Clay's Blog

PM Multi-assignment allows one to assign more than one user in a PM. Multiple users can be assigned to a PM in the "PM Assigned (Additional)" list (screenshot below).A primary assignment is populated at PM object (next screenshot). Here is the work order assignment after the PM is released. All the assigned users are carried over to work orders whe...

     Annual part cost estimate for PMs are available in the coming release of R2025 (February 2025). Menu path: PM | Report | PM Part Cost Estimate by Site (Avg Price). This is the annual PM cost based on site average pricing. Menu path: PM | Report | PM Part Cost Estimate by Store (Avg Price). This is the annual PM cost based on sto...

Work orders are generated from PMs (preventive maintenance jobs) in Calem based on time schedules or meter readings. If a PM work order is no longer needed, there are steps to skip it.  1. Floating PM A PM work order is by a floating schedule, i.e., a PM work order is generated and Calem will not generate the same PM work order until the ...

PM info has been enhanced in assets from release R2023e (November 2023). For instance, "PM Count" is surfaced in asset lists. It shows the number of PMs associated with an asset. A planner can use the PM count to determine if PMs have been set up for critical assets. The count includes PMs, PM inspection and round stops associat...

Attachment requirements are available in the coming release of Calem R2023c. This feature allows maintenance planners to mandate photos or files be attached to steps or safety in work orders.  For instance, a PM step of mowing the lawn of an  asset site may require photos after completion. An "Attachment...

The following PM KPIs are more accessible in the coming release of R2023c. Users can browse PMs due from different modules. For instance, an area manager can view PMs due in his area (based on owner groups); technical staff in the field can view PMs due from a phone or pad with Calem Mobile.  Users can use these KPIs to go to work orders ...

PM plans may be shared in general. For instance, a PM plan is used across an organization for the same assets. However, there are cases that this is not possible. Calem provides an option to reuse steps in PM Plans. Reuse is better than duplicate steps in most cases since duplicates require extra overhead in chang...

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...

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...

Custom fields enable customers to add additional fields based on business requirements. In release R21e (October 2021) the custom fields in PM Plan are copied to PM by matching names when a PM is created, and to work orders when a work order is generated from a PM. The feature allows one to implement the following business process: C...

Asset assemblies are the components of assets that are not made into assets. They indicate a segment of a large machinery. You may use assembly codes for the following use case: Set the assembly code for a PM step so it is easier for technicians to perform work.It is possible to create an asset for an assembly if needs arise (for ins...

PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers. There are cases one wish to delete a PM permanently. A PM was created by mistake.A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to de...