Calem Blogs

Blogs of CalemEAM

How to Order Modules in Calem


​The module bar on the left of the Calem desktop is sorted by module names alphanumerically excepting Favorite and Dashboard modules that are placed on top. See the screenshot below. There are cases you may want to order the module bar differently. This blog discusses the options available to do it.   Step 1. Customize Module Bar The...
Continue reading
  2228 Hits
2228 Hits

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. ...
Continue reading
  2384 Hits
2384 Hits

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...
Continue reading
  10459 Hits
10459 Hits

How to Delete PMs Permanently in Calem


PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers.  There are cases one wish to delete a PM permanently. A PM was created by mistake. A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to ...
Continue reading
  2354 Hits
2354 Hits

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...
Continue reading
  1939 Hits
1939 Hits

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) T he 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 l...
Continue reading
  2553 Hits
2553 Hits

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
  1969 Hits
Tags:
1969 Hits

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...
Continue reading
  2355 Hits
2355 Hits

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
  3562 Hits
3562 Hits

How to Search Inventory by Serial Numbers


​Assets in Calem can have manufacturer serial numbers. They can be managed individually in inventory by serial numbers and asset tags. This blog explores ways you can search for an asset in inventory by serial numbers. Option 1. Asset List Search The first option is to search the asset list by serial numbers. ​Menu: Asset module | Asset List R...
Continue reading
  8142 Hits
8142 Hits

How to Modify Asset Items in Calem


​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 blog addresses a case when asset items need to be modified. 1. Non-Inventory Assets For assets that are not managed as inventory stock, one can simply modify the asset item f...
Continue reading
  11830 Hits
11830 Hits

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
  2758 Hits
2758 Hits

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: ​S...
Continue reading
  2693 Hits
Tags:
2693 Hits

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...
Continue reading
  2710 Hits
Tags:
2710 Hits

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 ...
Continue reading
  2256 Hits
2256 Hits

How to Perform Bulk Storeroom Physical Count Transactions


​Physical count transactions may be performed periodically to keep your warehouse stocks accurate. There are couple ways to do it in Calem:  a) Use Barcode module in Calem Mobile to perform physical count transaction (menu path: Inventory | Transactions | Physical Count);  b) Use the Ajax Web Client (menu path: Barcode | Physical Cou...
Continue reading
  2530 Hits
2530 Hits

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
  2966 Hits
2966 Hits

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 Orders Either actual start or scheduled start must be defined for ...
Continue reading
  3927 Hits
3927 Hits

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
  2827 Hits
Tags:
2827 Hits

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
  2999 Hits
2999 Hits