Clay's Blog

These are the official blogs about CalemEAM.
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...
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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 ...
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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...
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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, ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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. All storerooms accessible to the login user ca...
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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...
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Clay Li
Oct
08

How to Perform Asset Replacement in Work Order


​Replacing an asset at fault with a working asset is one of the work order processes supported by Calem. I will cover the steps necessary to set up assets for replacement. Step 1. Categorization Asset categorization is used to identify assets of the same functionality. For instance, a pump is an asset categorization. Calem requires that an ass...
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Clay Li
Sep
26

How to Implement PM Checklist


This blog is a tutorial of implementing PM Checklist in Calem.  The process diagram is shown below.  Click here (PDF file link) to view the tutorial. Additional resources Asset Module TrainingPM Module TrainingWork Order Module Training​User Guide and Admin Guide (customer account required)Calem Enterprise Training SiteCalem Enterpri...
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