Clay's Blog

These are the official blogs about CalemEAM.
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...
Continue reading
0
  6446 Hits
Tags:
Inventory Data Purge Deletion Item
Tweet
6446 Hits
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...
Continue reading
0
  5229 Hits
Tags:
Help Database
Tweet
5229 Hits
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 priority, or criticality to ...
Continue reading
0
  6533 Hits
Tags:
Asset Critical Assets Downtime Failure
Tweet
6533 Hits
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...
Continue reading
0
  7989 Hits
Tags:
Purchase Order Inventory
Tweet
7989 Hits
Clay Li
Jan
15

How to Modify Asset Items in Calem?

The process below has been deprecated. There is a new menu to modify asset items - see this blog. You may use this blog as a reference of what is involved in asset item changes. 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 stoc...
Continue reading
0
  17926 Hits
Tweet
17926 Hits
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...
Continue reading
0
  6411 Hits
Tweet
6411 Hits
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...
Continue reading
0
  7347 Hits
Tags:
Requisition
Tweet
7347 Hits
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...
Continue reading
0
  6725 Hits
Tags:
Email
Tweet
6725 Hits
Clay Li
Dec
13

How to Move Assets with Assembly


A new feature is available to move assets in bulk - see this blog. 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 fro...
Continue reading
0
  8650 Hits
Tweet
8650 Hits
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...
Continue reading
0
  7104 Hits
Tags:
Work Order Asset Location Configuration Element (CE) Configuration Item (CI)
Tweet
7104 Hits
Clay Li
Nov
02

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 ...
Continue reading
0
  10592 Hits
Tags:
Work Order Calendar
Tweet
10592 Hits
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?  ...
Continue reading
0
  7020 Hits
Tags:
Asset Location
Tweet
7020 Hits
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 ...
Continue reading
0
  7340 Hits
Tags:
Management of Change Change Management
Tweet
7340 Hits
Clay Li
Oct
07

Why Implementing Change Management (MOC) 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...
Continue reading
0
  6098 Hits
Tweet
6098 Hits
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...
Continue reading
0
  6044 Hits
Tweet
6044 Hits
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...
Continue reading
0
  5940 Hits
Tweet
5940 Hits
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...
Continue reading
0
  5771 Hits
Tweet
5771 Hits
Clay Li
Sep
26

How to Setup Failure Tree for Troubleshooting


Failure tree is an intuitive presentation to browse failure, cause and action codes defined in Calem. It can be used from work orders as a troubleshooting tool for corrective work orders. There are a few steps and configurations to set up your Calem for troubleshooting. Step 1. Review Failure Sets and Codes The failure modu...
Continue reading
0
  7178 Hits
Tags:
Failure Troubleshooting
Tweet
7178 Hits
Clay Li
Sep
09

How to Integrate Monitoring Services with Calem


Asset monitoring services can be built with tools such as Icinga. Monitoring services are modeled as separate services from Calem in this discussion. They use Calem REST APIs to get asset information and report device problems. 1. Initialize Monitoring Data from Calem The monitoring service initializes assets/locations to monitor by ...
Continue reading
0
  6822 Hits
Tweet
6822 Hits
Clay Li
Sep
08

How to Manage Asset Priorities by Locations


The priorities of assets and locations must be maintained accurately for effective maintenance operations. The priorities are used to set work order priorities in Calem. It is a challenge to keep track of asset priorities in cases where assets are moved or replaced. Calem's asset priority by location is a solution for a cas...
Continue reading
0
  6607 Hits
Tweet
6607 Hits
       
14 15 16 17 18 19 20 21 22 23