Work Order - Enterprise Asset Management (EAM/CMMS)

Aug

30

How to Perform Work Orders by Asset Barcode Scan

Clay Li

Feature

Performing work orders by scanning asset is available in the coming R2019c in September 2019. This productivity feature allows a technician to scan an asset in the field, perform work orders for the asset, or view other information relating to the asset. Feature Summary: Scan an asset from an iOS or Android device. The menu is "WO by Asset Sc...

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Work Order Barcode Asset

7811 Hits

Aug

26

How to Clock Work Order by Asset Scan

Clay Li

Feature

In the coming release of R2019c the work order clock time can be managed via barcode scan of the asset of the work order. The feature can be enabled to enforce that technicians report hours spent in work orders in the field. Contact your Calem Support Team to activate it. See this Youtube video for a demo of the feature. The first step is to...

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Barcode WO Clock Work Order Labor Hours

9436 Hits

Aug

15

When to Use WO Summary KPI by Categories

Clay Li

Feature

Work Order Summary KPI provides a monthly view of work orders and completion rates. See this blog for more information. In the coming release of R2019c work order categories can be used to filter the KPI for the following use case: Maintenance department is interested in the performance of maintenance work orders. There might be work orders that a...

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Work Order KPI Key Performance Indicator

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Aug

05

New Work Order KPIs in R2019c

Clay Li

Feature

New work order KPIs have been introduced in coming release of Calem R2019c: Work order past duesWork orders due this week/month, and next week/monthWork orders released but not assignedPersonalized KPIs are provided for login users 1. Summary KPIs: Past-Due, Due and UnAssigned A manager can use the summary KPIs to prioritize past-due work ord...

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Key Performance Indicator KPI Work Order

5342 Hits

Jul

20

How to Set up Daily KPIs of Work Orders

Clay Li

Feature

Daily and monthly key performance indicators (KPIs) of work orders are created in real time in Calem. They are available from dashboard or analysis module: Menu path: Dashboard | WO SLA (created and completed); WO PM/EMS (preventive vs emergency); WO Misc (created by sources).Menu path: Analysis module | WO Analysis Analysis module | WO A...

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Work Order KPI Time Zone

5868 Hits

May

06

Smart Lookup in Calem Enterprise R2019a

Clay Li

Feature

Smart lookup is introduced in Calem Enterprise R2019a. It reduces one mouse click when looking up certain values. It is activated when using lookup button or menu to pick a lookup value. Let's walk through an example to see it in action. A work order can have planned parts When checking out parts from a work order the lookup screen of the inve...

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Smart Lookup Work Order Inventory

5606 Hits

Mar

20

How to Report Labor Hours in Work Orders

Clay Li

Feature

Calem provides a few options to report labor hours in work orders. The options allow one to develop a process of labor reporting based on business requirements. Option 1. By Start and End Time This option is the default in Calem. Technicians report labor hours by start and end time. Go to Work Order module. Navigate to a work order to report ...

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Work Order Labor Hour Timesheet

9216 Hits

Mar

16

How to Set up Scheduled Reports in Calem

Clay Li

Feature

Scheduled reports have been improved in Calem Enterprise 2019. It allows one to set up a report and emailed to users based on time schedules. Work order reports are supported at this time. Additional reports may be added in the coming releases based customer feedback. The following is a use case addressed by this feature. ...

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Scheduled Report Report Work Order Configuration

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Mar

11

How to Delete PMs Permanently in Calem

Clay Li

Tutorial

PMs are the core of the preventive maintenance in Calem. PMs are generated into work orders based on a) Time schedules; b) Meter readings; or c) Meter triggers. There are cases one wish to delete a PM permanently. A PM was created by mistake.A PM was created for an asset. That asset was created by mistake and needs to be deleted. One has to de...

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Deletion PM Work Order Labor Material

6208 Hits

Nov

04

How to Track Location and Asset Changes by Work Orders

Clay Li

Feature

Calem allows organizations to empower technicians to modify assets and locations in the field through work orders. There are advantages modifying locations and assets from work orders. Technicians in the field have more accurate information about a location or an asset. In the case of Calem locations as configuration elements (CE), the configu...

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Work Order Asset Location Configuration Element (CE) Configuration Item (CI)

6683 Hits

Nov

02

How to Use the Calendar View for Work Orders

Clay Li

Feature

A calendar view is provided in release R11h for work orders. It allows planners and supervisors to view work orders for a month, week or day in calendar views. Menu: Work Order | Open | WO Calendar 1. Objects in Calendar The calendar includes two data objects: Open Work OrdersEither actual start or scheduled start must be defined for a ...

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Work Order Calendar

9973 Hits

Aug

19

How to Set Up Workflow Notifications for Work Orders

Clay Li

Feature

Workflow notifications are provided for modules in Calem including the work order module. This blog discusses the setup of work order notifications. The steps are applicable to other modules. Here is a use case for workflow notification: An organization would like one group of people to get workflow notifications when work orders are appr...

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Work Order Workflow

7975 Hits

Apr

30

How to Require/Mandate Fields for Work Orders by Status/Category

Clay Li

Feature

This feature allows one to set up required fields in work orders by Status and Category. Calem will check work orders and block status transition if required fields are not filled. Some sample business cases to apply the feature: When a work order is released to technicians the work order must be assigned.When a work order is completed soluti...

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Work Order

8048 Hits

Apr

19

How to Set up Work Order Layouts by Category

Clay Li

Feature

There are business cases that organizations use different work order completion and print layouts for work orders of different categories. For instance, PM and non-PM work orders may have different sets of fields required. Calem provides two options: The first option is work order completion screens for PM and non-PM work orders. This option allows...

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Work Order

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Clay's Blog