Clay's Blog

A dropdown is a field with values from a list. A checkbox is a field holding a binary value such as Yes/No. A dropdown with a list of Yes/No values is like a checkbox. However, it is different from a checkbox in required fields. A required field in a Calem form must have a value populated. A dropdown field can be a required field. So...

Work order approvers are surfaced in work orders in the coming release of R2025d by May 2025. They are available in work order lists for browsing and filtering. Work orders updated in the past 90 days will have the field populated when upgrading to R2025d The approvers for earlier WOs will not be surfaced in WO lists. They ...

An inactive flag is available to manage outdated or superseded documents in Calem. Use "Show Inactive" to view docs that are inactive. Edit a document and set "Inactive" checkbox checked to inactivate a doc.Inactive docs will not show to end users. They will not be deployed to work orders from documents for PMs. Alternatively, a doc record can...

Field prompts are texts shown in creation or editing forms. They help users with populating fields with quality information. They are available in the coming release of Calem R2025d. The field prompts for the "Subject" and "Description" fields of work order form are provided out of the box (screenshot below).Field prompts are av...

Weights are introduced for auto min/max calculation in the coming release of R2025d - see this blog for auto min/max process.  Weights are applied to minimum/maximum stock levels calculated from inventory transactions including repairs, PMs and purchase orders. For instance, inventory of Class C or non-classified might not be&nb...

A new KPI is available in the coming release of R2025d for open work orders by asset priority. Supervisors can view pending work orders based on asset priorities. The KPI is shown in the Dashboard | Summary tab. Drill down to list view, and further down to work orders by an asset priority.Compare the KPI by sites through multi-s...

Inventory storerooms for various purposes may be used for maintenance operations. For example, a general storeroom holds parts and consumables for maintenance, a repair storeroom is to keep parts repaired and ready for reuse. It may be necessary to receive parts from PO to the general storeroom only.  The following steps show how this fun...

Filtering asset KPIs by individual asset/location, or asset class is available in the coming release of R2025d (planned for May 2025). It enables a complete spectrum of asset KPIs zooming-in (by individual asset/class), and zooming-out (by sets of assets and classes). 1. Zoom In/Out by Assets The radio buttons below offer&n...

Top Failure KPI will be available in the coming release of R2025d (planned for May 2025). Top failures are calculated by parameters including a time period, assets, locations, and/or asset classes. The KPI shows what went wrong the most, and may be used to drive processes for better asset reliability. The KPI is availa...

Calem Cloud Service is monitored by internal and external utilities. A commercial external monitoring service is utilized to monitor Calem Cloud Service including service status and SSL Certificates. Additionally, database, disk and NFS file systems are monitored internally. 1. Database Monitoring Database is monitored inte...

Purchase orders (POs) and requisitions (REQs) that are fully received will be auto-closed in the coming release of Calem R2025c based on their ages.  POs of "Received" and "Invoiced" will be auto-closed after 9 months old, while completed POs will be auto-closed in 6 months.REQs of "Approved" status will be auto-closed after 9 m...

New KPIs are introduced in release R2025c (April 2025) to measure the progress of physical count processes. It is the 3rd installment of physical count management. The first two installments cover the partition of storerooms into areas for counting in this blog, and the use of PMs and work orders to systematically count inventory in this blog....

When a PO is fully received, an accounts payable team may be notified for payment processing. This feature helps streamline inventory receipts and invoice processing. It is available in the coming release of R2025c. A team or users may be configured for accounts payable staff. Menu: Organization | ACL Profiles | Monitor User Add a team or user for ...

Physical count of inventory can be planned and executed through PMs and work orders in the coming release of Calem R2025b (April 2025). For instance, the screenshots below show a PM Plan for monthly physical count, and a PM of the monthly PM Plan to be executed for physical count. 1. Warehouse Areas The first step is t...

Cost centers can be configured by sites with site fields in a cost center. Site access control will be applied once the site fields are populated. The same site access control is available for department codes. For instance, when selecting a cost center from a work order screen, cost centers visible to the login user by sites will be...

A part may no longer be used and turn into a status of inactive or deleted status. Inactive parts may exist in PMs and work orders. There are reports and processes in the coming release of Calem R2025b to handle inactive parts. 1. Work order and PM Reports Run a report in WO to identify inactive parts. Replace or remove inactive parts. Menu: W...

 There are options to automating processes of incident management in the coming release of R2025b (April 2025). Auto-completing an incident when all actions and evaluations are completed. The process will also reverse a completed incident to in-progress if an action or evaluation is un-completed. The automation can be turned off...

Work order on-hold report shows work orders with on-hold status within a time period. The report is available in the coming release of Calem R2025b in April 2025. Menu: Work Order | Report | WO On-Hold ReportA time period is specified to run the report. The report is based on work order status log. Historical status logs do not have suffi...

Storeroom areas are introduced in the coming Calem release of R2025a (March 2025). They can be used to partition storerooms for physical count planning.  Menu: Inventory | Codes | Storeroom Area; Organization | ACL Profiles | Storeroom Team | Storeroom AreaThe store area codes can be exported, populated and upload back to Calem for bulk area c...

PM Multi-assignment allows one to assign more than one user in a PM. Multiple users can be assigned to a PM in the "PM Assigned (Additional)" list (screenshot below).A primary assignment is populated at PM object (next screenshot). Here is the work order assignment after the PM is released. All the assigned users are carried over to work orders whe...