Clay's Blog

With the introduction of module home screens in Calem R21e, planned for October 2021, the modules can be docked at the top of the desktop in the web client.  The default menu for a module should be configured to the new home screen. The home screen is the default menu out of the box. A module may be customized wit...

The screen crafted for work order home will be extended to other modules in the coming release of R21e. Each module will have a home screen. The goal of the home screens is to simplify the user interface and boost productivity. A home screen may include: A quick navigation menu bar to launch tasks or reports (Area 1)A quick...

A new Work Order Home screen is introduced in R21e (planned for Sept. 2021). It is a central screen to launch into work order functions. Its goal is to boost the productivity when working with work orders in Calem.  1. Work Order Navigation This the menu area to launch work order functions. The menu bar is the same as the top horizontal m...

The top area of the Calem web will be changed in the coming release of R21e (planned for Sept. 2021). The two screenshots below demonstrate the changes. The first screenshot has one row of toolbar (area 1). A dropdown menu (area 2) shows the additional info and menu items.The second screenshot shows two rows in the top area (1 and 2)...

Calem workflow email notifications can be altered in mobile devices including 1) By an email clients on your device - an email client can be configured to raise an alert when a new email arrives;  or 2) As a text messages or SMS (short message service of about 160 characters). Text message notification is implemented as mob...

OAuth (https://oauth.net) SSO (Single Sign-On) is available in the coming release of Calem R21e. The process flow is similar to Calem SAML SSO. A user logging into Calem is redirected to an OAuth ID provider configured in Calem for authentication and authorization The user is prompted to use his account to sign into Calem. A sample prompt scre...

Asset downtime is a performance indicator (KPI) for maintenance operations. In the coming release of R21d asset downtime reporting can be automated by work orders.  When an asset is down, create a WO with "Asset Down" checked Perform the repair of the asset When the repair is done and the asset is back up, set the work order status to "Co...

Inventory Merging is introduced in the coming release of Calem R21d in August 2021. The feature addresses the following use case: Business units are managing inventory in their own inventory stores. Some part numbers are duplicates across business units. For instance, both part number 21101 in Plant A, and 21401 in Pla...

A new report of inventory checkout is available in the coming release of R21d of August 2021. It allows one to report where parts are issued. Menu path: Inventory | Report | Checkout SlipsA date range is required to run the reportThe report can be searched and exported to excel Resources How to Set up Generic Items in CalemInventory TrainingUs...

​In Calem release R21c screen customization privilege is refined into a) Form customization; and b) Report customization. The differentiation of forms from reports provides flexible reporting while keeping forms consistent across users. The configuration of the screen customization is at menu path: Organization | ACL Profiles | ACL Profil...

Meter reading charts can be launched from dashboard or asset module. A reading chart can include up to 8 meters. Menu path: Dashboard module | Meter Chart by Meter SetMenu path: Asset module | Quick Reading EntryThe first step is to pick a meter set. Click a meter set row to select it. Quick reading entry screen is shown. Meter set a...

WO Pivot Visualization is available in the coming release of R21c in July 2021. It provides a visualization of aggregated metrics of work orders. The Pivot Visualization is available from work orders lists Open WO, All WO (Performed) and All WO (Time Requested).The Pivot is aggregated by a field with filtering. For instance, the firs...

 WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows. The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment.A user may filter work orders to narrow down to work orders to show in ...

Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. Repair Process Note 1.  Asset Off-Site Repair Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors. 2. Non-AssetInternal and Off...

​There are cases that a team is dedicated to the maintenance of a subset of assets. For instance, waste water maintenance in a plant is performed by a dedicated team. It is more productive to have the users of the waste water team to see work orders related to waste water only. There are two approaches to limit work order access...

Work order management by teams has been boosted by new team forms in Calem R21b (released in June of 2021). Here are the steps to manage work orders by teams: Define teams for functional groups - see this blogAssign a user or team to a work order from a work order form. Assign a user to a work order from weekly scheduling form -...

​Moving an inventory item is available in Calem Touch. Here're the screen flows to move an inventory item from a phone. The same can be achieved from a tablet or desktop. The barcode module is also available from Calem Ajax Web.The same screen flows are supported. 1. Install Calem Touch  The first step is to install Calem Touch in your ph...

A mandatory new due date is required when approving a requisition in R21a. The purpose is for an approver to set a due date for a requisition to be approved. A checkbox "Use current" (1) is provided for one to use current due date if any. When the box is checked, current due date (3) will be copied to the new due date (2).Alternatively, the ap...

A new option has been added in R21a to print PO without attachments: A PO may have attachments such as quotation from vendors.An approved PO can be printed (option 1) into a PDF file and include PDF attachments and images.Each attachment can be edited and set "No Print" checked to exclude it from being printed.A PO not approved canno...

​The hours prefilled when scheduling a user to a work order have been refined in release R21a (May 2021). The scheduling of a user to a work order can be done in the following ways:Schedule | Weekly Schedule - dragging a work order to weekly calendar (see this blog)Work Order Planning Tab: "More" dropdown - Assign to others or Assign to m...