Clay's Blog

These are the official blogs about CalemEAM.
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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4351 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. Barcode Setup The diagram below shows the steps to implement barcode in Calem. The hard...
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5530 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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4714 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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4343 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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3852 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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  5467 Hits
5467 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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5055 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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  4832 Hits
4832 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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4056 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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  3884 Hits
3884 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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  5163 Hits
5163 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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3772 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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14634 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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  4126 Hits
4126 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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4351 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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4475 Hits
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...
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3908 Hits
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...
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  4548 Hits
4548 Hits
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...
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4642 Hits
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...
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  4669 Hits
4669 Hits