Clay's Blog

These are the official blogs about CalemEAM.
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...
Continue reading
0
  25 Hits
Tags:
Asset Work Order
Tweet
25 Hits
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...
Continue reading
0
  275 Hits
Tags:
Work Order
Tweet
275 Hits
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 ...
Continue reading
0
  430 Hits
Tags:
PM Work Order
Tweet
430 Hits
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 ...
Continue reading
0
  701 Hits
Tags:
Work Order
Tweet
701 Hits
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...
Continue reading
0
  1056 Hits
Tags:
Work Order Service Request
Tweet
1056 Hits
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...
Continue reading
0
  1097 Hits
Tags:
Work Order
Tweet
1097 Hits
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...
Continue reading
0
  1273 Hits
Tags:
Work Order
Tweet
1273 Hits
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...
Continue reading
0
  1138 Hits
Tags:
Work Order Service Request
Tweet
1138 Hits
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 ...
Continue reading
0
  1633 Hits
Tags:
Dashboard Work Order
Tweet
1633 Hits
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...
Continue reading
0
  1966 Hits
Tags:
KPI Work Order Asset
Tweet
1966 Hits
Clay Li
Mar
27

Date and Time in Work Order Timelines


Both date and time will be included in the work order timelines in the coming release of R2024a. The time portion allows better visibility of work order timelines.  1. WO Timeline View The timeline view is accessible from the TaskView or DataView of a work order.  2. Date Only in Timelines The time portion in the timeline views can be tur...
Continue reading
0
  2274 Hits
Tags:
Work Order
Tweet
2274 Hits
Clay Li
Mar
27

Surfacing Step Conditions in Work Orders


In the coming release of R2024a (for April 2024) a step condition can be surfaced to work orders based on their priorities. Here's the use case:A tech completing a step may flag the condition for a step to be poor so that supervisors may review and take further actions later.  1. WO Step Condition The condition of a work order step can be...
Continue reading
0
  1368 Hits
Tags:
Work Order
Tweet
1368 Hits
Clay Li
Dec
19

How to Mandate Signatures for Work Order Checklists


Signatures may be mandated when completing work order checklists in the coming release of R2023f. A safety or step may mandate a signature to complete by checking "Signature Reqd?" checkbox.Calem Mobile must be used to complete a safety or step when signatures are required. 1. Mandate Signatures in PM Safety/Steps Signatures may be mandat...
Continue reading
0
  1620 Hits
Tags:
Work Order
Tweet
1620 Hits
Clay Li
Nov
26

Selecting Stores for Planned Parts in Work Orders


An optional is available to select stores for planned parts in work orders in the coming release of R2023e. The following screenshot is shown when "Use Item" or "Use All" is selected from "Planned Part" list of a work order (3rd screenshot below). Planned parts not filled will be displayed.Click a row to view stock and select one to use (...
Continue reading
0
  1565 Hits
Tags:
Work Order
Tweet
1565 Hits
Clay Li
Nov
24

How to View Part Orders from Work Orders


Part ordered for a work order can be viewed from Planned Part list in the coming release of R2023e. Click "View Order" from Planned Part to view REQ and PO lines ordered for this work order (1st screenshot below).The REQ lines and PO lines are shown in two separate tabs (2nd screenshot below).Click "Open Lines" to show all open orders for...
Continue reading
0
  1542 Hits
Tags:
Work Order
Tweet
1542 Hits
Clay Li
Jul
24

Attachment Requirements in PM and Work Orders


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...
Continue reading
0
  1919 Hits
Tags:
PM Work Order
Tweet
1919 Hits
Clay Li
Jun
12

How to Use Cleaning (CIP) Schedules


CIP (Cleaning-In-Place) Scheduling is a new feature in the coming release of Calem R2023b. The screenshot below shows work orders in the Open WO list that fall within CIP schedules. A planner may choose to execute some of the work orders within CIP schedules. The CIP feature streamlines work order scheduling based on the CIP time windows. The steps...
Continue reading
0
  2084 Hits
Tags:
Schedule Work Order
Tweet
2084 Hits
Clay Li
Apr
19

WO Auto-Assignment and Notification by Specialty


Work order assignment can be automated based on specialty for productivity. A specialty is a skill code to do a work order such as electrical, mechanical, cleaning, etc.  1. Find the Menu Use the menu tree to search all menu related to specialty below: Menu: Work Order | Codes | Specialty - to define codes for specialty.Menu: Organiz...
Continue reading
0
  1693 Hits
Tags:
Work Order
Tweet
1693 Hits
Clay Li
Jan
28

The Timeline View of Work Orders


The timeline view of work orders is available in the coming release of Calem R2023.  It provides a quick overview of a work order. It is available for all themes: dark, mint, and classic (screenshots below). A timeline view includes the following components. A headline of the order number, priority, stat...
Continue reading
0
  1731 Hits
Tags:
Work Order
Tweet
1731 Hits
Clay Li
Jan
14

How to Query Meter-Triggered Work Orders


Work orders can be generated by meter readings based on meter triggers in Calem. In the coming release of Calem R2023 saved queries "Meter Triggered" are provided to identify them. You may build your own saved searches by the use of "Meter Triggered" checkbox added in release R2023. Show "Meter Triggered" column in a work order list. The colum...
Continue reading
0
  1477 Hits
Tags:
Meter Work Order
Tweet
1477 Hits
    Previous    
1 2 3 4