Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
16

How to Manage Maintenance Budgets in Calem


The KPIs of maintenance budgets have been added in Calem R2022a in March, 2022. A maintenance budget includes parts and services used in maintenance operations. The maintenance KPIs are shown as line charts of actual and budgeted cost. Menu: Dashboard | Inventory Tab | Actual/BudgetedThe line in purple shows the monthly budgetsT...
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Clay Li
Mar
09

Enhancements to Part Repair Processes


This blog covers enhancements to part repair processes covered in a previous blog. This iteration of the enhancements makes the repair process easier to manage. 1. Create a Part Repair WO There are two ways to create a part repair work order. Menu: Inventory | Transactions | Create Repair WO (Checkout). A part is checked out from stock, and a ...
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Clay Li
Mar
07

How to Transfer and Dispose Inventory


This is the original blog about transfer and disposal.  See this blog for the latest update.See this blog for simplified processes for transfer and disposal.  Inventory transfer is introduced in release R2022a (March 2022). It allows one to transfer parts from one site to another. There are three steps to execute a par...
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Clay Li
Feb
19

Who Logged in and How Long


A new report is introduced in the coming release of Calem R2022a. The report is "Login Duration" and answers the question of the blog title.  Menu path: Admin | Report | Login DurationA date range is required for the reportA user can be optionally set to report the login duration for a specific user. Otherwise, all the users are reported for t...
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Clay Li
Feb
06

Tips in Printing Barcode Labels from a Phone/Tablet


Inventory and stock labels can be printed right from an iPhone/iPad or an Android Phone/Tablet in Calem release R2022. The barcode labels are printed from the Site Inventory screen below. Tap "Inventory Label" to print the inventory barcode label. Tap "Stock Label" to print the stock barcode label.Available printers are shown via App...
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Clay Li
Jan
29

Multi-Site KPIs for Inventory


Multi-Site inventory KPIs are available in release R2022. They are accessible from the inventory KPIs in the "Inventory" tab of the dashboard. The multi-site KPIs are launched from summary inventory KPIs.A summary inventory KPI is based on all the site data accessible to the login user's profile.The "Multi-Site" menu icon launches the multi-si...
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Clay Li
Jan
29

How to Enforce Inspection before PO Receiving


Part inspection prior to receiving a PO is a process introduced in release R2022. The process allows one to enforce inspection before receiving a PO. For organizations that render payment when parts are received to inventory, this process adds a level of payment control. 1. Inspection Flag Inspection flag indicating the requirement of inspection fo...
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Clay Li
Jan
26

When to use Transient Storerooms


Transient storerooms are introduced in the coming release of Calem R2022. Parts stored in the transient storerooms cannot be checked out for use. A transient storeroom has its restriction attributes of value "Transient". For instance, a storeroom is created in the screenshot below to hold parts to be disposed.Parts can be moved into ...
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Clay Li
Jan
20

Multi-Site KPIs for Maintenance


Multi-Site KPIs are introduced in the coming release of Calem R2022. For instance, the monthly maintenance KPIs are shown for multiple sites below. The site name is shown in each chart for that site.Up to 6 site charts can be shown in a multi-site KPI page.One can further narrow down the data by menu items based on each KPI. For instance, the ...
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Clay Li
Jan
16

Top Assets by Maintenance Time Spent


A new asset KPI has been added to the Asset tab of the dashboard in the coming release of Calem R2022. The new KPI shows the top assets by work order hours. It allows one to get insights of assets that consumed the most maintenance effort. The "List" menu allows one to switch to a list view and drill down to work orders for an asset....
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Clay Li
Jan
10

How to Pause Integration for Data Editing


Data integration can be enabled to exchange transactions between Calem and a third party application. For instance, an ERP integration is done for the following transactions. We will use the ERP as an example to discuss ways to pause integration and perform data maintenance in Calem. Integration Direction Transaction Calem to ERP Inventory Sto...
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Clay Li
Dec
25

When to Use Compact List Views


A compact list view is introduced in Calem R21f. It combines the title row and toolbar into one row, delivering more space for data presentation. The second screenshot shows the list view with title and toolbar each in its own row. 1. When to Use Compact List Views The advantage of the compact list view is less clutter and more space for data. It i...
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Clay Li
Dec
24

How to Set up Storerooms for Repaired Parts


Storerooms dedicated for repaired parts have been introduced in Calem R21f. This feature allows storerooms to be set up for new parts and repaired parts. 1. Storeroom and Bin for Repair The first step is to setup a storeroom for repair. Menu path: Inventory | Open | Store listCreate, or edit a storeroom and set its restriction to "Repaired" fo...
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Clay Li
Dec
24

Tips on Inventory Transaction Time


​Inventory transaction time is hidden in the transaction screen in Calem Release R21f. It simplifies the transaction forms and allows the server to set a transaction time to be the current time when a transaction is performed in the server. For instance, the checkout form does not have transaction time field. For customers who n...
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Clay Li
Dec
24

Tips for Calem Mobile Customization


An improvement is made in the customization of Calem Mobile in Calem Release R21f. A phone group can be set as the customization for tablet in the ACL profile.  This feature makes it possible to design tablet groups as phone groups. Therefore all phone groups' customization is shared in the tablet groups unless customized by a tablet group.Pri...
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Clay Li
Dec
23

To Get Notified when a User is Added by SR Email


​Calem can be enabled to create a service request from an incoming email of authorized domains. A user is created when the incoming email does not exist in Calem. A monitor user can be configured to get notified when a new user is created in this case. Menu path: Organization | ACL Profiles | Monitor UserHave the flag "SR New User" checked to ...
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Clay Li
Dec
23

Source Asset Display in Asset Clone


​Calem Release R21f allows information of the source asset to be shown in the asset clone screen. Asset clone is launched from Asset form.Asset tag is displayed in the caption (1) of the clone screen.Addition information of the source asset is displayed in Asset Info field (2). ​Additional fields of the source asset can be displayed in the "As...
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Clay Li
Dec
23

Project Cost Tracking


 Project cost tracking is available in Calem R21f. The cost is aggregated from work order and requisition with project code set. Cross-Site projects are also allowed for costing purpose. 1. Project Form A new tab "REQ" is added to the tab list of the project form (1).The cost fields for work order and requisition (2) are added to the...
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Clay Li
Dec
22

Service Request Numbering by Site


Site-based numbering has been added for service request in Calem R21f, joining other objects with site based numbering (Asset, Work Order and Requisition). The steps below are applicable to other site-based objects (Asset, Work Order and Requisition). The pattern and sequence can be defined for an EAM site (Organization | EAM Company | Site Tab).&n...
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Clay Li
Dec
22

A Review of Work Order Summary KPIs


Work Order summary KPIs have been retooled with new charts along with list views in Calem R21f release.   "Year" menu allows one to pick a year to do the chart through a calendar lookup."Categories" menu allows one to drill down into sets of work orders based on their categories such as Responsive (corrective), Preventive, etc."List"...
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