Clay's Blog

These are the official blogs about CalemEAM.

How to Setup SAML Single-Sign-On in Calem

Customers can choose a single sign on (SSO) solution available in Calem: a) LDAP; and b) SAML .  The LDAP authentication is performed behind scenes from Calem to LDAP servers. SAML performs sign-sign-on from the ID providers. Users accessing Calem are sent to ID Providers for authentication. The ID Providers show login screen fo...
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121 Hits

How to Barcode with Your Phone/Pad in Calem?

You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or Tablets Install Calem Touch to your pad or phones Have a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem To...
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  134 Hits
134 Hits

When to Change Asset/Location in Work Order

​There are cases that a work order was created with inaccurate asset or location. During troubleshooting an accurate asset or location is identified. The best practice to modify the work order and set the accurate asset. If the work order is for a location, set the accurate location. This is accomplished in Calem with the "Change Ass...
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150 Hits

How to Manage Duplicate Service Requests in Calem

A feature has been added in release R20a to manage duplicate service requests. It allows one to group service requests that are of the same failure cause. 1. Flag "Status to Child"  A new field "Status to Child" is added to a service request (SR). Set the flag to checked for the SR that is the primary SR.  Duplicate SRs will be added...
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  236 Hits
236 Hits

When to Use Tree View in Calem Touch

Asset tree view will be available in Calem Touch in release R2020a planned for February 2020. Calem Touch is the mobile application available from App Store and Google Play. The tree view allows one to browse asset and location by its hierarchy.  It is an option to locate an asset/location if you have a well struc...
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  288 Hits
288 Hits

How to Report PM Duration vs. Actual Hours

​PM duration hours are available from work order screens so one can compare hours estimated in PM vs actual hours in work orders. This feature is available in Calem release R20 for the following screens. 1. Work Order Comments Work Order comments list shows the comments and work order information including the Duration (hours) of PM. Menu path: Wor...
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  405 Hits
405 Hits

How to Set up Calem to Provide Maintenance Services

​Calem has been used by organizations to manage their maintenance services. Sample use cases include: A manufacturer uses Calem Cloud Service to manage the maintenance of equipment, and spare parts. A hospital uses Calem Cloud Service to manage the inventory and maintenance of medical equipment. A transportation department uses ...
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866 Hits

How to Set up Generic Items in Calem

Generic items are transitional items that are purchased, used, but not stocked in storerooms. Dedicated item numbers are not intended for these items. Instead, a set of generic items are reused for this purpose. Generic items have been supported since release R20 in February 2020. Step 1. Create Generic Items A generic item can be created with...
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  381 Hits
381 Hits

How to Clone an Asset

Asset clone has been added in Calem release R20 in February 2020. You may use this feature to add an exact asset added previously. The cloning process uses the current asset's information to create the new asset including asset attributes, attachments and spare parts. The function can be launched from asset screen: Asset | Asset List | select an as...
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347 Hits

How to Embed Videos in PM Steps

​Videos can be embedded in PM steps in R20 release available in February 2020. Here are the steps to do it. Step 1. Create Docs for Videos Create a doc for each video to be embedded in PM steps. Menu path: Doc | Doc List |  Create a Doc Create a doc as URL and populate the URL to your Youtube video reference.  Note that you should us...
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  394 Hits
394 Hits

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...
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  343 Hits
343 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, ...
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  336 Hits
336 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...
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  1468 Hits
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1468 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 ...
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  404 Hits
404 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...
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  585 Hits
585 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...
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  622 Hits
622 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...
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  583 Hits
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583 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...
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614 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...
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  581 Hits
581 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...
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  649 Hits
649 Hits