Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jan
10

How to Pause Integration for Data Editing


Data integration can be enabled to exchange transactions between Calem and a third party application. For instance, an ERP integration is done for the following transactions. We will use the ERP as an example to discuss ways to pause integration and perform data maintenance in Calem. Integration Direction Transaction Calem to ERP Inventory Sto...
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Clay Li
Dec
25

When to Use Compact List Views


A compact list view is introduced in Calem R21f. It combines the title row and toolbar into one row, delivering more space for data presentation. The second screenshot shows the list view with title and toolbar each in its own row. 1. When to Use Compact List Views The advantage of the compact list view is less clutter and more space for data. It i...
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Clay Li
Dec
24

How to Set up Storerooms for Repaired Parts


Storerooms dedicated for repaired parts have been introduced in Calem R21f. This feature allows storerooms to be set up for new parts and repaired parts. 1. Storeroom and Bin for Repair The first step is to setup a storeroom for repair. Menu path: Inventory | Open | Store listCreate, or edit a storeroom and set its restriction to "Repaired" fo...
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Inventory Transactions Inventory
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Clay Li
Dec
24

Tips on Inventory Transaction Time


​Inventory transaction time is hidden in the transaction screen in Calem Release R21f. It simplifies the transaction forms and allows the server to set a transaction time to be the current time when a transaction is performed in the server. For instance, the checkout form does not have transaction time field. For customers who n...
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Clay Li
Dec
24

Tips for Calem Mobile Customization


An improvement is made in the customization of Calem Mobile in Calem Release R21f. A phone group can be set as the customization for tablet in the ACL profile.  This feature makes it possible to design tablet groups as phone groups. Therefore all phone groups' customization is shared in the tablet groups unless customized by a tablet group.Pri...
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Calem Touch Calem Mobile Customization
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Clay Li
Dec
23

To Get Notified when a User is Added by SR Email


​Calem can be enabled to create a service request from an incoming email of authorized domains. A user is created when the incoming email does not exist in Calem. A monitor user can be configured to get notified when a new user is created in this case. Menu path: Organization | ACL Profiles | Monitor UserHave the flag "SR New User" checked to ...
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Workflow Service Request
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Clay Li
Dec
23

Source Asset Display in Asset Clone


​Calem Release R21f allows information of the source asset to be shown in the asset clone screen. Asset clone is launched from Asset form.Asset tag is displayed in the caption (1) of the clone screen.Addition information of the source asset is displayed in Asset Info field (2). ​Additional fields of the source asset can be displayed in the "As...
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Clay Li
Dec
23

Project Cost Tracking


 Project cost tracking is available in Calem R21f. The cost is aggregated from work order and requisition with project code set. Cross-Site projects are also allowed for costing purpose. 1. Project Form A new tab "REQ" is added to the tab list of the project form (1).The cost fields for work order and requisition (2) are added to the...
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Clay Li
Dec
22

Service Request Numbering by Site


Site-based numbering has been added for service request in Calem R21f, joining other objects with site based numbering (Asset, Work Order and Requisition). The steps below are applicable to other site-based objects (Asset, Work Order and Requisition). The pattern and sequence can be defined for an EAM site (Organization | EAM Company | Site Tab).&n...
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Clay Li
Dec
22

A Review of Work Order Summary KPIs


Work Order summary KPIs have been retooled with new charts along with list views in Calem R21f release.   "Year" menu allows one to pick a year to do the chart through a calendar lookup."Categories" menu allows one to drill down into sets of work orders based on their categories such as Responsive (corrective), Preventive, etc."List"...
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Dashboard
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Clay Li
Dec
21

WO Plan and Schedule KPIs


A new set of KPIs is available for the work order planning and scheduling in Calem R21f released in December 2021. This blog walks through the KPIs and tips to use them. The KPIs are available in the "WO P&S" Tab of the Dashboard module."Dates" menu allows one to specify a reporting period.All the dashlets in this tab will be re-calcu...
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Clay Li
Dec
21

How to Avoid Duplicate Item by Part Number & Specification


Item Duplicate Prompt has been added in Calem Release R21f. It uses the manufacturer number to determine if a potential duplicate item has been entered. Item specification is also searched for potential duplicate. The screen flows below demonstrate the use of the duplicate prompt to avoid duplicate items. 1. Item Duplicate Menu path: Inventory | It...
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Clay Li
Dec
16

Tips for Custom Fields and InnoDB Row Size Limit


Custom fields can be added to a Calem standard table. The screenshot shows the Calem Designer form with the menu to add custom fields to asset table. This blog discusses the best practice in adding custom fields in Calem. The tips are most useful when there are many custom fields to be designed and added.  1. InnoDB Row Size Lim...
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Clay Li
Oct
20

Auto-Library Selection for Excel Export


In Release R21e of October 2021, Calem will select a library based on the number of rows to export to Excel in reports. PhpSpreadsheet is used as the default library to generate Excel file. It has rich formatting features. The Excel looks better.It takes long time in generating an excel report of thousands of rows.It takes ...
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Clay Li
Oct
18

How to Add a Photo in SR/WO


A new menu is available at Service Request (SR) and Work Order (WO). It allows one to add a photo from the SR/WO screen without going to the attachment list. The menu is available in the web client and Calem Mobile App (from App Store and Google Play).  1. Create SR with a Photo The first step is to create an SR and save it. The SR i...
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Clay Li
Oct
18

How to Release PM Only Once


There are needs to release a PM as a work order only once in a future time. This feature is available in Release R21e.  ​1. Release PM Once by Time A new flag "Release Once" is added to PM to release a PM only once based on "Next due". The first step is to create a PM Plan with "Schedule type" setting to "By Time".Next, create a PM for this PM...
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Clay Li
Oct
18

How to Mandate Meter Readings from Work Orders


A new process is available In Release R21e to enforce meter readings in work orders. The process allows maintenance planners to ensure that certain meter readings must be taken whenever they perform work orders for an asset or a location. 1. Asset Meter Settings  New flags are added to Asset Meters to support the process. "Add to CM WO" –...
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Asset Work Order
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Clay Li
Oct
18

How to Prevent Over-Ordering of Spare Parts


In Release R21e a process is introduced to prevent ordering parts excessively. The process can help control the maintenance cost without affecting your maintenance operations. 1. Define Minimum and Maximum Stock Level The first step is to introduce minimum and maximum stock levels for your critical and expensive parts. Auto-requisition sh...
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Clay Li
Oct
18

How to Return Parts to a Bin in Storeroom


​The return transaction in the Inventory module is used to re-stock parts checked out previously. A part may be checked out for consumption in a work order, or for repair. A new bin location may be selected when returning a spare part. Menu path: Inventory module | Transactions | Return to StoreroomSelect an inventory item by lookup, or manual...
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Inventory Transactions Inventory
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Clay Li
Oct
16

Selecting Asset by Location in SR/WO Creation (Priority|CostCenter Auto-Fill)


When creating a service request (SR) or a work order (WO), one may enter either an asset or a location. Calem Release R21e introduced the asset selection through location. Here is the description: Launch SR or WO creation screen, click the lookup button or enter a location.Calem inspect assets in the selected location. If there is only one ass...
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Service Request Work Order
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