Clay's Blog

These are the official blogs about CalemEAM.
May
06

When to Use Work Order View in Home Screen


​Work order lists in Home screen can be customized to show work order queues based on business requirements - see this blog for more information about Home screen in Calem. Work order lists are based on work order table by default. You may choose to use work order views for work order lists if you need to show the following info...
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4634 Hits
Apr
28

How to Magnify List Views in Work Order Form


A user friendly feature will be available in a future release (R20c about May 2020). It allows one to magnify a detailed list view in work orders to its own list view with full screen size. It is much easier to view and operate a magnified list view in work orders. Administrators can customize other detail lists to add full-screen menu button. This...
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  3657 Hits
3657 Hits
Apr
28

How to Mandate Labor for Work Order Completion


​There are cases when work orders have been completed without recording who performed them. Calem provides options to mandate labor data before one can complete a work order. 1. Mandate Labor for Work Order Completion This feature can be enabled to mandate that at least one labor entry has been entered to complete a work order. A labor entry r...
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  3255 Hits
3255 Hits
Apr
17

When to Use the Deployment Tool for Multi-Services in Calem


The Deployment Tool for Multi-Services is available in the release R20b in April 2020. It simplifies the service management for organizations with many Calem cloud services. 1. Business Case An organization uses Calem Cloud Services for their external and internal customers. It is tedious and time consuming to set up the groups/...
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  4422 Hits
4422 Hits
Mar
20

How to Setup SAML SSO (Single-Sign-On) in Calem


Customers can choose a single sign on (SSO) solution available in Calem including LDAP; and SAML. The LDAP authentication is performed behind scenes from Calem to LDAP servers. It is a choice for Calem Services behind firewalls. SAML performs sign-sign-on from the ID providers. It is a good choice for SSO over the internet. User...
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  4132 Hits
4132 Hits
Mar
18

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or TabletsInstall Calem Touch to your pad or phonesHave a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem Touc...
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  5292 Hits
5292 Hits
Mar
16

When to Change Asset/Location in Work Order


​There are cases that a work order was created with inaccurate asset or location. During troubleshooting an accurate asset or location is identified. The best practice to modify the work order and set the accurate asset. If the work order is for a location, set the accurate location. This is accomplished in Calem with the "Change Ass...
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  4527 Hits
4527 Hits
Mar
04

How to Manage Duplicate Service Requests in Calem


A feature has been added in release R20a to manage duplicate service requests. It allows one to group service requests that are of the same failure cause. 1. Flag "Status to Child"  A new field "Status to Child" is added to a service request (SR). Set the flag to checked for the SR that is the primary SR.  Duplicate SRs will be added...
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  4161 Hits
4161 Hits
Feb
21

When to Use Tree View in Calem Touch


Asset tree view will be available in Calem Touch in release R2020a planned for February 2020. Calem Touch is the mobile application available from App Store and Google Play. The tree view allows one to browse asset and location by its hierarchy.  It is an option to locate an asset/location if you have a well struc...
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  3675 Hits
3675 Hits
Feb
05

How to Report PM Duration vs. Actual Hours


​PM duration hours are available from work order screens so one can compare hours estimated in PM vs actual hours in work orders. This feature is available in Calem release R20 for the following screens. 1. Work Order Comments Work Order comments list shows the comments and work order information including the Duration (hours) of PM. Menu path: Wor...
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  5250 Hits
5250 Hits
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...
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  4872 Hits
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4872 Hits
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...
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  4648 Hits
4648 Hits
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...
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  3896 Hits
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3896 Hits
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 ...
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  3686 Hits
3686 Hits
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...
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  4923 Hits
4923 Hits
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, ...
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  3606 Hits
3606 Hits
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...
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  14418 Hits
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14418 Hits
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...
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  3933 Hits
3933 Hits
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...
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  4178 Hits
4178 Hits
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...
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  4281 Hits
4281 Hits