Calem Blogs

Blogs of CalemEAM

Home Screens for Modules in Calem


The screen crafted for work order home  will be extended to other modules in the coming release of R21e. Each module will have a home screen. The goal of the home screens is to simplify the user interface and boost productivity.  A home screen may include: A quick navigation menu bar to launch tasks or reports (Area 1) A qu...
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What is the Work Order Home Screen


A new Work Order Home screen is introduced in R21e (planned for Sept. 2021). It is a central screen to launch into work order functions. Its goal is to boost the productivity when working with work orders in Calem.   1. Work Order Navigation This the menu area to launch work order functions. The menu bar is the same as the top horizontal ...
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113 Hits

Changes in the Top Area of the Calem Web


The top area of the Calem web will be changed in the coming release of R21e (planned for Sept. 2021). The two screenshots below demonstrate the changes. The first screenshot has one row of toolbar (area 1). A dropdown menu (area 2) shows the additional info and menu items. The second screenshot shows two rows in the top area (1 and 2...
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156 Hits

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 mo...
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187 Hits

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 sc...
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SSO
251 Hits

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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379 Hits

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 Pl...
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349 Hits

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 Slips A date range is required to run the report The report can be searched and exported to excel Resources How to Set up Generic Items in Calem Inventory Trainin...
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411 Hits

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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539 Hits

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 Set Menu path: Asset module | Quick Reading Entry The first step is to pick a meter set. Click a meter set row to select it. Quick reading entry screen is shown.  Meter se...
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514 Hits

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 fir...
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743 Hits

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, ...
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1130 Hits

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 warehouse All repairs are done byoff-site vendors. ​ ​ ​2. Non-As...
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754 Hits

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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733 Hits

How to Manage Work Orders by Team


​Work order management by team has been boosted by new team forms in Calem R21b (released in June of 2021): A team leader can launch Work Order | My WO | My Team Assignment to view work orders assigned to users of his teams. The team leader can use "My Team Completed (Not Accepted)" to review completed work orders and accept them. ​These ...
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679 Hits

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 p...
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788 Hits

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 ...
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777 Hits

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 ca...
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653 Hits

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 t...
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616 Hits

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 Lists Vendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor Tab Custom fields can be added at vendors to provide additional default values The same custom fields may be defined ...
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735 Hits