Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

How to Mandate Data Entry in Work Order Checklist

A new flag "Note Reqd" is added to work order checklist for steps and safety measures in the coming release of R20c planned for June 2020. This feature provides a way to enforce required data entry. For instance, when a step is completed one must provide extra info such as photos, meter readings, etc. Such requirement can be mandated ...
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Work Order Preventive Maintenance
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Clay Li

How to Report Work Orders and PMs Due

​In the coming release of R20c in June 2020, one can easily find out the due and past-due work orders and PMs from the Dashboard (highlighted in the screenshot below). Click a row to drill down to a form of tabs. Each tab is a list of PM work orders, Other (Non-PM) work orders, or PMs. Click "Export" button to export to excel for reporting purpose....
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Work Order Preventive Maintenance Dashboard
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Clay Li

When to Use Work Order View in Home Screen

​Work order lists in Home screen can be customized to show work order queues based on business requirements - see this blog for more information about Home screen in Calem. Work order lists are based on work order table by default. You may choose to use work order views for work order lists if you need to show the following info...
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Favorite Module Work Order Home Screen
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Clay Li

How to Barcode with Your Phone/Pad in Calem?

You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or Tablets Install Calem Touch to your pad or phones Have a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem To...
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Work Order Inventory Barcode Inventory Transactions
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Clay Li

When to Change Asset/Location in Work Order

​There are cases that a work order was created with inaccurate asset or location. During troubleshooting an accurate asset or location is identified. The best practice to modify the work order and set the accurate asset. If the work order is for a location, set the accurate location. This is accomplished in Calem with the "Change Ass...
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Work Order Troubleshooting
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Clay Li

How to Manage Duplicate Service Requests in Calem

A feature has been added in release R20a to manage duplicate service requests. It allows one to group service requests that are of the same failure cause. 1. Flag "Status to Child"  A new field "Status to Child" is added to a service request (SR). Set the flag to checked for the SR that is the primary SR.  Duplicate SRs will be added...
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Clay Li

How to Report PM Duration vs. Actual Hours

​PM duration hours are available from work order screens so one can compare hours estimated in PM vs actual hours in work orders. This feature is available in Calem release R20 for the following screens. 1. Work Order Comments Work Order comments list shows the comments and work order information including the Duration (hours) of PM. Menu path: Wor...
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Work Order Preventive Maintenance
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Clay Li

How to Set up Linear Asset in Calem

Linear Asset function is available in the coming release R2019e.   Linear assets are different from point assets. A linear asset has a significant length and its attributes may vary along the track of the length. Sample linear assets include roads, pipelines, or powerlines. Asset performance and maintenance activities need to identif...
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Work Order Asset Linear Asset
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Clay Li

How to Perform Asset Replacement in Work Order

​Replacing an asset at fault with a working asset is one of the work order processes supported by Calem. I will cover the steps necessary to set up assets for replacement. Step 1. Categorization Asset categorization is used to identify assets of the same functionality. For instance, a pump is an asset categorization. Calem requires that an ass...
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Work Order Asset Asset Item Asset Replacement
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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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Work Order Work Order Print
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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 Barcode 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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Work Order Asset Barcode
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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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Work Order Barcode WO Clock Labor Hours
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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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Work Order KPI Key Performance Indicator
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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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Work Order KPI Time Zone
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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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Work Order Inventory Smart Lookup
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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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Work Order Labor Hour Timesheet
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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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Work Order Deletion PM Labor Material
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