Clay's Blog

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

Work Order Status Permission Reports


New work order status permission reports are available in the coming release of Calem R2024f planned for December 2024. Work Order status permission can be managed by groups (see this blog). For example, MaintenanceStaff group cannot change a work order to the statuses listed in the screenshot below.Service Request status permission can be man...
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Clay Li
Nov
11

A Note on Asset Deletion in Calem


 In the coming release of Calem R2024f, asset deletion is further restricted by asset status: Asset status must be "Disposed" for an asset to be deleted.  1. Asset Deletion Restriction One can select one or more assets for deletion.  If an asset is referenced by other objects such as work order, it cannot be deleted. If there are no ...
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Clay Li
Nov
09

How to Skip a PM Work Order


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 ...
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Clay Li
Nov
03

On-Demand Spare Parts for PM (Preventive Maintenance)


Preventive maintenance (PM) is performed regularly. Spare parts used in PMs may be ordered on-demand to lower the cost of inventory stock. The first step is to set up a site inventory to manage a spare part. Set up min/max stock levels for a spare part. A minimum stock level may be configured to address breakdowns.Set up auto ordering when sto...
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Clay Li
Oct
31

How to Use Training for Calem Manuals


A training object in Calem may be created to hold Calem docs for users to download. In the coming release of Calem R2024f a system wide training may be created so that all users (regardless of sites) can access docs attached to a training object. The steps are: Create a training object with "System" access.Next, attach training docs ...
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Clay Li
Sep
28

How to View Planned Labor for Work Orders


This blog presents a path to view planned labor for work orders in Calem. Actual and scheduled labor can also be viewed and exported in this path. Menu path: Analysis | WO Tab | 10 - WO Labor SummaryClick "WO Labor Summary" row to launch WO Labor summary analysis. Enter the date range, option to group the summary data. If you are not interested in ...
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Clay Li
Sep
18

How to Integrate Invoices with ERP Payment


PO invoices are improved in the coming release of Calem R2024f planned for November, 2024. The invoices can be used to integration with ERP payment processing. 1. Invoice Roles Invoice roles need to be configured for an organization before invoices can be processed in Calem and ERP. Menu path: Organization | ACL Profiles | Monitor UserInvoice Appro...
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Clay Li
Sep
11

How to Measure the Usage of Calem Mobile


Calem Mobile is designed for users to access Calem Enterprise from their devices. It is available, free of charge, for Calem Enterprise customers. An organization can enable Calem Mobile for their users to access Calem Enterprise at any time and from anywhere. Calem Mobile can be installed from AppStore for iOS de...
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Clay Li
Aug
30

WO/SR Notification and Auto-Assignment by Owner Group


Notification and auto-assignment can be enabled by asset owner groups for work orders (WO) and service requests (SR). For instance, a problem is reported as a work order for a pump, teams of the pump owner group receive email notification about the work order. A team may be auto-assigned to the new work order if configured so. 1. Fin...
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Clay Li
Aug
28

Steps to Implement Risk Assessment in Calem


Risk Assessment Module is added in Calem in the coming release of R2024e (September 2024). This blog presents the steps to implement Risk Assessment in Calem. The Risk Assessment module may be used to manage life cycles of risks including potential risk identification and documentation, analysis and evaluation, and the developme...
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Clay Li
Aug
12

Troubleshooting Work Order Generation from PMs


Preventive work orders are generated from PMs automatically by Calem. There are cases that PMs are not generating work orders when "Next due" of PMs is passed (screenshot below). This blog walks through steps to troubleshoot these cases. 1. Status of PM and PM Plan The status of both a PM and its PM Plan must be active...
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Clay Li
Aug
09

Tracking Safety Parts in Checkout


Tracking safety parts in checkout is available in the coming release of R2024d (August 2024). A safety part is a part flagged for safety purpose. Tracking numbers are serial or lot numbers that may be used to track parts. Calem provides serialized inventory and lot management. They may be selected for tracking safety parts by se...
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Clay Li
Aug
06

Steps to Implement Incident Module in Calem


Incident Module is added in Calem in the coming release of R2024d (August 2024). This blog presents the steps to implement Incident Module in Calem. 1. What is an Incident? An incident (IR) is any event that disrupts normal operations, poses a risk, or could potentially cause harm, or results in damage or injury. Incident investigation an...
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Clay Li
Jul
27

Auto ABC Process for Inventory


Auto ABC Process is available in the coming release of R2024d. It allows inventory staff to prioritize items for ordering control based on their importance. Here is an introduction of inventory ABC process: https://en.wikipedia.org/wiki/ABC_analysis The ABC process groups inventory items into three categories: A, B and...
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Clay Li
Jul
15

Work Orders Requested by My Team


New work orders lists are added in release R2024c to show work orders requested by my teams. The teams are determined by the login user. For instance, a supervisor logs into Calem, use "My Team Requested (Completed)" menu to review completed work orders requested by his team or teams, accept or reject those work orders. 1. My Team Request...
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Clay Li
Jul
13

WO/SR Notification and Auto-Assignment by Asset Class


Notification and auto-assignment can be enabled by asset classes for work orders (WO) and service requests (SR). For instance, a problem is reported as a service request for a pump, teams responsible for pumps receive email notification about the problem. The new service request may also be auto-assigned to a team for pump maintenanc...
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Clay Li
Jun
20

A KPI for Maintenance Mix Improvement


This KPI provides the composition of maintenance work in terms of work order categories including preventive, predictive and corrective. It allows an organization to set up a goal of maintenance work mix and measure the outcome. For instance, a composition goal may be over 2/3 work orders for preventive and predictive, and less than ...
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Clay Li
Jun
15

Calem Offsite Backup


Backup and disaster recovery is a critical component for Calem Cloud. Calem Offsite Backup provides backups of Calem Services at a different data center. In case of a disaster a data center with Calem Services might be damaged. The Offsite backups allow the recovery of Calem Services impacted by the data cent...
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Clay Li
Jun
10

An Overview of KPIs/Reports for Maintenance Analysis


There are plenty of KPIs and reports/visualization in Calem to answer questions about maintenance operations. For instance, "What is the work order load this month vs past months?", "What are the top assets that consumed the most resources this month?",  "How often are my critical assets failing and how soon the failur...
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Clay Li
Jun
09

Calem AI: Optical Character Recognition (artificial intelligence)


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. OCR (Optical Character Recognition) enables the data extraction f...
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