Clay's Blog

These are the official blogs about CalemEAM.
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
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
Jan
03

Tips of Work Orders by Specialty and Department


The KPI of work order count by department in "WO KPI-10" tab of dashboard can be filtered by a specialty set or a specialty code in the coming release of R2024g. The KPI shows work order created across departments.It can be by year and a selective month.It can be filtered by work order category set.It can be further filtered by ...
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Clay Li
Jan
02

A New KPI for Maintenance Cost vs Production


A new KPI is added to analyze maintenance cost and production output in the coming release of R2024g (Jan. 2025). The chart shows the total production (as a line), maintenance cost (as a line), and a unit cost/production (as a bar). The Unit Cost/Production may be used to measure maintenance efficiencies. The new ...
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Clay Li
Dec
30

A New KPI to Monitor Inventory Transfer


A new KPI is added to monitor inventory transfer in the coming release of R2024g (Jan. 2025). An inventory transfer moves inventory from one site to another. For instance, a spare part is transferred from a plant at Austin, Texas to another plant in Louisiana. The new KPI is at Dashboard | Inventory Tab.Inventory values tra...
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Clay Li
Jun
20

A KPI for Maintenance Mix Improvement


This KPI provides the composition of maintenance work in terms of work order categories including preventive, predictive and corrective. It allows an organization to set up a goal of maintenance work mix and measure the outcome. For instance, a composition goal may be over 2/3 work orders for preventive and predictive, and less than ...
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Clay Li
Feb
06

Maintenance KPIs by Assets and Locations


The Work Order (WO) Monthly KPI by assets or locations was added in R2023d (August 2023). The feature of a KPI by assets or locations will be extended to the "Summary" and "Asset" Tabs of the Dashboard Module in the coming release of R2024 (February 2024). The "Assets" menu can be launched to select a set of assets or ...
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Clay Li
Feb
03

A KPI for Purchase Orders and Budgets


A new KPI for purchase orders (POs) and budgets is available in the coming release of R2024 in February 2024. It provides an insightful look into the total spending versus the budgets.  Committed POs (approved) are included in the KPIs.Click "List" menu to drill down to items purchased.  2. Multi-Site KPI The dashboard supports site ...
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Clay Li
Feb
02

WO Monthly KPIs for the Past 13 Months


Work Order Monthly KPIs for the past 13 months will be available in the coming release of R2024 . It delivers more insights than the KPIs for the 12 months of the current year. The first screenshot is the monthly charts for the past 13 months. The next screenshot is for the current year. This feature may be extended to...
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Clay Li
Dec
21

Enhancement to Work Order KPIs by Specialty


The WO KPI by specialty is enhanced with category set filtering in the coming release of R2023f (December 2023). It allows one to show the WO KPI by specialty for corrective work orders. The WO KPIs by specialty are calculated for year and month.Click "Categories" to select a WO category set to show the count by specialty. For instan...
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Clay Li
Aug
25

WO Monthly KPI by Assets or Locations


WO Monthly KPIs can be reported by assets or locations in the coming release of R2023d (August 2023).  The "Assets" menu shows a screen to select an asset set or a location set.An asset set is a collection of assets, a location set is a collection of locations.The WO Monthly KPI is recalculated for the asset set or location set selected. ...
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Clay Li
Oct
28

Instant Dashboards and Home Pages


Charts in dashboard and home pages are great excepting that it might take a little to show them depending on your data set sizes. Cache is used to make them shown instantly most of the time. A chart is calculated and cached if it is not present or expired.A cached chart expires after a period of time (up to several hours).A...
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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
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
Jan
29

Multi-Site KPIs for Inventory


Multi-Site inventory KPIs are available in release R2022. They are accessible from the inventory KPIs in the "Inventory" tab of the dashboard. The multi-site KPIs are launched from summary inventory KPIs.A summary inventory KPI is based on all the site data accessible to the login user's profile.The "Multi-Site" menu icon launches the multi-si...
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Clay Li
Jan
29

How to Enforce Inspection before PO Receiving


Part inspection prior to receiving a PO is a process introduced in release R2022. The process allows one to enforce inspection before receiving a PO. For organizations that render payment when parts are received to inventory, this process adds a level of payment control. 1. Inspection Flag Inspection flag indicating the requirement of inspection fo...
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Clay Li
Dec
22

A Review of Work Order Summary KPIs


Work Order summary KPIs have been retooled with new charts along with list views in Calem R21f release.   "Year" menu allows one to pick a year to do the chart through a calendar lookup."Categories" menu allows one to drill down into sets of work orders based on their categories such as Responsive (corrective), Preventive, etc."List"...
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Clay Li
Dec
21

WO Plan and Schedule KPIs


A new set of KPIs is available for the work order planning and scheduling in Calem R21f released in December 2021. This blog walks through the KPIs and tips to use them. The KPIs are available in the "WO P&S" Tab of the Dashboard module."Dates" menu allows one to specify a reporting period.All the dashlets in this tab will be re-calcu...
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