Overview
Data Collection (also called Condition Assessment) steps are used to capture structured information during task execution. These steps can appear in many areas of LLumin CMMS+. These steps guide users through inspections, measurements, confirmations, and other required inputs to ensure consistent and accurate data capture.
Data Collection steps can be used in multiple areas of the system, including:
Procedures
Work Request Criteria
Pre-Work Criteria
Completion Criteria
Before you begin
The process for creating steps is the same across all modules. Data Collection steps are organized into Step Groups. Each group contains one or more steps, and each step uses a Data Type that determines how the user enters information.
Create a Step Group
- Navigate to the screen where Data Collection steps are supported (for example, the Data Collection Steps tab in a Procedure).
Select Add Step Group.
Enter a name for the group (for example, “Daily Safety Check,” “Inspection Steps,” or “Verification”).
Step Groups help organize steps into meaningful categories and improve readability for technicians.
Add a New Step
Select Add Step inside the group you created.
- Enter a Step Description. This is the instruction or question shown to the user.
Examples:- “Inspect belt for wear”
“Record temperature reading”
Select a Data Type. The Data Type defines how users enter information.
Choosing a Data Type
Common Data Types include:
- Checkbox – Yes/No confirmation
- Alphanumeric – Free-text entry
- Numeric – Number entry
- Date – Calendar selection
- File Upload – Attach a document or photo
- Yes/No – Two-option selector
- Signature – Capture a digital signature
- Utilization Value – Capture usage/reading values
Asset Confirmation – Require selection of an asset
After selecting a Data Type, LLumin displays additional configuration options based on the type selected.
Configure Additional Options (Varies by Data Type)
Some Data Types include extra configuration options. These options help control how information is entered and how LLumin responds to the data.
| Option | What it does |
|---|---|
| Save to Asset Field | Saves the technician’s entry directly to a linked asset field. |
| Default Value | Sets a pre-filled value the user can change. |
| Units of Measure (UOM) | Adds a measurement unit to numeric inputs. |
| Value Range | Defines the minimum and maximum allowed values. |
| Required | Makes the step mandatory before submission. |
| Trigger Actions | Can show another step, display a message, create a Work Order, or send an email (available only in some modules). |
These options vary based on the Data Type selected, and not all options appear in every Data Collection context.
Manage Steps & Step Groups
Additional actions are available when you hover over a Step Group or Step and select the three-dot menu.
Step Group actions may include:
Add Step
Rename
Delete
Move Up
Move Down
Move options are available only when multiple Step Groups exist.
Step actions may include:
Edit
Rename
Delete
Duplicate
Insert Step Before
Insert Step After
Move Up
Move Down
Add Conditional Step
Available options depend on the configuration and where the steps are created in the system.
Save and Continue
Select OK or Save to add the step to the group.
- To add additional steps:
- Select Add Step, or
- Select Copy to New Step to duplicate the current step and adjust the details.
- Repeat the process to create additional step groups as needed.
Summary
Data Collection steps provide structured inputs that guide technicians and ensure consistent data capture. Regardless of where they are used in LLumin, the process is the same:
- Create step groups
- Add steps
- Choose a Data Type
- Configure additional options
- Save your work
Once created, these steps appear in the appropriate workflows and support accurate inspections, safety checks, compliance tasks, and operational decisions.