Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Aug
01

How to Add and Customize Incident Classes in Your Calem


A new root node "Incidents" is introduced with pre-defined classes in the coming release of R2025f in August 2025. Incidents are organized by classes. Each incident class may have own set of attributes. For instance, an environmental incident records a chemical spilled (screenshot below); an injury incident includes the descript...
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Clay Li
Jul
28

New Feature: Assets Requiring A Part for Maintenance


A new tab "Asset" is added in the inventory form in the coming release of R2025f (August 2025). There are two asset lists in the new tab showing where the part is required for maintenance. The first list is based on asset spare part requirement by asset. See this blog.The second list is based on asset spare part requirement by asset item. See this ...
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Clay Li
Jul
26

Integrating Permits into the Work Order Lifecycle


The work order lifecycle will be updated to integrate with permits in the upcoming R2025f release (August 2025). A new stage "Permit" is added in the work order TaskView. Work orders with permits are to be parked in "Permit" tab after they are approved and waiting for permits. The new "Permit" tab can be made dynamic depending o...
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Clay Li
Jul
25

New Feature: Work Permit Approval and Status Tracking


Permit approval and status tracking are available in the coming release of R2025f (August 2025). This feature streamlines permit life-cycle management from approvals to status tracking. 1. Permit Approval Levels A permit approval matrix is introduced as an advanced approval rules engine. Menu: Organization | ACL Profiles | Permit Set...
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Clay Li
Jul
22

Introducing Permit Requirement in Work Order Creation


A new feature is available in the coming release of R2025f (August 2025) for adding permit requirement when creating a work order. A new checkbox "Permit Required" is available to specify permit requirement (screenshot below).For instance, a production supervisor may create a work order and specify permit requirement for a machine involved.Once che...
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Clay Li
Jul
05

New KPI: Work Orders Stayed Open for 10+ Days


The new KPI, Work orders open for 10+ days, is available in release R2025e (July 2025). It is a complete rework of the current KPI with better features. Menu path: Dashboard | Summary | WO Open for 10+ Days.Reporting date can be changed to show past three (3) weeks of data by a new reporting date.List drill-down is available.Multi-si...
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Clay Li
Jul
03

Parameterizing Weight Scaling for Auto Min/Max Processes


The min/max weight scaling can be parameterized based on unit price, new min and max stock levels in the coming release of R2025e (July 2025). A rule for weight scaling can be scoped for min level only, max level only, or both.A rule may be parameterized by unit price, new min level, and new max level.A sequence is used to determine ...
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Clay Li
Jun
30

Visualizing Asset Outages on the Map


Failed assets can be visualized in the map in the coming release of R2025e (July 2025). Failed assets are shown in red markers while healthy assets in blue markers (screenshot below). Asset Map is launched from Asset | Asset List. 1. Clusters of Markers Markers are clustered together for clarity by map scaling. A cluster marker is in red ...
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Clay Li
Jun
29

Introducing Bulk Asset Moving Feature


A new bulk asset moving feature is available in release R2025e (July 2025). Simply filter the asset list first, check assets to to be moved, click More | Move Asset to launch the move process (screenshot below). Fill out the new location in the asset move screen (next screenshot), click "Save" to complete move. The process may stop if there ar...
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Clay Li
Jun
27

New Feature: Follow-Up Work Orders


A follow-up work order may be created for a work order in the coming release R2025e (July 2025). A new menu "Create Follow-Up WO" is available from work order form's More dropdown. TaskView: Execution and Review tab's More dropdown | Create Follow-Up WO DataView: More dropdown | Create Follow-Up WO A "Follow-Up" checkbox is available in work o...
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Clay Li
Jun
26

Generating PM Work Orders on 1st of Month


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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Clay Li
Jun
24

New Feature: General Work Permit Form Digitization


A new feature, general work permit form, is available in the coming release of Calem R2025e (July 2025). A general work permit visualizes potential hazards, personal protective equipment (PPEs), and related work permits for a work order (screenshot below). The general work permit form is visualized in web and Calem Mobile.The form ca...
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Clay Li
Jun
09

New Feature: Attaching Location Documents to Work Orders


It is a hidden feature in Calem. Location docs can be attached to work orders created for these locations. This feature may be used to auto-attach maintenance manuals and drawings to work orders. A checkbox "To WO" needs to be checked for these docs or attachments to be carried over to work orders. For PM work orders docs configured in PM Plans wil...
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Clay Li
Jun
04

Job Roles and Menu Tree


A job role menu is available in the coming release of R2025e (June 2025). The new menu is searchable in the menu tree - see this blog. The new menu makes it easier to access job roles and manage them. Menu: Organization | Codes | Job Roles.A new field "Inactive" is added in job roles to retire roles that are no longer applicable (scr...
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Clay Li
May
18

Refinement of Inventory Budget KPI


The inventory budget KPI is refined in the coming release of Calem R2025d (May 2025). The cost of inventory usage is split into a) Actual usage (part/service); b) Project use; c) Disposed; and d) Transfer. The actual usage may be compared with the budgets allocated for maintenance. See this blog for maintenance budget KPI. KPI: Dashboard ...
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Clay Li
May
16

Fiscal Months for Monthly Inventory Usage


Flexible fiscal months are available in the coming release of R2025d (May 2025) for calculating inventory usage. It enables organizations to generate reports of monthly inventory usage in maintenance and compare with reports from other financial applications. Menu: Organization | Open | Site Budget | Fiscal Month.Each month has ...
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Clay Li
May
13

When to Use a Dropdown Instead of a Checkbox


A dropdown is a field with values from a list. A checkbox is a field holding a binary value such as Yes/No. A dropdown with a list of Yes/No values is like a checkbox. However, it is different from a checkbox in required fields. A required field in a Calem form must have a value populated. A dropdown field can be a required field. So...
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Clay Li
May
09

Browsing Work Orders by Approvers


Work order approvers are surfaced in work orders in the coming release of R2025d by May 2025. They are available in work order lists for browsing and filtering. Work orders updated in the past 90 days will have the field populated when upgrading to R2025d The approvers for earlier WOs will not be surfaced in WO lists. They ...
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Clay Li
May
08

How to Manage Outdated Documents


An inactive flag is available to manage outdated or superseded documents in Calem. Use "Show Inactive" to view docs that are inactive. Edit a document and set "Inactive" checkbox checked to inactivate a doc.Inactive docs will not show to end users. They will not be deployed to work orders from documents for PMs. Alternatively, a doc record can...
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Clay Li
May
05

Field Prompts and Customization


Field prompts are texts shown in creation or editing forms. They help users with populating fields with quality information. They are available in the coming release of Calem R2025d. The field prompts for the "Subject" and "Description" fields of work order form are provided out of the box (screenshot below).Field prompts are av...
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