Clay's Blog

These are the official blogs about CalemEAM.

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
  611 Hits
611 Hits

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
  462 Hits
462 Hits

Selecting Asset by Location in SR/WO Creation


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 as...
Continue reading
  454 Hits
454 Hits

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 wor...
Continue reading
  455 Hits
Tags:
455 Hits

What is the Work Order Home Screen


A new Work Order Home screen is introduced in R21e (planned for Sept. 2021). It is a central screen to launch into work order functions. Its goal is to boost the productivity when working with work orders in Calem.   1. Work Order Navigation This the menu area to launch work order functions. The menu bar is the same as the top horizontal ...
Continue reading
  699 Hits
Tags:
699 Hits

Tips for Work Order Pivot Visualization


WO Pivot Visualization is available in the coming release of R21c in July 2021. It provides a visualization of aggregated metrics of work orders. The Pivot Visualization is available from work orders lists Open WO, All WO (Performed) and All WO (Time Requested). The Pivot is aggregated by a field with filtering. For instance, the fir...
Continue reading
  1002 Hits
1002 Hits

Tips for Work Order Kanban Board


  WO Kanban Board is available in the coming release of R21c in July 2021. It provides a visualization of work order process flows. The Kanban board can be launched from Work Order | Open WO, My Work | My Team Assignment, and My assignment. Work orders from the source list and of finished statuses (Accepted, ...
Continue reading
  1406 Hits
1406 Hits

What Part Repair Processes to Choose in Calem


Part repair processes allow organizations to manage inventory stock and track repair cost. Calem provides the following repair processes. ​ Repair Process ​ ​ Note ​ ​1.  Asset Off-Site Repair ​ ​Repairable parts are managed as assets. Repair processes are managed from warehouse All repairs are done byoff-site vendors. ​ ​ ​2. Non-As...
Continue reading
  1071 Hits
1071 Hits

How to Manage Work Orders by Team


​Work order management by team has been boosted by new team forms in Calem R21b (released in June of 2021): A team leader can launch Work Order | My WO | My Team Assignment to view work orders assigned to users of his teams. The team leader can use "My Team Completed (Not Accepted)" to review completed work orders and accept them. ​These ...
Continue reading
  948 Hits
Tags:
948 Hits

How are Hours Populated in Work Order Scheduling


​The hours prefilled when scheduling a user to a work order have been refined in release R21a (May 2021). The scheduling of a user to a work order can be done in the following ways: Schedule | Weekly Schedule - dragging a work order to weekly calendar (see this blog ) Work Order Planning Tab: "More" dropdown - Assign to others or Assign t...
Continue reading
  830 Hits
Tags:
830 Hits

When to Use WO Labor Summary Report


In the coming release of R21a (scheduled for early May 2021), the WO labor summary report has been revamped. If you are looking for the following metrics of work order labor in one place this report is the right one. Available hours: these are the labor hours available based on shifts and schedules. The schedules are defined in ...
Continue reading
  1096 Hits
Tags:
1096 Hits

How to Report Work Order Status Duration


​In the coming release of R21a planned for April 2021, work order status duration is available in the status log: Menu path: Work Order | Open WO (or another work order list) | Go to a work order | More dropdown menu | Status Log The "Duration (hours)" column shows the duration in hours of a work order in the "To status". The "Exit Time" shows...
Continue reading
  872 Hits
Tags:
872 Hits

How to Visualize Work Orders by Open WO Chart


Available in the coming release of Calem R2021 in January 2021, Open Work Order Status Chart shows the assignment and status for WOs that are being processed. WOs that are of terminal statuses (i.e., Accepted, Closed, Canceled, Disapproved and Incomplete) are not included in the chart. Management and technicians can visualize wo...
Continue reading
  2057 Hits
2057 Hits

How to Generate Requisition for Service from PMs


You can configure a PM (a scheduled preventive maintenance work order) to generate requisition for service in Calem when a PM is released as a work order. Here are the steps to achieve it. 1. Create a Service Item A service item is an item for a service. If not created yet, you may create one for the service you will require for...
Continue reading
  1856 Hits
1856 Hits

How to Report Comments in Work Orders


​A new report has been added to report comments added in work orders in Calem release R20f. Previously, work order comments can be listed and searched from m enu path: Work Order | Open | WO Comments. The new report can be accessed from menu path: Work Order | Report | WO Comments A date range can be specified to report work orders by their request...
Continue reading
  1982 Hits
Tags:
1982 Hits

How to Use Floor Plans in Calem


Floor plans are drawings or images. They can be used as maps in Calem. For example, work orders are shown as markers and clusters of markers in an indoor business floor plan below. This blog discusses steps to use images as maps in Calem. The feature is available in Calem release R20d in August 2020.   1. Map Setup for Floor Plan The firs...
Continue reading
  2431 Hits
2431 Hits

How to Mandate Data Entry in Work Order Checklist


A new flag "Note Reqd" is added to work order checklist for steps and safety measures in the coming release of R20c planned for June 2020. This feature provides a way to enforce required data entry. For instance, when a step is completed one must provide extra info such as photos, meter readings, etc. Such requirement can be mandated ...
Continue reading
  2469 Hits
2469 Hits

How to Report Work Orders and PMs Due


​In the coming release of R20c in June 2020, one can easily find out the due and past-due work orders and PMs from the Dashboard (highlighted in the screenshot below). Click a row to drill down to a form of tabs. Each tab is a list of PM work orders, Other (Non-PM) work orders, or PMs. Click "Export" button to export to excel for reporting purpose....
Continue reading
  2443 Hits
2443 Hits

When to Use Work Order View in Home Screen


​Work order lists in Home screen can be customized to show work order queues based on business requirements - see this blog for more information about Home screen in Calem. Work order lists are based on work order table by default. You may choose to use work order views for work order lists if you need to show the following info...
Continue reading
  2610 Hits
2610 Hits

How to Barcode with Your Phone/Pad in Calem?


You can use barcode in Calem inventory, asset and work orders. You will need the following to get started with barcode: Your iPad/iPhone, or Android Phone or Tablets Install Calem Touch to your pad or phones Have a label printer or have existing barcode labels. 1. Calem Touch Calem Touch is the mobile application for Calem. You can install Calem To...
Continue reading
  3392 Hits
3392 Hits