Clay's Blog

This is the second installment of the best practices in Calem. It focuses on the integration support of Calem including data upload via excel and data dictionary for admin and integrators.  1. Bulk Create/Update in Excel Bulk data create and update can be done through excel for efficiency. See this blog: https://calemeam.com/calemcus...

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...

A failure code may be recorded when an asset or location failed. It is done by populating a failure code when a work order is created for a failure. This blog discusses the ways to report the failure in Calem. 1. Find WOs with Failure by List Search Row WO Lists can be filtered by List Search Row to find WOs with failure code. The steps b...

Work order assignment can be automated based on specialty for productivity. A specialty is a skill code to do a work order such as electrical, mechanical, cleaning, etc.  1. Find the Menu Use the menu tree to search all menu related to specialty below: Menu: Work Order | Codes | Specialty - to define codes for specialty.Menu: Organiz...

PM plans may be shared in general. For instance, a PM plan is used across an organization for the same assets. However, there are cases that this is not possible. Calem provides an option to reuse steps in PM Plans. Reuse is better than duplicate steps in most cases since duplicates require extra overhead in chang...

Business lines have been extended in release R2023a at the end of March 2023. This blog discusses steps to set up business lines. Enhancements have been planned in the coming releases for reports and work order scheduling. Business lines can be used to group work orders, assets and locations. For instance, assets can be grouped by product...

Multiple lines of a service or repair item can be added to a requisition or purchase order in Calem release R2023a available in March 2023. For service item, each additional REQ or PO line of the same item needs to have a different cost center.For repair item, each additional REQ or PO line of the same item needs to have a different ...

Network issues such as internet connection outage will cause Calem to display an error message shown below. The error message indicating a network issue. To confirm the network problem you may use browser developer tools to confirm. Chrome is used as an example. Edge, Safari and Firefox all support developer tools.Go to Chrome's Opti...

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...

Multiple MAC addresses are available for an asset in the coming release of Calem R2023a. It allows a user to find an asset by its mac addresses. Menu path: Asset | Report | MAC addresses  MAC addresses can be managed from Asset form: Menu path: Asset | Asset List | Asset | Contract Tab | MAC Address list  MAC address info is shown in...

 A dashboard of purchase orders (POs) and receipts are available for budgetary purposes in the coming release of R2023a. Menu path: Dashboard | Inventory | PO and ReceiptsMonthly POs and Receipts are visualized in bar charts and list views.Use "Year" menu to set a year for reporting.Multi-site drill-down is supported.Drill-down to POs and rece...

Artificial Intelligence (AI) is a technology for tackling complex problems such as answering questions. For instance, I got the following response when asking ChatGPT, an AI powered chat bot, "Why AI": Why AI by ChatGPT AI, or artificial intelligence, has the potential to revolutionize many aspects of our lives, from health...

User access rights are managed in Calem by ACL Profiles. It is efficient to manage user profiles in bulk for organizations with many users. This is done through bulk data export and import (see this blog).  1. Export Profile Assignment The first step is to inventory the profile assignments. The exported assignments are then used to prepar...

Authorization for Expenditure (AFE) is added in the project module in release R2023 available in February 2023. The process of AFE is outside of Calem. AFEs including approved totals are stored in Calem for tracking cost in purchase orders (PO). 1. AFE An AFE is identified by an AFE number (AFE #). It is referenced in projects, ...

In the coming release of Calem R2023 one can assign buyers to vendors. Calem will auto-fill buyers based on the buyer assignment.  Menu path: Purchase | Open | Vendor BuyerVendor site and Buyer are requirement for an assignment.The Site column is the PO site. It is optional.Set a site for a buyer to be for a PO site.Leave the site empty for a ...

The Classic Mint theme is available in the coming release of R2023. The goal is to allow users who are familiar with the Classic theme to have the same experience with the Mint theme. Here are the key points for the Class Mint theme: It has the advantage of the screen layout of the Classic them and the modern look of the Mint th...

Asset lifespan alerts are available in the coming release of Calem R2023. Work orders may be created at lifespan points such as 80% and 100%. For instance, when an asset exceeds its lifespan (screenshot below), a high priority work order may be created to alert maintenance supervisors.  1. Define Lifespan Alerts The first step is to ...

 The timeline view of assets is available in the coming release of Calem R2023. It provides a quick overview of an asset. It is available for all themes: dark, mint, and classic (screenshots below). A timeline view includes the following components. A headline of the tag number, priority, status and the short note.% of lifespan based on the li...

The timeline view of work orders is available in the coming release of Calem R2023.  It provides a quick overview of a work order. It is available for all themes: dark, mint, and classic (screenshots below). A timeline view includes the following components. A headline of the order number, priority, stat...

It is intuitive to display an asset image when viewing an asset. An image can be uploaded by the menu "Attach Photo" in the asset form.  1. Drag and Drop Not Practical Calem provides a drag and drop screen to add more than one image and file to Calem as shared docs (see this blog), or as attachment to an object (asset, inventory, etc).  H...