Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Set Up Pre-Approvers for Requisitions

​Pre-Approvers for requisitions are supervisors or warehouse gate-keepers who validate spare part requests by pre-approving them. Pre-approvers are not mandatory. They are configured individually or in teams for sites. 1. Teams for Requisition Approval Set up teams to manage requisition pre-approver and approver. Menu path: Organization |...
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Clay Li

How to Figure Out Inventory Valuation in Calem

An Inventory Valuation report has been added in release R2019c. The valuation is calculated by inventory transactions and an optional reference valuation from other sources (such as a financial system). Menu path: Inventory | Report | Transactions/Valuation | Report by Valuation The "Valuation Date" is the date of the valuation to calculate. T...
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Clay Li

When to Use Asset Assemblies in Calem

Asset assemblies are the components of assets that are not made into assets. They indicate a segment of a large machinery. You may use assembly codes for the following use case: Set the assembly code for a PM step so it is easier for technicians to perform work. It is possible to create an asset for an assembly if needs arise (for in...
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Clay Li

When to Use Price Lot in Calem

Price Lots are introduced in Calem Enterprise R2019c in September 2019. The feature addresses the following request: To track the usage of bulk inventory items by their receiving prices. For instance, a PO line is added as the overhead of the PO. The overhead is charged to a work order.  Price lots are are created to the re...
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Clay Li

How to Exclude Documents in Work Order Print

​A work order print is a PDF output of a work order. It may include document files of PDF and images: A document is a file uploaded to Calem in the document module, or attached to an object in its attachment list.  Work order documents of PDF and image types are displayed in the work order PDF print. 1. Exclude Docs in WO PDF Pr...
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Clay Li

How to Configure Default Object Values in Calem

  Default object values are provided in the system files of Calem. Table definition in metadata (Calem_Home/server/metadata/table) Client configuration file (Calem_Home/client/conf/CmConf.custom.js) The default values are shown in screens when creating new objects. In the coming release R2019c (September 2019) admin can define defaul...
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Clay Li

How to Calculate Inventory Valuation Change

​Finding out the inventory valuation change for a period of time is a use case addressed by this blog. The inventory transaction summary report is available for this purpose in the coming R2019c release.  Menu path: Inventory | Report | Transactions Select summary by date range to see valuation changes. The following transaction...
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Clay Li

How to Report Preventive Maintenance Performed

Preventive Maintenance (PM) is one of the key activities tracked in Calem.  One use case is to identify PMs completed last month, due this month and next month. A new KPI line is added in  the coming release of R2019c to address this use case:  Menu path: Dashboard | WO Summary | PMs by Month A KPI line of "PMs Due This Month" s...
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Clay Li

How to Perform Work Orders by Asset Scan


Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset.  Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...
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Clay Li

How to Clock Work Order by Asset Scan


​In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this  Youtube video for a demo of the feature. ​The first step is t...
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Clay Li

How to Configure PO Approval Routing in Calem

Approval routing of purchase orders (POs) has been added in the the coming release of R2019c.  When a PO is created the status is set to "New". One may add line items to the PO. Calem will transition POs of "New" status to "Ready" in 30 minutes after last updated. One may also manually move a PO into "Ready" status. When a PO reaches...
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Clay Li

When to Use Supervisors in Requisition Approval

​Requisitions in Calem are routed to approvers based on approval levels. Approval levels are ranges of dollar amounts. Menu path: Organization | ACL Profiles | REQ Level  The "From" amount is used to select approvers with the minimum approval level based on the requisition value. The "To" amount is unlimited if it is a negative value.&nbs...
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Clay Li

When to Use WO Summary KPI by Categories

​Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...
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Clay Li

How to Implement 2-Factor Authentication in Calem

Two factor authentication (2FA) is available in the coming release of R2019c. The user is authenticated by username and password first, a code of 6 digits is sent to the email address of the user account, the code must be entered to log into Calem. 2FA is not enabled out of the box. Admin of Calem can enable 2FA at system level or user level.&...
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Clay Li

How to Use Item Revision in Calem

Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase orders It is not tracked in inventory stock. It is not used in inventory transactions. To track stock with revisions ...
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Clay Li

When to use Asset Item in Calem

​An asset item represents a group of identical assets. It can be the manufacturer catalog number or part number for an equipment. In cases the catalog or part numbers are not available one may define it by the make and model of an equipment. The advantages of asset item include: The asset item number allows one to manage an asset as inventory....
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Clay Li

New Work Order KPIs in R2019c

​New work order KPIs have been introduced in coming release of Calem R2019c: Work order past dues Work orders due this week/month, and next week/month Work orders released but not assigned Personalized KPIs are provided for login users 1. Summary KPIs: Past-Due, Due and UnAssigned A manager can use the summary KPIs to prioritize past-due work ...
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Clay Li

How to Implement Password Change Policy in Calem

Password change policy is introduced in the coming release of R2019c.  Administrators can activate a system wide policy to enforce password changes by a time interval. For instance, all users must change their passwords every five months.  When a user is authenticated from the login screen Calem compares the password change poli...
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Clay Li

How to Use Q-R Code with Calem

Q-R codea are two-dimentional barcodes and can be used just like stardard (one-dimentional) barcodes. Here are the steps to use Q-R codes with Calem. Step 1. Print Q-R Codes and Attach to Assets or Inventory Parts This step is done with your barcode printers supporting Q-R codes. For instance, to use Q-R codes with assets in Calem, use Ca...
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Clay Li

How to Do Inventory Physical Count in Barcode Module

Inventory physical count transactions are performed to synchronize stock quantities in Calem with storerooms. In the coming release of R2019c users can set stock quantity and change bin in a single physical count transaction in barcode module. Prior to R2019c a bin change has to be done with two physical count transactions: a) Transaction 1: set th...
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