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Setting Up Clarity

Aug 15, 2026

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Setting Up Clarity

Clarity is GageList’s AI-powered certificate processing feature. It reads your uploaded calibration certificates, extracts the calibration data from each one, matches every certificate to the corresponding gage in your inventory, and stages the results for your review before anything is written to your calibration records. This article covers enabling Clarity, configuring how it extracts data, managing your credits, and granting user access.

(Administrators Only)

 

Enabling Clarity

  1. Go to Clarity (found on the left sidebar)
  2. Click the “Add to My Plan” button.
    • Non-owners will have to contact their account owner to enable the feature.
    • Non-eligible plans are able to contact support to receive more information about enabling Clarity.
  3. Go to General Settings (found under Settings on the left sidebar).
  4. Scroll down to the checkbox options.
  5. Read and Accept Clarity Terms & Conditions checkbox.
  6. Click the Enable Clarity checkbox.
  7. Click Save.

 

Managing Clarity Permissions for a User

  1. Go to User Management (found under the user icon at the top-right).
  2. Select the user that requires Clarity access.
  3. Update the user’s role if needed.
  4. In the Clarity section, enable the appropriate permissions for the user:
    • Inbox Access: Allows the user to upload certificates for processing. Allows the user to review, edit, and approve extracted results.
    • Settings Access: Allows the user to configure Clarity Settings and Email Setup.
  5. Click Save.

 

Email Setup

  1. Go to Email Setup (found under Clarity on the left sidebar).
  2. Click Add.
    • Name: A label that identifies this inbound address, such as the supplier, lab, or site it is used for. This helps you tell your addresses apart when you have more than one.
    • Inbound Email: The dedicated address that certificates are sent to. Any certificate emailed to this address is added to your Clarity Inbox.
  3. Click Save.

 

Understanding Clarity Credits

Clarity processing is metered by pages.

  • Consumption: Each certificate consumes credits based on its page count. Multi-page certificates consume more credits than single-page certificates.
  • Balance: Your available credit balance is determined by your account plan and can be found under Clarity on the left sidebar.
  • Credit cap: Your plan includes a processing cap that limits how many pages can be processed over a monthly period. When the cap is reached, new certificates remain pending in your Inbox until additional credits are available or the period resets.

 

Configuring Clarity Settings

Clarity extracts a standard set of calibration fields from each certificate. You can control how Clarity interprets each field so that extraction matches your preferred output.

  1. Go to Clarity Settings (found under Settings on the left sidebar).
  2. In the Calibration Field Descriptions and  Custom Field Descriptions sections.
  3. Available options for each field include:
    • Prompt Assistance: A description of what Clarity should look for and how it should interpret the field. This description may tell Clarity where the value typically appears on a certificate, how to handle wording variations, and what to return when the value is not present.
    • Extract: Turn extraction of the field on or off. Disabled fields are skipped during processing.
  4. In the Gage Field Descriptions section.
    • Prompt Assistance: A description of what Clarity should look for and how it should interpret the field. This description may tell Clarity where the value typically appears on a certificate.
  5. In the General Settings section.
    • Language: Certificate data will be translated into the selected language.
  6. In the Gage Matching Configuration section.
    • Use: Select which gage identifier fields should be used to match calibration certificates to gage records.
  7. Click Save.

 
Guidance for writing prompt assistance

  • Describe the field in terms of what it means, not just the label to search for. Certificates from different labs use different wording for the same value, and a description focused on meaning lets Clarity reason across those formats.
  • Be explicit about what to return when a value is absent, so Clarity does not infer a value from an unrelated information on the certificate.
  • For pass/fail and condition fields, state clearly which indicators count as a result and which are general certificate language, to avoid false positives from standard disclaimers.
  • Change one field’s instruction at a time and re-process a sample certificate to confirm the effect before rolling changes out broadly.

 

Clarity Actions