Clay's Blog

Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: An organization would like one group of people to get workflow notifications when work orders are appr...

​ A Configuration Item (CI) is an entity in a configuration management (see wiki definition). It includes configuration parameters and assets or resources. A typical CI in Calem can be implemented by a configuration element (CE) as a location and its physical component as an asset. For example, a server CI includes a server location CE (w...

Parent/child work orders are available in Calem. They can be utilized to support various maintenance workflows. For instance, a PM round may be generated into one PM parent work order with each PM round stop as a child PM work order.  Calem Enterprise supports two workflows in managing parent/child work orders. Case 1: Parent wo...

Questions are often asked by customers when implementing PMs for assets and locations: Calem defines a PM as a scheduled preventive maintenance plan for an asset or location. Is it possible to define a PM for many assets? Is it possible to define a PM for many locations?Calem does provide ways to handle many assets and loca...

​A user account is blocked when a user failed to login for 4 times in a row. There are two options to unblock a user.  1. Unblock by Another User An admin user, or a user with edit access to user list form unblock a user. Go to the user list (Organization | ACL Profiles | User list)​Find the user blocked, edit the user...

Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below. Requisition and purchase orders in Calem are used to manage the approval process for off-site repair. Inventory transactions are used to track assets in the repair process.  Step 1. Create a r...

Teams may be used to manage users in Calem. They can be used to organize internal resources into functional groups based on shifts, specialty, or other requirements.  They can also be used to manage contractor resources. 1. Team SetupTeams are more efficient when you have many maintenance resources to manage. Teams can be e...

Work orders are used to manage all the maintenance work including corrective and preventive maintenance activities. Work order status graph is used to describe work order processes. This blog discusses the methods introduced in Calem Enterprise release R11c to streamline the work order processes. The methods monitor work order status...

In Calem Enterprise R11c available in June 2018, a menu has been added in the asset form to simplify adding an asset photo. The steps are: Click "Attach Photo" menu in asset form.Drag and drop a photo to the file upload formClose the file upload formThe photo uploaded will be used as the asset's photo. In addition to the simple operation above ther...

Asset tracking is one of the essential functions of an enterprise asset management (EAM) solution such as CalemEAM. I will cover the following questions in this blog: What are assets?How to track asset life-cycles in Calem?How to track asset activities?How to track asset depreciation? 1. What are Assets? Assets are identified based o...

Home form is introduced in Calem Enterprise R11b. It is the default form in Favorite module. Home form is shown when Favorite module is the first module in your module bar (the left vertical menu bar). In this blog I will show you how to increase your users' productivity with the Home form. Let's start with the purposes of the&n...

​Customization of data and screens are hallmarks of Calem Enterprise. Screen customization can be achieved at group level or at individual user level.  ​Group customization refers to screen configuration for a group of users.Individual customization refers to the screen configuration by a login user. Here are the guidelines regarding group and...

Calem Enterprise comes with integration capabilities including: Email & Misc Integration: service request submission, service request and work order interaction via emails. Additional integration includes data export/import, and active directory.Application Programming Interface (API): the APIs to read, update and delete records in Calem. It is...

This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: When a work order is released to technicians the work order must be assigned.When a work order is completed soluti...

See this blog for mandating pre-approval for REQs. Requisition approval routing has been defined based on requesters (see this blog). This method works well for user initiated requisitions. For requisitions generated by Calem based on min/max stock level configurations the requesters are not end users. There are ways in Calem to configure...

​Dropdown list defines a set of values for a field. It is used extensively in Calem Enterprise. By default a dropdown list is shown as a dropdown field. For example, work order category is shown as a dropdown list. There are cases customers like to see radio buttons for a dropdown list seeded in Calem or created by customers. This can be achie...

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 Triggers:...

Asset depreciation has been reworked in Calem Enterprise R11. It supports three depreciation methods and annual reporting. Here are the key fields to configure in an asset for depreciation reporting. An asset can be excluded from depreciation by setting its flag: "No Depreciation" Original and end values define the starting and ending values b...

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...

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&...