Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Feb
04

How to Set up Calem to Provide Maintenance Services


​Calem has been used by organizations to manage their maintenance services. Sample use cases include: A manufacturer uses Calem Cloud Service to manage the maintenance of equipment, and spare parts.A hospital uses Calem Cloud Service to manage the inventory and maintenance of medical equipment.A transportation department uses Ca...
Continue reading
0
  4440 Hits
Tags:
Multi-Site
Tweet
4440 Hits
Clay Li
Feb
03

How to Set up Generic Items in Calem


Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, one or more generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be crea...
Continue reading
0
  4229 Hits
Tags:
Inventory Generic Items
Tweet
4229 Hits
Clay Li
Feb
03

How to Clone an Asset


Asset clone has been added in Calem release R20 in February 2020. You may use this feature to add an exact asset added previously. The cloning process uses the current asset's information to create the new asset including asset attributes, attachments and spare parts. The function can be launched from asset screen: Asset | Asset List | select an as...
Continue reading
0
  3510 Hits
Tags:
Asset
Tweet
3510 Hits
Clay Li
Feb
03

How to Embed Videos & Photos in PM Steps


​Videos can be embedded in PM steps in R20 release available in February 2020. Here are the steps to do it. Step 1. Create Docs for Videos and Photos Create a doc for each video or photo to be embedded in PM steps. Menu path: Doc | Doc List |  Create a DocCreate a doc as URL and populate the URL to your Youtube video reference.  Note...
Continue reading
0
  3294 Hits
Tags:
Document Video Embed
Tweet
3294 Hits
Clay Li
Feb
03

How to Do Weekly Schedules by Teams


A new feature has been added to Weekly Scheduling in the Calem R20 release.  You can now do weekly schedules by teams.  1. Weekly Schedule by Team The first step is to set up users who can run weekly scheduling as work order planners: Organization | ACL Profiles | Monitor UserAdd users as work order planners for sites.Launch weekly s...
Continue reading
0
  4410 Hits
Tweet
4410 Hits
Clay Li
Feb
03

How to Link Warehouses from Different Calem Services


Remote inventory is a feature to link warehouses from different Calem services. Here is the user story: A customer has independent business units A, B and C each with own Calem service. Each Calem service has own inventory and stock. The Remote Inventory feature allows users from one business unit to search parts in other business units, ...
Continue reading
0
  3262 Hits
Tags:
Inventory Remote Inventory
Tweet
3262 Hits
Clay Li
Jan
12

How to Configure Barcode by Profiles


A set of action menu items is available when an asset barcode is scanned from Calem Mobile. See How to Perform Work Orders by Asset Scan. It is a lot more productive for an admin to enable only relevant barcode menu items based on user roles. This blog present the configuration steps to do it. For instance, a planner s...
Continue reading
0
  13929 Hits
Tags:
Barcode
Tweet
13929 Hits
Clay Li
Jan
09

How to Set up Weekly PM Reports


​This blog is an exercise of the scheduled reports in Calem discussed in the blog: How to Set up Scheduled Reports in Calem. You may review the blog to familiarize with the scheduled reports in Calem. The exercise will add two PM reports generated on Friday.  PMs due this week (from Last Saturday to this Friday)PMs due next week (from thi...
Continue reading
0
  3526 Hits
Tags:
Scheduled Report
Tweet
3526 Hits
Clay Li
Jan
01

How to Report Asset Part Usage


The asset part usage report is available in the coming release R2020 of Calem Enterprise. The report is based on inventory checkout transactions: Checkout to work order assets Checkout to assets directly Parts returned from the checkout transactions are excluded The menu path is: Asset | Report | Asset Part Usage. If the menu does no...
Continue reading
0
  3827 Hits
Tags:
Asset Inventory Inventory Transactions
Tweet
3827 Hits
Clay Li
Dec
05

How to Control PO Line Tax Calculation


A flag has been added to R2019e to indicate if a PO line is taxible. Use this flag to turn off tax for a PO line so that PO cost will not incur tax charge for this line item. The "No Tax" flag can be edited from PO Item list in PO form. Additional Resources Requisition/Purchase Module TrainingInventory Module TrainingUser Guide and Admin Guide (cus...
Continue reading
0
  3952 Hits
Tags:
Purchase Order
Tweet
3952 Hits
Clay Li
Dec
05

How to Get Aggregate Results with REST API

​REST API in Calem allows one to fetch data from a data table such as work orders, assets and locations. In release R2019e the REST API allows one to fetch aggregate results from a data table.  Prior to R2019e one can fetch a data list through a where, order by and limit clauses ("w", "o", and "l"): w URL encoded query string used in &ldq...
Continue reading
0
  3414 Hits
Tags:
REST API
Tweet
3414 Hits
Clay Li
Dec
05

How to Enable Editing for Approved POs and REQs


Editing of an approved requisition or purchase order is not allowed out of the box. A new configuration is available in release R2019e to enable editing of approved REQs or POs. This is useful if a buyer needs to add comment to an approved PO. The permission to edit approved REQs and POs can be granted per ACL profile.Menu path: Organizat...
Continue reading
0
  3825 Hits
Tags:
Requisition Purchase Order Access Control
Tweet
3825 Hits
Clay Li
Dec
05

How to Report Requisition Overdue


​Requisition overdue addresses the following use case: Requisitions have been approved or pre-approved.These requisitions have not been received in certain days (configurable) from their request time.Email notification and report are available for requisitions overdue. 1. Requisition Overdue Report Run the over due report at: Requisi...
Continue reading
0
  4048 Hits
Tags:
Requisition Workflow
Tweet
4048 Hits
Clay Li
Dec
02

How to Set up Linear Asset in Calem


Linear Asset function is available in the coming release R2019e.   Linear assets are different from point assets. A linear asset has a significant length and its attributes may vary along the track of the length. Sample linear assets include roads, pipelines, or powerlines. Asset performance and maintenance activities need to identif...
Continue reading
0
  4025 Hits
Tags:
Asset Linear Asset Work Order
Tweet
4025 Hits
Clay Li
Nov
22

How to Set Up Map Views in Calem


Map views are available in the coming release of Calem Enterprise R2019e. A map view can be launched from a list view of location, assets or work orders. The filter applied in a list views is carried over to the map view so pre-defined or dynamic filters can be applied for visualization in map views. See this...
Continue reading
0
  4241 Hits
Tags:
Map Location Asset
Tweet
4241 Hits
Clay Li
Nov
05

How to Configure a Default Search for a List View


​Calem allows one to configure a default search to be applied to a data list. For instance, there are inactive PM Plans and PMs in Calem. There is a need to show only active PM Plans and PMs when the list views are open. This blog describes the steps to set a default query for PM Plan. The concept is applicable to other data list as well. Step 1. S...
Continue reading
0
  3742 Hits
Tags:
Search Default Search
Tweet
3742 Hits
Clay Li
Nov
02

How to Get Notification of High Value Items in Purchase Order


A new feature is available to notify approvers and monitors of high value items in purchase order.  It allows purchase management to be aware of high value items being purchased: High value items are defined as items with unit price over $20,000 of system currency.Both the user/team approving a PO and PO monitors notified with emails...
Continue reading
0
  3758 Hits
Tags:
Purchase Order High Valued Items
Tweet
3758 Hits
Clay Li
Nov
02

How to Upload Multiple Documents in Calem


A convenient feature is available in release R2019d to upload multiple documents to Calem through drag-and-drop.  Menu path is: Document | Document List | Create DocsA drag and drop screen is shown so one can drop many filesEach file will be used to create a document in CalemThe document name is default to the file name. ​Upload files to Calem...
Continue reading
0
  5588 Hits
Tags:
Document Upload
Tweet
5588 Hits
Clay Li
Oct
31

How to Receive All Items in PO


A new feature is available in R2019d for one to receive all PO lines. This feature is handy for one to receive POs with many items.  Launch the PO receive from Inventory | Transactions | Receive to Storerooms, or from a PO screen. Set "Receive All" checked.Set a storeroom to receive all the items.Click "Save" to start receiving ​You may receiv...
Continue reading
0
  5241 Hits
Tags:
Purchase Order Receive Inventory
Tweet
5241 Hits
Clay Li
Oct
23

How to Receive Services in Calem


​Services are provided by vendors. For instance, the installation of a new HVAC system is a service. Services can be received like parts in the coming release of R2019d and issued to work orders. This blog walks through steps to receive and charge services in Calem. Step 1. Service Item The first step is to create a service item...
Continue reading
0
  4232 Hits
Tags:
Services Inventory Inventory Transactions
Tweet
4232 Hits
       
4 5 6 7 8 9 10 11 12 13