Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Feb
28

Filtering Work Order Data by Asset Priority


Filtering by asset priority will be available for work order comments and part cost in the coming release of R2025a (March 2025). For instance, a client may use asset priority filtering to collect comments and part cost for critical assets of priority P1. WO Comments: Work Order | Report | WO Comments, and Work Order | Open | WO CommentsWO Par...
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Clay Li
Feb
28

How to Build Asset Links


An asset link to Calem can be used to load an asset in a browser. For instance, paste the link to Safari browser: "https://example.calemeam.com/index.php?raid=wfAS11__0041241d-38bf-2b53-0ddf-b3c9ba385f65". It will bring up your Calem site and display the asset after login to Calem. 1. The Algorithm to Create Asset Links  He...
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Clay Li
Feb
27

The Latest Iteration of Asset Status Report


A new asset status report is replacing the current asset status report in excel in the coming release R2025a (March, 2025). It includes asset attributes and detail lists of status (with status duration), incidents, service requests, and work orders. Menu path: Asset | Report | Asset Status The reports can be customized like other reports ...
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Clay Li
Feb
20

Auto-Close Completed Work Orders


Completed work orders will be auto-closed after 30 days in the coming release of R2025a (March 20250). The change is made due to the following reasoning: Work orders are completed, accepted, and then closed.There are cases that acceptance is not required, leaving many work orders staying in "Completed" status."To Accept" bar in the Dashbo...
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Clay Li
Feb
18

Finding Work Order Contacts By Department


A work order contact may be entered when a work order is created by a login user on behalf of another user. The contact lookup form will find available contacts based on department of the login user.  Work order's department code is used if populated. Otherwise, the current user's department code is used. If no data is found from the filtering...
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Clay Li
Feb
02

Annual PM Part Cost Estimate


     Annual part cost estimate for PMs are available in the coming release of R2025 (February 2025). Menu path: PM | Report | PM Part Cost Estimate by Site (Avg Price). This is the annual PM cost based on site average pricing. Menu path: PM | Report | PM Part Cost Estimate by Store (Avg Price). This is the annual PM cost based on sto...
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Clay Li
Jan
30

Changes to Editing Asset and Location from Work Orders


Editing Asset and Location from work orders will be changed in Calem R2025 planned for February 2025. The changes are made so that editing assets and locations from work orders are only enabled when needs arise. The menu items "Edit Location" and "Edit Asset" will be turned off in R2025 out of the box.Configuratio...
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Clay Li
Jan
28

How to Upload PO Invoices


Invoices for purchase orders can be uploaded from an excel template of PO invoices. PO #, invoice #, invoice dates (invoice date and due date), and costs (item total, tax and freight).The excel template is cm_po_invoice.PO-Invoices.xls.The template is a quick way for invoice entry for the following screen:  Additional Resources How to Cre...
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Clay Li
Jan
24

Enabling Inventory Stores to Receive Transfer-In Items


Inventory stores can be configured to receive transfer-in items in the coming release of Calem R2025. For instance, transfer-in items should be received to general stores, not project or repaired stores.This is done by setting the category set of Transfer-In stores (screenshot below) of a site. A site is located at Organization | EAM...
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Clay Li
Jan
23

Improving Incident Reporting Efficiency - Incident Class Tree


Incident class tree is introduced in the coming release of Calem R2025 to improve the efficiency of incident management. A incident class code is prompted when reporting an incident.The incident tree is shown for lookup selection of a class code.Each incident class may have its own forms with different information:An injury form includes detailed i...
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Clay Li
Jan
17

Vendor Email with Multiple Email Addresses


A vendor email field may include more than one email addresses in the coming release of Calem R2025. For instance, the email field of vendor ACME includes two email addresses separated by semi-colon ";".  When the vendor is used for a PO, the email address is copied over. Use "Email" to send the PO to the vendor of the PO. Calem...
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Clay Li
Jan
07

When to Use Vendor Memo in POs


Vendor Memo is a new field added in vendors in release R2024g. It will be carried over to a PO when a PO is created and its vendor has a Vendor Memo field populated. Here is a use case for the Vendor Memo field: Populate the field with vendor agreement number.The vendor agreement will be available in POs for this vendor.Customize PO ...
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Clay Li
Jan
03

Tips of Work Orders by Specialty and Department


The KPI of work order count by department in "WO KPI-10" tab of dashboard can be filtered by a specialty set or a specialty code in the coming release of R2024g. The KPI shows work order created across departments.It can be by year and a selective month.It can be filtered by work order category set.It can be further filtered by ...
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Clay Li
Jan
02

A New KPI for Maintenance Cost vs Production


A new KPI is added to analyze maintenance cost and production output in the coming release of R2024g (Jan. 2025). The chart shows the total production (as a line), maintenance cost (as a line), and a unit cost/production (as a bar). The Unit Cost/Production may be used to measure maintenance efficiencies. The new ...
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Clay Li
Dec
31

When to Use Google Translate Plugin with Calem


Google Translate Plugin is developed by Google. It may be used to translate Calem Web Interface to a language other than English. Here's a screenshot of Calem Web Interface in Italian with Google Translate plugin. Field level help is also translated by Google Translate plugin. Calem provides language packs which are pre-translated an...
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Clay Li
Dec
30

A New KPI to Monitor Inventory Transfer


A new KPI is added to monitor inventory transfer in the coming release of R2024g (Jan. 2025). An inventory transfer moves inventory from one site to another. For instance, a spare part is transferred from a plant at Austin, Texas to another plant in Louisiana. The new KPI is at Dashboard | Inventory Tab.Inventory values tra...
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Clay Li
Dec
29

Calem Integration 7: Asset Integration with MQTT


MQTT (message queuing telemetry transport) is a protocol for communication with devices (IoT – internet of things). MQTT integration is available in the coming release of Calem R2024g (Jan. 2025).  Asset meter readings are taken by Calem via MQTT. The readings from MQTT can be viewed at Integration | Open | MQTT Queue 1. MQTT Brokers...
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Clay Li
Dec
22

Explanation of Custom ABC Processes


Standard ABC processes are provided in Calem. They can be used to manage inventory. See this blog for more information.  If the standard processes work for your business requirements, you are all set. A custom ABC process can be a solution if your organization has own criteria in ABC classification.Contact Calem for adding a cus...
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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...
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Clay Li
Nov
29

A Revisit of Inventory Transfer and Disposal


Inventory transfer was introduced in release R2022a (March 2022). It has gone through updates based on feedbacks from customers. The latest update is available in R2024f (December 2024). The process is more efficient for end users.Barcode scan is integrated for Calem Mobile.One or more items are allowed to be transferred to other sites or...
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