Clay's Blog

These are the official blogs about CalemEAM.
Oct
02

Data Upload Part 2: Asset and Location


This blog series demonstrate the data setup through uploading data from excel templates.  Data Upload Part 1: Inventory Module Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at https://support.calemeam.com/view....
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  9992 Hits
9992 Hits
Sep
26

Work Order Time Display by Sites


This feature facilitates multi-site work order scheduling by displaying work order times in the time zones of the sites where asset and location are referenced. For instance, a planner is scheduling work orders in multiple time zones, all work orders can be scheduled in local times. The feature covers the various aspects of...
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  7138 Hits
7138 Hits
Sep
22

Data Setup Part 1: Inventory Setup


This blog series demonstrate the data setup through user interfaces. They can be used together with the data upload counterparts. For example, this blog can be used along with the data upload process for Inventory Setup. Inventory setup is also discussed in another blog at a higher level. Step 1. Manufacturer and Vendors Manufacturers and Vendors a...
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  11178 Hits
11178 Hits
Sep
13

Multi-Currency in Calem Enterprise


Multi-Currency in Calem Enterprise allow organizations to operate sites across currency boundaries. The following use cases are supported: Single-Currency. A single currency is used in an organization.Multi-Currency. Multi-currency is used in an organization. There is only one site in the organization. Multi-Currency for Multiple Sites. M...
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  8109 Hits
8109 Hits
Sep
07

Access Control for Part Creation


​Role based access control is available in Calem Enterprise. See this blog for the complete list of customization you can do with Calem. We will cover user access control here. The use case is to limit parts creation:  ​Only authorized users can create parts in Calem. The steps to achieve this goal include: ​Create a user group for u...
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  8038 Hits
8038 Hits
Sep
01

Asset and Location Lookup Tree


In the coming release of Calem Enterprise R10q the asset and location lookups can be done via asset tree. The lookup tree makes it much easier to find an asset through its site/location hierarchy. When creating a work order, service request, or a PM, you may type in the asset number if you have it. Calem brings up a candidate list (called look...
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  9998 Hits
9998 Hits
Aug
31

Mandatory Work Order Steps for Completion


Work order steps are the instructions to complete work orders. A work order can be completed without completing all the steps.  1. Org Configuration Organization may choose to require all steps be completed before work orders can be completed. The following screenshot shows that both corrective and PM work orders require steps to be ...
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  8103 Hits
8103 Hits
Aug
23

Mass Update of Item Numbers


Item numbering is key in inventory management. There are cases that item numbers need to be re-tuned based on changing business needs. To modify a few item numbers use the Item form to do it: Menu: Inventory | Items - Part/Tool, More | Change Item #Menu: Inventory | Open | Items - All, More | Change Item # This blog discusses a way in Calem to upda...
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  7610 Hits
7610 Hits
Aug
15

Multi-Site Logos


Multi-site logo is designed for the following business case:​An organization have sites in different countries and locations. Some of the sites have their own logos and business names. A different logo can be configured for a site.Work order, requisition and purchase orders can be printed with a site's logo if defined. Here are the steps ...
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  7483 Hits
7483 Hits
Aug
08

Work Order Completion Time


​In Calem Enterprise R10p release, the work order completion time is validated against labor reports. Here is the business case: When labor hours are reported in a work order, the start and end time of labor reports are calculated.When completing a work order, the actual start and finish time must include the start and end time ...
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  6794 Hits
6794 Hits
Aug
02

Asset Tree and Class Tree


A host of user friendly enhancements have been implemented in asset trees in Calem Enterprise R10p. You can now search the asset tree and view an asset in the asset tree. The blog is updated to keep it up to date. A new asset class tree has replaced the category/sub-category tree in R10p. Search in Asset Tree The free text searc...
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  7874 Hits
7874 Hits
Aug
02

Default Steps in Change Management


​Change management can include steps to complete. Organizations may follow a predefined set of steps for a change. In Calem Enterprise R10p a set of steps can be defined at site or company level so one can have a single set of steps for all the sites, or a different set of steps for each site.  Step 1. PM Plan PM Plans are used ...
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  6703 Hits
6703 Hits
Jul
28

Meter Rounds


Meter rounds is a meter reading application in the coming R10p release of Calem Enterprise. It enables a technician to walk a route and take meter readings.  It uses features in Calem including meter round, PMs, and work orders. Here is the process to set up reading rounds:  The first step is to define a meter set with meters and the...
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  11441 Hits
11441 Hits
Jul
24

Data Upload Part 1: Inventory Setup


This blog series demonstrate the data setup through uploading data from excel templates.  Here are some background about excel templates and data upload: An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at https://support.calemeam.com/view.php?id=4046. A cu...
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  10867 Hits
10867 Hits
Jul
21

How to Set Up Vendors and Prices


Vendors are authorized suppliers for parts and services in maintenance operations. Calem allows you to set up vendors and items they supply by sites. After vendors are configured, they can be used in requisitions and purchase orders in Calem. This blog discusses the steps to set up vendors. 1. Vendor The first step is to create ...
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  9922 Hits
9922 Hits
Jul
21

Service Request without Login (Anonymous Login)


The service request module in Calem allows an organization to capture issues from internal and external customers. There are a few options to report service requests.  A. Service requests by users logged into Calem. Login users can report service requests from web or mobile applications.B. Report service requests by email. An email box ca...
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  7496 Hits
7496 Hits
Jul
19

Asset Item and Bill of Material (BOM)


​Bills of Material (BOM) are parts or assemblies of assets. They can be tracked in Calem Enterprise as asset items. Calem provides two options to manage BOM. ​Asset Item - manage BOM by asset itemAsset - manage BOM by assetSet asset tag for specialized items - these items are specifically for an asset.1. BOM by Asset Item The first s...
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  13207 Hits
13207 Hits
Jul
17

Fixed vs. Floating User Seats


Calem Enterprise Edition is an enterprise EAM/CMMS solution including advanced features and modules for enterprise customers. Customers can have as many users defined in Calem as needed. However, a valid license seat is required for a user to log into Calem. Calem offers both fixed and floating user seats to help organizations maximi...
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  10132 Hits
10132 Hits
Jul
11

Add Search Box to a Detail List


​A detail list is a list view in a master-detail form. For example, the requisition form has a detail list of items to be purchased. There are cases a detail list may have hundreds of records. Fortunately, you can add a search box to any detail list in Calem when needs arise.  I will use the requisition form as an example to demonstr...
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  9951 Hits
9951 Hits
Jul
09

Work Order Invoicing by Steps


​Work order invoices allow maintenance organizations to bill customers. By default the invoice cost lines are reported by work orders. There are businesses that need to show cost lines by work order steps. Calem Enterprise provides a configuration for such businesses to turn on step-based cost lines. ​Contact Calem support to enable this ...
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  8083 Hits
8083 Hits

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