Clay's Blog

These are the official blogs about CalemEAM.

How to Manage Asset Deployment in Calem

In the coming release of Calem Enterprise R2019b inventory checkout transactions have been extended to include checkout to a location or a project directly. Prior to R2019b checking to a location is done by checking out to a work order. The process to deploy an asset is: Receive an asset to inventory from a vendor Menu path: Inventor...
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40 Hits

How to Manage Documents for a Project

  In the coming release of Calem Enterprise R2019b, a "Document" tab is added to the Project module to track documents for the project. The steps to record docs for a project are: Create a project record (Menu path: Project module | Project List | Create) Save the record, the project form is shown for the record just create...
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44 Hits

How to Manage Documents for an Audit

​In the coming release of Calem Enterprise R2019b, a "Document" tab is added to the Inspection module to track documents used for an inspection or audit. The steps to record docs used in an inspection are: Create an inspection record for an annual inspection or audit (Menu path: Inspection module | Inspection List | Create) ...
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70 Hits

How to Group Document by Categorization

​Documents are files or hyperlinks uploaded to Calem Enterprise. They are managed from Doc module | Document List.    1. Doc Categorization Tree Document categorization can be defined with "Doc?" flag checked. Assign document categorization to docs to group docs and view them from the doc categorization tree. Menu path: Doc modu...
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Smart Lookup in Calem Enterprise R2019a

Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...
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104 Hits

How to Upgrade to PHP 7.2

In the coming release of Calem Enterprise R2019b, the support of PHP 7.2 will be included. Customers of on-premise implementation can download the release when it is available (planned for May 2019). The release source archive will have "php72" in it such as "CalemEnterprise_2019_ioncube.php72.tar.gz" here (customer account is required).&...
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96 Hits

Limit Editing to Approved Changes

Change management can be implemented in Calem Enterprise - see this blog . A change is created, pre-approved, reviewed, approved and executed. In Calem Enterprise release R2019a editing is limited to change owner team and manager team once a change is approved. This is to prevent unwarranted modification to approved changes. A p...
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114 Hits

How to Include Category Attributes in API Fetch

​Category attributes are dynamic attributes relevant to an asset, or a location used as a configuration element (CE). For instance, an computer server asset may include memory size and CPU model while a truck tire asset may include minimum and maximum pressure values. See this blog for more information about category attrib...
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119 Hits

How to Manage Asset Status from Work Orders

 We have discussed monitoring asset status via APIs here . In Calem Enterprise R2019a, asset status can be managed at work order creation (Work Order module | Create WO): Set "Asset Down" checkbox checked for Calem to modify the status of asset to "Down" from "In Service" when the work order is created. Calem will set the asset's sta...
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105 Hits

How to Set Up Vendor Tax Codes

Vendor tax codes have been improved in Calem Enterprise R2019a. It supports single site and multiple sites deployment. A default tax code can be configured at vendor or vendor site. The tax code will be used as default tax code for the vendor and vendor site. A site specific tax code can be configured for a vendor site.  This setup is use...
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116 Hits

How to Configure Default Values for Lookup Fields

​Default values can be configured in Calem Enterprise since the beginning. In Calem Enterprise R2019a the default values for lookup fields can also be configured. For instance, the "Unit" field in items table is a lookup field. A default value "EA" (each) can be configured so when you create a new item, the "Unit" field will be filled out with...
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104 Hits

How to Change Asset Items in Assets?

Assets in Calem can be managed in inventory as asset items. Asset items are tracked individually in inventory through asset serial numbers. Asset item changes in assets are supported through a process defined here . In the coming release of Calem Enterprise R2019b, asset item change is available as a menu in asset form.  Enter the new ass...
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86 Hits

How to Enable Full-Web Client for Touch Devices

​Calem Enterprise comes with client options to maximize user productivity. This blog discusses turning off Calem touch web client. Instead, full-web client is enabled for mobile web client. The use case is for large screen touch devices such as 17" tablets to use full-web client, instead of touch web client. A full-web client for bro...
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154 Hits

How to Run Purchase Summary Reports

​Purchase summary reports have been added to Calem Enterprise R2019 including purchase orders and invoices. Purchase managers can get insights of their operations from these reports along with vendor performance report. 1. PO List Report PO List report shows purchase orders or vendor summary for a given period of time. The menu path: Purchase ...
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164 Hits

How to Define Warehouse Staff in Calem

​Warehouse staff are storeroom users performing inventory activities. Warehouse staff can be defined in teams and assigned to sites. This feature is available in Calem Enterprise R2019. It is backward compatible and will not impact current customers. This feature is turned on only after storeroom teams are defined. So, it i...
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174 Hits

How to Track Storeroom Activities in Calem

A new storeroom activity report has been added to Calem Enterprise R2019. It allows supervisors to view storeroom activities performed by warehouse staff. For a given time period the report lists: a) Summary of transactions by storeroom staff; or b) List of transactions by storeroom staff. The time period can be pre-defined, or a custom date r...
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601 Hits

How to Track Inventory Physical Counts in Calem

A new report has been added in Calem Enterprise R2019 to track physical count transactions. For a given time period, you can view physical count history for: a) Items counted; b) Items not counted; or c) A single item. The time period can be pre-defined, or a custom date range with a start and end date.  The report lists last activities a...
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  234 Hits
234 Hits

How to Customize Asset Forms with Categorization

​Categorization allows one to group objects in Calem based on their category hierarchy. It also provides features including attributes and view customization. This blog discusses the view customization based on categorization. Asset object is used here as an example. The concept is applicable to other objects such as location. 1. Form Customiz...
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808 Hits

How to Report Labor Hours in Work Orders

​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
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262 Hits

How to Handle Multiple Assets and Locations in a Change

​A change request (or a MOC - management of change) can be created for an asset or a location. If the same change is required for many assets or locations, Calem allows you to create a single change request for them.  This feature simplifies change management for multiple assets or locations. Here are the steps. Step 1. Create a...
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  246 Hits
246 Hits