Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Nov
02

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 DocsA drag and drop screen is shown so one can drop many filesEach file will be used to create a document in CalemThe document name is default to the file name. ​Upload files to Calem...
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Clay Li
Oct
31

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 receiv...
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Clay Li
Oct
23

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...
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Clay Li
Oct
08

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...
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Clay Li
Sep
26

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 TrainingPM Module TrainingWork Order Module Training​User Guide and Admin Guide (customer account required)Calem Enterprise Training SiteCalem Enterpri...
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Clay Li
Sep
18

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 |...
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Clay Li
Sep
17

How to Report Inventory Valuation in Calem


This blog has been revised by this blog. You may review this blog along the updated blog. An Inventory Valuation report has been added in release R2019c. The valuation is calculated by inventory transactions and an optional reference valuation from other sources (such as a financial system). Menu path: Inventory | Report | Transactions/Va...
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Clay Li
Sep
17

When to Use Asset Assemblies in Calem


Asset assemblies are the components of assets that are not made into assets. They indicate a segment of a large machinery. You may use assembly codes for the following use case: Set the assembly code for a PM step so it is easier for technicians to perform work.It is possible to create an asset for an assembly if needs arise (for ins...
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Clay Li
Sep
12

When to Use Price Lot in Calem


Price Lots are introduced in Calem Enterprise R2019c in September 2019. The feature addresses the following request: To track the usage of inventory items by their receiving prices. For instance, an item with different prices in inventory are tracked by their prices.Price lots are created per receiving prices. An item is tracked in s...
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Clay Li
Sep
12

How to Exclude Documents in Work Order Print


​A work order print is a PDF output of a work order. It may include document files of PDF and images: A document is a file uploaded to Calem in the document module, or attached to an object in its attachment list. Work order documents of PDF and image types are displayed in the work order PDF print. 1. Exclude Docs in WO PDF Pri...
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Clay Li
Sep
05

How to Configure Default Object Values in Calem


 Default object values are provided in the system files of Calem. Table definition in metadata (Calem_Home/server/metadata/table) Client configuration file (Calem_Home/client/conf/CmConf.custom.js)The default values are shown in screens when creating new objects. In the coming release R2019c (September 2019) admin can define default ...
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Clay Li
Sep
05

How to Calculate Inventory Valuation Change


​Finding out the inventory valuation change for a period of time is a use case addressed by this blog. The inventory transaction summary report is available for this purpose in the coming R2019c release.  Menu path: Inventory | Report | TransactionsSelect summary by date range to see valuation changes.The following transactions ...
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Clay Li
Sep
02

How to Report Preventive Maintenance Performed


Preventive Maintenance (PM) is one of the key activities tracked in Calem.  One use case is to identify PMs completed last month, due this month and next month. A new KPI line is added in the coming release of R2019c to address this use case:  Menu path: Dashboard | WO Summary | PMs by MonthA KPI line of "PMs Due This Month" sho...
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Clay Li
Aug
30

How to Perform Work Orders by Asset Barcode Scan



Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset.  Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...
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Clay Li
Aug
26

How to Clock Work Order by Asset Scan



​In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this Youtube video for a demo of the feature. ​The first step is to...
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Clay Li
Aug
23

How to Configure PO Approval Routing in Calem


Approval routing of purchase orders (POs) has been added in the the coming release of R2019c.  When a PO is created the status is set to "New". One may add line items to the PO.Calem will transition POs of "New" status to "Ready" in 30 minutes after last updated. One may also manually move a PO into "Ready" status.When a PO reaches t...
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Clay Li
Aug
20

When to Use Supervisors in Requisition Approval


​Requisitions in Calem are routed to approvers based on approval levels. Approval levels are ranges of dollar amounts. Menu path: Organization | ACL Profiles | REQ Level The "From" amount is used to select approvers with the minimum approval level based on the requisition value.The "To" amount is unlimited if it is a negative value. ...
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Clay Li
Aug
15

When to Use WO Summary KPI by Categories


​Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...
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Clay Li
Aug
09

How to Implement 2-Factor Login by Email


Two factor authentication (2FA) is available in the coming release of R2019c. The user is authenticated by username and password first, a code of 6 digits is sent to the email address of the user account, the code must be entered to log into Calem. 2FA is not enabled out of the box. Admin of Calem can enable 2FA at system level or user level.&...
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Clay Li
Aug
09

How to Use Item Revision in Calem


Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase ordersThe current revision number of an item is copied to inventory transaction. It is not tracked in inventory ...
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