Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
20

How to Report Labor Hours in Work Orders


​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
Continue reading
0
  9216 Hits
Tags:
Work Order Labor Hour Timesheet
Tweet
9216 Hits
Clay Li
Mar
18

How to Handle Multiple Assets and Locations in a Change


​A change request (or a MOC - management of change) can be created for an asset or a location. If the same change is required for many assets or locations, Calem allows you to create a single change request for them. This feature simplifies change management for multiple assets or locations. Here are the steps. Step 1. Create a ...
Continue reading
0
  6395 Hits
Tags:
Management of Change Asset Location Change
Tweet
6395 Hits
Clay Li
Mar
17

How to Order Modules in Calem


​The module bar on the left of the Calem desktop is sorted by module names alphanumerically excepting Favorite and Dashboard modules that are placed on top. See the screenshot below. There are cases you may want to order the module bar differently. This blog discusses the options available to do it.  Step 1. Customize Module Bar The ...
Continue reading
0
  5600 Hits
Tags:
Module Menu Bar Desktop
Tweet
5600 Hits
Clay Li
Mar
16

How to Set up Scheduled Reports in Calem


Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback.  The following is a use case addressed by this feature. ...
Continue reading
0
  5879 Hits
Tags:
Work Order Scheduled Report Report Configuration
Tweet
5879 Hits
Clay Li
Mar
11

How to Create POs through Data Upload


The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...
Continue reading
0
  14193 Hits
Tags:
Purchase Order PO Line PO Item Upload
Tweet
14193 Hits
Clay Li
Mar
10

Why Site Vendor Is Deprecated in Calem


Site vendor object is deprecated in Calem Enterprise in release 2019. It was intended to authorize vendors to supply parts to sites. The menu path was: Purchase | Open | Site Vendor. Once site vendor is defined, one may configure vendor prices for spare parts. The reasons to deprecate site vendor object include: Site vendor is maintained manua...
Continue reading
0
  5088 Hits
Tags:
Site Vendor Vendor Price Vendor Site
Tweet
5088 Hits
Clay Li
Mar
03

How to Delete Inventory Items Permanently in Calem


It is possible to delete inventory items permanently from Calem. The need to delete an item permanently may arise from: a) The item is no longer used any more; b) It was created by mistake; or c) it is a temporary item for testing. Alternatively, one can set an inventory item's status to inactive so the item will not show in loo...
Continue reading
0
  5981 Hits
Tags:
Inventory Data Purge Deletion Item
Tweet
5981 Hits
Clay Li
Mar
02

How to Use and Customize Field Help


Field help is available in Calem Enterprise 2019 scheduled for March 2019. The help can be launched from read and edit forms. Administrators can also customize field help. 1. Field Help in Read and Edit Form A help button is revealed in a field label if a) help is available for a field;  and b) mouse is hovered over the fie...
Continue reading
0
  4857 Hits
Tags:
Help Database
Tweet
4857 Hits
Clay Li
Feb
22

How to Track Critical Assets and Downtime


When failed unexpectedly critical assets may cause production going down, safety and/or environmental impacts, etc. Calem provides the following processes for you to track critical assets and their downtime. 1. Identify Critical Assets The first step is to identify critical assets in Calem. Set an asset's priority, or criticality to ...
Continue reading
0
  5956 Hits
Tags:
Asset Failure Critical Assets Downtime
Tweet
5956 Hits
Clay Li
Feb
21

How to Add New Items to POs


In the coming release of Calem Enterprise 2019 one can add new items directly from PO forms.  This feature make it much easier for buyers to create a new item and add it to a PO.  The first step is to navigate to a PO's item list. Click "+" to add a new item to PO.  Site inventory lookup form i...
Continue reading
0
  7502 Hits
Tags:
Purchase Order Inventory
Tweet
7502 Hits
Clay Li
Jan
15

How to Modify Asset Items in Calem?

The process below has been deprecated. There is a new menu to modify asset items - see this blog. You may use this blog as a reference of what is involved in asset item changes. Asset items are inventory item numbers for assets. They allow Calem to a) manage asset spare parts by asset items; and b) manage assets as inventory items in stoc...
Continue reading
0
  17503 Hits
Tweet
17503 Hits
Clay Li
Dec
20

How to Track Invoice and Payment in Purchase Module


Invoices and payments can be tracked in Calem Enterprise release R11i available in December 2018. A new tab "Invoice" has been added to purchase order form.  The "Invoice" Tab includes an invoice list that one can enter invoices received for a PO, and a payment list for one to track payments made to invoices. The PO header (the "Main...
Continue reading
0
  6017 Hits
Tweet
6017 Hits
Clay Li
Dec
20

How to Use Quotation in Requisition Processes


Vendor quotation or pricing may be required for certain items so that managers can make informed decisions in approving requisitions to purchase those items. Vendor quotation or pricing can be enabled based on inventory items through their stock types. The stock type of an inventory item can be set to one of the following values: ​St...
Continue reading
0
  6757 Hits
Tags:
Requisition
Tweet
6757 Hits
Clay Li
Dec
20

How to Track Outbound Emails in Calem


​Outbound emails in Calem are stored in the workflow email queue (Admin | Open | Workflow Email Queue). The queue holds all the outbound emails from Calem. An email has one of the following statuses: In-Process: to be sent Sent: Email sent Failed: Failed after a limited number of sending trials. Admin users can modify an email's...
Continue reading
0
  6287 Hits
Tags:
Email
Tweet
6287 Hits
Clay Li
Dec
13

How to Move Assets with Assembly


Assets with assembly refer to assets with parent/child relationship. For instance, an engine is installed in a vehicle and is a child asset of the vehicle asset. Asset move is performed with "More" menu at the Asset Form:  ​An asset can be moved when a) the asset is unlinked from its parent asset if any; and b) the child assets are moved with ...
Continue reading
0
  8277 Hits
Tweet
8277 Hits
Clay Li
Nov
04

How to Track Location and Asset Changes by Work Orders


Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...
Continue reading
0
  6683 Hits
Tags:
Work Order Asset Configuration Item (CI) Configuration Element (CE) Location
Tweet
6683 Hits
Clay Li
Nov
02

How to Use the Calendar View for Work Orders


A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views.  ​Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...
Continue reading
0
  9973 Hits
Tags:
Work Order Calendar
Tweet
9973 Hits
Clay Li
Oct
30

How to Implement Geolocation in Calem


A geolocation includes latitude and longitude for identifying an exact position in a map. It can be used to answer questions about assets and work orders in Calem including:  ​Where are work orders created by technicians in the field?Where are the comments added to work orders?Where are assets located?  ...
Continue reading
0
  6618 Hits
Tags:
Asset Location
Tweet
6618 Hits
Clay Li
Oct
18

How to Use the Calendar View for Change Management


A calendar view is provided in release R11h for change management. It allows change planners and managers to better see what changes will be executed in a month, week or day presented in calendar formats. Change Management (CM) is also called Management of Change (MOC) in Calem. Menu: Change | MOC Calendar 1. Objects in Calendar The ...
Continue reading
0
  6858 Hits
Tags:
Management of Change Change Management
Tweet
6858 Hits
Clay Li
Oct
07

Why Implementing Change Management (MOC) in Calem


The motivation to implement the Change Management in Calem includes: Use Changes to adapt and improve your maintenance operations. This module is a tool for supervisors to look beyond the busy schedules every day and envision where your organization should be in months or years. Concrete changes can be recorded and planned in Calem's change ma...
Continue reading
0
  5574 Hits
Tweet
5574 Hits
       
12 13 14 15 16 17 18 19 20 21