Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
14

Work Order On-Hold Report


Work order on-hold report shows work orders with on-hold status within a time period. The report is available in the coming release of Calem R2025b in April 2025. Menu: Work Order | Report | WO On-Hold ReportA time period is specified to run the report. The report is based on work order status log. Historical status logs do not have suffi...
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Clay Li
Feb
28

Filtering Work Order Data by Asset Priority


Filtering by asset priority will be available for work order comments and part cost in the coming release of R2025a (March 2025). For instance, a client may use asset priority filtering to collect comments and part cost for critical assets of priority P1. WO Comments: Work Order | Report | WO Comments, and Work Order | Open | WO CommentsWO Par...
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Clay Li
Feb
18

Finding Work Order Contacts By Department


A work order contact may be entered when a work order is created by a login user on behalf of another user. The contact lookup form will find available contacts based on department of the login user.  Work order's department code is used if populated. Otherwise, the current user's department code is used. If no data is found from the filtering...
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Clay Li
Jan
30

Changes to Editing Asset and Location from Work Orders


Editing Asset and Location from work orders will be changed in Calem R2025 planned for February 2025. The changes are made so that editing assets and locations from work orders are only enabled when needs arise. The menu items "Edit Location" and "Edit Asset" will be turned off in R2025 out of the box.Configuratio...
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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
Dec
20

How to Set a Picture in Asset and Work Order


Setting a picture in an asset or work order is made easier in the coming release of Calem R2024g. A picture can be set or updated from the "Attach Photo" at the asset or work order menu.An attached photo may be set as the picture from the attachment list.The attachment list function is also available from Calem Mobile. Additiona...
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Clay Li
Nov
23

Streamlining Work Order Part Planning


An enhancement is made to help maintenance planners streamline part planning for work orders. It is available in the coming R2024f release in December 2024.   Maintenance planners can quickly browse parts for a work order by bill of material for assets, or by asset item.The bill of material can be configured in as...
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Clay Li
Nov
09

How to Skip a PM Work Order


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 ...
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Clay Li
Sep
28

How to View Planned Labor for Work Orders


This blog presents a path to view planned labor for work orders in Calem. Actual and scheduled labor can also be viewed and exported in this path. Menu path: Analysis | WO Tab | 10 - WO Labor SummaryClick "WO Labor Summary" row to launch WO Labor summary analysis. Enter the date range, option to group the summary data. If you are not interested in ...
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Clay Li
Aug
30

WO/SR Notification and Auto-Assignment by Owner Group


Notification and auto-assignment can be enabled by asset owner groups for work orders (WO) and service requests (SR). For instance, a problem is reported as a work order for a pump, teams of the pump owner group receive email notification about the work order. A team may be auto-assigned to the new work order if configured so. 1. Fin...
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Clay Li
Aug
12

Troubleshooting Work Order Generation from PMs


Preventive work orders are generated from PMs automatically by Calem. There are cases that PMs are not generating work orders when "Next due" of PMs is passed (screenshot below). This blog walks through steps to troubleshoot these cases. 1. Status of PM and PM Plan The status of both a PM and its PM Plan must be active...
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Clay Li
Jul
14

Work Orders Requested by My Team


New work orders lists are added in release R2024c to show work orders requested by my teams. The teams are determined by the login user. For instance, a supervisor logs into Calem, use "My Team Requested (Completed)" menu to review completed work orders requested by his team or teams, accept or reject those work orders. 1. My Team Request...
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Clay Li
Jul
13

WO/SR Notification and Auto-Assignment by Asset Class


Notification and auto-assignment can be enabled by asset classes for work orders (WO) and service requests (SR). For instance, a problem is reported as a service request for a pump, teams responsible for pumps receive email notification about the problem. The new service request may also be auto-assigned to a team for pump maintenanc...
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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
Jun
10

An Overview of KPIs/Reports for Maintenance Analysis


There are plenty of KPIs and reports/visualization in Calem to answer questions about maintenance operations. For instance, "What is the work order load this month vs past months?", "What are the top assets that consumed the most resources this month?",  "How often are my critical assets failing and how soon the failur...
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Clay Li
Mar
27

Date and Time in Work Order Timelines


Both date and time will be included in the work order timelines in the coming release of R2024a. The time portion allows better visibility of work order timelines.  1. WO Timeline View The timeline view is accessible from the TaskView or DataView of a work order.  2. Date Only in Timelines The time portion in the timeline views can be tur...
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Clay Li
Mar
27

Surfacing Step Conditions in Work Orders


In the coming release of R2024a (for April 2024) a step condition can be surfaced to work orders based on their priorities. Here's the use case:A tech completing a step may flag the condition for a step to be poor so that supervisors may review and take further actions later.  1. WO Step Condition The condition of a work order step can be...
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Clay Li
Dec
19

How to Mandate Signatures for Work Order Checklists


Signatures may be mandated when completing work order checklists in the coming release of R2023f. A safety or step may mandate a signature to complete by checking "Signature Reqd?" checkbox.Calem Mobile must be used to complete a safety or step when signatures are required. 1. Mandate Signatures in PM Safety/Steps Signatures may be mandat...
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Clay Li
Nov
26

Selecting Stores for Planned Parts in Work Orders


An optional is available to select stores for planned parts in work orders in the coming release of R2023e. The following screenshot is shown when "Use Item" or "Use All" is selected from "Planned Part" list of a work order (3rd screenshot below). Planned parts not filled will be displayed.Click a row to view stock and select one to use (...
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Clay Li
Nov
24

How to View Part Orders from Work Orders


Part ordered for a work order can be viewed from Planned Part list in the coming release of R2023e. Click "View Order" from Planned Part to view REQ and PO lines ordered for this work order (1st screenshot below).The REQ lines and PO lines are shown in two separate tabs (2nd screenshot below).Click "Open Lines" to show all open orders for...
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