Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Oct
07

When to Use Owner Group by Location


Owner groups allow fine-tuning access to assets/locations, and their related objects including work orders. They can be configured at assets and locations for maximum flexibility. The feature of owner group by location simplifies owner group management when assets in a location are of a same owner group. Checkbox "Set Owner Group" of the&...
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Clay Li
Oct
06

Asset Description in Work Order Lists


Asset description is not available in operational work order lists (Work Order | Open | WO Lists) for efficiency. In the coming release of R2022e asset description is available in work order report lists (Work Order | Report | WO Lists). For instance, the screenshot below shows asset description in "All WO (Time Requested)" report. A...
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Clay Li
Sep
18

Finding a Menu in Calem Menu Tree


Finding a menu is available in the coming R2022e release. It allows a user to browse and search, in a menu tree, all the menu of the login profile. The menu tree is popped up by clicking the logo image (the 1st screenshot below). It can be expanded, collapsed, or scrolled. Entering a key (or a partial key) filters the tree&...
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Clay Li
Sep
10

Finding a Field in Calem Forms


Finding a field may come handy when you are working with a form with many fields. Fortunately, the function is available in browsers. For instance, pressing control and letter F key (Ctrl + F) at the same time launches a search box in Chrome (screenshot below). Type a field name "category", the browser will highli...
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Clay Li
Sep
07

Calem Dark Mode - An Introduction


Calem Dark Mode will be available in the coming release of R2022e (Q3/Q4 2022). Dark Mode may have health benefits (see this article) including the following. It may reduce eye strain.It may reduce exposure to blue light exposure.The Dark Mode is based on the Mint Theme (discussed in this blog). You may switch between themes along with other change...
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Clay Li
Sep
02

When to Use the Mint Theme of Calem


A new theme, the Mint Theme, is introduced in the coming release of Calem R2022e. The current theme becomes the Classic Theme. The Mint Theme is lighter than the Classic Theme, and might be of less stress to eye balls. You may experiment, compare and adopt it if it works better for you. It is possible to use both themes by&...
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Clay Li
Aug
28

Badges for New Work Orders and Service Requests


 Badges are introduced for new work orders and service requests in the coming release of R2022e for Q4 2022. The badges provide a quick glimpse of new work orders and service requests in Calem.The number of work orders of status "New" is shown as a badge.The number of service requests of status "New" is shown as a badge.If the n...
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Clay Li
Aug
24

How to Implement Calem for Multiple Business Units?


There are two options when selecting an architecture to implement Calem for multiple business units of an organization. For instance, a manufacturing company chooses Calem as their CMMS solution for its plants.  Option 1: One Calem is implemented. All plants uses the same Calem.Option 2: One Calem is implemented for each pl...
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Clay Li
Aug
10

How Not to Share PM Plans


PM Plans are job description including checklist to do, material requirement, documents such as instructions, etc. A common practice is to share PM Plans across business units for consistency. However, there are cases that PM plans remain different across business units based on operational requirements. PM plans are not shared. Each...
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Clay Li
Aug
09

What Was Done in Last Shift from Calem Mobile


Dashboard has been added to the Calem Mobile in the coming release of Calem R2022d in August 2022. It addressed a question often asked in the field: What was done in the last shift?The dashboard includes KPIs and work order log book.  1. Dashboard The dashboard includes the following KPIs. The default period is last 1 day (from the s...
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Clay Li
Jul
24

When to Use Location Relation Diagram


Location relation is available in the coming release of Calem R2022d. It is similar to the asset relation in Calem.  One use case for the location relation is to manage device connectivity for impact analysis. It is a better option than using asset directly. A configuration element (CE) in Calem is a location with attributes for conf...
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Clay Li
Jul
22

How to Manage Lookups for Multi-Tenants


Calem provides options of implementation when it comes to multi-tenants. Multi-Site is an option for a client to implement asset maintenance services of multiple plants, or departments in a Calem service. For instance, an organization has manufacturing operations across the globe. A Calem service is used to manage the ...
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Clay Li
Jul
21

How to Enable "Review Required" for Work Orders


The checkbox "Review Required" in work orders may require a user to "Accept" or "Reject" a work order after completion before it can be closed. It is a good practice to review a completed work order. A work order of "Accepted" status will be closed by Calem automatically after 48 hours, saving time in closing work orde...
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Clay Li
Jul
14

When to Use Item Owner Groups


This feature is introduced to enable item access control. One use case is to segregate technical parts from non-technical parts in purchasing control: Buyers responsible for technical spare parts can purchase spare parts in requisition and purchase orders.Buyers who are not authorized to purchase technical spare parts can only place non-technical i...
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Clay Li
Jun
13

Quick Reading Entry for Calem Mobile


Quick reading entry is available in Calem Mobile in the coming release of Calem R2022c. The color-coded readings indicate if a reading raised an alarm (in red), or is normal (green).  This blog discusses the new settings in R2022c for weekly and monthly quick reading entries.  1. Weekly and Monthly Readings A reading freque...
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Clay Li
Jun
07

When to Close Work Orders without Acceptance


Acceptance is a step in the life-cycle of work orders for a customer or supervisor to accept work completed. For instance, a repair work order is accepted by an operations manager; a PM work order is accepted by a maintenance supervisor. Use the following chart to determine if there are too many work orders to be accepted:  Dashboard | Summary...
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Clay Li
May
10

Tips to Browse Open Work Orders


Open work orders represent current maintenance work load. They need to be actively managed for approval, planning and execution. There are various views in Calem to browse open work orders including Open WO (PMs) and Open WO (Non-PMs) in the coming release of R2022b for May 2022. This blog summarizes various ways to view open work orders....
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Clay Li
May
04

Weekly Scheduling for Own Teams


A new team-based weekly scheduling is available in the coming release of Calem R2022b planned for May 2022. It allows one to configure WO planners to do weekly scheduling for their own teams. 1. "Scheduling Own Teams" Flag A new flag is added in the monitor user form for users to do weekly scheduling for their teams. It is a producti...
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Clay Li
May
03

Comparing Weekly vs Weeks of PM Schedules


There are two types of schedules when managing repeat tasks by weeks. Their differences are demonstrated by examples below. A. "Weekly" schedule. It allows one to schedule a task to happen every week on one or more week days.A next due date is calculated from the next day after the starting date, and find the next due day by mov...
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Clay Li
Apr
30

Work Orders Notes by Speech Recognition


Accurate and detailed notes are important in work orders. They provide a truthful document trail of maintenance and repair of assets critical to businesses. Speech recognition in mobile devices can make the job easier for technicians to enter notes by speaking. The following is a sample case of adding a note to a work order by v...
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