Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
30

Streamlining Physical Count by PMs and Work Orders


Physical count of inventory can be planned and executed through PMs and work orders in the coming release of Calem R2025b (April 2025). For instance, the screenshots below show a PM Plan for monthly physical count, and a PM of the monthly PM Plan to be executed for physical count. 1. Warehouse Areas The first step is t...
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Clay Li
Mar
27

How to Configure Cost Centers and Departments by Sites


Cost centers can be configured by sites with site fields in a cost center. Site access control will be applied once the site fields are populated. The same site access control is available for department codes. For instance, when selecting a cost center from a work order screen, cost centers visible to the login user by sites will be...
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Clay Li
Mar
17

Handling Inactive Parts in Work Orders


A part may no longer be used and turn into a status of inactive or deleted status. Inactive parts may exist in PMs and work orders. There are reports and processes in the coming release of Calem R2025b to handle inactive parts. 1. Work order and PM Reports Run a report in WO to identify inactive parts. Replace or remove inactive parts. Menu: W...
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Clay Li
Mar
15

Process Automation for Incident Management


 There are options to automating processes of incident management in the coming release of R2025b (April 2025). Auto-completing an incident when all actions and evaluations are completed. The process will also reverse a completed incident to in-progress if an action or evaluation is un-completed. The automation can be turned off...
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Clay Li
Mar
14

Work Order On-Hold Report


Work order on-hold report shows work orders with on-hold status within a time period. The report is available in the coming release of Calem R2025b in April 2025. Menu: Work Order | Report | WO On-Hold ReportA time period is specified to run the report. The report is based on work order status log. Historical status logs do not have suffi...
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Clay Li
Mar
09

Physical Count Planning: Storeroom Areas


Storeroom areas are introduced in the coming Calem release of R2025a (March 2025). They can be used to partition storerooms for physical count planning.  Menu: Organization | ACL Profiles | Storeroom Team | Storeroom AreaThe store area codes can be exported, populated and upload back to Calem for bulk area code update. The area codes defined a...
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Clay Li
Mar
06

Introducing Multi-Assignment in PMs


PM Multi-assignment allows one to assign more than one user in a PM. Multiple users can be assigned to a PM in the "PM Assigned (Additional)" list (screenshot below).A primary assignment is populated at PM object (next screenshot). Here is the work order assignment after the PM is released. All the assigned users are carried over to work orders whe...
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Clay Li
Mar
05

How to Use Requisition Approval by Department


Requisition approval by department is available in the coming release of R2025a. It allows an organization to manage requisition approvers based on departments. Calem will search the approval list (screenshot below) to find an approver/team based on department approval. If found the Approver or Approval Team are populated when a REQ is re...
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Clay Li
Feb
28

Filtering Work Order Data by Asset Priority


Filtering by asset priority will be available for work order comments and part cost in the coming release of R2025a (March 2025). For instance, a client may use asset priority filtering to collect comments and part cost for critical assets of priority P1. WO Comments: Work Order | Report | WO Comments, and Work Order | Open | WO CommentsWO Par...
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Clay Li
Feb
28

How to Build Asset Links


An asset link to Calem can be used to load an asset in a browser. For instance, paste the link to Safari browser: "https://example.calemeam.com/index.php?raid=wfAS11__0041241d-38bf-2b53-0ddf-b3c9ba385f65". It will bring up your Calem site and display the asset after login to Calem. 1. The Algorithm to Create Asset Links  He...
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Clay Li
Feb
27

The Latest Iteration of Asset Status Report


A new asset status report is replacing the current asset status report in excel in the coming release R2025a (March, 2025). It includes asset attributes and detail lists of status (with status duration), incidents, service requests, and work orders. Menu path: Asset | Report | Asset Status The reports can be customized like other reports ...
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Clay Li
Feb
20

Auto-Close Completed Work Orders


Completed work orders will be auto-closed after 30 days in the coming release of R2025a (March 20250). The change is made due to the following reasoning: Work orders are completed, accepted, and then closed.There are cases that acceptance is not required, leaving many work orders staying in "Completed" status."To Accept" bar in the Dashbo...
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Clay Li
Feb
18

Finding Work Order Contacts By Department


A work order contact may be entered when a work order is created by a login user on behalf of another user. The contact lookup form will find available contacts based on department of the login user.  Work order's department code is used if populated. Otherwise, the current user's department code is used. If no data is found from the filtering...
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Clay Li
Feb
02

Annual PM Part Cost Estimate


     Annual part cost estimate for PMs are available in the coming release of R2025 (February 2025). Menu path: PM | Report | PM Part Cost Estimate by Site (Avg Price). This is the annual PM cost based on site average pricing. Menu path: PM | Report | PM Part Cost Estimate by Store (Avg Price). This is the annual PM cost based on sto...
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Clay Li
Jan
30

Changes to Editing Asset and Location from Work Orders


Editing Asset and Location from work orders will be changed in Calem R2025 planned for February 2025. The changes are made so that editing assets and locations from work orders are only enabled when needs arise. The menu items "Edit Location" and "Edit Asset" will be turned off in R2025 out of the box.Configuratio...
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Clay Li
Jan
28

How to Upload PO Invoices


Invoices for purchase orders can be uploaded from an excel template of PO invoices. PO #, invoice #, invoice dates (invoice date and due date), and costs (item total, tax and freight).The excel template is cm_po_invoice.PO-Invoices.xls.The template is a quick way for invoice entry for the following screen:  Additional Resources How to Cre...
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Clay Li
Jan
24

Enabling Inventory Stores to Receive Transfer-In Items


Inventory stores can be configured to receive transfer-in items in the coming release of Calem R2025. For instance, transfer-in items should be received to general stores, not project or repaired stores.This is done by setting the category set of Transfer-In stores (screenshot below) of a site. A site is located at Organization | EAM...
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Clay Li
Jan
23

Improving Incident Reporting Efficiency - Incident Class Tree


Incident class tree is introduced in the coming release of Calem R2025 to improve the efficiency of incident management. A incident class code is prompted when reporting an incident.The incident tree is shown for lookup selection of a class code.Each incident class may have its own forms with different information:An injury form includes detailed i...
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Clay Li
Jan
17

Vendor Email with Multiple Email Addresses


A vendor email field may include more than one email addresses in the coming release of Calem R2025. For instance, the email field of vendor ACME includes two email addresses separated by semi-colon ";".  When the vendor is used for a PO, the email address is copied over. Use "Email" to send the PO to the vendor of the PO. Calem...
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Clay Li
Jan
07

When to Use Vendor Memo in POs


Vendor Memo is a new field added in vendors in release R2024g. It will be carried over to a PO when a PO is created and its vendor has a Vendor Memo field populated. Here is a use case for the Vendor Memo field: Populate the field with vendor agreement number.The vendor agreement will be available in POs for this vendor.Customize PO ...
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