Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
16

How to Set up Scheduled Reports in Calem


Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback.  The following is a use case addressed by this feature. ...
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Clay Li
Mar
12

How to Create POs through Data Upload


The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...
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Clay Li
Mar
10

Why Site Vendor Is Deprecated in Calem


Site vendor object is deprecated in Calem Enterprise in release 2019. It was intended to authorize vendors to supply parts to sites. The menu path was: Purchase | Open | Site Vendor. Once site vendor is defined, one may configure vendor prices for spare parts. The reasons to deprecate site vendor object include: Site vendor is maintained manua...
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Clay Li
Mar
03

How to Delete Inventory Items Permanently in Calem


It is possible to delete inventory items permanently from Calem. The need to delete an item permanently may arise from: a) The item is no longer used any more; b) It was created by mistake; or c) it is a temporary item for testing. Alternatively, one can set an inventory item's status to inactive so the item will not show in loo...
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Clay Li
Mar
02

How to Use and Customize Field Help


Field help is available in Calem Enterprise 2019 scheduled for March 2019. The help can be launched from read and edit forms. Administrators can also customize field help. 1. Field Help in Read and Edit Form A help button is revealed in a field label if a) help is available for a field;  and b) mouse is hovered over the fie...
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Clay Li
Feb
22

How to Track Critical Assets and Downtime


​When failed unexpectedly critical assets may cause production going down, safety and/or environmental impacts, etc. Calem provides the following processes for you to track critical assets and their downtime. 1. Identify Critical Assets The first step is to identify critical assets in Calem. Set an asset's criticality to indicate critical...
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Clay Li
Feb
21

How to Add New Items to POs


In the coming release of Calem Enterprise 2019 one can add new items directly from PO forms.  This feature make it much easier for buyers to create a new item and add it to a PO.  The first step is to navigate to a PO's item list. Click "+" to add a new item to PO.  Site inventory lookup form i...
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Clay Li
Jan
15

How to Modify Asset Items in Calem


The process below has been deprecated.  You may use it as a reference of what is involved in asset item changes.There is a new menu to modify asset items - see this blog. Asset items are inventory item numbers for assets. They allow Calem to a) manage asset spare parts by asset items; and b) manage assets as inventory items in stock. This...
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Clay Li
Dec
20

How to Track Invoice and Payment in Purchase Module


Invoices and payments can be tracked in Calem Enterprise release R11i available in December 2018. A new tab "Invoice" has been added to purchase order form.  The "Invoice" Tab includes an invoice list that one can enter invoices received for a PO, and a payment list for one to track payments made to invoices. The PO header (the "Main...
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Clay Li
Dec
20

How to Use Quotation in Requisition Processes


Vendor quotation or pricing may be required for certain items so that managers can make informed decisions in approving requisitions to purchase those items. Vendor quotation or pricing can be enabled based on inventory items through their stock types. The stock type of an inventory item can be set to one of the following values: ​St...
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Clay Li
Dec
20

How to Track Outbound Emails in Calem


​Outbound emails in Calem are stored in the workflow email queue (Admin | Open | Workflow Email Queue). The queue holds all the outbound emails from Calem. An email has one of the following statuses: In-Process: to be sent Sent: Email sent Failed: Failed after a limited number of sending trials. Admin users can modify an email's...
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Clay Li
Dec
13

How to Move Assets with Assembly


Assets with assembly refer to assets with parent/child relationship. For instance, an engine is installed in a vehicle and is a child asset of the vehicle asset. Asset move is performed with "More" menu at the Asset Form:  ​An asset can be moved when a) the asset is unlinked from its parent asset if any; and b) the child assets are moved with ...
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Clay Li
Nov
04

How to Track Location and Asset Changes by Work Orders


Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...
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Clay Li
Nov
03

How to Use the Calendar View for Work Orders


A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views.  ​Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...
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Clay Li
Oct
30

How to Implement Geolocation in Calem


A geolocation includes latitude and longitude for identifying an exact position in a map. It can be used to answer questions about assets and work orders in Calem including:  ​Where are work orders created by technicians in the field?Where are the comments added to work orders?Where are assets located?  ...
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Clay Li
Oct
18

How to Use the Calendar View for Change Management


A calendar view is provided in release R11h for change management. It allows change planners and managers to better see what changes will be executed in a month, week or day presented in calendar formats. Change Management (CM) is also called Management of Change (MOC) in Calem. ​Menu: Change | MOC Calendar 1. Objects in Calendar The...
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Clay Li
Oct
07

Why Implement Change Management in Calem


The motivation to implement the Change Management in Calem includes: Use Changes to adapt and improve your maintenance operations. This module is a tool for supervisors to look beyond the busy schedules every day and envision where your organization should be in months or years. Concrete changes can be recorded and planned in Calem's change ma...
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Clay Li
Oct
07

How to Identify Work Order Resource Efficiency


One of the benefits of Calem Enterprise is the tracking of resource hours in planning, scheduling, and execution. The questions that Calem can help answer include: ​How many hours are scheduled vs actual hours spent for a weekHow many hours are spent by department, team and site for a weekHow resources are planned, scheduled and used per work order...
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Clay Li
Oct
04

Asset and Location Summary Reports


Asset and Location Summary Reports are available in the coming R11g release planned for October 2019. Report fields include: ​Object count Average original costAverage total maintenance costThe reports are grouped by site and an additional field (excepting the case of "Site") below. ​Asset Summary/Group By ​​Location Summary/Group By ​​Ca...
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Clay Li
Oct
04

How to Identify Stocks Not Moved


This report is intended to answer the following question: ​How to review stock checkout history and identify slow or non-moving parts in Calem?The report is launched from Inventory | Report | Transactions - Checkout Frequency.​ A date range may be specified to report the checkout frequency.  The report lists the times checked out and aver...
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