Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

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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Clay Li

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...
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Clay Li

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...
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Clay Li

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...
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Clay Li

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...
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Clay Li

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...
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Clay Li

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

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

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...
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Clay Li

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

How to Report Inventory Valuation in Calem


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/Valuation | Report by Valuation The "Valuation Date" is the date of the valuation to calculate. T...
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Clay Li

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 in...
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Clay Li

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 ...
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Clay Li

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 Pr...
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Clay Li

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 defaul...
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Clay Li

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 | Transactions Select summary by date range to see valuation changes. The following transaction...
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Clay Li

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 Month A KPI line of "PMs Due This Month" s...
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Clay Li

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

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 t...
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Clay Li

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...
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