Clay's Blog

As of release R2025e (July 2025) the auto-close of completed work orders is turned off out of the box. Customers with own configuration changes will not be impacted. 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, acc...

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...

     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...

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...

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...

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...

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...

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...

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 ...

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 ...

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 ...

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...

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...

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...

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...

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...

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...

An enhancement is made to help maintenance planners streamline part planning for work orders. It is available in the coming R2024f release in December 2024.   Maintenance planners can quickly browse parts for a work order by bill of material for assets, or by asset item.The bill of material can be configured in as...

New work order status permission reports are available in the coming release of Calem R2024f planned for December 2024. Work Order status permission can be managed by groups (see this blog). For example, MaintenanceStaff group cannot change a work order to the statuses listed in the screenshot below.Service Request status permission can be man...

 In the coming release of Calem R2024f, asset deletion is further restricted by asset status: Asset status must be "Disposed" for an asset to be deleted.  1. Asset Deletion Restriction One can select one or more assets for deletion.  If an asset is referenced by other objects such as work order, it cannot be deleted. If there are no ...