Clay's Blog

These are the official blogs about CalemEAM.
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
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
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
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
Mar
17

Handling Inactive Parts in Work Orders


A part may no longer be used and turn into a status of inactive or deleted status. Inactive parts may exist in PMs and work orders. There are reports and processes in the coming release of Calem R2025b to handle inactive parts. 1. Work order and PM Reports Run a report in WO to identify inactive parts. Replace or remove inactive parts. Menu: W...
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Clay Li
Mar
14

Work Order On-Hold Report


Work order on-hold report shows work orders with on-hold status within a time period. The report is available in the coming release of Calem R2025b in April 2025. Menu: Work Order | Report | WO On-Hold ReportA time period is specified to run the report. The report is based on work order status log. Historical status logs do not have suffi...
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Clay Li
Feb
28

Filtering Work Order Data by Asset Priority


Filtering by asset priority will be available for work order comments and part cost in the coming release of R2025a (March 2025). For instance, a client may use asset priority filtering to collect comments and part cost for critical assets of priority P1. WO Comments: Work Order | Report | WO Comments, and Work Order | Open | WO CommentsWO Par...
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Clay Li
Feb
18

Finding Work Order Contacts By Department


A work order contact may be entered when a work order is created by a login user on behalf of another user. The contact lookup form will find available contacts based on department of the login user.  Work order's department code is used if populated. Otherwise, the current user's department code is used. If no data is found from the filtering...
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Clay Li
Jan
30

Changes to Editing Asset and Location from Work Orders


Editing Asset and Location from work orders will be changed in Calem R2025 planned for February 2025. The changes are made so that editing assets and locations from work orders are only enabled when needs arise. The menu items "Edit Location" and "Edit Asset" will be turned off in R2025 out of the box.Configuratio...
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Clay Li
Jan
03

Tips of Work Orders by Specialty and Department


The KPI of work order count by department in "WO KPI-10" tab of dashboard can be filtered by a specialty set or a specialty code in the coming release of R2024g. The KPI shows work order created across departments.It can be by year and a selective month.It can be filtered by work order category set.It can be further filtered by ...
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Clay Li
Dec
20

How to Set a Picture in Asset and Work Order


Setting a picture in an asset or work order is made easier in the coming release of Calem R2024g. A picture can be set or updated from the "Attach Photo" at the asset or work order menu.An attached photo may be set as the picture from the attachment list.The attachment list function is also available from Calem Mobile. Additiona...
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Clay Li
Nov
23

Streamlining Work Order Part Planning


An enhancement is made to help maintenance planners streamline part planning for work orders. It is available in the coming R2024f release in December 2024.   Maintenance planners can quickly browse parts for a work order by bill of material for assets, or by asset item.The bill of material can be configured in as...
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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
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
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
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
Jul
14

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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