Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Oct
18

How to Add a Photo in SR/WO


A new menu is available at Service Request (SR) and Work Order (WO). It allows one to add a photo from the SR/WO screen without going to the attachment list. The menu is available in the web client and Calem Mobile App (from App Store and Google Play).  1. Create SR with a Photo The first step is to create an SR and save it. The SR i...
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Clay Li
Oct
18

How to Release PM Only Once


There are needs to release a PM as a work order only once in a future time. This feature is available in Release R21e.  ​1. Release PM Once by Time A new flag "Release Once" is added to PM to release a PM only once based on "Next due". The first step is to create a PM Plan with "Schedule type" setting to "By Time".Next, create a PM for this PM...
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Clay Li
Oct
18

How to Mandate Meter Readings from Work Orders


A new process is available In Release R21e to enforce meter readings in work orders. The process allows maintenance planners to ensure that certain meter readings must be taken whenever they perform work orders for an asset or a location. 1. Asset Meter Settings  New flags are added to Asset Meters to support the process. "Add to CM WO" –...
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Clay Li
Oct
18

How to Prevent Over-Ordering of Spare Parts


In Release R21e a process is introduced to prevent ordering parts excessively. The process can help control the maintenance cost without affecting your maintenance operations. 1. Define Minimum and Maximum Stock Level The first step is to introduce minimum and maximum stock levels for your critical and expensive parts. Auto-requisition sh...
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Clay Li
Oct
18

How to Return Parts to a Bin in Storeroom


​The return transaction in the Inventory module is used to re-stock parts checked out previously. A part may be checked out for consumption in a work order, or for repair. A new bin location may be selected when returning a spare part. Menu path: Inventory module | Transactions | Return to StoreroomSelect an inventory item by lookup, or manual...
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Clay Li
Oct
16

Selecting Asset by Location in SR/WO Creation (Priority|CostCenter Auto-Fill)


When creating a service request (SR) or a work order (WO), one may enter either an asset or a location. Calem Release R21e introduced the asset selection through location. Here is the description: Launch SR or WO creation screen, click the lookup button or enter a location.Calem inspect assets in the selected location. If there is only one ass...
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Clay Li
Oct
16

How to Add a Waiting Status in Work Orders


​The life-cycle of work orders is captured in its status graph - see this blog. A waiting status may be introduced for work orders waiting for parts. An approved work order is placed in Waiting status to wait for parts.When parts are received the status is changed to ready for releasing to the field for execution.The following is the partial work o...
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Clay Li
Oct
16

PM Plan Custom Fields for PM and Work Order


Custom fields enable customers to add additional fields based on business requirements. In release R21e (October 2021) the custom fields in PM Plan are copied to PM by matching names when a PM is created, and to work orders when a work order is generated from a PM. The feature allows one to implement the following business process: C...
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Clay Li
Oct
16

How to Customize Calem Client Themes


​Calem web clients can be customized via Calem Designers and configurations - see this blog for more information. This blog discusses the customization via stylesheets (CSS).  Calem provides themes for the web clients including Calem Classic and Mint. Each theme is a set of components, CSS, and configuration files. Customers can customize the ...
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Clay Li
Oct
04

Modules Docking at Top of the Desktop


With the introduction of module home screens in Calem R21e, planned for October 2021, the modules can be docked at the top of the desktop in the web client.  The default menu for a module should be configured to the new home screen. The home screen is the default menu out of the box. A module may be customized wit...
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Clay Li
Sep
14

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 quick...
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Clay Li
Sep
13

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 m...
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Clay Li
Sep
06

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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Clay Li
Sep
02

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 mob...
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Clay Li
Aug
31

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 scre...
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Clay Li
Aug
14

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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Clay Li
Aug
13

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 Pla...
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Clay Li
Aug
13

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 SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...
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Clay Li
Jul
12

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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Clay Li
Jul
11

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 SetMenu path: Asset module | Quick Reading EntryThe first step is to pick a meter set. Click a meter set row to select it. Quick reading entry screen is shown. Meter set a...
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