Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Exclude Documents in Work Order Print

​A work order print is a PDF output of a work order. It may include document files of PDF and images: A document is a file uploaded to Calem in the document module, or attached to an object in its attachment list.  Work order documents of PDF and image types are displayed in the work order PDF print. 1. Exclude Docs in WO PDF Pr...
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Clay Li

How to Report Preventive Maintenance Performed

Preventive Maintenance (PM) is one of the key activities tracked in Calem.  One use case is to identify PMs completed last month, due this month and next month. A new KPI line is added in  the coming release of R2019c to address this use case:  Menu path: Dashboard | WO Summary | PMs by Month A KPI line of "PMs Due This Month" s...
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Clay Li

How to Perform Work Orders by Asset Scan


Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset.  Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...
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Clay Li

How to Clock Work Order by Asset Scan


​In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this  Youtube video for a demo of the feature. ​The first step is t...
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Clay Li

When to Use WO Summary KPI by Categories

​Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...
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Clay Li

New Work Order KPIs in R2019c

​New work order KPIs have been introduced in coming release of Calem R2019c: Work order past dues Work orders due this week/month, and next week/month Work orders released but not assigned Personalized KPIs are provided for login users 1. Summary KPIs: Past-Due, Due and UnAssigned A manager can use the summary KPIs to prioritize past-due work ...
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Clay Li

How to Set up Daily KPIs of Work Orders

Daily and monthly key performance indicators (KPIs) of work orders are created in real time in Calem. They are available from dashboard or analysis module: Menu path: Dashboard | WO SLA (created and completed); WO PM/EMS (preventive vs emergency); WO Misc (created by sources). Menu path: Analysis module | WO Analysis Analysis module | WO ...
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Clay Li

Smart Lookup in Calem Enterprise R2019a

Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...
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Clay Li

How to Report Labor Hours in Work Orders

​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
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Clay Li

How to Set up Scheduled Reports in Calem

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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Work Order Scheduled Report Report Configuration
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Clay Li

How to Delete PMs Permanently in Calem

PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers.  There are cases one wish to delete a PM permanently. A PM was created by mistake. A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to ...
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Clay Li

How to Track Location and Asset Changes by Work Orders

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

How to Use the Calendar View for Work Orders

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 Orders Either actual start or scheduled start must be defined for ...
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Clay Li

How to Set Up Workflow Notifications for Work Orders

​Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: ​An organization would like one group of people to get workflow notifications when work orders are ap...
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Clay Li

Work Order Required Fields by Status/Category

This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: ​ When a work order is released to technicians the work order must be assigned. When a work order is completed sol...
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Clay Li

How to Set up Work Order Layouts by Category

There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...
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