Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Sep
02

Tips for Text Message Notification in Calem


Calem workflow email notifications can be altered in mobile devices including 1) By an email clients on your device - an email client can be configured to raise an alert when a new email arrives;  or 2) As a text messages or SMS (short message service of about 160 characters). Text message notification is implemented as mob...
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Clay Li
Aug
31

How to Set Up OAuth SSO in Calem


OAuth (https://oauth.net) SSO (Single Sign-On) is available in the coming release of Calem R21e. The process flow is similar to Calem SAML SSO. A user logging into Calem is redirected to an OAuth ID provider configured in Calem for authentication and authorization The user is prompted to use his account to sign into Calem. A sample prompt scre...
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Clay Li
Aug
14

How to Automate Asset Downtime Reporting


Asset downtime is a performance indicator (KPI) for maintenance operations. In the coming release of R21d asset downtime reporting can be automated by work orders.  When an asset is down, create a WO with "Asset Down" checked Perform the repair of the asset When the repair is done and the asset is back up, set the work order status to "Co...
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Clay Li
Aug
13

How to Merge Inventory in Calem


Inventory Merging is introduced in the coming release of Calem R21d in August 2021. The feature addresses the following use case: Business units are managing inventory in their own inventory stores. Some part numbers are duplicates across business units. For instance, both part number 21101 in Plant A, and 21401 in Pla...
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Clay Li
Aug
13

Inventory Checkout Slips Report


A new report of inventory checkout is available in the coming release of R21d of August 2021. It allows one to report where parts are issued. Menu path: Inventory | Report | Checkout SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...
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Clay Li
Jul
12

Screen vs Report Customization


​In Calem release R21c screen customization privilege is refined into a) Form customization; and b) Report customization. The differentiation of forms from reports provides flexible reporting while keeping forms consistent across users. The configuration of the screen customization is at menu path: Organization | ACL Profiles | ACL Profil...
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Clay Li
Jul
12

Charting Meter Readings from Quick Entry


Meter reading charts can be launched from dashboard or asset module. A reading chart can include up to 8 meters. Menu path: Dashboard module | Meter Chart by Meter SetMenu path: Asset module | Quick Reading EntryThe first step is to pick a meter set. Click a meter set row to select it. Quick reading entry screen is shown. Meter set a...
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Clay Li
Jul
06

Tips for Work Order Pivot Visualization


WO Pivot Visualization is available in the coming release of R21c in July 2021. It provides a visualization of aggregated metrics of work orders. The Pivot Visualization is available from work orders lists Open WO, All WO (Performed) and All WO (Time Requested).The Pivot is aggregated by a field with filtering. For instance, the firs...
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Clay Li
Jun
23

Tips for Work Order Kanban Board


 WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows. The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment.Work orders from the source list and of finished statuses (Accepted, an...
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Clay Li
Jun
06

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. Repair Process Note 1.  Asset Off-Site Repair Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors. 2. Non-AssetInternal and Off...
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Clay Li
Jun
06

When to Use Location to Limit Work Order Access


​There are cases that a team is dedicated to the maintenance of a subset of assets. For instance, waste water maintenance in a plant is performed by a dedicated team. It is more productive to have the users of the waste water team to see work orders related to waste water only. There are two approaches to limit work order access...
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Clay Li
Jun
06

How to Manage Work Orders by Teams


Work order management by teams has been boosted by new team forms in Calem R21b (released in June of 2021). Here are the steps to manage work orders by teams: Define teams for functional groups - see this blogAssign a user or team to a work order from a work order form. Assign a user to a work order from weekly scheduling form -...
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Clay Li
May
12

How to Move Inventory from a Phone


​Moving an inventory item is available in Calem Touch. Here're the screen flows to move an inventory item from a phone. The same can be achieved from a tablet or desktop. The barcode module is also available from Calem Ajax Web.The same screen flows are supported. 1. Install Calem Touch  The first step is to install Calem Touch in your ph...
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Clay Li
May
04

Mandatory Due Date at REQ Approval


A mandatory new due date is required when approving a requisition in R21a. The purpose is for an approver to set a due date for a requisition to be approved. A checkbox "Use current" (1) is provided for one to use current due date if any. When the box is checked, current due date (3) will be copied to the new due date (2).Alternatively, the ap...
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Clay Li
May
04

PO Print without Attachments


A new option has been added in R21a to print PO without attachments: A PO may have attachments such as quotation from vendors.An approved PO can be printed (option 1) into a PDF file and include PDF attachments and images.Each attachment can be edited and set "No Print" checked to exclude it from being printed.A PO not approved canno...
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Clay Li
May
04

How are Hours Populated in Work Order Scheduling


​The hours prefilled when scheduling a user to a work order have been refined in release R21a (May 2021). The scheduling of a user to a work order can be done in the following ways:Schedule | Weekly Schedule - dragging a work order to weekly calendar (see this blog)Work Order Planning Tab: "More" dropdown - Assign to others or Assign to m...
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Clay Li
May
04

How to Set up Vendor Defaults for Purchase Orders (POs)


The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor ListsVendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor TabCustom fields can be added at vendors to provide additional default valuesThe same custom fields may be defined in ...
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Clay Li
Apr
27

How to Implement an ERP Integration in Calem


In the coming release of R21a, the Calem API has been extended to support the implementation of ERP (Enterprise Resource Planning solution) integration. Inventory integration is used as an example in this blog. Here is the data flow of the integration. Direction Object Calem to ERPRequisitions for spare parts created, and approv...
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Clay Li
Apr
20

When to Use WO Labor Summary Report


In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...
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Clay Li
Apr
19

How to Customize Menu Bar in a Form


Calem allows an admin user to customize the menu bar of a form to implement flexible access control with an intuitive drag and drop interface. The first step is to select a group to customize. See this blog for more discussion of groups. You can find out the group to customize by looking at the Calem desktop of a login...
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