Clay's Blog

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

Cross-Site Receiving in Purchase Orders


In the coming release of R2023e a PO line can be received to sites other than its PO or REQ site. For instance, a REQ is created for a site, turned into a PO, and received to another site. One can define the sites to receive a PO line by the following optionsNone – default. No cross-receiving.All – to all sites accessible to the login use...
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Clay Li
Aug
29

How to Add a Custom Section in Forms


A custom section may be added in release R2023d of August 2023. A section is used in new, edit and read forms to segment data for better presentation. For instance, "DESCRIPTION" is a section in work order task form below. Admin users can add own (or custom) sections to Calem forms in the steps below. 1. Find View IDs Each form in Calem h...
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Clay Li
Aug
28

How to Clone a Group Customization in Calem


Cloning a customization from one group to another is available in the coming release of Calem R2023d (August 2023). It may save time for admin users in keeping consistent customization across user roles (or groups). Here is a sample use case to demonstrate the feature. There are asset form layout changes (creation/new, edit and read) with new ...
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Clay Li
Aug
25

WO Monthly KPI by Assets or Locations


WO Monthly KPIs can be reported by assets or locations in the coming release of R2023d (August 2023).  The "Assets" menu shows a screen to select an asset set or a location set.An asset set is a collection of assets, a location set is a collection of locations.The WO Monthly KPI is recalculated for the asset set or location set selected. ...
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KPI Dashboard
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Clay Li
Aug
18

When to Use API Logs in Calem


API Logs are introduced in the coming release of Calem R2023d. They record errors and the data involved in APIs. For instance, a user is receiving a PO. The receipt is sent to a third party application (such as an ERP app). An error occurred from the third party app. The user contacted support. The support team can view the error and data invo...
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Clay Li
Aug
04

Why Adopting AI (Artificial Intelligence) in Calem


AI (artificial intelligence) gives rise to new possibilities in solving problems in enterprise asset management. It is one of the new technologies for Industry 4.0. I will use the following figurative case to demonstrate the relevance of AI in asset maintenance. An unexpected breakdown of a critical equipment caused lost production i...
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Clay Li
Jul
28

How to Assign WOs and POs to Projects


It is easier to assign work orders (WOs) and purchase orders (POs) to projects in Calem R2023c of July 2023. The screenshots below are for WOs. The same function is available for POs. Go to the "WO" tab of a project (Menu path: Project | Project List | Click a project to open its form).Click "Add WO" to assign WOs to this projec...
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Clay Li
Jul
25

The "Upload" Menu in Calem Mobile


A new "Upload" menu is available in Calem Mobile in the coming release of Calem R2023c. It allows a user to upload to Calem existing photo/videos, or take new photo and videos, as well as existing files in a device. The following screenshot shows when "Upload" menu is tapped in an iPhone.The "Upload" menu will replace "Take Photo", "Add Photo", "Ad...
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Clay Li
Jul
25

Attachment Requirements in PM and Work Orders


Attachment requirements are available in the coming release of Calem R2023c. This feature allows maintenance planners to mandate photos or files be attached to steps or safety in work orders.  For instance, a PM step of mowing the lawn of an  asset site may require photos after completion. An "Attachment...
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Clay Li
Jul
17

PM KPIs in Dashboard and Home Modules


The following PM KPIs are more accessible in the coming release of R2023c. Users can browse PMs due from different modules. For instance, an area manager can view PMs due in his area (based on owner groups); technical staff in the field can view PMs due from a phone or pad with Calem Mobile.  Users can use these KPIs to go to work orders ...
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Clay Li
Jul
15

Updated Asset KPIs by Assets


Asset KPIs are updated in the coming release of R2023c. They are calculated by assets instead of by asset classes. Top assets by a metric are shown. Up to 40 top assets are displayed.List Views are available for drilling down to work orders.The KPIs include the following. The KPIs can be filtered by date range, asset classes, and work order ca...
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Clay Li
Jul
11

How to Search a Lookup Field by List of Values


Searching a lookup field by a list of values is available in the coming release of R2023c. A lookup field takes a value from another table. For instance, the item field in site inventory is a lookup field to the item code table. This feature allows one to display a list of site inventory by a list of item codes (for instance, in...
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Clay Li
Jun
30

How to Upgrade to PHP 8.1


In the coming release of Calem Enterprise R2023c, the support of PHP 8.1 is included. Customers of on-premise implementation can download the release when it is available (planned for July 2023). The release source archive will have "php81" in it such as "CalemEnterprise_2023_ioncube.php81.tar.gz" here (customer account is required). This blog...
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Clay Li
Jun
12

How to Use Cleaning (CIP) Schedules


CIP (Cleaning-In-Place) Scheduling is a new feature in the coming release of Calem R2023b. The screenshot below shows work orders in the Open WO list that fall within CIP schedules. A planner may choose to execute some of the work orders within CIP schedules. The CIP feature streamlines work order scheduling based on the CIP time windows. The steps...
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Clay Li
Jun
03

Viewing HEIC Files in Calem


HEIC files are the default format for photos in iOS. They are efficiently encoded and may include information such as timestamp and geolocation. Unfortunately, HEIC files cannot be displayed by browsers. One has to download them first, view them in other apps such as Preview App in a MacBook. HEIC files will be shown direct...
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Clay Li
May
28

Access Control for Inventory Stores


 Access control for inventory stores will be available in the coming release of R2023b. Here is the use case: There are spare parts in stores (or storerooms) for maintenance use.The spare parts in one store can only be checked out by some users.This is achieved through the introduction of exclusive and inclusive stores in A...
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Clay Li
May
22

Best Practice 3: Multi-Site Inventory


The inventory module in Calem is built for an organization to have consistency of inventory naming across business units for better visibility and sharing. This blog covers the best practice for inventory management in Calem. 1. Item and Inventory Items include parts, services and repair services used in your organization. An item may be used ...
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Clay Li
May
14

Best Practice 2: Calem Integration


This is the second installment of the best practices in Calem. It focuses on the integration support of Calem including data upload via excel and data dictionary for admin and integrators.  1. Bulk Create/Update in Excel Bulk data create and update can be done through excel for efficiency. See this blog: https://calemeam.com/calemcus...
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Clay Li
May
08

Best Practice 1: Multi-Org and Admin


This blog series covers the best practices for customers and integrators to maximize the benefits from Calem Enterprise. The first blog focuses on the multi-org options and administration of Calem. The series will use existing blogs when possible so one does not have to go to user manuals that require valid support accounts to access. 1. Multi...
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Clay Li
Apr
24

How to Report Failure in Work Orders


A failure code may be recorded when an asset or location failed. It is done by populating a failure code when a work order is created for a failure. This blog discusses the ways to report the failure in Calem. 1. Find WOs with Failure by List Search Row WO Lists can be filtered by List Search Row to find WOs with failure code. The steps b...
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