Clay's Blog

These are the official blogs about CalemEAM.
Dec
20

How to Mandate Signatures for Work Order Checklists


Signatures may be mandated when completing work order checklists in the coming release of R2023f. A safety or step may mandate a signature to complete by checking "Signature Reqd?" checkbox.Calem Mobile must be used to complete a safety or step when signatures are required. 1. Mandate Signatures in PM Safety/Steps Signatures may be mandat...
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529 Hits
Nov
26

Selecting Stores for Planned Parts in Work Orders


An optional is available to select stores for planned parts in work orders in the coming release of R2023e. The following screenshot is shown when "Use Item" or "Use All" is selected from "Planned Part" list of a work order (3rd screenshot below). Planned parts not filled will be displayed.Click a row to view stock and select one to use (...
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638 Hits
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...
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603 Hits
Jul
25

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...
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1105 Hits
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...
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975 Hits
Apr
19

WO Auto-Assignment 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...
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846 Hits
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...
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986 Hits
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...
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807 Hits
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 ...
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790 Hits
Nov
07

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"...
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1307 Hits
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...
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1481 Hits
Aug
28

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...
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1690 Hits
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...
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1769 Hits
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...
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1657 Hits
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....
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2020 Hits
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...
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2213 Hits
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...
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2100 Hits
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 ...
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2114 Hits
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...
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2702 Hits
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" –...
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2477 Hits