Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jun
03

How to Enable Instant Search for Free Text Search


Free Text Search is a convenient tool for filtering data in the list view. Simply enter a text in the free text search box to filter a list. All text fields (such as notes and descriptions) including customized fields and selective lookup fields (such as asset number, item number) are filtered. Instant search is turned off by default...
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Clay Li
May
27

Calem Integration 4: Subscribing to Data Changes via REST API


Data change events and subscription are available in Calem Enterprise R2019b. Administrators can register 3rd-party applications as listeners in Calem. These listeners are notified when records are changed in Calem. Step 0. What is a Data Change Event A data change event is a user action to update data including creation, editing, and deletion...
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Clay Li
May
20

How to Manage Asset Deployment in Calem


In the coming release of Calem Enterprise R2019b inventory checkout transactions have been extended to include checkout to a location or a project directly. Prior to R2019b checking to a location is done by checking out to a work order. The process to deploy an asset is: Receive an asset to inventory from a vendorMenu path: Inventory...
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Clay Li
May
18

How to Manage Documents for a Project


 In the coming release of Calem Enterprise R2019b, a "Document" tab is added to the Project module to track documents for the project. The steps to record docs for a project are: Create a project record (Menu path: Project module | Project List | Create) Save the record, the project form is shown for the record just created...
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Clay Li
May
15

How to Manage Documents for an Audit


​In the coming release of Calem Enterprise R2019b, a "Document" tab is added to the Inspection module to track documents used for an inspection or audit. The steps to record docs used in an inspection are: Create an inspection record for an annual inspection or audit (Menu path: Inspection module | Inspection List | Create) ...
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Clay Li
May
10

How to Group Document by Class (Categorization)


​Documents are files or hyperlinks uploaded to Calem Enterprise. They are managed from Doc module | Document List.   1. Doc Class Tree Document class can be defined with "Doc?" flag checked. Assign document class to docs to group docs and view them from the doc class tree. Menu path: Doc module | Doc Class TreeThe tree...
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Clay Li
May
06

Smart Lookup in Calem Enterprise R2019a


Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...
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Clay Li
May
05

How to Upgrade to PHP 7.2


In the coming release of Calem Enterprise R2019b, the support of PHP 7.2 will be included. Customers of on-premise implementation can download the release when it is available (planned for May 2019). The release source archive will have "php72" in it such as "CalemEnterprise_2019_ioncube.php72.tar.gz" here (customer account is required).&...
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Clay Li
May
03

Limit Editing to Approved Changes


Change management can be implemented in Calem Enterprise - see this blog. A change is created, pre-approved, reviewed, approved and executed. In Calem Enterprise release R2019a editing is limited to change owner team and manager team once a change is approved. This is to prevent unwarranted modification to approved changes. A pr...
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Clay Li
May
03

How to Include Class Attributes in API Fetch

​Class attributes are dynamic attributes relevant to an asset, or a location used as a configuration element (CE). For instance, an computer server asset may include memory size and CPU model while a truck tire asset may include minimum and maximum pressure values. See this blog for more information about class attributes. ...
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Clay Li
May
02

How to Manage Asset and Location Status from Work Orders


We have discussed monitoring asset status via APIs here. In Calem Enterprise R2019a and R2022d (case 8350), asset and location status can be managed at work order creation and completion. 1. "Asset Down" at WO Creation from Web and API "Asset Down" checkbox at WO creation tells Calem to automate the asset and location status management. T...
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Clay Li
May
02

How to Set Up Vendor Tax Codes


Vendor tax codes have been improved in Calem Enterprise R2019a. It supports single site and multiple sites deployment. A default tax code can be configured at vendor or vendor site. The tax code will be used as default tax code for the vendor and vendor site.A site specific tax code can be configured for a vendor site.  This setup is usef...
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Clay Li
May
02

How to Configure Default Values for Lookup Fields


​Default values can be configured in Calem Enterprise since the beginning. In Calem Enterprise R2019a the default values for lookup fields can also be configured. For instance, the "Unit" field in items table is a lookup field. A default value "EA" (each) can be configured so when you create a new item, the "Unit" field will be filled out with...
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Clay Li
May
02

How to Change Asset Items in Assets?


Assets in Calem can be managed in inventory as asset items. Asset items are tracked individually in inventory through asset serial numbers. Asset item changes in assets are supported through a process defined here. In the coming release of Calem Enterprise R2019b, asset item change is available as a menu in asset form.  Enter the new asse...
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Clay Li
Apr
15

How to Enable Full-Web Client for Touch Devices


​Calem Enterprise comes with client options to maximize user productivity. This blog discusses turning off Calem touch web client. Instead, full-web client is enabled for mobile web client. The use case is for large screen touch devices such as 17" tablets to use full-web client, instead of touch web client. A full-web client for bro...
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Clay Li
Apr
15

How to Run Purchase Summary Reports


​Purchase summary reports have been added to Calem Enterprise R2019 including purchase orders and invoices. Purchase managers can get insights of their operations from these reports along with vendor performance report. 1. PO List Report PO List report shows purchase orders or vendor summary for a given period of time. The menu path: Purchase ...
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Clay Li
Apr
09

How to Define Warehouse Staff/Storeroom Team in Calem


Warehouse staff are storeroom users performing inventory activities. Warehouse staff can be defined in teams and assigned to sites. This feature is available in Calem Enterprise R2019. It is backward compatible and will not impact current customers. This feature is turned on only after storeroom teams are defined. So, it is...
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Clay Li
Mar
31

How to Track Storeroom Activities in Calem


A new storeroom activity report has been added to Calem Enterprise R2019. It allows supervisors to view storeroom activities performed by warehouse staff. For a given time period the report lists: a) Summary of transactions by storeroom staff; or b) List of transactions by storeroom staff. The time period can be pre-defined, or a custom date r...
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Clay Li
Mar
31

How to Track Inventory Physical Counts in Calem


A new report has been added in Calem Enterprise R2019 to track physical count transactions. For a given time period, you can view physical count history for: a) Items counted; b) Items not counted; or c) A single item. The time period can be pre-defined, or a custom date range with a start and end date.  The report lists last activities a...
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Clay Li
Mar
28

How to Customize Asset Forms with Class (Categorization)


​Class (previously Categorization) allows one to group objects in Calem based on their category hierarchy. It also provides features including attributes and view customization. This blog discusses the view customization based on class. Asset object is used here as an example. The concept is applicable to other objects such as location. 1...
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