Clay's Blog

These are the official blogs about CalemEAM.
Dec
24

To Get Notified when a User is Added by SR Email


​Calem can be enabled to create a service request from an incoming email of authorized domains. A user is created when the incoming email does not exist in Calem. A monitor user can be configured to get notified when a new user is created in this case. Menu path: Organization | ACL Profiles | Monitor UserHave the flag "SR New User" checked to ...
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  2031 Hits
2031 Hits
Dec
23

Source Asset Display in Asset Clone


​Calem Release R21f allows information of the source asset to be shown in the asset clone screen. Asset clone is launched from Asset form.Asset tag is displayed in the caption (1) of the clone screen.Addition information of the source asset is displayed in Asset Info field (2). ​Additional fields of the source asset can be displayed in the "As...
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  2026 Hits
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2026 Hits
Dec
23

Project Cost Tracking


 Project cost tracking is available in Calem R21f. The cost is aggregated from work order and requisition with project code set. Cross-Site projects are also allowed for costing purpose. 1. Project Form A new tab "REQ" is added to the tab list of the project form (1).The cost fields for work order and requisition (2) are added to the...
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2020 Hits
Dec
22

Service Request Numbering by Site


Site-based numbering has been added for service request in Calem R21f, joining other objects with site based numbering (Asset, Work Order and Requisition). The steps below are applicable to other site-based objects (Asset, Work Order and Requisition). The pattern and sequence can be defined for an EAM site (Organization | EAM Company | Site Tab).&n...
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1901 Hits
Dec
22

A Review of Work Order Summary KPIs


Work Order summary KPIs have been retooled with new charts along with list views in Calem R21f release.   "Year" menu allows one to pick a year to do the chart through a calendar lookup."Categories" menu allows one to drill down into sets of work orders based on their categories such as Responsive (corrective), Preventive, etc."List"...
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2366 Hits
Dec
22

WO Plan and Schedule KPIs


A new set of KPIs is available for the work order planning and scheduling in Calem R21f released in December 2021. This blog walks through the KPIs and tips to use them. The KPIs are available in the "WO P&S" Tab of the Dashboard module."Dates" menu allows one to specify a reporting period.All the dashlets in this tab will be re-calcu...
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  2200 Hits
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2200 Hits
Dec
21

How to Avoid Duplicate Item by Part Number & Specification


Item Duplicate Prompt has been added in Calem Release R21f. It uses the manufacturer number to determine if a potential duplicate item has been entered. Item specification is also searched for potential duplicate. The screen flows below demonstrate the use of the duplicate prompt to avoid duplicate items. 1. Item Duplicate Menu path: Inventory | It...
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  2093 Hits
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2093 Hits
Dec
16

Tips for Custom Fields and InnoDB Row Size Limit


Custom fields can be added to a Calem standard table. The screenshot shows the Calem Designer form with the menu to add custom fields to asset table. This blog discusses the best practice in adding custom fields in Calem. The tips are most useful when there are many custom fields to be designed and added.  1. InnoDB Row Size Lim...
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  1903 Hits
1903 Hits
Oct
20

Auto-Library Selection for Excel Export


In Release R21e of October 2021, Calem will select a library based on the number of rows to export to Excel in reports. PhpSpreadsheet is used as the default library to generate Excel file. It has rich formatting features. The Excel looks better.It takes long time in generating an excel report of thousands of rows.It takes ...
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  2454 Hits
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2454 Hits
Oct
18

How to Add a Photo in SR/WO


A new menu is available at Service Request (SR) and Work Order (WO). It allows one to add a photo from the SR/WO screen without going to the attachment list. The menu is available in the web client and Calem Mobile App (from App Store and Google Play).  1. Create SR with a Photo The first step is to create an SR and save it. The SR i...
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  2865 Hits
2865 Hits
Oct
18

How to Release PM Only Once


There are needs to release a PM as a work order only once in a future time. This feature is available in Release R21e.  ​1. Release PM Once by Time A new flag "Release Once" is added to PM to release a PM only once based on "Next due". The first step is to create a PM Plan with "Schedule type" setting to "By Time".Next, create a PM for this PM...
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  2360 Hits
2360 Hits
Oct
18

How to Mandate Meter Readings from Work Orders


A new process is available In Release R21e to enforce meter readings in work orders. The process allows maintenance planners to ensure that certain meter readings must be taken whenever they perform work orders for an asset or a location. 1. Asset Meter Settings  New flags are added to Asset Meters to support the process. "Add to CM WO" –...
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  2622 Hits
2622 Hits
Oct
18

How to Prevent Over-Ordering of Spare Parts


In Release R21e a process is introduced to prevent ordering parts excessively. The process can help control the maintenance cost without affecting your maintenance operations. 1. Define Minimum and Maximum Stock Level The first step is to introduce minimum and maximum stock levels for your critical and expensive parts. Auto-requisition sh...
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2854 Hits
Oct
18

How to Return Parts to a Bin in Storeroom


​The return transaction in the Inventory module is used to re-stock parts checked out previously. A part may be checked out for consumption in a work order, or for repair. A new bin location may be selected when returning a spare part. Menu path: Inventory module | Transactions | Return to StoreroomSelect an inventory item by lookup, or manual...
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  2735 Hits
2735 Hits
Oct
16

Selecting Asset by Location in SR/WO Creation


When creating a service request (SR) or a work order (WO), one may enter either an asset or a location. Calem Release R21e introduced the asset selection through location. Here is the description: Launch SR or WO creation screen, click the lookup button or enter a location.Calem inspect assets in the selected location. If there is only one ass...
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  2437 Hits
2437 Hits
Oct
16

How to Add a Waiting Status in Work Orders


​The life-cycle of work orders is captured in its status graph - see this blog. A waiting status may be introduced for work orders waiting for parts. An approved work order is placed in Waiting status to wait for parts.When parts are received the status is changed to ready for releasing to the field for execution.The following is the partial work o...
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  3288 Hits
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3288 Hits
Oct
16

PM Plan Custom Fields for PM and Work Order


Custom fields enable customers to add additional fields based on business requirements. In release R21e (October 2021) the custom fields in PM Plan are copied to PM by matching names when a PM is created, and to work orders when a work order is generated from a PM. The feature allows one to implement the following business process: C...
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  2561 Hits
2561 Hits
Oct
16

How to Customize Calem Client Themes


​Calem web clients can be customized via Calem Designers and configurations - see this blog for more information. This blog discusses the customization via stylesheets (CSS).  Calem provides themes for the web clients including Calem Classic and Mint. Each theme is a set of components, CSS, and configuration files. Customers can customize the ...
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  2044 Hits
2044 Hits
Oct
04

Modules Docking at Top of the Desktop


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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  2238 Hits
2238 Hits
Sep
14

Home Screens for Modules in Calem


The screen crafted for work order home will be extended to other modules in the coming release of R21e. Each module will have a home screen. The goal of the home screens is to simplify the user interface and boost productivity. A home screen may include: A quick navigation menu bar to launch tasks or reports (Area 1)A quick...
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  2586 Hits
2586 Hits

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