Clay's Blog

Download PDF File Here      Additional Resources Part 1: Transform Calem Data into KPIs with Power BIPart II: Get Data from Calem from Power BIIntroducing the New Reporting Module in CalemMaking a Shared Search RequiredHow to Use the Calendar View for Work OrdersHow to Set Up Map Views in CalemHow to Visualize Work Orders by Open WO ...

Calem connector for Power BI enables fetching any table or view from Calem in R2026h (November 2026) so clients can create own dashboards. Work orders (cm_wo) are fetched from Calem to Power BI in the screenshot below.   Here are the steps to add data from Calem in Power BI Desktop. Go to Home | Transform dat...

Color-coding dropdown fields can be implemented through client config changes at client/conf/CmConf.custom.js. The screenshot below shows a work order list with color-coded fields in Calem. In addition to color-coded fields out of the box, admin can add color-coded fields through config changes. The first step is to enable ...

PM Meter Lis report is available in the coming release R2026g (October 2026). The report may be exported to get an excel template for uploading PM meters. Menu path: PM | Report | PM Meter ListExport the list to Excel, keep the columns highlighted and delete other columns.You may modify the data in the list report and upload to Calem for data updat...

Attribute-based templates are introduced in release R2026g (October 2026). They can be used to create consistent part specifications (screenshot below) for better management of inventory across business units of an organization. The feature may be checked (Spec. by Attributes) per item to generate specification from attributes. If no...

New Monthly MTBF/MTTR KPIs are available in Calem R2026g (October 2026). They are based on the monthly KPIs calculated for the MTBF/MTTR Dashboard for PowerBI integration (screenshot below). Monthly MTBF and MTTR KPIs are shown for the past 12 months. Use "Assets" filter to drill down to the KPIs for a single asset. Go to i...

Monthly performance KPIs for technicians are available in the coming release of Calem R2026g (October 2026). The KPIs are based on work orders and asset performance. The main use case is to view the KPIs by selecting a technician (the "Technician" menu in the screenshot below). Work orders completed by techs are grouped by asset prioritie...

Permit life cycle has been refactored in release R2026g (October 2026). The following roles are defined for permit life cycle control. The status diagram of permit life cycle is show below. Permit Approvers who are the issuers of permits. They review and approve permits.Permit Receivers who receive permits. They ack the receipt of permits...

Actual start and finish time can be filled out in SR in the coming release of R2026g. When completing a service request a user may fill out the actual start and end time (screenshot below).  Additionally, a technician may report hours spent in an SR from the "Labor" tab:            Additional Resources WO/SR ...

Enhancements to work permits are available in the coming release of R2026g in October 2026. For example, a confined space permit (screenshot below) involves LOTO, food safety, atmospheric monitoring (Gas Test) and entrant control. A general safe permit (screenshot below), including hazards and PPE requirements, goes with th...

WO Assistant (Ask AI) is available in the coming release of R2026f in September 2026. The feature enables a user to troubleshoot a WO by asking "How was the WO resolved?" (screenshot below). A user may also ask for instructions to perform a PM step. 1. Quick Questions Frequently asked questions may be defined so users can ask qu...

A new AI-assisted feature to detect duplicate work orders is available in the coming R2026f release (September 2026). It uses AI language models to compare subjects and problem descriptions of work orders to determine potential duplicates. AI language models can look beyond individual words and evaluate the meaning and context of the work orde...

Enhancements are made in incident print in the coming release of R2026e. They include dynamic layouts and images/PDFs inlined (screenshot below). An incident print includes fields based on incident classes. For instance, weather info is included for environmental incidents.PDF docs of an incident are included in its print.Images and ...

A permit deletion process is added in the coming release of R2026e. There are cases that a permit added turns out to be incorrect later. Here are the steps to delete a permit: A new status "Voided" is added to make a permit voided. Only users with level 1 or level 2 permission for a permit can change its permit status to "Voided...

A process to merge duplicate users is available in the coming release of R2026e. It allows admin users to merge duplicate users into valid users.  Menu: Admin | Open | Server Processes | Merge Duplicate userSelect a duplicate user and the user to be merged intoClick "Save" to complete the merging process.The status of duplicate user is se...

Item sets will be available in the coming R2026e release. An item set consists of item codes and other item sets. Items can be tracked and analyzed easily by item sets in KPIs and list views. Menu: Dashboard | Open | Item Set (screenshot below). Use this menu to manage item sets.Dashboard | Purchase KPI - use item sets to analyze prices a...

Project filtering by "Last modified" is available in the coming release of project and report.  It is the "Dates" menu in project list and report (Project | Report | Project List).Select a date range, or populate a custom range, click "Save" to apply filtering.To remove date range filtering, click "Search Clear".Additional filtering (such...

Part search by picture is enabled by powerful AI computer vision models such as DINOv2 by Meta AI. Here are the steps to perform a part search by picture in Calem. Menu path: Inventory | Open | Item by PictureA user takes a photo of a part and uses it in part search (screenshot below). The input photo is compared against all the...

A new form of data change logs is available in the coming release of R2026d (June 2026). One can review data changes by time and fields. For instance, the screenshot below shows changes of minimum and maximum stock levels in inventory for the past 12 months. Menu path: Admin | Report | Data Change Log.The form include changes lo...

A new menu "Create Closed WO" is available in the coming release of R2026d (June 2026). The menu may be used to create work orders that have been completed and reviewed. There is no need to review these work orders. Calem will close them in a few days. Menu path: Work Order | Create WO | Create Closed WOA work order is created in complete...