Clay's Blog

Serialized parts are tracked individually in inventory by serial numbers. Physical count transactions may be used to add serialized parts in inventory. A transaction can be done individually (Inventory | Transactions | Physical Count). Alternatively, the transactions can be done in batch by excel file upload (Inventory | Tr...

A work order print can be launched from a PDF or print button in work order forms (e.g. screenshot below). A print preview screen is displayed when printing from a Chrome browser (next screenshot). At the top right of the print preview page (screenshot above), there is a printer icon. Click the printer icon - a print setting&nbs...

A photo may be attached to an item for inventory search and verification. There is a quick way to verify if a photo is attached to an item from the Items list (screenshot below) at (Inventory | Home | Items Tab).  The first step is to Right-click inside the caption row of the list (#, Item #, Specification, ...) to add "Photo" c...

Process steps defined in a PM Plan may be associated with a class of change requests (screenshot below). When a new change request is created, pre-defined steps in the associated PM Plan of a change class or its parent class is copied over to the change created. The feature facilitates the standardization of change processe...

Object-Level Permission grants users with access to edit menu (create, edit, delete) to perform edit actions on all records accessible. Record-Level Permission restricts editing actions to selective users. For instance, with record-level permission, an error message may show (screenshot below) when modifying statuses of four work ord...

Inspecting MySQL queries in Calem logs may be useful when debugging issues in Calem. Here is an example to demonstrate it. An asset reached its end of life and needs to be disposed.The asset was received to a storeroom for the disposal process. The screenshot below shows that the asset (10208) is in stock.An inventory transaction is ...

A new site field is available in global item list in release R2026a. The new site field can be sorted or filtered to show sites where an item is used. The new site field is added in forms: Inventory Home | Items and Items All (screenshot below).It is also added in reports: Inventory | Report | Items - Part/Tool List and Items - All L...

System messages are information about Calem such as planned downtimes of Calem for maintenance. They are displayed when users log into Calem. For instance, a message of Calem maintenance is shown in the screenshot below. System messages are managed from Admin module by Calem admin users. Menu: Admin | Open | MessagesA message includes start an...

A new tab "Follow-up" is added in Work Order Home screen in release R2026 (Feb. 2026). The tab shows work orders to be followed up. A work order is to require a follow-up if one of its step is flagged: The status of a step is set to failed. The condition of a step is set to "Poor". A corrective action is taken (a checkbox) in a step....

New purchase performance KPIs are available in the coming release R2026 (February 2026). They surface top vendors by spend so that outliers can be easily spotted. The metrics are calculated for all vendors so one can export the metrics for further analysis.  1. Top Vendors by Spend Top vendors by spend are calculated from purcha...

In release R2026 a new workflow notification is added when a site item is out of stock and auto-replenishment is not enabled. Calem will generate requisitions for site items with auto-replenishment enabled based on min/max stock levels. No stockout notifications are generated.Calem will generate notifications of stockouts for site it...

Documents can be integrated into permit steps in the coming release of R2026 (January 2026). For instance, document "Doc-20" is referenced in step 20 description in the screenshot below. Follow the processes below to integrate docs into step descriptions: Go to a permit template (Work Order | Codes | Permit Templates).Add documents to the...

A new reporting module, Report (Custom), is available from release R2026. New reports can be created from Admin module: Admin | Data Design | Report (Custom). Select a data model to do the report. Data models of work orders and assets are included. Additional data models may be added in future releases.Use "Subject" as the title...

An option to speed up work order list views is available in the coming release of Calem R2026 (January 2026). Layered queries are used to calculate work order Ids for a list view before populating the presentation data.  The option is especially valuable for clients with large set of work orders in Calem with many years of historical...

A shared search can be made required in the coming release of Calem R2026. A required search cannot be removed by end users. One may create a limited data views through required searches. Here're the steps to set a search as required. An admin user with search admin permission can set up required searches. See this blog for more info. Cli...

Work orders can be created for a CAPA case from the Evaluation tab of the CAPA form. Permissions to create a WO are granted to users with roles to manage a CAPA including: Principal Investigators (PIs), CAPA Planners, and users assign to action and evaluation roles.The work order creation screen is launched with asset and location of the ...

Failure Set is renamed to Failure Category in release R2025h (December 2025). It makes sense for an end user to describe failures by failure categories when creating a request for a failure. Precise technical failures are deferred to technical staff when completing a work order. Additionally, the term of ...

Asset priorities are surfaced in inventory parts based on asset bill of material (BOM) in release R2025h. They can be used to prioritize inventory management. For instance, inventory parts used by critical assets should be of class A or B, while parts for non-critical assets may be of class C. The asset priority for an inventory part is c...

Dashboard KPIs have been added for work permits in release R2025h (December 2025). They include work permits per month by permit types and statuses at Dashboard | Summary page.  Permit by Type - Permits created monthly by permit types.Permit by Status - Permits activated in a month vs permits created in a month that are inactive.Use ...

Tariff cost is added in the coming release of Calem R2025h (December 2025). Tariff cost of a PO may be updated through inventory transaction. Inventory | Transactions | Adjust Receiving CostSelect PO to adjust cost. A screen is shown for updating invoice cost of tax, freight and tariff.Fill out freight, tax and tariff cost based on invoic...