How to Configure Your Organization Structure

Overview

LLumin CMMS+ uses a hierarchical structure to organize assets within your operation. This structure can include up to three levels that represent locations, processes, cost centers, or other groupings that matter to your organization.

For example, your levels might look like:

  • Level 1: Site or division
  • Level 2: Department or functional area
  • Level 3: Work cell or equipment grouping

The default captions (Division, Department, Work Cell) can be changed to match your terminology. Your structure can be flat with a single level or up to three levels deep. Each lower level belongs to the level above it.

Assets and users can be assigned to one or more levels. This supports targeted reporting, visibility control, and work assignment that follows your organizational structure.

Tip: Before you start building your structure in LLumin, sketch out your sites, departments, and work cells. A simple outline helps keep names consistent and reduces the need for cleanup later.

 

Open Admin Mode

  1. From the top navigation bar, select the Gear icon.

  2. Select Admin Mode.

Navigate to Organization

  1. Under Application Setup, select Asset & Work Management.

  2. Under the Asset section, select Organization.

Add sites, departments, and work cells

Use the Organization screen to build your hierarchy.

  1. Select +Site to add a level 1 record.
  2. Select +Department to add a level 2 record.
  3. Select +Work Cell to add a level 3 record.

For each new record, enter the following information:

  • ID
  • Description
  • Labor Rate (optional)

  • Timezone (optional)

When you are finished, select Save.

Important: Use clear, consistent names for sites, departments, and work cells. Consistency makes it easier for users to assign assets, users, and work orders to the correct level.

 

Edit captions

You can change the default captions for each level to match your organization’s language.

  1. On the Organization screen, select Edit Captions.

  2. Update the captions for each level.
  3. Select Save to apply your changes.

Finish building your structure

Continue adding sites, departments, and work cells until your full organizational hierarchy is represented in LLumin CMMS+.

After your structure is configured, you can assign assets and users to the appropriate levels so that reporting, permissions, and work assignment reflect how your operation is organized.