

Feature

Group tree has been added in R02e (October 2020). A group represents a role, a group of users, or a persona in Calem. You should use the group tree if there are many roles in your organization. The group tree shows the group hierarchy for you to visualize the the group structure. Menu path: Admin | Group TreeRight-click on a group&nb...

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Admin

5965 Hits

Aug

12

How to Provision User in Calem by SAML SSO

Clay Li

Feature

In the coming release of release R20d in August 2020, a feature is available to provision users in Calem based on SAML SSO. The feature allows an organization to centralize user management in its ID Provider. Calem provisions an authenticated user in Calem, or update the user settings accordingly. A user accesses CalemThe user is redirected to its ...

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SAML Admin

6085 Hits

Jun

04

When to Use Dev Processes in Calem

Clay Li

Feature

Dev processes help administrators do development and troubleshooting. They are available in the coming release of R20c in June 2020. Menu path: Admin | Open | Dev ProcessesOther server processes: Admin | Open | Server Processes 1. Export Database Database export is a scheduled task performed daily in Calem Cloud Service. It allows a...

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Admin Scheduled Report Server Processes

7150 Hits

Sep

05

How to Configure Default Object Values in Calem

Clay Li

Feature

Default object values are provided in the system files of Calem. Table definition in metadata (Calem_Home/server/metadata/table) Client configuration file (Calem_Home/client/conf/CmConf.custom.js)The default values are shown in screens when creating new objects. 1. Default by Data Design In the coming release R2019c (September 2019) admin can...

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Data Design Object Default Admin Configuration

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