Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

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...
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Customization
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Clay Li

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

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 histor...
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Purchase Order Inventory Transactions
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Clay Li

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 Tree Right-click on a group&n...
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Clay Li

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

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

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

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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Calem Mobile Calem Touch Customization
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Clay Li

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 ...
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Meter Preventive Maintenance
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Clay Li

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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Contractor Work Order SLA
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Clay Li

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 cr...
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Vendor Site Team Contractor
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Clay Li

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 Calem The user is redirected to its...
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Clay Li

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 da...
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Clay Li

How to Embed Data Fields in Service Request by Email


​ In the coming release of R20d one can embed data fields in the service request emails. This feature may be used by 3 rd party apps to integrate with Calem. It is an alternative to integration with Calem via REST API. The following is an email sample reporting an issue with an asset. // Email Subject: Routing device malfunction Ref#3359// Email Bo...
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Service Request Integration Email Integration
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Clay Li

How to Add a New Status Dropdown in Changes


​This blog discusses the steps to add a new status and a dropdown menu for the new status in change management. The concept can be applied to other objects such as work orders. Let's use the following use case for demo: When a change is created, its status is new. We need an option to set the status of the change to On-Hold in case a change ha...
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Change Management Customization Change
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Clay Li

How to Use Floor Plans in Calem


Floor plans are drawings or images. They can be used as maps in Calem. For example, work orders are shown as markers and clusters of markers in an indoor business floor plan below. This blog discusses steps to use images as maps in Calem. The feature is available in Calem release R20d in August 2020.   1. Map Setup for Floor Plan The firs...
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Work Order Asset Map/FloorPlan
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Clay Li

Enhancements to Inventory Module in R20c


​Enhancements have been made in the inventory module for the coming release of R20c based on customer feedback. They enable better productivity for end-users. 1. History of Bins in Receiving Parts When receiving parts to stock Calem will display current bin used for the receiving item if there is stock. Otherwise, one has to use "Pick Oth...
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Requisition Inventory Inventory Transactions
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Clay Li

Asset Node Customization in Asset Tree


Asset nodes in Calem asset tree is shown as Asset number and its note field as shown in the screenshot below. This blog discusses the customization of the asset node in the asset tree. 1. Fields of Asset Node The first step is to make sure that the fields used in asset node are included in the following configuration. For instance, one needs to use...
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Asset Customization Asset Tree
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Clay Li

When to Use Dev Processes in Calem


Dev processes help administrators do development and troubleshooting. They are available in the coming release of R20c in June 2020.  Menu path: Admin | Open | Dev Processes Other server processes: Admin | Open | Server Processes 1. Export Database Database export is a scheduled task performed daily in Calem Cloud Service. It allows ...
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Admin Scheduled Report Server Processes
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Clay Li

How to Mandate Data Entry in Work Order Checklist


A new flag "Note Reqd" is added to work order checklist for steps and safety measures in the coming release of R20c planned for June 2020. This feature provides a way to enforce required data entry. For instance, when a step is completed one must provide extra info such as photos, meter readings, etc. Such requirement can be mandated ...
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Work Order Preventive Maintenance
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