Clay's Blog

These are the official blogs about CalemEAM.
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...
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  6168 Hits
6168 Hits
Mar
27

Purchase Process Automation


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&...
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  5794 Hits
5794 Hits
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...
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  7918 Hits
7918 Hits
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...
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  10265 Hits
10265 Hits
Mar
11

Work Order Acceptance Signature


Work order acceptance is a step in Calem Enterprise for customers to accept a completed work order. There are two ways to accept a work order: ​The work order accepter logs into Calem via Ajax web client and accept a completed work order. A technician completed a work order at a customer site, and get a signature from customer to accept the wo...
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  6668 Hits
6668 Hits
Mar
06

Data Filtering/Search in Calem


In Calem Enterprise R11 to be available in March 2018, there are three ways to query a data list in Calem. They are listed below by ease of use for end users.  Free text search – it is simple to use. Calem will search a fixed set of fields in the data list. List search row – it is intuitive to use. The search row shows in the list view so you ...
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  7734 Hits
7734 Hits
Feb
27

How to use Class and Class Attributes


Class (Categorization) is introduced in Calem Enterprise R11 to be available in Spring 2018. It is a category hierarchy with unlimited levels of depth. It is used to group objects in Calem for browsing, search and reporting. It is an enhancement and expansion of the category and sub-category in asset module. For example, IT syst...
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  7647 Hits
7647 Hits
Feb
26

PM Release Inclusion and Exclusion in Calem


PM relationships can be used to manage PM releases. ​PM Inclusion: PMs defined in a PM's inclusion list (or Sequence list) will be released as work orders when the PM is released to work orders. This relationship can be used to co-release multiple PMs at the same time.PM Exclusion: ​Release of one PM excludes one or more other PMs from being releas...
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  6329 Hits
6329 Hits
Feb
12

Track Failures in Work Orders


This blog is deprecated. See How to Setup Failure Tree for Troubleshooting. You can configure Calem to track failures in work orders. The configuration for failure tracking does not affect preventive maintenance work orders. It is applicable to corrective work orders, i.e., work orders for breakdowns. Track Failures in Work Orders There a...
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  5923 Hits
5923 Hits
Feb
03

How to Add Custom Fields and Customize Forms


This blog was renamed from: Add Custom Fields and Customize Forms for User Skill Matrix I have touched upon customization in Calem in previous blogs in piece meals. This blog dives into the details through the implementation of a business case. It can be used by administrators to customize other data objects. Here is the business cas...
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  8734 Hits
8734 Hits
Jan
29

Asset Condition Monitoring with Meter Triggers


There are scenarios of asset condition monitoring that can be implemented by the meters and triggers available in Calem Enterprise. Here is such a sample case: A vessel has a main port side engine and a main startboard engine. The engine oils are analyzed regularly, for instance, every 100 hours of operation based on manufa...
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  6675 Hits
6675 Hits
Dec
19

Data Upload Part 4: Vendors and Prices


Vendor setup is discussed in a previous blog here. This blog discusses the steps to upload vendors and prices. There are two steps to set up vendors and prices. Data Upload via Excel Templates Excel templates are available in Calem for every table so that data can be managed via excel files. See this blog for more information. Step 1. Ven...
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  6270 Hits
6270 Hits
Dec
08

Access Control Profiles in Calem


Access control profiles, or ACL Profiles, can be configured to allow users of your organization and your customers to sign into Calem and access the data and menu actions allowed. Case 1 of ACL Profile: Internal Use Calem Enterprise is used by a manufacturing plant. The plant employees are the only users of&n...
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  6613 Hits
6613 Hits
Dec
07

Browsers for Calem AJAX and Touch Desktop


There are cases where corporate policies mandate browsers for enterprise applications including Calem. In organizations without such policies users may choose browsers to use with Calem. This blog covers the browsers and our preferences for use with Calem Enterprise. AJAX Web Client The AJAX web client is the primary web interfa...
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  6275 Hits
6275 Hits
Nov
28

Login User Setup


Users can be added to Calem through data entry forms, upload from excel files, import from LDAP servers, or auto-creation via email service requests. One can create as many users in Calem as needed. However, login users require license seats and profile configuration.  In this blog I will cover the steps to set up users to log i...
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  10437 Hits
10437 Hits
Nov
22

Purchase Order Print Part 3 - Terms and Conditions


In Purchase Order Print Customization Part 2 we discussed the header templates and terms and conditions. In this blog I will cover the PO terms and conditions in detail.  PO terms and conditions can be defined in Calem in the following ways: For site specific terms, go to Site form (Org module | EAM company | Site tab) and edit the site to add...
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  7251 Hits
7251 Hits
Nov
21

Bulk Update II: Work Order and PM


Bulk update allows one to update more than one record at a time. It allows maintenance staff to complete data changes very efficiently. There are two approaches available in Calem to perform bulk updates: ​Bulk update through export and import. Bulk update from list formsIn the first approach, one may identify a list report to perform the chan...
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  6657 Hits
6657 Hits
Nov
17

How to Customize Lists | Reports for Groups and Personal Logins


 List views are used extensively in Calem Enterprise. They include: Main Data Lists such as work order listsDetail Data List such as scheduled labor lists for a work orderLookup List such as cost center lookup listReport List such as work order report listReport Detail List such as scheduled labor lists in work order printThe customization ste...
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  10508 Hits
10508 Hits
Nov
16

Purchase Order Print Customization Part 2


In last blog about purchase order print customization we have discussed the standard PO header customization, PO lines, and the signature section.  In this blog I will present the new top template for PO print, and terms and conditions at the end of PO print. See the screenshot below. The top template for PO print will be&n...
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  9742 Hits
9742 Hits
Nov
08

Calem Enterprise Implementation Strategies


​Implementation strategies vary based on business requirements. We will discuss two common strategies in this blog. They have been proven by customers in the field. Strategy 1. Work Orders First This is the default implementation strategy as discussed in the iterative implementation blog. It starts with implementing work orders. Inventory...
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  6823 Hits
6823 Hits

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