Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jun
09

New Feature: Attaching Location Documents to Work Orders


It is a hidden feature in Calem. Location docs can be attached to work orders created for these locations. This feature may be used to auto-attach maintenance manuals and drawings to work orders. A checkbox "To WO" needs to be checked for these docs or attachments to be carried over to work orders. For PM work orders docs configured in PM Plans wil...
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Clay Li
Jun
04

Job Roles and Menu Tree


A job role menu is available in the coming release of R2025e (June 2025). The new menu is searchable in the menu tree - see this blog. The new menu makes it easier to access job roles and manage them. Menu: Organization | Codes | Job Roles.A new field "Inactive" is added in job roles to retire roles that are no longer applicable (scr...
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Clay Li
May
18

Refinement of Inventory Budget KPI


The inventory budget KPI is refined in the coming release of Calem R2025d (May 2025). The cost of inventory usage is split into a) Actual usage (part/service); b) Project use; c) Disposed; and d) Transfer. The actual usage may be compared with the budgets allocated for maintenance. See this blog for maintenance budget KPI. KPI: Dashboard ...
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Clay Li
May
16

Fiscal Months for Monthly Inventory Usage


Flexible fiscal months are available in the coming release of R2025d (May 2025) for calculating inventory usage. It enables organizations to generate reports of monthly inventory usage in maintenance and compare with reports from other financial applications. Menu: Organization | Open | Site Budget | Fiscal Month.Each month has ...
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Clay Li
May
13

When to Use a Dropdown Instead of a Checkbox


A dropdown is a field with values from a list. A checkbox is a field holding a binary value such as Yes/No. A dropdown with a list of Yes/No values is like a checkbox. However, it is different from a checkbox in required fields. A required field in a Calem form must have a value populated. A dropdown field can be a required field. So...
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Clay Li
May
09

Browsing Work Orders by Approvers


Work order approvers are surfaced in work orders in the coming release of R2025d by May 2025. They are available in work order lists for browsing and filtering. Work orders updated in the past 90 days will have the field populated when upgrading to R2025d The approvers for earlier WOs will not be surfaced in WO lists. They ...
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Clay Li
May
08

How to Manage Outdated Documents


An inactive flag is available to manage outdated or superseded documents in Calem. Use "Show Inactive" to view docs that are inactive. Edit a document and set "Inactive" checkbox checked to inactivate a doc.Inactive docs will not show to end users. They will not be deployed to work orders from documents for PMs. Alternatively, a doc record can...
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Clay Li
May
05

Field Prompts and Customization


Field prompts are texts shown in creation or editing forms. They help users with populating fields with quality information. They are available in the coming release of Calem R2025d. The field prompts for the "Subject" and "Description" fields of work order form are provided out of the box (screenshot below).Field prompts are av...
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Clay Li
May
03

Weight Scaling for Auto Min/Max Processes


Weights are introduced for auto min/max calculation in the coming release of R2025d - see this blog for auto min/max process.  Weights are applied to minimum/maximum stock levels calculated from inventory transactions including repairs, PMs and purchase orders. For instance, inventory of Class C or non-classified might not be&nb...
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Clay Li
Apr
29

A KPI of Open Work Orders by Asset Priority


A new KPI is available in the coming release of R2025d for open work orders by asset priority. Supervisors can view pending work orders based on asset priorities. The KPI is shown in the Dashboard | Summary tab. Drill down to list view, and further down to work orders by an asset priority.Compare the KPI by sites through multi-s...
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Clay Li
Apr
27

How to Restrict Storerooms for PO Receiving


Inventory storerooms for various purposes may be used for maintenance operations. For example, a general storeroom holds parts and consumables for maintenance, a repair storeroom is to keep parts repaired and ready for reuse. It may be necessary to receive parts from PO to the general storeroom only.  The following steps show how this fun...
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Clay Li
Apr
21

A Summary of Filtering Asset KPIs


Filtering asset KPIs by individual asset/location, or asset class is available in the coming release of R2025d (planned for May 2025). It enables a complete spectrum of asset KPIs zooming-in (by individual asset/class), and zooming-out (by sets of assets and classes). 1. Zoom In/Out by Assets The radio buttons below offer&n...
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Clay Li
Apr
19

A New KPI for Top Failures - What Went Wrong the Most


Top Failure KPI will be available in the coming release of R2025d (planned for May 2025). Top failures are calculated by parameters including a time period, assets, locations, and/or asset classes. The KPI shows what went wrong the most, and may be used to drive processes for better asset reliability. The KPI is availa...
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Clay Li
Apr
18

Calem Cloud Service Monitoring


Calem Cloud Service is monitored by internal and external utilities. A commercial external monitoring service is utilized to monitor Calem Cloud Service including service status and SSL Certificates. Additionally, database, disk and NFS file systems are monitored internally. 1. Database Monitoring Database is monitored inte...
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Clay Li
Apr
13

Auto-Closing Purchase Orders and Requisitions


Purchase orders (POs) and requisitions (REQs) that are fully received will be auto-closed in the coming release of Calem R2025c based on their ages.  POs of "Received" and "Invoiced" will be auto-closed after 9 months old, while completed POs will be auto-closed in 6 months.REQs of "Approved" status will be auto-closed after 9 m...
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Clay Li
Apr
08

KPIs to Monitor Inventory Physical Count Processes


New KPIs are introduced in release R2025c (April 2025) to measure the progress of physical count processes. It is the 3rd installment of physical count management. The first two installments cover the partition of storerooms into areas for counting in this blog, and the use of PMs and work orders to systematically count inventory in this blog....
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Clay Li
Apr
02

Automating PO Payment with Accounts Payable Notification


When a PO is fully received, an accounts payable team may be notified for payment processing. This feature helps streamline inventory receipts and invoice processing. It is available in the coming release of R2025c. A team or users may be configured for accounts payable staff. Menu: Organization | ACL Profiles | Monitor User Add a team or user for ...
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Clay Li
Mar
30

Streamlining Physical Count by PMs and Work Orders


Physical count of inventory can be planned and executed through PMs and work orders in the coming release of Calem R2025b (April 2025). For instance, the screenshots below show a PM Plan for monthly physical count, and a PM of the monthly PM Plan to be executed for physical count. 1. Warehouse Areas The first step is t...
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Clay Li
Mar
27

How to Configure Cost Centers and Departments by Sites


Cost centers can be configured by sites with site fields in a cost center. Site access control will be applied once the site fields are populated. The same site access control is available for department codes. For instance, when selecting a cost center from a work order screen, cost centers visible to the login user by sites will be...
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Clay Li
Mar
17

Handling Inactive Parts in Work Orders


A part may no longer be used and turn into a status of inactive or deleted status. Inactive parts may exist in PMs and work orders. There are reports and processes in the coming release of Calem R2025b to handle inactive parts. 1. Work order and PM Reports Run a report in WO to identify inactive parts. Replace or remove inactive parts. Menu: W...
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