Calem Blogs

Blogs of CalemEAM

How to Do Weekly Schedules by Teams

A new feature has been added to Weekly Scheduling in the Calem R20 release.  You can now do weekly schedules by teams.  1. Weekly Schedule by Team The first step is to set up users who can run weekly scheduling as work order planners: Organization | ACL Profiles | Monitor User Add users as work order planners for sites. Launch weekly...
Continue reading
  568 Hits
568 Hits

How to Link Warehouses from Different Calem Services

Remote inventory is a feature to link warehouses from different Calem services. Here is the user story: A customer has independent business units A, B and C each with own Calem service. Each Calem service has own inventory and stock. The Remote Inventory feature allows users from one business unit to search parts in other business units, ...
Continue reading
  590 Hits
590 Hits

How to Configure Barcode by Profiles

A set of action menu items is available when an asset barcode is scanned from Calem Mobile. See  How to Perform Work Orders by Asset Scan . It is a lot more productive for an admin to enable only relevant barcode menu items based on user roles. This blog present the configuration steps to do it. For instance, a planner...
Continue reading
  2858 Hits
Tags:
2858 Hits

How to Set up Weekly PM Reports

​This blog is an exercise of the scheduled reports in Calem discussed in the blog:  How to Set up Scheduled Reports in Calem . You may review the blog to familiarize with the scheduled reports in Calem. The exercise will add two PM reports generated on Friday.  PMs due this week (from Last Saturday to this Friday) PMs due next week (from ...
Continue reading
  649 Hits
649 Hits

How to Set up Inventory Units

Units, or Units of Measure (UOMs), are useful in managing inventory items. They allow items to be ordered and stocked in different units. For instance, washers are ordered from vendors by boxes (10 in a box), but checked out individually.  A site item has a unit for stock management A site item may have units for ordering from v...
Continue reading
  670 Hits
Tags:
670 Hits

How to Report Asset Part Usage

The asset part usage report is available in the coming release R2020 of Calem Enterprise. The report is based on  inventory checkout transactions: Checkout to work order assets Checkout to assets directly Parts returned from the checkout transactions are excluded The menu path is: Asset | Report | Asset Part Usage. If the menu does n...
Continue reading
  836 Hits
836 Hits

How to Control PO Line Tax Calculation

A flag has been added to R2019e to indicate if a PO line is taxible. Use this flag to turn off tax for a PO line so that PO cost will not incur tax charge for this line item. The "No Tax" flag can be edited from PO Item list in PO form. Additional Resources Requisition/Purchase Module Training Inventory Module Training User Guide and Admin Guide (c...
Continue reading
  844 Hits
844 Hits

How to Get Aggregate Results with REST API

​REST API in Calem allows one to fetch data from a data table such as work orders, assets and locations. In release R2019e the REST API allows one to fetch aggregate results from a data table.  Prior to R2019e one can fetch a data list through a where, order by and limit clauses ("w", "o", and "l"): w URL encoded query string used in &ldq...
Continue reading
  789 Hits
Tags:
789 Hits

How to Enable Editing for Approved POs and REQs

Editing of an approved requisition or purchase order is not allowed out of the box. A new configuration is available in release R2019e to enable editing of approved REQs or POs. This is useful if a buyer needs to add comment to an approved PO. The permission to edit approved REQs and POs can be granted per ACL profile. Menu path: Organiza...
Continue reading
  852 Hits
852 Hits

How to Report Requisition Overdue

​Requisition overdue addresses the following use case: Requisitions have been approved or pre-approved. These requisitions have not been received in certain days (configurable) from their request time. Email notification and report are available for requisitions overdue. 1. Requisition Overdue Report Run the over due report at: Requi...
Continue reading
  804 Hits
804 Hits

How to Set up Linear Asset in Calem

Linear Asset function is available in the coming release R2019e.   Linear assets are different from point assets. A linear asset has a significant length and its attributes may vary along the track of the length. Sample linear assets include roads, pipelines, or powerlines. Asset performance and maintenance activities need to identif...
Continue reading
  884 Hits
884 Hits

How to Set Up Map Views in Calem

Map views are available in the coming release of Calem Enterprise R2019e. A map view can be launched from a list view of location, assets or work orders. The filter applied in a list views is carried over to the map view so pre-defined or dynamic filters can be applied for visualization in map views. 1. Locat...
Continue reading
  1009 Hits
1009 Hits

How to Configure a Default Search for a List View

​Calem allows one to configure a default search to be applied to a data list. For instance, there are inactive PM Plans and PMs in Calem. There is a need to show only active PM Plans and PMs when the list views are open. This blog describes the steps to set a default query for PM Plan. The concept is applicable to other data list as well. Step 1. S...
Continue reading
  933 Hits
933 Hits

How to Get Notification of High Value Items in Purchase Order

A new feature is available to notify approvers and monitors of high value items in purchase order.  It allows purchase management to be aware of high value items being purchased: High value items are defined as items with unit price over $20,000 of system currency. Both the user/team approving a PO and PO monitors notified with email...
Continue reading
  934 Hits
934 Hits

How to Upload Multiple Documents in Calem

A convenient feature is available in release R2019d to upload multiple documents to Calem through drag-and-drop.  Menu path is: Document | Document List | Create Docs A drag and drop screen is shown so one can drop many files Each file will be used to create a document in Calem The document name is default to the file name. ​Upload files to Ca...
Continue reading
  940 Hits
940 Hits

How to Receive All Items in PO

A new feature is available in R2019d for one to receive all PO lines. This feature is handy for one to receive POs with many items.  Launch the PO receive from Inventory | Transactions | Receive to Storerooms, or from a PO screen. Set "Receive All" checked. Set a storeroom to receive all the items. Click "Save" to start receiving ​You may rece...
Continue reading
  1333 Hits
1333 Hits

How to Receive Services in Calem

​Services are provided by vendors. For instance, the installation of a new HVAC system is a service. Services can be received like parts in the coming release of R2019d and issued to work orders. This blog walks through steps to receive and charge services in Calem. Step 1. Service Item The first step is to create a service item...
Continue reading
  1058 Hits
1058 Hits

How to Perform Asset Replacement in Work Order

​Replacing an asset at fault with a working asset is one of the work order processes supported by Calem. I will cover the steps necessary to set up assets for replacement. Step 1. Categorization Asset categorization is used to identify assets of the same functionality. For instance, a pump is an asset categorization. Calem requires that an ass...
Continue reading
  1547 Hits
1547 Hits

How to Implement PM Checklist

This blog is a tutorial of implementing PM Checklist in Calem.  The process diagram is shown below.  Click  here (PDF file link) to view the tutorial. Additional resources Asset Module Training PM Module Training Work Order Module Training ​ User Guide and Admin Guide (customer account required) Calem Enterprise Training Site Calem E...
Continue reading
  1125 Hits
1125 Hits

How to Set Up Pre-Approvers for Requisitions

​Pre-Approvers for requisitions are supervisors or warehouse gate-keepers who validate spare part requests by pre-approving them. Pre-approvers are not mandatory. They are configured individually or in teams for sites. 1. Teams for Requisition Approval Set up teams to manage requisition pre-approver and approver. Menu path: Organization |...
Continue reading
  2591 Hits
2591 Hits