Clay's Blog

These are the official blogs about CalemEAM.
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
  1859 Hits
Tags:
Work Order
Tweet
1859 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
  2293 Hits
Tags:
PM Work Order
Tweet
2293 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
  2510 Hits
Tags:
Schedule Work Order
Tweet
2510 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
  2010 Hits
Tags:
Work Order
Tweet
2010 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
  2033 Hits
Tags:
Work Order
Tweet
2033 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
  1769 Hits
Tags:
Meter Work Order
Tweet
1769 Hits
Clay Li
Jan
02

Upload Files When Creating Work Orders


In the coming release of Calem R2023 one can upload files at the work order creation screen.  The feature is available to the creation screens of Work Orders, Service Requests, and Changes from web. In Calem Mobile the feature is available for Work Orders and Service Requests.Previously, pictures and files can be uploaded after ...
Continue reading
0
  1655 Hits
Tags:
Work Order
Tweet
1655 Hits
Clay Li
Nov
06

A Note of WO Scheduling and Release


1. WO Scheduling Status WO scheduling status is refactored in the coming release of R2022f. It is a colored field in Open WO List. One may use this field to review and schedule/assign work orders. The scheduling status is "Scheduling" in a work order list.The status takes a value of "Fully" (fully scheduled); Partially (partially scheduled); "None"...
Continue reading
0
  2304 Hits
Tags:
Work Order
Tweet
2304 Hits
Clay Li
Oct
06

Asset Description in Work Order Lists


Asset description is not available in operational work order lists (Work Order | Open | WO Lists) for efficiency. In the coming release of R2022e asset description is available in work order report lists (Work Order | Report | WO Lists). For instance, the screenshot below shows asset description in "All WO (Time Requested)" report. A...
Continue reading
0
  2481 Hits
Tags:
Work Order
Tweet
2481 Hits
Clay Li
Aug
27

Badges for New Work Orders and Service Requests


 Badges are introduced for new work orders and service requests in the coming release of R2022e for Q4 2022. The badges provide a quick glimpse of new work orders and service requests in Calem.The number of work orders of status "New" is shown as a badge.The number of service requests of status "New" is shown as a badge.If the n...
Continue reading
0
  2647 Hits
Tags:
Work Order Service Request
Tweet
2647 Hits
Clay Li
Jul
21

How to Enable "Review Required" for Work Orders


The checkbox "Review Required" in work orders may require a user to "Accept" or "Reject" a work order after completion before it can be closed. It is a good practice to review a completed work order. A work order of "Accepted" status will be closed by Calem automatically after 48 hours, saving time in closing work orde...
Continue reading
0
  2735 Hits
Tags:
Work Order
Tweet
2735 Hits
Clay Li
Jun
07

When to Close Work Orders without Acceptance


Acceptance is a step in the life-cycle of work orders for a customer or supervisor to accept work completed. For instance, a repair work order is accepted by an operations manager; a PM work order is accepted by a maintenance supervisor. Use the following chart to determine if there are too many work orders to be accepted:  Dashboard | Summary...
Continue reading
0
  2625 Hits
Tags:
Work Order
Tweet
2625 Hits
Clay Li
May
10

Tips to Browse Open Work Orders


Open work orders represent current maintenance work load. They need to be actively managed for approval, planning and execution. There are various views in Calem to browse open work orders including Open WO (PMs) and Open WO (Non-PMs) in the coming release of R2022b for May 2022. This blog summarizes various ways to view open work orders....
Continue reading
0
  3149 Hits
Tags:
Work Order
Tweet
3149 Hits
Clay Li
Apr
27

Tips in Adding Short Videos to a Work Order


 In the coming release of Calem R2022b short videos can be added to work orders in Calem Mobile. Calem Mobile needs to be upgraded from App Store (iOS devices) or Google Play (Android devices).Search "CalemEAM" if you are installing Calem Mobile the first time.See this blog for more info.This feature is available in Ca...
Continue reading
0
  3177 Hits
Tags:
Work Order
Tweet
3177 Hits
Clay Li
Apr
24

How to Manage Work Orders Assigned to Me and My Team


There are productive facilities in Calem for managing work orders assigned to the login user or the teams of the login user. These forms can be used by both web and mobile users. 1. My Assignment/Team in Calem Web The following use cases are supported to streamline work order management for web users. A technician may use My Assignme...
Continue reading
0
  3343 Hits
Tags:
Work Order
Tweet
3343 Hits
Clay Li
Jan
20

Multi-Site KPIs for Maintenance


Multi-Site KPIs are introduced in the coming release of Calem R2022. For instance, the monthly maintenance KPIs are shown for multiple sites below. The site name is shown in each chart for that site.Up to 6 site charts can be shown in a multi-site KPI page.One can further narrow down the data by menu items based on each KPI. For instance, the ...
Continue reading
0
  3464 Hits
Tags:
KPI Work Order
Tweet
3464 Hits
Clay Li
Oct
18

How to Add a Photo in SR/WO


A new menu is available at Service Request (SR) and Work Order (WO). It allows one to add a photo from the SR/WO screen without going to the attachment list. The menu is available in the web client and Calem Mobile App (from App Store and Google Play).  1. Create SR with a Photo The first step is to create an SR and save it. The SR i...
Continue reading
0
  3795 Hits
Tags:
Service Request Work Order
Tweet
3795 Hits
Clay Li
Oct
18

How to Mandate Meter Readings from Work Orders


A new process is available In Release R21e to enforce meter readings in work orders. The process allows maintenance planners to ensure that certain meter readings must be taken whenever they perform work orders for an asset or a location. 1. Asset Meter Settings  New flags are added to Asset Meters to support the process. "Add to CM WO" –...
Continue reading
0
  3433 Hits
Tags:
Asset Work Order
Tweet
3433 Hits
Clay Li
Oct
16

Selecting Asset by Location in SR/WO Creation (Priority|CostCenter Auto-Fill)


When creating a service request (SR) or a work order (WO), one may enter either an asset or a location. Calem Release R21e introduced the asset selection through location. Here is the description: Launch SR or WO creation screen, click the lookup button or enter a location.Calem inspect assets in the selected location. If there is only one ass...
Continue reading
0
  3243 Hits
Tags:
Service Request Work Order
Tweet
3243 Hits
Clay Li
Oct
16

How to Add a Waiting Status in Work Orders


​The life-cycle of work orders is captured in its status graph - see this blog. A waiting status may be introduced for work orders waiting for parts. An approved work order is placed in Waiting status to wait for parts.When parts are received the status is changed to ready for releasing to the field for execution.The following is the partial work o...
Continue reading
0
  4106 Hits
Tags:
Work Order
Tweet
4106 Hits
       
1 2 3 4