Clay's Blog

These are the official blogs about CalemEAM.
Aug
13

Inventory Checkout Slips Report


A new report of inventory checkout is available in the coming release of R21d of August 2021. It allows one to report where parts are issued. Menu path: Inventory | Report | Checkout SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...
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1590 Hits
Jul
12

Screen vs Report Customization


​In Calem release R21c screen customization privilege is refined into a) Form customization; and b) Report customization. The differentiation of forms from reports provides flexible reporting while keeping forms consistent across users. The configuration of the screen customization is at menu path: Organization | ACL Profiles | ACL Profil...
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1397 Hits
Jul
12

Charting Meter Readings from Quick Entry


Meter reading charts can be launched from dashboard or asset module. A reading chart can include up to 8 meters. Menu path: Dashboard module | Meter Chart by Meter SetMenu path: Asset module | Quick Reading EntryThe first step is to pick a meter set. Click a meter set row to select it. Quick reading entry screen is shown. Meter set a...
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1286 Hits
Jul
06

Tips for Work Order Pivot Visualization


WO Pivot Visualization is available in the coming release of R21c in July 2021. It provides a visualization of aggregated metrics of work orders. The Pivot Visualization is available from work orders lists Open WO, All WO (Performed) and All WO (Time Requested).The Pivot is aggregated by a field with filtering. For instance, the firs...
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1804 Hits
Jun
23

Tips for Work Order Kanban Board


 WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows. The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment.Work orders from the source list and of finished statuses (Accepted, an...
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  2139 Hits
2139 Hits
Jun
06

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. ​Repair Process​ ​Note​ ​1.  Asset Off-Site Repair​ ​Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors.​​ ​2. Non-AssetIntern...
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  1920 Hits
1920 Hits
Jun
06

When to Use Location to Limit Work Order Access


​There are cases that a team is dedicated to the maintenance of a subset of assets. For instance, waste water maintenance in a plant is performed by a dedicated team. It is more productive to have the users of the waste water team to see work orders related to waste water only. There are two approaches to limit work order access...
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  1544 Hits
1544 Hits
Jun
06

How to Manage Work Orders by Team


​Work order management by team has been boosted by new team forms in Calem R21b (released in June of 2021): A team leader can launch Work Order | My WO | My Team Assignment to view work orders assigned to users of his teams.The team leader can use "My Team Completed (Not Accepted)" to review completed work orders and accept them. ​These n...
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  1740 Hits
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1740 Hits
May
12

How to Move Inventory from a Phone


​Moving an inventory item is available in Calem Touch. Here're the screen flows to move an inventory item from a phone. The same can be achieved from a tablet or desktop. The barcode module is also available from Calem Ajax Web.The same screen flows are supported. 1. Install Calem Touch  The first step is to install Calem Touch in your ph...
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  1586 Hits
1586 Hits
May
04

Mandatory Due Date at REQ Approval


A mandatory new due date is required when approving a requisition in R21a. The purpose is for an approver to set a due date for a requisition to be approved. A checkbox "Use current" (1) is provided for one to use current due date if any. When the box is checked, current due date (3) will be copied to the new due date (2).Alternatively, the ap...
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1853 Hits
May
04

PO Print without Attachments


A new option has been added in R21a to print PO without attachments: A PO may have attachments such as quotation from vendors.An approved PO can be printed (option 1) into a PDF file and include PDF attachments and images.Each attachment can be edited and set "No Print" checked to exclude it from being printed.A PO not approved canno...
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  1550 Hits
1550 Hits
May
04

How are Hours Populated in Work Order Scheduling


​The hours prefilled when scheduling a user to a work order have been refined in release R21a (May 2021). The scheduling of a user to a work order can be done in the following ways:Schedule | Weekly Schedule - dragging a work order to weekly calendar (see this blog)Work Order Planning Tab: "More" dropdown - Assign to others or Assign to m...
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  1361 Hits
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1361 Hits
May
04

How to Set up Vendor Defaults for Purchase Orders (POs)


The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor ListsVendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor TabCustom fields can be added at vendors to provide additional default valuesThe same custom fields may be defined in ...
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  1752 Hits
1752 Hits
Apr
27

How to Implement an ERP Integration in Calem


​In the coming release of R21a, the Calem API has been extended to support the implementation of ERP (Enterprise Resource Planning solution) integration. Inventory integration is used as an example in this blog. Here is the data flow of the integration. ​Direction ​Object​ ​Calem to ERP​​Requisitions for spare parts created, and...
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  1525 Hits
1525 Hits
Apr
20

When to Use WO Labor Summary Report


In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...
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  1775 Hits
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1775 Hits
Apr
19

How to Customize Menu Bar in a Form


Calem allows an admin user to customize the menu bar of a form to implement flexible access control with an intuitive drag and drop interface. The first step is to select a group to customize. See this blog for more discussion of groups. You can find out the group to customize by looking at the Calem desktop of a login...
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  1470 Hits
1470 Hits
Apr
18

How to Report Work Order Status Duration


​In the coming release of R21a planned for April 2021, work order status duration is available in the status log: Menu path: Work Order | Open WO (or another work order list) | Go to a work order | More dropdown menu | Status LogThe "Duration (hours)" column shows the duration in hours of a work order in the "To status".The "Exit Time" shows t...
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  1438 Hits
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1438 Hits
Mar
28

How to Merge Calem Instances into a Central Service


Calem Cloud Services provide flexible choices for organizations to manage business units. An organization can manage business units in a central Calem Cloud Service, or use multiple cloud services each for a business unit.  This blog discusses the process of merging multiple Calem Cloud Services into a Central Calem Cloud Service. You may refe...
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  1483 Hits
1483 Hits
Feb
19

How to Handle Freight and Tax in Inventory Receiving


​Freight and tax incurred in purchasing spare parts should be included in the cost of spare parts to keep maintenance cost accurate. This blog discusses the two processes for handling the freight and tax when receiving inventory ordered by PO.   1. Receiving with Invoices This process covers the cases that invoices are available prio...
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  1660 Hits
1660 Hits
Feb
10

How to Implement Inventory Kit in Calem


Inventory kit is introduced in the coming release of R21. It allows one to group parts together based on usage and increase productivity in inventory purchase and checkout. The steps to implement kit are covered below. Define a kit for a set of parts that are used together for a maintenance task.Use the kit in a requisition to purcha...
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  2204 Hits
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2204 Hits

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