Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Nov
06

A Note of WO Scheduling and Release


1. WO Scheduling Status WO scheduling status is refactored in the coming release of R2022f. It is a colored field in Open WO List. One may use this field to review and schedule/assign work orders. The scheduling status is "Scheduling" in a work order list.The status takes a value of "Fully" (fully scheduled); Partially (partially scheduled); "None"...
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Clay Li
Oct
06

Asset Description in Work Order Lists


Asset description is not available in operational work order lists (Work Order | Open | WO Lists) for efficiency. In the coming release of R2022e asset description is available in work order report lists (Work Order | Report | WO Lists). For instance, the screenshot below shows asset description in "All WO (Time Requested)" report. A...
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Clay Li
Aug
27

Badges for New Work Orders and Service Requests


 Badges are introduced for new work orders and service requests in the coming release of R2022e for Q4 2022. The badges provide a quick glimpse of new work orders and service requests in Calem.The number of work orders of status "New" is shown as a badge.The number of service requests of status "New" is shown as a badge.If the n...
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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
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
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
Jan
20

Multi-Site KPIs for Maintenance


Multi-Site KPIs are introduced in the coming release of Calem R2022. For instance, the monthly maintenance KPIs are shown for multiple sites below. The site name is shown in each chart for that site.Up to 6 site charts can be shown in a multi-site KPI page.One can further narrow down the data by menu items based on each KPI. For instance, the ...
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Clay Li
Oct
18

How to Add a Photo in SR/WO


A new menu is available at Service Request (SR) and Work Order (WO). It allows one to add a photo from the SR/WO screen without going to the attachment list. The menu is available in the web client and Calem Mobile App (from App Store and Google Play).  1. Create SR with a Photo The first step is to create an SR and save it. The SR i...
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Clay Li
Oct
18

How to Mandate Meter Readings from Work Orders


A new process is available In Release R21e to enforce meter readings in work orders. The process allows maintenance planners to ensure that certain meter readings must be taken whenever they perform work orders for an asset or a location. 1. Asset Meter Settings  New flags are added to Asset Meters to support the process. "Add to CM WO" –...
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Clay Li
Oct
16

Selecting Asset by Location in SR/WO Creation (Priority|CostCenter Auto-Fill)


When creating a service request (SR) or a work order (WO), one may enter either an asset or a location. Calem Release R21e introduced the asset selection through location. Here is the description: Launch SR or WO creation screen, click the lookup button or enter a location.Calem inspect assets in the selected location. If there is only one ass...
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Clay Li
Oct
16

How to Add a Waiting Status in Work Orders


​The life-cycle of work orders is captured in its status graph - see this blog. A waiting status may be introduced for work orders waiting for parts. An approved work order is placed in Waiting status to wait for parts.When parts are received the status is changed to ready for releasing to the field for execution.The following is the partial work o...
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Clay Li
Sep
13

What is the Work Order Home Screen


A new Work Order Home screen is introduced in R21e (planned for Sept. 2021). It is a central screen to launch into work order functions. Its goal is to boost the productivity when working with work orders in Calem.  1. Work Order Navigation This the menu area to launch work order functions. The menu bar is the same as the top horizontal m...
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Clay Li
Jul
05

Tips for Work Order Pivot Visualization


WO Pivot Visualization is available in the coming release of R21c in July 2021. It provides a visualization of aggregated metrics of work orders. The Pivot Visualization is available from work orders lists Open WO, All WO (Performed) and All WO (Time Requested).The Pivot is aggregated by a field with filtering. For instance, the firs...
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Clay Li
Jun
23

Tips for Work Order Kanban Board


 WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows. The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment.A user may filter work orders to narrow down to work orders to show in ...
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Clay Li
Jun
06

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. Repair Process Note 1.  Asset Off-Site Repair Repairable parts are managed as assets.Repair processes are managed from warehouseAll repairs are done byoff-site vendors. 2. Non-AssetInternal and Off...
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Clay Li
Jun
06

How to Manage Work Orders by Teams


Work order management by teams has been boosted by new team forms in Calem R21b (released in June of 2021). Here are the steps to manage work orders by teams: Define teams for functional groups - see this blogAssign a user or team to a work order from a work order form. Assign a user to a work order from weekly scheduling form -...
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Clay Li
May
04

How are Hours Populated in Work Order Scheduling


​The hours prefilled when scheduling a user to a work order have been refined in release R21a (May 2021). The scheduling of a user to a work order can be done in the following ways:Schedule | Weekly Schedule - dragging a work order to weekly calendar (see this blog)Work Order Planning Tab: "More" dropdown - Assign to others or Assign to m...
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Clay Li
Apr
20

When to Use WO Labor Summary Report


In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...
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