Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jan
17

Vendor Email with Multiple Email Addresses


A vendor email field may include more than one email addresses in the coming release of Calem R2025. For instance, the email field of vendor ACME includes two email addresses separated by semi-colon ";".  When the vendor is used for a PO, the email address is copied over. Use "Email" to send the PO to the vendor of the PO. Calem...
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Clay Li
Jan
07

When to Use Vendor Memo in POs


Vendor Memo is a new field added in vendors in release R2024g. It will be carried over to a PO when a PO is created and its vendor has a Vendor Memo field populated. Here is a use case for the Vendor Memo field: Populate the field with vendor agreement number.The vendor agreement will be available in POs for this vendor.Customize PO ...
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Clay Li
Jan
03

Tips of Work Orders by Specialty and Department


The KPI of work order count by department in "WO KPI-10" tab of dashboard can be filtered by a specialty set or a specialty code in the coming release of R2024g. The KPI shows work order created across departments.It can be by year and a selective month.It can be filtered by work order category set.It can be further filtered by ...
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Clay Li
Jan
02

A New KPI for Maintenance Cost vs Production


A new KPI is added to analyze maintenance cost and production output in the coming release of R2024g (Jan. 2025). The chart shows the total production (as a line), maintenance cost (as a line), and a unit cost/production (as a bar). The Unit Cost/Production may be used to measure maintenance efficiencies. The new ...
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Clay Li
Dec
31

When to Use Google Translate Plugin with Calem


Google Translate Plugin is developed by Google. It may be used to translate Calem Web Interface to a language other than English. Here's a screenshot of Calem Web Interface in Italian with Google Translate plugin. Field level help is also translated by Google Translate plugin. Calem provides language packs which are pre-translated an...
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Clay Li
Dec
30

A New KPI to Monitor Inventory Transfer


A new KPI is added to monitor inventory transfer in the coming release of R2024g (Jan. 2025). An inventory transfer moves inventory from one site to another. For instance, a spare part is transferred from a plant at Austin, Texas to another plant in Louisiana. The new KPI is at Dashboard | Inventory Tab.Inventory values tra...
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Clay Li
Dec
29

Calem Integration 7: Asset Integration with MQTT


MQTT (message queuing telemetry transport) is a protocol for communication with devices (IoT – internet of things). MQTT integration is available in the coming release of Calem R2024g (Jan. 2025).  Asset meter readings are taken by Calem via MQTT. The readings from MQTT can be viewed at Integration | Open | MQTT Queue 1. MQTT Brokers...
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Clay Li
Dec
22

Explanation of Custom ABC Processes


Standard ABC processes are provided in Calem. They can be used to manage inventory. See this blog for more information.  If the standard processes work for your business requirements, you are all set. A custom ABC process can be a solution if your organization has own criteria in ABC classification.Contact Calem for adding a cus...
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Clay Li
Dec
20

How to Set a Picture in Asset and Work Order


Setting a picture in an asset or work order is made easier in the coming release of Calem R2024g. A picture can be set or updated from the "Attach Photo" at the asset or work order menu.An attached photo may be set as the picture from the attachment list.The attachment list function is also available from Calem Mobile. Additiona...
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Clay Li
Nov
29

A Revisit of Inventory Transfer and Disposal


Inventory transfer was introduced in release R2022a (March 2022). It has gone through updates based on feedbacks from customers. The latest update is available in R2024f (December 2024). The process is more efficient for end users.Barcode scan is integrated for Calem Mobile.One or more items are allowed to be transferred to other sites or...
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Clay Li
Nov
23

Streamlining Work Order Part Planning


An enhancement is made to help maintenance planners streamline part planning for work orders. It is available in the coming R2024f release in December 2024.   Maintenance planners can quickly browse parts for a work order by bill of material for assets, or by asset item.The bill of material can be configured in as...
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Clay Li
Nov
16

Work Order Status Permission Reports


New work order status permission reports are available in the coming release of Calem R2024f planned for December 2024. Work Order status permission can be managed by groups (see this blog). For example, MaintenanceStaff group cannot change a work order to the statuses listed in the screenshot below.Service Request status permission can be man...
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Clay Li
Nov
11

A Note on Asset Deletion in Calem


 In the coming release of Calem R2024f, asset deletion is further restricted by asset status: Asset status must be "Disposed" for an asset to be deleted.  1. Asset Deletion Restriction One can select one or more assets for deletion.  If an asset is referenced by other objects such as work order, it cannot be deleted. If there are no ...
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Clay Li
Nov
09

How to Skip a PM Work Order


Work orders are generated from PMs (preventive maintenance jobs) in Calem based on time schedules or meter readings. If a PM work order is no longer needed, there are steps to skip it.  1. Floating PM A PM work order is by a floating schedule, i.e., a PM work order is generated and Calem will not generate the same PM work order until the ...
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Clay Li
Nov
03

On-Demand Spare Parts for PM (Preventive Maintenance)


Preventive maintenance (PM) is performed regularly. Spare parts used in PMs may be ordered on-demand to lower the cost of inventory stock. The first step is to set up a site inventory to manage a spare part. Set up min/max stock levels for a spare part. A minimum stock level may be configured to address breakdowns.Set up auto ordering when sto...
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Clay Li
Oct
31

How to Use Training for Calem Manuals


A training object in Calem may be created to hold Calem docs for users to download. In the coming release of Calem R2024f a system wide training may be created so that all users (regardless of sites) can access docs attached to a training object. The steps are: Create a training object with "System" access.Next, attach training docs ...
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Clay Li
Sep
28

How to View Planned Labor for Work Orders


This blog presents a path to view planned labor for work orders in Calem. Actual and scheduled labor can also be viewed and exported in this path. Menu path: Analysis | WO Tab | 10 - WO Labor SummaryClick "WO Labor Summary" row to launch WO Labor summary analysis. Enter the date range, option to group the summary data. If you are not interested in ...
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Clay Li
Sep
18

How to Integrate Invoices with ERP Payment


PO invoices are improved in the coming release of Calem R2024f planned for November, 2024. The invoices can be used to integration with ERP payment processing. 1. Invoice Roles Invoice roles need to be configured for an organization before invoices can be processed in Calem and ERP. Menu path: Organization | ACL Profiles | Monitor UserAdd a team or...
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Clay Li
Sep
11

How to Measure the Usage of Calem Mobile


Calem Mobile is designed for users to access Calem Enterprise from their devices. It is available, free of charge, for Calem Enterprise customers. An organization can enable Calem Mobile for their users to access Calem Enterprise at any time and from anywhere. Calem Mobile can be installed from AppStore for iOS de...
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Clay Li
Aug
30

WO/SR Notification and Auto-Assignment by Owner Group


Notification and auto-assignment can be enabled by asset owner groups for work orders (WO) and service requests (SR). For instance, a problem is reported as a work order for a pump, teams of the pump owner group receive email notification about the work order. A team may be auto-assigned to the new work order if configured so. 1. Fin...
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