Clay's Blog

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...

The requisition approval flow has been refactored for better support of Pre-Approval in the coming release R2023f (December 2023). It supports the following workflow:A REQ has to be pre-approved before it can be approved.Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.Buyers can only appro...

Inventory valuation can be reported in dual currency in the coming release of R2023f (December 2023). Organizations with multi-currency setup may find this report useful. The following reports are enabled for dual currency summaries. Inventory | Report | Site Inventory Valuation by Avg PricingInventory | Report | Site Inventory by Bin 1. ...

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...

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 (...

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...

Picture and document can be mandated for items in the coming release of R2023e. In the screenshot below, one can mandate fields, picture and document for an item. 1. Mandatory Fields An inventory item is an object for a spare part or service. It is important to have all the required data populated. Here is the process to mandate fields in item...

Process KPIs are available in the coming release of R2023e scheduled for November 2023.  They show the goals and operational results across sites. They are great tools for process improvement. For instance, the diagram below shows the goals of maintenance budgets (in red) and the operational budgets of three plants. &n...

KPIs are available for the Auto Min/Max Process. They help measure the effectiveness of process.The first KPI is total stock value difference year over year.Inventory Value year over year is a KPI to show the inventory valuation of current year and previous year. The goal of the auto min/max process is to set min/max l...

Auto Min/Max Process is introduced in the coming release of R23e. It allows an organization to better control when to order spare parts for maintenance operations. Here is a use case: An organization has multiple plants each has own warehouses. It would like to minimize parts stored in warehouses across the plants while meeting the maintenance...

In the coming release of R2023e a PO line can be received to sites other than its PO or REQ site. For instance, a REQ is created for a site, turned into a PO, and received to another site. One can define the sites to receive a PO line by the following optionsNone – default. No cross-receiving.All – to all sites accessible to the login use...

A custom section may be added in release R2023d of August 2023. A section is used in new, edit and read forms to segment data for better presentation. For instance, "DESCRIPTION" is a section in work order task form below. Admin users can add own (or custom) sections to Calem forms in the steps below. 1. Find View IDs Each form in Calem h...

Cloning a customization from one group to another is available in the coming release of Calem R2023d (August 2023). It may save time for admin users in keeping consistent customization across user roles (or groups). Here is a sample use case to demonstrate the feature. There are asset form layout changes (creation/new, edit and read) with new ...

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. ...

API Logs are introduced in the coming release of Calem R2023d. They record errors and the data involved in APIs. For instance, a user is receiving a PO. The receipt is sent to a third party application (such as an ERP app). An error occurred from the third party app. The user contacted support. The support team can view the error and data invo...

AI (artificial intelligence) gives rise to new possibilities in solving problems in enterprise asset management. It is one of the new technologies for Industry 4.0. Preventing unexpected breakdown is one of the key objectives of maintenance. AI may shed light on new approaches to it. An unexpected breakdown of a critic...

It is easier to assign work orders (WOs) and purchase orders (POs) to projects in Calem R2023c of July 2023. The screenshots below are for WOs. The same function is available for POs. Go to the "WO" tab of a project (Menu path: Project | Project List | Click a project to open its form).Click "Add WO" to assign WOs to this projec...

A new "Upload" menu is available in Calem Mobile in the coming release of Calem R2023c. It allows a user to upload to Calem existing photo/videos, or take new photo and videos, as well as existing files in a device. The following screenshot shows when "Upload" menu is tapped in an iPhone.The "Upload" menu will replace "Take Photo", "Add Photo", "Ad...

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 ...