Clay's Blog

These are the official blogs about CalemEAM.

Mar

18

How to Handle Multiple Assets and Locations in a Change

Clay Li

Feature

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 ...

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5598 Hits

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Change Management of Change Asset Location

5598 Hits

Mar

17

How to Order Modules in Calem

Clay Li

Feature

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 ...

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4858 Hits

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Module Menu Bar Desktop

4858 Hits

Mar

16

How to Set up Scheduled Reports in Calem

Clay Li

Feature

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. ...

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5115 Hits

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Scheduled Report Report Work Order Configuration

5115 Hits

Mar

12

How to Create POs through Data Upload

Clay Li

Feature

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...

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13370 Hits

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Purchase Order PO Line PO Item Upload

13370 Hits

Mar

10

Why Site Vendor Is Deprecated in Calem

Clay Li

Feature

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...

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4335 Hits

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Site Vendor Vendor Price Vendor Site

4335 Hits

Mar

03

How to Delete Inventory Items Permanently in Calem

Clay Li

Feature

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...

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5213 Hits

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Inventory Data Purge Deletion Item

5213 Hits

Mar

02

How to Use and Customize Field Help

Clay Li

Feature

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...

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4254 Hits

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Help Database

4254 Hits

Feb

22

How to Track Critical Assets and Downtime

Clay Li

Feature

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 criticality to indicate critical...

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5206 Hits

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Asset Critical Assets Downtime Failure

5206 Hits

Feb

21

How to Add New Items to POs

Clay Li

Feature

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...

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6727 Hits

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Purchase Order Inventory

6727 Hits

Jan

15

How to Modify Asset Items in Calem

Clay Li

Feature

The process below has been deprecated. You may use it as a reference of what is involved in asset item changes.There is a new menu to modify asset items - see this blog. 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 stock. This...

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16751 Hits

16751 Hits

Dec

20

How to Track Invoice and Payment in Purchase Module

Clay Li

Feature

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...

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5297 Hits

5297 Hits

Dec

20

How to Use Quotation in Requisition Processes

Clay Li

Feature

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...

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5727 Hits

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Requisition

5727 Hits

Dec

20

How to Track Outbound Emails in Calem

Clay Li

Feature

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...

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5403 Hits

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Email

5403 Hits

Dec

13

How to Move Assets with Assembly

Clay Li

Feature

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 ...

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7533 Hits

7533 Hits

Nov

04

How to Track Location and Asset Changes by Work Orders

Clay Li

Feature

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...

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5913 Hits

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Work Order Asset Location Configuration Element (CE) Configuration Item (CI)

5913 Hits

Nov

03

How to Use the Calendar View for Work Orders

Clay Li

Feature

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 ...

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8733 Hits

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Work Order Calendar

8733 Hits

Oct

30

How to Implement Geolocation in Calem

Clay Li

Feature

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? ...

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5888 Hits

Tags:

Asset Location

5888 Hits

Oct

18

How to Use the Calendar View for Change Management

Clay Li

Feature

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...

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6001 Hits

Tags:

Management of Change Change Management

6001 Hits

Oct

07

Why Implement Change Management in Calem

Clay Li

Feature

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...

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4797 Hits

4797 Hits

Oct

07

How to Identify Work Order Resource Efficiency

Clay Li

Feature

One of the benefits of Calem Enterprise is the tracking of resource hours in planning, scheduling, and execution. The questions that Calem can help answer include: How many hours are scheduled vs actual hours spent for a weekHow many hours are spent by department, team and site for a weekHow resources are planned, scheduled and used per work order...

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4829 Hits

4829 Hits

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