Clay's Blog

These are the official blogs about CalemEAM.
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
Sep
18

How to Integrate Invoices with ERP Payment


PO invoices are improved in the coming release of Calem R2024f planned for November, 2024. The invoices can be used to integration with ERP payment processing. 1. Invoice Roles Invoice roles need to be configured for an organization before invoices can be processed in Calem and ERP. Menu path: Organization | ACL Profiles | Monitor UserInvoice Appro...
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Clay Li
Sep
11

How to Measure the Usage of Calem Mobile


Calem Mobile is designed for users to access Calem Enterprise from their devices. It is available, free of charge, for Calem Enterprise customers. An organization can enable Calem Mobile for their users to access Calem Enterprise at any time and from anywhere. Calem Mobile can be installed from AppStore for iOS de...
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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
28

Steps to Implement Risk Assessment in Calem


Risk Assessment Module is added in Calem in the coming release of R2024e (September 2024). This blog presents the steps to implement Risk Assessment in Calem. The Risk Assessment module may be used to manage life cycles of risks including potential risk identification and documentation, analysis and evaluation, and the developme...
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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
Aug
09

Tracking Safety Parts in Checkout


Tracking safety parts in checkout is available in the coming release of R2024d (August 2024). A safety part is a part flagged for safety purpose. Tracking numbers are serial or lot numbers that may be used to track parts. Calem provides serialized inventory and lot management. They may be selected for tracking safety parts by se...
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Inventory Transactions
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Clay Li
Aug
06

Steps to Implement Incident Module in Calem


Incident Module is added in Calem in the coming release of R2024d (August 2024). This blog presents the steps to implement Incident Module in Calem. 1. What is an Incident? An incident (IR) is any event that disrupts normal operations, poses a risk, or could potentially cause harm, or results in damage or injury. Incident investigation an...
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Clay Li
Jul
27

Auto ABC Process for Inventory


Auto ABC Process is available in the coming release of R2024d. It allows inventory staff to prioritize items for ordering control based on their importance. Here is an introduction of inventory ABC process: https://en.wikipedia.org/wiki/ABC_analysis The ABC process groups inventory items into three categories: A, B and...
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Clay Li
Jul
15

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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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 ...
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Dashboard Work Order
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Clay Li
Jun
15

Calem Offsite Backup


Backup and disaster recovery is a critical component for Calem Cloud. Calem Offsite Backup provides backups of Calem Services at a different data center. In case of a disaster a data center with Calem Services might be damaged. The Offsite backups allow the recovery of Calem Services impacted by the data cent...
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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...
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KPI Work Order Asset
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Clay Li
Jun
09

Calem AI: Optical Character Recognition (artificial intelligence)


AI (artificial intelligence) gives rise to new possibilities in solving problems in enterprise asset management. It is one of the new technologies for Industry 4.0. Preventing unexpected breakdown is one of the key objectives of maintenance. AI may shed light on new approaches to it. OCR (Optical Character Recognition) enables the data extraction f...
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Clay Li
Jun
03

Inventory Analysis in R2024b


Inventory Analysis is a new set of reports for items purchased and used. It is available in release R2024b release (June 2024). The reports help answer questions like "How much I have spent on outside services for a period of time?", and "What items have been used for a period of time?".  Menu path: Analysis | Inventory AnalysisThey ...
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Clay Li
May
30

Steps to Implement CAPA in Calem


CAPA is added in Calem in the coming release of R2024b (June 2024). This blog present the steps to implement CAPA in Calem. 1. What is CAPA The FDA (U.S. Food and Drug Administration) mandates CAPA processes for medical device manufacturers under 21 CFR 820. Here is the CAPA FDA web site. CAPA has a general appeal for an organization to g...
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Clay Li
May
15

Calem AI: Asset Monitoring by AI (artificial intelligence)


AI (artificial intelligence) gives rise to new possibilities in solving problems in enterprise asset management. It is one of the new technologies for Industry 4.0. Preventing unexpected breakdown is one of the key objectives of maintenance. AI may shed light on new approaches to it.   Asset monitoring is done through meter reading analysis. F...
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Clay Li
May
15

Calem AI: Estimating Asset Failure by AI (artificial intelligence)


AI (artificial intelligence) gives rise to new possibilities in solving problems in enterprise asset management. It is one of the new technologies for Industry 4.0. Preventing unexpected breakdown is one of the key objectives of maintenance. AI may shed light on new approaches to it.  This blog presents a case to estimate asset failure ba...
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Clay Li
Apr
22

In-Progress in Work Order Kanban


A new Kanban lane "In-Progress" is added in the WO Kanban chart in the coming release of Calem R2024a. A work order may be moved to "In-Progress" lane when it is being worked on.It provides better clarity to show which work orders are being performed.One can drag and drop a work order between "Release", "In-Progress" and "Hold"."Release" and "In-Pr...
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