Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Dec
29

How to Generate Inventory Checkout Report


This blog describes the steps to run inventory checkout report for a given period. The first step is to select date range to run the report: Menu path: Inventory | Report | Transaction/Valuation Select Transaction in the dropdown and set the date range to reportLeave "Site" field blank to report on all sites accessible to the login userClick "...
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Clay Li
Dec
29

What is Open Purchase Order Chart


Available in the coming release of Calem R2021 for January 2021, Open PO (purchase order) Status Chart shows the assignment and status for POs that are being processed. POs that are fully received, invoiced, completed, voided or closed are not included in the chart. It is an smart tool for both supervisors and buyers to vis...
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Clay Li
Dec
08

How to Generate Requisition for Service from PMs


You can configure a PM (a scheduled preventive maintenance work order) to generate requisition for service in Calem when a PM is released as a work order. Here are the steps to achieve it. 1. Create a Service Item A service item is an item for a service. If not created yet, you may create one for the service you will require for...
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Clay Li
Nov
25

How to Report Comments in Work Orders


​A new report has been added to report comments added in work orders in Calem release R20f. Previously, work order comments can be listed and searched from menu path: Work Order | Open | WO Comments. The new report can be accessed from menu path: Work Order | Report | WO Comments A date range can be specified to report work orders by their request ...
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Clay Li
Nov
22

How to Implement Two-Factor Login by App


Two-Factor Login by App is introduced in Calem release R20f (November 2020). It is more intuitive to use than two factor login by email. After username and password is authenticated, a screen is prompted for a code (the second factor) to complete the two-factor login. ​The same screen is shown in Calem Touch (CalemEAM in App Store, or Goo...
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Clay Li
Nov
13

How to Enable QR Code in Calem


Since QR code is easier to scan than 1D barcode we have added QR code display and print in the coming release R20f in Calem. For instance, you can walk to your storeroom to check out parts to your work order by the QR code displayed in your Calem work order screen. 1. QR Code in Calem Web Client QR code can be enabled in Calem web client by adding ...
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Clay Li
Nov
10

How to Customize Error Messages in Calem


One can customize error messages in Calem. This feature may be used by customers to provide error messages that are better understood by their users. For instance, when you try to delete a record in Calem you may get an error message that the record cannot be deleted.  The built-in error message can be replaced by a custom error message b...
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Clay Li
Oct
28

How to Manage Text Customization in Calem


​Calem has an elastic architecture for flexible text customization including: Provide a new language pack to add a new language support.Customize texts in Calem for fields, dropdowns, and screens.The following table shows the process of calculating a text in Calem for French language. The process is used whenever a field, a dropdown, or a...
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Clay Li
Oct
23

How to Freeze Inventory Transactions


​Freezing inventory transaction is available in release R20e of October 2020. This feature allows financial teams to prepare reports while placing inventory transactions on hold. Inventory transactions are not allowed, and error messages are shown when transactions matching a freezing rule are executed. Menu path: Admin | Data Design | Tr...
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Clay Li
Oct
12

How to Select Bins when Receiving All for a PO


A bin selection screen is available in Calem R20e (October 2020 release) when receiving all items for a PO. Calem uses the following process to calculate bins to receive for a PO line: The bins are pre-filled by Calem based on current stock and transaction history.The bins are left blank for PO lines that do not have stock, and there are no history...
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Clay Li
Oct
12

When to Use Group Tree in Customization


Group tree has been added in R02e (October 2020). A group represents a role, a group of users, or a persona in Calem. You should use the group tree if there are many roles in your organization. The group tree shows the group hierarchy for you to visualize the the group structure. Menu path: Admin | Group TreeRight-click on a group&nb...
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Clay Li
Sep
07

Why Adopting QR Barcode in Calem


QR code is a 2D (two dimensional) barcode. It may be adopted by organizations to take full advantage of Calem Mobile: QR code is easier to scan than traditional 1D barcode by phones and tablets. The usability is one of the key factors for productivity gain with Calem Mobile.A technician can scan a QR code in the field ...
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Clay Li
Sep
06

How to Use PMs for Outage (Shutdown) Planning


​An outage or shutdown is a time window when many preventive maintenance tasks can be carried out. This blog discusses the use of PMs in Calem to facilitate the outage or shutdown planning. Step 1. Define PM Plans and PMs The first step is to enumerate all the maintenance tasks for an outage or shutdown. For instance, an outage of a produ...
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Clay Li
Sep
01

How to Update Files in Documents in Calem


​A document in Calem can have a file attached to it. A document can be referenced by other objects in Calem including assets, locations, and work orders. If a new version of a file is available, one can use the following steps to update the file of a doc. All objects referencing the doc will see the updated file. Step 1. Remove ...
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Clay Li
Sep
01

How to Customize List View in Calem Touch


List views for Calem Touch can be customized. The steps include the list view customization in the web and configuration changes.  Step 1. List View Menu Customization The first step is to customize the list view from Calem web interface. It is the same as customizing the list views for web. Teh difference is the selection of groups for t...
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Clay Li
Aug
21

How to Implement PMs by Tiered Meter Readings


Tiered meter readings can be configured to schedule PMs in Calem release R20d which is available on August 20, 2020. Here is the diagram of the use case: A new machine is deployed with maintenance schedules based on a meter of operating hours.For the first 30K hours perform first maintenance at 28,000 hours.For the first 50...
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Clay Li
Aug
14

How to Notify Techs of Past-Due Work Orders


​Work orders may not be completed in time. Business processes should be in place to reminder techs and management of past-due work orders.  This blog discusses the workflow process in Calem to notify techs and management of past-due work orders. 1. SLA Contract The first step to set up a contract for work order SLA man...
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Clay Li
Aug
13

How to Manage Contractors by Teams in Calem


​An organization may use contractors/vendors to perform maintenance activities. This blog discusses the use of teams in managing contractors/vendors. 1. Cross-Site Teams Calem provides a flexible team structure: In the coming release of Calem R20d in August 2020 any users of active status can be added to teams. A team may be cre...
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Clay Li
Aug
12

How to Provision User in Calem by SAML SSO


In the coming release of release R20d in August 2020, a feature is available to provision users in Calem based on SAML SSO. The feature allows an organization to centralize user management in its ID Provider. Calem provisions an authenticated user in Calem, or update the user settings accordingly. A user accesses CalemThe user is redirected to its ...
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Clay Li
Aug
07

How to Fetch Data Efficiently via REST API


This blog discusses options to keep a local copy of Calem data up to date via Calem REST API. The use case is as follows: A 3rd party app fetches asset, location and work orders from Calem. The data fetched is stored in a local database at the 3rd party app.The app needs to fetch data from Calem periodically to keep the local copy of data...
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