Clay's Blog

These are the official blogs about CalemEAM.
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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Clay Li
Apr
29

How to Turn Off Calem Mobile per User Profiles


There are cases a Calem admin needs to turn off Calem Mobile. For instance, a Calem admin is working on processes and screen customization for Calem web. The same will be done for Calem Mobile at a later time. It would make sense to turn off Calem Mobile for the time being. This blog discusses steps a Calem admin can take to turn off...
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Clay Li
Apr
27

Tips in Adding Short Videos to a Work Order


 In the coming release of Calem R2022b short videos can be added to work orders in Calem Mobile. Calem Mobile needs to be upgraded from App Store (iOS devices) or Google Play (Android devices).Search "CalemEAM" if you are installing Calem Mobile the first time.See this blog for more info.This feature is available in Ca...
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Clay Li
Apr
24

How to Manage Work Orders Assigned to Me and My Team


There are productive facilities in Calem for managing work orders assigned to the login user or the teams of the login user. These forms can be used by both web and mobile users. 1. My Assignment/Team in Calem Web The following use cases are supported to streamline work order management for web users. A technician may use My Assignme...
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Clay Li
Apr
22

How to Reset "Qty to Order" in Site Inventory


Inventory "Qty to Order" and "Qty on Order" might be off in Calem due to the following factors: When an inventory is uploaded the ordering is not triggered by minimum/maximum stock control and order generation.  This is by design because you may upload inventory with min/max and order creation configuration, followed by uploadin...
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Clay Li
Apr
06

How to Test Emails in Calem


Workflow emails are available in Calem. Outbound emails are placed in a email queue. The email queue is sent out by a server process running in the background as a repeat cron job. This blog present an option to manually trigger email processing. This option might be useful for Calem Admins. For instance, you are not ready to turn on outb...
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Clay Li
Mar
29

How to Manage Inventory Items Individually (or Item Serialization)


Inventory items are managed in bulk by bin/quantities in storerooms typically in Calem. For instance, there are three spark plugs in shelf 1 at the maintenance storeroom. However, managing inventory in bulk might not be sufficient for all organizations. For instance, there are three high precision cameras tha...
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Clay Li
Mar
17

How to Visualize Item Consumption Monthly


Monthly consumption for an individual item can be visualized in release R2022a of March 2022. It is based on the inventory KPI charts. Menu: Dashboard | Inventory Tab | Checkout Bar ChartClick Dashboard (1) to view Dashboard moduleClick "Inventory" Tab for inventory KPIs Click "Options" (2) in the chart above to set an individual item to show ...
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Clay Li
Mar
16

How to Manage Maintenance Budgets in Calem


The KPIs of maintenance budgets have been added in Calem R2022a in March, 2022. A maintenance budget includes parts and services used in maintenance operations. The maintenance KPIs are shown as line charts of actual and budgeted cost. Menu: Dashboard | Inventory Tab | Actual/BudgetedThe line in purple shows the monthly budgetsT...
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Clay Li
Mar
09

Enhancements to Part Repair Processes


This blog covers enhancements to part repair processes covered in a previous blog. This iteration of the enhancements makes the repair process easier to manage. 1. Create a Part Repair WO There are two ways to create a part repair work order. Menu: Inventory | Transactions | Create Repair WO (Checkout). A part is checked out from stock, and a ...
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Clay Li
Mar
07

How to Transfer and Dispose Inventory


This is the original blog about transfer and disposal.  See this blog for the latest update.See this blog for simplified processes for transfer and disposal.  Inventory transfer is introduced in release R2022a (March 2022). It allows one to transfer parts from one site to another. There are three steps to execute a par...
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Clay Li
Feb
19

Who Logged in and How Long


A new report is introduced in the coming release of Calem R2022a. The report is "Login Duration" and answers the question of the blog title.  Menu path: Admin | Report | Login DurationA date range is required for the reportA user can be optionally set to report the login duration for a specific user. Otherwise, all the users are reported for t...
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