Clay's Blog

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.Work orders from the source list and of finished statuses (Accepted, an...

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...

The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor ListsVendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor TabCustom fields can be added at vendors to provide additional default valuesThe same custom fields may be defined in ...

In the coming release of R21a, the Calem API has been extended to support the implementation of ERP (Enterprise Resource Planning solution) integration. Inventory integration is used as an example in this blog. Here is the data flow of the integration. Direction Object Calem to ERPRequisitions for spare parts created, and approv...

In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...

Calem allows an admin user to customize the menu bar of a form to implement flexible access control with an intuitive drag and drop interface. The first step is to select a group to customize. See this blog for more discussion of groups. You can find out the group to customize by looking at the Calem desktop of a login...

​In the coming release of R21a planned for April 2021, work order status duration is available in the status log: Menu path: Work Order | Open WO (or another work order list) | Go to a work order | More dropdown menu | Status LogThe "Duration (hours)" column shows the duration in hours of a work order in the "To status".The "Exit Time" shows t...

Calem Cloud Services provide flexible choices for organizations to manage business units. An organization can manage business units in a central Calem Cloud Service, or use multiple cloud services each for a business unit.  This blog discusses the process of merging multiple Calem Cloud Services into a Central Calem Cloud Service. You may refe...

​Freight and tax incurred in purchasing spare parts should be included in the cost of spare parts to keep maintenance cost accurate. This blog discusses the two processes for handling the freight and tax when receiving inventory ordered by PO.   1. Receiving with Invoices This process covers the cases that invoices are available prio...

Inventory kit is introduced in the coming release of R21. It allows one to group parts together based on usage and increase productivity in inventory purchase and checkout. The steps to implement kit are covered below. Define a kit for a set of parts that are used together for a maintenance task.Use the kit in a requisition to purcha...