Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Jul
26

PM Cloning


​PM Cloning is a feature that allows one to add PMs for other assets or locations. Here is one scenario that you can use the PM Cloning to speed up your PM build out: ​Define a PM Plan for a group of assets. For instance, you define a PM Plan for three-month maintenance for a group of grinder machines. The PM Plan includes labor, material, safety m...
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Clay Li
Jul
26

Asset Relationship Diagram (Deprecated)


This blog is deprecated and superseded by a new blog.​ Asset is a general term used in Calem Enterprise. It includes both EAM assets for maintenance and configuration items that are not related to maintenance. The assets in Calem Enterprise can be used as a configuration management database (CMDB). Asset relationship represents the dependencie...
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Clay Li
Jul
08

Work Order Acceptance


Work order acceptance can be performed by work order accepters who are customers of maintenance operations, or maintenance managers. Accepters are defined by site.  Menu path: Organization module | ACL Profiles | WO Accepter; or from EAM or Customer's site screens.A category set may be configured to indicate what work orders an accepter can ac...
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Clay Li
Jul
05

Turning off Email Notification for WO Planners


Work order planners are configured by sites. They receive some work order email notifications per site.  There are cases that a user needs to be of WO Planner role for operating weekly schedules or dispatch boards by teams, but does not need to get all the emails for the planners (for given sites). There is a new flag ...
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Clay Li
Jul
05

Launch Server Processes from Client


This blog is deprecated - ​it is superseded by this blog​ Server processes in Calem Enterprise are typically executed in the server as scheduled jobs. This feature allows users to launch he server processes after changes made to PMs or user schedules so that the work orders or user schedules can be generated and viewed right away&nbs...
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Clay Li
Jul
05

Work Order Duplicate Detection


​Duplicate work orders require resources to view and filter out. It is more efficient to avoid duplicate work orders. Calem Enterprise provides the following processes to reduce duplicate work orders: ​Work order generation from PM. The generation process uses PM and its due date to determine duplication and will skip work order generation for a PM...
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Clay Li
Jul
05

Calem Enterprise R10d Release

We have just made available the R10d release today. R10d includes interesting enhancements based on customer feedbacks and bug fixes. Here are the highlights of the release.  Work Order duplicate check in WO creation. This feature prompts you about potential duplicate work orders and allows you to continue or cancel out the work orde...
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Clay Li
Jul
02

Work Order Step Enforcement by Status


Work order steps can be enforced by statuses. For instance, step 10 to 20 must be completed before a work order can be set to "In Process" status. The enforcement can be configured for PM and corrective work orders and by sites. Here are the steps to set up: Build out step enforcement by statuses.Menu path: Admin module | Data design | WO Stat...
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Clay Li
Jul
01

When to Use Custom Dropdown Set


This feature is designed to show different dropdown list by profiles. Here are the use cases: Case 1: In a multi-site deployment one site does not use work order "Detective" and "Calibration" categories while "Detective" and "Calibration" are used by other sites.Case 2: Certain dropdown values are not allowed for some users.  Here ar...
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Clay Li
Jun
13

Two New KPIs in KPI-10


​Two new KPIs have been added to KPI-10 (the key performance indicators in "KPI-10" tab of Calem Enterprise Dashboard). WO Open for 10+ days: work orders that have been open for 10 or more days.Open WO Count: total work orders that are open. You can change the number of days that work orders are open by "Set Days" menu.​ You can switch to list...
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Clay Li
May
31

Calem Enterprise R10c and KPI-10


Calem Enterprise 10c is available on May 31, 2016. It is a major release including new features, enhancements and bug fixes. All customers are recommended to upgrade to this release. Here are the highlights of the release: New Key performance indicators for work orders Graph relation diagram for assets and non-assets Enhancement of skill ...
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Clay Li
May
27

Work Order Step Enforcement


Work order steps are the tasks for staff to complete. The steps can be defined in PM Plans and used in work order creation. For PM work orders the steps in PM Plans are copied to work orders when PMs are generated into work orders based on PM schedules.For CM work orders (i.e., corrective work orders) the steps in PM Plans are c...
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Clay Li
May
23

User Assignment by Skill Match


Enter your text here ... Work order assignment can be made based on skill match. Here are the key points: ​Define skill matrixDefine skill requirement for a siteDefine user skillsCalem will use work order's site to determine skill requirement and display users meeting the skill requirements. The first step is to define skill matrix: Define business...
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Clay Li
May
17

Saved Searches in Calem


​Saved searches are queries stored in Calem. They are efficient tools in analyzing data in Calem. Here is one use case: ​A login user needs to view all his or her work orders, and also in the following groups:New: work orders submitted, and to be approved.Approved: work order approved, and to be planned and released.Released: work orders ...
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Clay Li
Apr
25

Implementing Meter Readings in Work Orders


This section is intended for a business case that work order are used to collect meter readings. The meter readings can be readings of asset meters,  or environmental readings of locations.  Calem Enterprise supports both asset meters and location meters. You can take advantage of location based meters where you do not need to have a...
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Clay Li
Apr
25

Work Order Print Customization


Work order print customization is often performed during Calem Enterprise implementation. The customization is just like customizing a multi-tab form. The first step is to select the group to customize for. Typically the work order print is customized for all the groups. So, select the "Custom system" group, and click "Group design" to start the cu...
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Clay Li
Apr
24

Asset Structure Template


​Asset Structure Component Template (ASC) was introduced in Calem Enterprise to help customers with the setup of assets with child assets and meters where child assets have meters and are maintained by their own schedules. Here is one business case: A ship has three main engines (port, center and starboard) and two auxiliary engines (port and starb...
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Clay Li
Apr
22

Report Print/Export not Working


​I have seen support cases of Calem Enterprise reports not working at all. The root cause is often the browser's popup blocker that prevents a new browser tab to print or export Calem Enterprise reports. Here is an example when exporting "Open WO" reports from Chrome: ​Go to open work order reports: Work Order module | Reports | Open WO"O...
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Clay Li
Apr
13

Work Order Status Control


​Work order status control can be useful when managing users of different roles. For instance, supervisor would like to review work order statuses before they can be closed. Here is a typical workflow: Work order planners schedule work orders and make them ready to be executed.Maintenance staff take work orders and complete them.Supervisors re...
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Clay Li
Apr
11

Access Control by Location


​Calem Enterprise allows one to restrict asset access by locations. Here is a business case: Specialized assets are deployed in various areas of a facility.The areas are managed by groups of maintenance staff.Each maintenance group should only access assets for their areas.Each area is mapped to a location in Calem To implement location-b...
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