Clay's Blog

These are the official blogs about CalemEAM.
Clay Li
Mar
24

Printer Settings Tip: Work Order Print Customization


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...
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Clay Li
Mar
24

Item List Tip: How to Check Photo Attachments in Items


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...
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Clay Li
Mar
16

New Feature: Process Steps for Changes (MOC)


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...
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Clay Li
Mar
13

Introducing Object-Level vs Record-Level Permissions


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...
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Clay Li
Mar
09

Calem Debug Tip: Inspecting MySQL Queries in Calem Logs


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 ...
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Clay Li
Mar
04

New Feature: Item and Site Usage in Inventory


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...
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Clay Li
Mar
02

New Feature Spotlight: System Messages


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...
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Clay Li
Feb
04

Tracking Follow-Up Work Orders


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....
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Clay Li
Jan
31

Purchase KPI B: Top Vendors by Spend


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...
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Clay Li
Jan
29

Notifications for Stockouts on Manual-Order Items


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...
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Clay Li
Jan
28

Document Integration in Permit Steps


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...
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Clay Li
Jan
25

Introducing the New Reporting Module in Calem


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...
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Clay Li
Jan
21

Optimizing Work Order List Performance


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...
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Clay Li
Jan
09

Making a Shared Search Required


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...
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Clay Li
Dec
23

Creating Work Orders from CAPA Cases


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 ...
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Clay Li
Dec
23

Using Failure Category in Work Order Creation


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 ...
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Clay Li
Dec
23

Surfacing Asset Priorities In Inventory Parts


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...
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Clay Li
Dec
23

Dashboard for Work Permits


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 ...
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Clay Li
Dec
16

Adding Tariff Cost in Purchase Orders (PO)


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...
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Clay Li
Dec
16

When to Use Meter Category in Calem


Meter category is available in the coming release of Calem R2025h (December 2025). A meter category is associated with a meter group. A meter group represents identical meters.  Calem intends to use the category for reading analysis. For instance, meter categories are used to group meter readings by healthy grades so that o...
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