Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Sep
05

How to Calculate Inventory Valuation Change


​Finding out the inventory valuation change for a period of time is a use case addressed by this blog. The inventory transaction summary report is available for this purpose in the coming R2019c release.  Menu path: Inventory | Report | TransactionsSelect summary by date range to see valuation changes.The following transactions ...
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Clay Li
Sep
02

How to Report Preventive Maintenance Performed


Preventive Maintenance (PM) is one of the key activities tracked in Calem.  One use case is to identify PMs completed last month, due this month and next month. A new KPI line is added in the coming release of R2019c to address this use case:  Menu path: Dashboard | WO Summary | PMs by MonthA KPI line of "PMs Due This Month" sho...
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Clay Li
Aug
30

How to Perform Work Orders by Asset Barcode Scan



Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset.  Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...
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Clay Li
Aug
26

How to Clock Work Order by Asset Scan



​In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this Youtube video for a demo of the feature. ​The first step is to...
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Clay Li
Aug
23

How to Configure PO Approval Routing in Calem


Approval routing of purchase orders (POs) has been added in the the coming release of R2019c.  When a PO is created the status is set to "New". One may add line items to the PO.Calem will transition POs of "New" status to "Ready" in 30 minutes after last updated. One may also manually move a PO into "Ready" status.When a PO reaches t...
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Clay Li
Aug
20

When to Use Supervisors in Requisition Approval


​Requisitions in Calem are routed to approvers based on approval levels. Approval levels are ranges of dollar amounts. Menu path: Organization | ACL Profiles | REQ Level The "From" amount is used to select approvers with the minimum approval level based on the requisition value.The "To" amount is unlimited if it is a negative value. ...
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Clay Li
Aug
15

When to Use WO Summary KPI by Categories


​Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...
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Clay Li
Aug
09

How to Implement 2-Factor Login by Email


Two factor authentication (2FA) is available in the coming release of R2019c. The user is authenticated by username and password first, a code of 6 digits is sent to the email address of the user account, the code must be entered to log into Calem. 2FA is not enabled out of the box. Admin of Calem can enable 2FA at system level or user level.&...
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Clay Li
Aug
09

How to Use Item Revision in Calem


Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase ordersThe current revision number of an item is copied to inventory transaction. It is not tracked in inventory ...
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Clay Li
Aug
07

When to use Asset Item in Calem


An asset item represents a group of identical assets. It can be the manufacturer catalog number or part number for an equipment. In cases the catalog or part numbers are not available one may define it by the make and model of an equipment. The advantages of asset item include: The asset item number allows one to manage an asset as inventory.A...
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Clay Li
Aug
05

New Work Order KPIs in R2019c


​New work order KPIs have been introduced in coming release of Calem R2019c: Work order past duesWork orders due this week/month, and next week/monthWork orders released but not assignedPersonalized KPIs are provided for login users 1. Summary KPIs: Past-Due, Due and UnAssigned A manager can use the summary KPIs to prioritize past-due work ord...
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Clay Li
Jul
30

How to Implement Password Change Policy in Calem


Password change policy is introduced in the coming release of R2019c.  Administrators can activate a system wide policy to enforce password changes by a time interval. For instance, all users must change their passwords every five months.  When a user is authenticated from the login screen Calem compares the password change poli...
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Clay Li
Jul
30

How to Use Q-R Code with Calem


Q-R codea are two-dimentional barcodes and can be used just like stardard (one-dimentional) barcodes. Here are the steps to use Q-R codes with Calem. Step 1. Print Q-R Codes and Attach to Assets or Inventory Parts This step is done with your barcode printers supporting Q-R codes. For instance, to use Q-R codes with assets in Calem, use Ca...
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Clay Li
Jul
25

How to Do Inventory Physical Count in Barcode Module


Inventory physical count transactions are performed to synchronize stock quantities in Calem with storerooms. In the coming release of R2019c users can set stock quantity and change bin in a single physical count transaction in barcode module.  1. Calem Touch Calem Touch is the mobile solution for Calem. It is available from App Store, or...
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Clay Li
Jul
20

How to Set up Daily KPIs of Work Orders


Daily and monthly key performance indicators (KPIs) of work orders are created in real time in Calem. They are available from dashboard or analysis module: Menu path: Dashboard | WO SLA (created and completed); WO PM/EMS (preventive vs emergency); WO Misc (created by sources).Menu path: Analysis module | WO Analysis Analysis module | WO A...
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Clay Li
Jul
16

How to Manage Equivalent Spare Parts


A spare part may have equivalent ones that can be used in place of the spare part in case of shortage. Enhancements have been made to the management of equivalent parts in the coming R2019c release schedule for July 2019. 1. Define Equivalent Parts Equivalent parts can be defined in bulk from either site inventory or items forms. Men...
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Clay Li
Jul
05

How to Tune MySQL with MySQLTuner

Calem uses MySQL as its database. For customers using Calem Cloud Services the database tuning is handled by the Calem Support Team. Using MySQLTuner to set optimal settings of MySQL helps handle larger data sets and prevents Calem from slowdown. For customers with on-premise deployment of Calem the database turning may be ...
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Clay Li
Jun
03

How to Enable Instant Search for Free Text Search


Free Text Search is a convenient tool for filtering data in the list view. Simply enter a text in the free text search box to filter a list. All text fields (such as notes and descriptions) including customized fields and selective lookup fields (such as asset number, item number) are filtered. Instant search is turned off by default...
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Clay Li
May
27

Calem Integration 4: Subscribing to Data Changes via REST API


Data change events and subscription are available in Calem Enterprise R2019b. Administrators can register 3rd-party applications as listeners in Calem. These listeners are notified when records are changed in Calem. Step 0. What is a Data Change Event A data change event is a user action to update data including creation, editing, and deletion...
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Clay Li
May
20

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 vendorMenu path: Inventory...
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