PM - Enterprise Asset Management (EAM/CMMS)

Jun

26

Generating PM Work Orders on 1st of Month

Clay Li

Feature

A new feature is available in release R2025e (July 2025) to generate work orders on the 1st of the month. This feature is useful for PMs of monthly or every-X-month schedules. For instance, a PM is due by end of the month, and its PM work orders are generated on the 1st of the month (screenshot below). Ahead By is a ne...

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PM

245 Hits

Mar

06

Introducing Multi-Assignment in PMs

Clay Li

Feature

PM Multi-assignment allows one to assign more than one user in a PM. Multiple users can be assigned to a PM in the "PM Assigned (Additional)" list (screenshot below).A primary assignment is populated at PM object (next screenshot). Here is the work order assignment after the PM is released. All the assigned users are carried over to work orders whe...

781 Hits

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PM

781 Hits

Feb

02

Annual PM Part Cost Estimate

Clay Li

Feature

Annual part cost estimate for PMs are available in the coming release of R2025 (February 2025). Menu path: PM | Report | PM Part Cost Estimate by Site (Avg Price). This is the annual PM cost based on site average pricing. Menu path: PM | Report | PM Part Cost Estimate by Store (Avg Price). This is the annual PM cost based on sto...

934 Hits

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PM

934 Hits

Nov

09

How to Skip a PM Work Order

Clay Li

Feature

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 ...

1380 Hits

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PM Work Order

1380 Hits

Dec

13

How to Surface PM Info in Assets

Clay Li

Feature

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...

2122 Hits

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PM

2122 Hits

Jul

24

Attachment Requirements in PM and Work Orders

Clay Li

Feature

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...

2664 Hits

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PM Work Order

2664 Hits

Jul

17

PM KPIs in Dashboard and Home Modules

Clay Li

Feature

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 ...

3146 Hits

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KPI PM

3146 Hits

Apr

10

How to Reuse Steps in PM Plans

Clay Li

Feature

PM plans may be shared in general. For instance, a PM plan is used across an organization for the same assets. However, there are cases that this is not possible. Calem provides an option to reuse steps in PM Plans. Reuse is better than duplicate steps in most cases since duplicates require extra overhead in chang...

2145 Hits

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PM Plan PM

2145 Hits

Aug

10

How Not to Share PM Plans

Clay Li

Feature

PM Plans are job description including checklist to do, material requirement, documents such as instructions, etc. A common practice is to share PM Plans across business units for consistency. However, there are cases that PM plans remain different across business units based on operational requirements. PM plans are not shared. Each...

3732 Hits

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PM Plan PM

3732 Hits

May

03

Comparing Weekly vs Weeks of PM Schedules

Clay Li

Feature

There are two types of schedules when managing repeat tasks by weeks. Their differences are demonstrated by examples below. A. "Weekly" schedule. It allows one to schedule a task to happen every week on one or more week days.A next due date is calculated from the next day after the starting date, and find the next due day by mov...

3458 Hits

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PM PM Plan

3458 Hits

Oct

16

PM Plan Custom Fields for PM and Work Order

Clay Li

Feature

Custom fields enable customers to add additional fields based on business requirements. In release R21e (October 2021) the custom fields in PM Plan are copied to PM by matching names when a PM is created, and to work orders when a work order is generated from a PM. The feature allows one to implement the following business process: C...

3937 Hits

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Customization PM Plan PM

3937 Hits

Sep

17

When to Use Asset Assemblies in Calem

Clay Li

Feature

Asset assemblies are the components of assets that are not made into assets. They indicate a segment of a large machinery. You may use assembly codes for the following use case: Set the assembly code for a PM step so it is easier for technicians to perform work.It is possible to create an asset for an assembly if needs arise (for ins...

6730 Hits

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PM Plan PM Asset Assembly

6730 Hits

Mar

11

How to Delete PMs Permanently in Calem

Clay Li

Tutorial

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...

6682 Hits

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Deletion PM Work Order Labor Material

6682 Hits

Clay's Blog