Clay's Blog

Note: "Asset Group" is renamed to "Asset Item" from Calem Release R11d.  ​ The background: Assets are linked to inventory items via its "Asset group" which is also an inventory item.Query of asset group fields from asset forms are not available out of the box.Query of custom fields added in asset groups are not available out of the box.The ste...

There are use cases where work orders are printed out and handed over to teams. The "WO to Print" list can simplify the print process. The new list form is in menu path: "WO module | Open | WO to Print". Planners and supervisors can open the list form and print work orders as they are ready to be worked on.Work orders go through a life-cy...

Work orders can be created for assets or locations. Calem uses the following logic to find the cost center when a work order is created: If cost center is set by users in the work order the steps below are skipped. It is done.If a work order is created for an asset, the asset's cost center is used if available. Otherwise, the cost ce...

This blog is deprecated and superseded by a new blog.​ Asset is a general term used in asset module. It includes both EAM assets for maintenance and configuration items that might not be related to maintenance. Asset relation represents the dependencies between assets. It can be used for impact analysis when changes and maintenance a...

Restoring deleted data from recycle-bin will be available in Calem Enterprise R10b release in April 2016. When data is deleted from Calem user interfaces, it is moved to the recycle-bin and removed from the original data tables. Administrators can restore deleted data from the following menu path: Admin module | Open | Recycle-bin Multiple rows can...

Calem Touch is the client implementation of Calem Enterprise for mobile users. Calem Touch can be used as device app or accessed from a browser as a web app. 1. Calem Touch App Search for "CalemEAM" from AppStore or Google Play Store to get the app installed in your devices. Device functions are available including camera and barcode.Cale...

Dashboard has been extended to include MOC information. MOC indicators are integrated in the "Summary" and "My summary" pages in the dashboard modules. The summary is based on the sites accessible to the login user: Changes to be pre-approved Changes to be planned Changes to be reviewed Changes to be approved Changes to execute Changes to...

Modules are list in alphabetical order by default with Favorite module showing up at the top. You can turn off the alphabetical ordering and order modules the way you wanted through the following steps: ​Turn off alphabetical ordering for the module listAdd a default module orderingCustomize module ordering through drag-and-drop per group ​ St...

The module of Management of Change (MOC) can be used to manage changes in your organization. Here is the workflow in implementing MOC: The following configurations are necessary before a first MOC request can be created. See Admin Guide for more information. Line Manager Pre-approve MOCs. If a line manager is assigned the MOC has to be pr...

​Multi-site planners may schedule work orders in different time zones. This feature allows a planner to schedule work orders based on local time zones based on asset or location sites.  Work orders show times based on local time zones of their sites. Work order time zones are defined at site and company levels:Time zones defined at c...

"TaskView" is added to Calem. The original work order screen is the "DataView". Task views show work orders by progress stages. The stages are managed by Calem when statuses are changed. If work order status graph is customized, you should add custom statuses to the stages. See Admin Guide for more information. By default DataView is displayed...

Work permits are special procedures to be taken and approved before work orders can be started. For instance, hot area work orders must complete a "Hot Work Permit" before work orders in hot areas can be started. Calem provides the following facilities to manage work permits. Permit templates define the special permit measures or procedures to...

​There are cases a worker has to stop on a work order prematurely and hand the work over to someone else. Calem supports the use case through the use of "On Hold" status. Here're the steps: Identify the work order that one needs to stop prematurely.Edit the work order and change its status to "On hold". Save the status change.Calem d...

In release R10 the dropdown menu in a toolbar will auto-open when a mouse is over it. This feature saves a mouse click and allows one to pick a menu quickly.

This blog is deprecated. It is superseded by How to Configure Boilerplate Work Order Steps by PM Plans. Boilerplate steps/safety notes can be configured for both corrective (manually created work orders) and generated work orders (from PMs). For example, there are four steps to be performed for each PM, and a few steps to be performed for...

Note: this blog is superseded by Asset Item and Bill of Material, and Categorization and Category Attributes in R11 available in Spring 2018.​ ​Asset Category and Sub-Category is replaced by categorization hierarchy.Asset Group is renamed to Asset Item from R11d. Category, Sub-Category and Asset Item Assets are grouped in the following le...

 The integration module allows administrators to perform bulk data initialization or updates. You can craft an excel template from a report and export data to store off the excel file.Use the same excel file to populate data and upload data to Calem.0. Best Practice for Data UploadData upload may insert or update your data. It is critical that...

​Team column has been set in weekly schedule screen (menu path: Schedule module | Weekly Schedule) so one can sort the users by the team. It is available in release R10 in January 2016.

Note: this blog is superseded by Class and Class Attributes in R11 available in Spring 2018. Asset Category and Sub-Category Asset category and sub-category are used to organize assets and configuration items in Calem. Inside a sub-category, you may organize assets into asset groups. For example, you have defined an asset group "F150-Truc...

This blog is superseded by a new blog: How to Set up Scheduled Reports in Calem Scheduled reports allow one to set up reports to be generated on a future date and emailed to users. It is a new feature added in R10. A few reports are available as scheduled reports. More scheduled reports will be added based on customer feedback. Here is a ...