Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jun
06

How to Manage Work Orders by Teams


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 -...
Continue reading
0
  4482 Hits
Tags:
Work Order
Tweet
4482 Hits
Clay Li
May
12

How to Move Inventory from a Phone


​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...
Continue reading
0
  4065 Hits
Tags:
Inventory Transactions
Tweet
4065 Hits
Clay Li
May
04

Mandatory Due Date at REQ Approval


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...
Continue reading
0
  4688 Hits
Tags:
Requisition Approval Requisition
Tweet
4688 Hits
Clay Li
May
04

PO Print without Attachments


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...
Continue reading
0
  4128 Hits
Tags:
Purchase Order
Tweet
4128 Hits
Clay Li
May
04

How are Hours Populated in Work Order Scheduling


​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...
Continue reading
0
  3947 Hits
Tags:
Work Order
Tweet
3947 Hits
Clay Li
May
04

How to Set up Vendor Defaults for Purchase Orders (POs)


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 ...
Continue reading
0
  4352 Hits
Tags:
Purchase Order
Tweet
4352 Hits
Clay Li
Apr
27

How to Implement an ERP Integration in Calem


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...
Continue reading
0
  4599 Hits
Tags:
Integration REST API
Tweet
4599 Hits
Clay Li
Apr
20

When to Use WO Labor Summary Report


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 ...
Continue reading
0
  4701 Hits
Tags:
Work Order
Tweet
4701 Hits
Clay Li
Apr
19

How to Customize Menu Bar in a Form


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...
Continue reading
0
  4078 Hits
Tags:
Customization
Tweet
4078 Hits
Clay Li
Apr
17

How to Report Work Order Status Duration


​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...
Continue reading
0
  3995 Hits
Tags:
Work Order
Tweet
3995 Hits
Clay Li
Mar
28

How to Merge Calem Instances into a Central Service


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...
Continue reading
0
  4228 Hits
Tweet
4228 Hits
Clay Li
Feb
19

How to Handle Freight and Tax in Inventory Receiving


​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...
Continue reading
0
  4284 Hits
Tags:
Receive Inventory
Tweet
4284 Hits
Clay Li
Feb
09

How to Implement Inventory Kit in Calem


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...
Continue reading
0
  4829 Hits
Tags:
Inventory
Tweet
4829 Hits
Clay Li
Jan
31

Printing QR Code Labels in Calem


QR code labels are introduced in the coming release of R21 planned for February 2021. They can be used for inventory labels, and list of codes such as cost centers. 1. Stock Label A stock label shows the QR code of item number, description and stock bin. It can be printed and attached to an item. Menu path: Inventory | Site Inventory | Inventory Fo...
Continue reading
0
  5077 Hits
Tags:
Barcode
Tweet
5077 Hits
Clay Li
Jan
24

How to Report Mean Time Between Failure (MTBF)


Mean time between failures (MTBF) is the average time between system breakdowns. MTBF is a crucial maintenance metric to measure performance, safety, and equipment design, especially for critical or complex assets, like generators or airplanes. It is also used to determine the reliability of an asset. Calem calculates the mean time between failure ...
Continue reading
0
  7477 Hits
Tags:
Failure Asset
Tweet
7477 Hits
Clay Li
Jan
23

A Revisit of Inventory Valuation


There are changes in inventory valuation in the coming release of Calem R2021. The new process allows you to report inventory valuation by the following menu items: 1. Get the current inventory valuation: Menu path: Inventory | Report | Site Inventory Valuation by Avg Price 2. Get a valuation report at a previous date: Menu...
Continue reading
0
  4633 Hits
Tags:
Inventory Valuation Inventory Inventory Transactions
Tweet
4633 Hits
Clay Li
Jan
20

When to Use Server Processes


Server processes are scheduled and executed in Calem on intervals without the need of manual intervention. For instance, work order generation process is executed in the wee hours in the morning every day while workflow email processes are executed every several minutes to send or read emails.  The following server processes are made...
Continue reading
0
  4773 Hits
Tags:
Admin
Tweet
4773 Hits
Clay Li
Jan
14

How to Upgrade to PHP 7.4


In the coming release of Calem Enterprise R2021, the support of PHP 7.4 is included. Customers of on-premise implementation can download the release when it is available (planned for January 2021). The release source archive will have "php72" in it such as "CalemEnterprise_2021_ioncube.php72.tar.gz" here (customer account is required). This bl...
Continue reading
0
  5085 Hits
Tags:
Installation
Tweet
5085 Hits
Clay Li
Jan
11

How to Use Data Dictionary in Calem


Data dictionary is introduced in the coming release of Calem R2021. It is intended for power users, administrators and system integrators. For instance, one can use data dictionary to find out the field type for asset number. Click the application icon (top left) and type in "dict" to find the menuMenu path: Admin | Report | Data Dictionary The fol...
Continue reading
0
  5222 Hits
Tags:
Data Dictionary
Tweet
5222 Hits
Clay Li
Jan
03

How to Manage Asset Relationship in Calem


Asset relation represents the dependencies between assets. It can be used for impact analysis when changes and maintenance are performed. The following is a sample asset relationship diagram. The asset diagram starts at the asset of interestThe related assets are shown to the right in a tree-like view.Click ">>" to drill down to an asset...
Continue reading
0
  4819 Hits
Tags:
Asset
Tweet
4819 Hits
       
8 9 10 11 12 13 14 15 16 17