Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Dec
05

How to Use Floating Plans to Reduce Duplicate PM Work Orders?


We have seen cases that customers have duplicate work orders for preventive maintenance for the same PM Plans and assets. Calem recommends "Floating" release type for high frequent PM work orders. The "Floating" release type prevents Calem from generating PM work orders if there are open PM work orders. Here is the notes of "Rel...
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Clay Li
Oct
17

PM Schedule Calendar


Preventive maintenance (PM) in Calem Enterprise consists of schedules, action steps, materials, documents, and assets/locations.  Time-based PMs can be forecasted and shown in calendar formats. Here are the screenshots of the PM Calendars. There are two calendars in the generated excel file: The first tab is a 12-month...
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Clay Li
Jun
26

Asset and Location Custom Fields in Work Orders

This feature has been enhanced for the following use cases: When creating a work order for an asset the matching custom fields will be copied to the work order created.When generating a PM work order for an asset the matching custom fields will be copied to the PM work order.A preventive maintenance (PM) object is a preventive job to be perfor...
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Clay Li
Jun
08

Iterative Implementation of Calem Enterprise


Iterative implementation means to implement Calem Enterprise with small, repeatable steps. Each iteration implements one one or more functions for a selective data set. It enables you to have an operational EAM/CMMS solution from the get-go, then extend it incrementally. The Iterative Implementation was presented at WAI OPERATIONS SUMMIT &...
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Clay Li
May
17

Saved Searches in Calem


​Saved searches are queries stored in Calem. They are efficient tools in analyzing data in Calem. Here is one use case: ​A login user needs to view all his or her work orders, and also in the following groups:New: work orders submitted, and to be approved.Approved: work order approved, and to be planned and released.Released: work orders ...
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Clay Li
Apr
03

A Note of Work Order Life-Cycles in Calem


WO life-cycle can be viewed from different detail levels. State, Stage and Status Status is at the most detail level and drives both states and stages.1. WO StateWO State is at the highest level. It indicates if a work order is in-process (Open state), done (Closed state), or done but made workable again.A WO is reopened by menu: More | R...
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Clay Li
Apr
01

Query of Asset Item from Assets


Note: "Asset Group" is renamed to "Asset Item" from Calem Release R11d.  ​ The background: Assets are linked to inventory items via its "Asset group" which is also an inventory item.Query of asset group fields from asset forms are not available out of the box.Query of custom fields added in asset groups are not available out of the box.The ste...
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Clay Li
Mar
23

How to Add Pictures in Calem Touch App?


Calem Touch is the client implementation of Calem Enterprise for mobile users. Calem Touch can be used as device app or accessed from a browser as a web app. 1. Calem Touch App Search for "CalemEAM" from AppStore or Google Play Store to get the app installed in your devices. Device functions are available including camera and barcode.Cale...
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Clay Li
Mar
22

Module List Order


Modules are list in alphabetical order by default with Favorite module showing up at the top. You can turn off the alphabetical ordering and order modules the way you wanted through the following steps: ​Turn off alphabetical ordering for the module listAdd a default module orderingCustomize module ordering through drag-and-drop per group ​ St...
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Clay Li
Feb
02

How to Configure Boilerplate Work Order Steps by PM Plans


This blog is a tutorial of using PM Plans as default work order steps or safety procedures. Here is one use case we will use in this blog: All corrective and PM work orders must have the same safety procedures consisting of the following 7 steps:Notify Supervisor/Manager of the affected machine or areaApply Lock-Out Tag-Out when neededEnsure a...
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Clay Li
Nov
30

Priority and Category in Service Request Entry


This support case addresses the following use case: ​When reporting an issue as a service request in Calem, they should select a priority and category specifically.Dropdown fields are prefilled with the first value in the dropdown list or a pre-configured value by administrators. Calem is modified to require a user to select a dropdo...
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Clay Li
Nov
30

Workflow Events Enhancements for Work Orders

​The following use cases have been addressed: ​Turn off notifications for preventive maintenance work orders while allowing the same notifications for non-PM work orders.Do not send notifications when work orders are closed.Do not notify technical staff and clients when a work order is created or approved. The notifications should only be sent...
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Clay Li
Nov
01

Calem Enterprise Customization

Customers can tailor Calem Enterprise by built-in tools without worrying about upgrading their solutions. The customization through the built-in tools is preserved when upgrading to new releases.  Here are the areas of customization through the built-in tools: ​User Interface (UI) Customization - change forms and reports ba...
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Clay Li
Oct
25

Multi-Site Solution

​The multi-site solution in Calem Enterprise has been successfully implemented by customers to manage both internal operations and customer services. Internal Operations In this use case a company uses Calem Enterprise to manage its own operations in multiple sites. A site is a physical presence of the company such as a regional offi...
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Clay Li
Oct
19

Disallowed List for Assignment

For technical staff who are EAM crew (i.e., who can be assigned to work orders) and not allowed to be sent to a site in normal cases, the Site Disallowed can be used to implement the use case. This feature affects the work order assignment. Here are the workflow procedures for this feature. Define users who should not be sent to a site or a company...
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Clay Li
Oct
19

Pin a Form Tab


Up to 6 forms are displayed in the Calem desktop by default. When a new form is opened, the forms will be shifted left and the left-most form will be removed when the open forms reach the allowed maximum of 6. The new form is added to the right. To keep a form from being removed, you may pin a form to the desktop: up to 4 forms can be pin...
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Clay Li
Oct
12

PM Completed from Work Order Screen


​A convenience feature is available in Calem Release R9.0h for one to view completed PM work orders without leaving the work order screen. Here is the steps to use this feature: ​Use a proper list view to find work orders of interest. For instance, a technician may use "My WO" list to find own assignment to be worked on. A supervisor may ...
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Clay Li
Oct
12

Preventive Maintenance (PM) Custom Fields in Work Orders

A preventive maintenance (PM) object is a preventive job to be performed regularly by schedules. A feature has been added in Calem Release R9.0h to copy custom fields of PMs to work orders when the PMs are turned into work orders. There are sample use cases for this feature: A monthly PM requires a particular certificate an...
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Clay Li
Sep
12

How to Do Access Control by Roles (Group Design for Module Access)


Access control by roles is managed by Group Design. The Calem desktop UI is improved for group design mode thanks to customer feedbacks. Use "Group Design" to manage modules and menu available for modules. Go to "Admin" module (click "Admin" from the left module bar, or top module bar).Go to the Group list. Each g...
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Clay Li
Sep
12

Project Inventory


Project inventory allows one to manage inventory items by projects. Project stocks can be transacted like non-project stock items.  Project Designation of Stock Items You can manage project designation in the following ways: Set project designation when receiving items. Set project designation when performing physical counting. Set or uns...
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