Clay's Blog

These are the official blogs about CalemEAM.
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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Clay Li
Dec
15

Calem Integration 8: Device Integration via OPC/UA


Calem provides a connector to integrate with OPC/UA for sensors in the coming release of Calem R2025h (December 2025).  OPC/UA (Open Platform Communications – Unified Architecture) is a standardized way for industrial devices to publish data for other systems to use. Calem OPC/UA connector allows Calem to get sensor readings from equipment and...
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Clay Li
Dec
08

How to Use Asset Health in Calem


Asset health is available in the coming release of Calem R2025h (December 2025). It is calculated daily for each asset as a dropdown of three levels: Good (low risk to fail), Moderate (moderate risk to fail), and Critical (high risk to fail). It is presented in asset list and record view (screenshots below) as green, yellow...
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Clay Li
Nov
30

Calem AI - Part 2: Implementing Asset Failure Prediction (AFP)


This blog presents the implementation of the asset failure prediction discussed in this blog. Asset failure prediction is an AI app (Artificial Intelligence) in the coming release of R2025h (December 2025). The app includes two components: Calem AI and Calem Service. Calem is the data source for training and inference. Models are tra...
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Clay Li
Nov
29

Language Packs for On-Screen Help


Language packs are supported for on-screen help in the coming release of R2025h (December 2025). On-screen help is provided at field level (screenshot below) in English. New languages can be added with release R2025h. Here are the steps to add a language pack. Make a copy of CmHelp.properties (at Calem/client/lang).Rename it to your locale. For ins...
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Clay Li
Nov
06

Calem Mobile Dropdown Edit in iPads


Editing a dropdown field may cause a dropdown list to open and close quickly in Calem Mobile. It is caused by iOS updates in iPads. There are options to address the issue. An updated release of Calem Mobile is available for release R2025h, or as a patch for now.  The update will be installed when upgrading to R2025h, or as a pat...
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Clay Li
Nov
04

ERP Integration: Unit Cost Sync and Inventory Merge


Inventory unit costs can be synced from ERP to Calem via APIs. For instance, every month inventory unit costs in Calem are updated by an ERP system through Calem APIs. An inventory item may be merged to another item (screenshot below) if it is a duplicate. In this case the unit cost sync will fail for a merged ite...
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Clay Li
Sep
14

New Feature: CapEx in PO/Budget KPI


CapEx (capital expenditure) will be listed separately in the coming release of R2025g for PO/Budget KPI.  PO/Budget KPI is available at Dashboard | Inventory Tab - see this blog for more info.PO cost in CapEx and Non-CapEx is shown as stacked bars (screenshot below)List views shows the CapEx and On-CapEx cost separately (next sc...
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Clay Li
Sep
09

New Feature: Action Menu for Work Permit Steps


Action menu has been added for permit steps in the coming release of R2025g (Sept. 2025), making it easier to complete permit steps ("Done", "N/A" and "Inspected"). For Calem Web, simply check steps performed, then, click "Done" or "Inspected" to complete in one go. For Calem Mobile, action menu placed in each step and can ...
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