Clay's Blog

These are the official blogs about CalemEAM.
Clay Li

Organizing Meters for Quick Entries

One of the exciting features in Calem Enterprise R10n, available on June 5, 2017, is the intuitive screen for maintenance staff or operators to enter meter readings quickly.  Meter Set The first step is to organize meters into meter sets. Each set of meters includes meters whose readings are to be taken regularly. ​Menu pat...
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Clay Li

Two KPIs for Preventive Maintenance

Key performance indicators (KPI) help maintenance professionals analyze their operational efficiency. I am going to review two of the KPIs related to preventive maintenance.  PM Compliance The first KPI is the PM Compliance. This KPI presents the data points at daily and monthly level based on targeting completion dates. ​The counts of PM...
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Clay Li

Field Inline Editing

This feature improves the efficiency of field editing. It will be available in the upcoming R10n release. Field inline editing allows one to quickly start editing a field from read views. This is done by showing an edit icon in a field when a mouse focus is over that field. The edit icon launches the edit screen, and moves focus to the fi...
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Clay Li

Skill License Expiration Management

Skill license expiration management is required in maintenance organizations. For instance, forklift driver licenses expire every three years or so. Drivers must be trained and have valid licenses to comply with regulatory requirements.  The configuration management database (CMDB) function in Calem is powerful and flexible in managing both as...
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Clay Li

Expressions in Free Text Search

One of the cool features in Calem Enterprise is the free text search in any list or lookup view. Just enter a phrase you are looking for, Calem searches both text and lookup fields to for records matching your input phrase. The list or lookup views are updated instantly based on your input. In this blog we will explore the advanced expressions supp...
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Clay Li

Meter Reading Calendar

​ Meter reading calendar view can be launched from dashboard module. It allows one to view multiple asset meters in one excel calendar view and identify alarms easily. The calendar view provides the following features: A calendar can includes up to five assets All meters of the selected assets are shown in calendar view by three time slots: Night r...
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Clay Li

Open Work Order Board

​One of the coolest features introduced in Calem Enterprise R10l of March 2017 is the Open Work Order Board. The board originated from our experience working with customers. We often get questions about work order assignment. For example: ​How do I find all work orders assigned to my team? How to find out current work order assignment in ...
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Clay Li

Requisition Approval Routing

Requisition approval auto-routing is available in release R10l (March 2017).  The pre-requisites for approval routing include: Set up users with "Supervisor" configured (at Organization | ACL Profiles | User List) Set up REQ approval levels (at Organization | ACL Profiles | REQ Level) Set up REQ approvers(at Organization | ACL Profiles | REQ A...
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Clay Li

A Hot Patch for IE 11 Compatibility Mode

​In Calem Enterprise one can add multiple attachments to work orders via browsing or drag and drop. Here is a screenshot of adding attachments in Calem. This feature works with the latest Chrome, Safari, FireFox, Edge and IE 11. However, this feature does not work with IE11 in compatibility mode. When adding a PDF file to work order ...
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Clay Li

Custom Required Field for Calem Offline

Administrators can customize standard tables to alter table or field attributes for Calem Offline. For instance, "Comments" field in is required by default when adding comments to work orders. One can make the field not required in Calem Offline through the following steps. Create a directory "custom" at Calem metadata directory "Cal...
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Clay Li

Work Order Time to Complete

​This new KPI is available in Calem Enterprise R10k release in February 2017. It allows maintenance management team to review work order performance. ​Menu path: Dashboard | Open | WO Time to Complete The KPI calculated the average days to complete work orders grouped by work order categories. You can pick an existing time durat...
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Clay Li

Barcode with Windows 10 Touch PC

​In addition to using Calem Barcode with Android barcode devices, you can use USB barcode scanners and Windows 10 touch screen PCs to streamline your warehouse operations. The first step is to configure your touch screen PC: Launch Microsoft Edge browser Configure Edge Browser for Barcode: Go to "about:flags" in the address bar of Edge A confi...
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Clay Li

Asset Failure, Root Cause and Action

​In this blog we will do an exercise to customize a work order list report to show asset failure, root cause and action. Here are the goals: ​ Create an asset report of failure, root cause and action for a period of time The following is a screenshot of the final report we like to get. The first step is to customize a work order list report to have...
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Clay Li

Reading Estimates for PM Calendar Report

PM Calendar report shows current work orders and projected PM work orders based on date range selected. The calendar report uses the following methods to estimate PM work orders: ​ Time-based repeat schedules (such as every 3 months). Meter-based repeat schedules (such as every 3000 miles in the odometer readings). Calem uses meter reading estimate...
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Clay Li

Alternative Spare Parts

Alternative parts are parts that can be used in place of other parts. Calem provides the following functions in handling the alternative parts: Define alternative parts at inventory items Menu path: Inventory Module | Open | Inventory Items | "Equivalent" tab Use alternative parts in stock In checkout transaction, one can choose to view stock ...
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Clay Li

PM Blackout

​ PM blackout is defined as period of time when PMs should not be generated. The blackout can be holidays when facilities are closed and there are no people around.  ​PM blackout periods are defined in the Site Time Off form (Schedule module | Open | Site Time Off) with "PM blackout?" checked. The screenshot below shows that 3/1/14 to 3/3/14 w...
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Clay Li

Asset Failure Report

Asset failure report calculates the mean time between failure (MTBF) of asset failures and help maintenance professionals tune PM scheduling to prevent failures. The following information is involved in the failure report: Menu path: Asset module | Report | Asset Failure Report Click "+" to create a new report, or click to open an existing report. ...
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Clay Li

Meter Reading Chart

​ Meter reading chart is available in R10j. It can be used to better understand asset performances. The meter graph provides the following features: Menu path: Dashboard module | Meter Chart A graph can have up to 5 meters in a graph A graph can have a time period to draw readings A graph configuration can be stored in the graph list so one ca...
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Clay Li

Batch Transition for Custom Statuses

​Batch status changes are provided for selective statuses that are often used. For example, one can complete multiple work orders from open work order list using batch "Complete" menu in a work order list view.  There are cases that customers like to perform batch status changes for custom statuses. Custom statuses are added by customers for o...
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Clay Li

Part III: Work Order Status Control

This is the third installment of work order status control. We have reviewed the work order status control based on access control configuration in Part I , and by scheduled/reported labor in Part II . In this third part we will discuss work order status control based on work order owner. Here is the use case: ​Many users can be assigned ...
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