Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
16

When to Change Asset/Location in Work Order


​There are cases that a work order was created with inaccurate asset or location. During troubleshooting an accurate asset or location is identified. The best practice to modify the work order and set the accurate asset. If the work order is for a location, set the accurate location. This is accomplished in Calem with the "Change Ass...
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Clay Li
Mar
04

How to Manage Duplicate Service Requests in Calem


A feature has been added in release R20a to manage duplicate service requests. It allows one to group service requests that are of the same failure cause. 1. Flag "Status to Child"  A new field "Status to Child" is added to a service request (SR). Set the flag to checked for the SR that is the primary SR.  Duplicate SRs will be added...
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Clay Li
Feb
05

How to Report PM Duration vs. Actual Hours


​PM duration hours are available from work order screens so one can compare hours estimated in PM vs actual hours in work orders. This feature is available in Calem release R20 for the following screens. 1. Work Order Comments Work Order comments list shows the comments and work order information including the Duration (hours) of PM. Menu path: Wor...
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Work Order Preventive Maintenance
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Clay Li
Dec
02

How to Set up Linear Asset in Calem


Linear Asset function is available in the coming release R2019e.   Linear assets are different from point assets. A linear asset has a significant length and its attributes may vary along the track of the length. Sample linear assets include roads, pipelines, or powerlines. Asset performance and maintenance activities need to identif...
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Clay Li
Oct
08

How to Perform Asset Replacement in Work Order


​Replacing an asset at fault with a working asset is one of the work order processes supported by Calem. I will cover the steps necessary to set up assets for replacement. Step 1. Categorization Asset categorization is used to identify assets of the same functionality. For instance, a pump is an asset categorization. Calem requires that an ass...
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Clay Li
Sep
12

How to Exclude Documents in Work Order Print


​A work order print is a PDF output of a work order. It may include document files of PDF and images: A document is a file uploaded to Calem in the document module, or attached to an object in its attachment list. Work order documents of PDF and image types are displayed in the work order PDF print. 1. Exclude Docs in WO PDF Pri...
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Clay Li
Sep
02

How to Report Preventive Maintenance Performed


Preventive Maintenance (PM) is one of the key activities tracked in Calem.  One use case is to identify PMs completed last month, due this month and next month. A new KPI line is added in the coming release of R2019c to address this use case:  Menu path: Dashboard | WO Summary | PMs by MonthA KPI line of "PMs Due This Month" sho...
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Clay Li
Aug
30

How to Perform Work Orders by Asset Barcode Scan



Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset.  Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...
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Clay Li
Aug
26

How to Clock Work Order by Asset Scan



​In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this Youtube video for a demo of the feature. ​The first step is to...
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Clay Li
Aug
15

When to Use WO Summary KPI by Categories


​Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...
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Clay Li
Aug
05

New Work Order KPIs in R2019c


​New work order KPIs have been introduced in coming release of Calem R2019c: Work order past duesWork orders due this week/month, and next week/monthWork orders released but not assignedPersonalized KPIs are provided for login users 1. Summary KPIs: Past-Due, Due and UnAssigned A manager can use the summary KPIs to prioritize past-due work ord...
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Clay Li
Jul
20

How to Set up Daily KPIs of Work Orders


Daily and monthly key performance indicators (KPIs) of work orders are created in real time in Calem. They are available from dashboard or analysis module: Menu path: Dashboard | WO SLA (created and completed); WO PM/EMS (preventive vs emergency); WO Misc (created by sources).Menu path: Analysis module | WO Analysis Analysis module | WO A...
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Clay Li
May
06

Smart Lookup in Calem Enterprise R2019a


Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...
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Clay Li
Mar
20

How to Report Labor Hours in Work Orders


​Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...
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Clay Li
Mar
16

How to Set up Scheduled Reports in Calem


Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback.  The following is a use case addressed by this feature. ...
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Clay Li
Mar
11

How to Delete PMs Permanently in Calem


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...
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Clay Li
Nov
04

How to Track Location and Asset Changes by Work Orders


Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...
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Work Order Asset Location Configuration Element (CE) Configuration Item (CI)
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Clay Li
Nov
03

How to Use the Calendar View for Work Orders


A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views.  ​Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...
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Clay Li
Aug
19

How to Set Up Workflow Notifications for Work Orders


​Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: ​An organization would like one group of people to get workflow notifications when work orders are ap...
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Clay Li
Apr
30

How to Require/Mandate Fields for Work Orders by Status/Category


This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled.  Some sample business cases to apply the feature: When a work order is released to technicians the work order must be assigned.When a work order is completed soluti...
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