Clay's Blog

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

Bulk Asset Status Changes with Notes


A change note may be added when uploading assets to Calem in the coming release of R2024a. A new field is added to the asset table as a virtual field or place holder.The field name is "scn_vf" with label "Status-Note".Change notes can be populated in this field in your excel files for changes to assets for one of the following fields...
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Clay Li
Apr
13

Calem Integration 6: Inbound Inventory Transactions


Inventory transactions in 3rd party applications may be sent to Calem through REST API in the coming release of R2024a. The transaction interfaces are provided by Calem. Physical Count transaction is supported at this time.An inbound physical count transaction will modify the stock quantity and average prices in Calem. 1. Data Payload The inte...
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Clay Li
Apr
12

Scrollbars and Mouse Wheeling


Enhancements are available for cleaner scrollbars and better mouse wheel responses in the coming release of Calem R2024a.  1. Redundant Scrollbars For instance, The Home screen shows un-necessary scrollbars. The list headers can be scrolled to be invisible (A).There may be two scrollbars for a data list (B). The extra scrollbars...
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Clay Li
Apr
08

Calem Integration 5: Upsert REST API


Upsert REST API will be available in the coming release of Calem R2024a. It is more intuitive than current data update APIs. A user may use the API to add or update a record in Calem, similar to the data upload utility (see this blog). A record data is provided to add to database.Calem will perform a database insertion first.If there are&...
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Clay Li
Mar
30

Simplifying Inventory Transfer and Disposal


This feature is further revised. See this blog for the latest update. Inventory transfer and disposal are simplified in the coming release of R2024a. See this blog for the original processes for transfer and disposal. A part can be transferred to another site by checkout. A transient storeroom is no longer required.A part can be disposed by checkou...
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Clay Li
Mar
27

Date and Time in Work Order Timelines


Both date and time will be included in the work order timelines in the coming release of R2024a. The time portion allows better visibility of work order timelines.  1. WO Timeline View The timeline view is accessible from the TaskView or DataView of a work order.  2. Date Only in Timelines The time portion in the timeline views can be tur...
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Clay Li
Mar
27

Surfacing Step Conditions in Work Orders


In the coming release of R2024a (for April 2024) a step condition can be surfaced to work orders based on their priorities. Here's the use case:A tech completing a step may flag the condition for a step to be poor so that supervisors may review and take further actions later.  1. WO Step Condition The condition of a work order step can be...
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Clay Li
Mar
04

When to Use Store-Based Pricing for Inventory


In the coming release of R2024 store-based pricing is available for inventory cost tracking. This blog explains when this feature may be used. 1. Site vs Store Pricing Average pricing per item per site (or Site-Average Pricing) is the default used for inventory cost tracking. It works fine for most use cases. For example, your i...
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Clay Li
Mar
04

How to Report a List of Items Checked Out


This blog demonstrates the use of lookup search by a list of values in inventory reports. For instance, one wants to find out inventory checkouts for a list of items. 1. List Report The first step is to launch "Inventory | Tran. Reports | Item Net Issues. This report shows all the net checkouts (i.e., checkouts minus returns).   Sele...
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Clay Li
Feb
17

How to Automate Pricing for Repaired Parts


Parts may be repaired and reused in maintenance operations. Pricing new and repaired parts differently may be implemented in Calem when needs arise. Furthermore, pricing repaired parts can be automated in the coming R2024 release.  When returning a repaired part to inventory, its price can be determined by a pricing rule so...
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Clay Li
Feb
06

Maintenance KPIs by Assets and Locations


The Work Order (WO) Monthly KPI by assets or locations was added in R2023d (August 2023). The feature of a KPI by assets or locations will be extended to the "Summary" and "Asset" Tabs of the Dashboard Module in the coming release of R2024 (February 2024). The "Assets" menu can be launched to select a set of assets or ...
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Clay Li
Feb
04

A New Checkbox for Capital Expenditure in POs


A new checkbox is added in purchase orders (POs) for capital expenditure (CapEx). It will be available in the coming release of R2024 in February 2024.  A user may set the checkbox to indicate a CapEx PO.Alternatively, the checkbox may be set by other fields including cost centers, projects and PO classes.  1. CapEx in Cost Centers A...
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Clay Li
Feb
03

A KPI for Purchase Orders and Budgets


A new KPI for purchase orders (POs) and budgets is available in the coming release of R2024 in February 2024. It provides an insightful look into the total spending versus the budgets.  Committed POs (approved) are included in the KPIs.Click "List" menu to drill down to items purchased.  2. Multi-Site KPI The dashboard supports site ...
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Clay Li
Feb
02

WO Monthly KPIs for the Past 13 Months


Work Order Monthly KPIs for the past 13 months will be available in the coming release of R2024 . It delivers more insights than the KPIs for the 12 months of the current year. The first screenshot is the monthly charts for the past 13 months. The next screenshot is for the current year. This feature may be extended to...
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Clay Li
Jan
31

Inventory KPIs for Consumables and Parts


A new inventory category, Consumable, is added in the coming release of R2024. It allows one to view inventory KPIs for consumables and parts. Consumables are items that are used up. For instance, lubrication oil is consumable.Parts are components for assets. Some of the spare parts may be repaired and reused.Both consumable and part...
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Clay Li
Jan
01

Work Order Creation and Changes by Map


Work order creation and changes by map is available in the coming release of R2023f (January 2024). The feature supports the following use cases: Support team drops a pin in a map or floorplan for an issue reported.Use menu "Assets Nearby" to show assets nearby (or Assets in a floorplan).Select an asset or location to create a work order....
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Clay Li
Dec
21

Enhancement to Work Order KPIs by Specialty


The WO KPI by specialty is enhanced with category set filtering in the coming release of R2023f (December 2023). It allows one to show the WO KPI by specialty for corrective work orders. The WO KPIs by specialty are calculated for year and month.Click "Categories" to select a WO category set to show the count by specialty. For instan...
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Clay Li
Dec
19

How to Mandate Signatures for Work Order Checklists


Signatures may be mandated when completing work order checklists in the coming release of R2023f. A safety or step may mandate a signature to complete by checking "Signature Reqd?" checkbox.Calem Mobile must be used to complete a safety or step when signatures are required. 1. Mandate Signatures in PM Safety/Steps Signatures may be mandat...
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Clay Li
Dec
15

How to Mandate Pre-Approval for REQs


The requisition approval flow has been refactored for better support of Pre-Approval in the coming release R2023f (December 2023). It supports the following workflow:A REQ has to be pre-approved before it can be approved.Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.Buyers can only appro...
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Clay Li
Dec
14

How to Report Inventory Valuation in Dual Currencies


Inventory valuation can be reported in dual currency in the coming release of R2023f (December 2023). Organizations with multi-currency setup may find this report useful. The following reports are enabled for dual currency summaries. Inventory | Report | Site Inventory Valuation by Avg PricingInventory | Report | Site Inventory by Bin 1. ...
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