Clay's Blog

​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...

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...

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...

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 ...

​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...

​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 ...

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...

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 ...

​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...

​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...