How to Add and Edit Item Types

Item Types define how inventory items are categorized in LLumin CMMS+. Each Item Type controls which fields are available, required, or hidden when managing items, and can include custom validation for user-defined fields.

Administrators can create new Item Types and configure their field behavior to match different inventory needs.

Navigate to Item Types

  1. Select the Gear icon in the top navigation bar, and then select Admin Mode.

  2. Navigate to Materials Management > Item Types.

  3. The Item Type Finder opens and displays all existing Item Types, as shown below.

Create an Item Type

Use this process to create a new Item Type record.

  1. In the Item Type Finder, select Create in the toolbar.

  2. The Create Item Type window will appear, as shown below.

  3. Enter the following information:
    • Item Type ID: A short identifier for the Item Type.
      • Example: M (Serialized Motors)
    • Description: A clear name for the Item Type.
      • Example: Serialized Motors

  1. (Optional) Select a Default Icon from the dropdown menu.

  2. Select Save.

IMPORTANT: Once created, reopen the Item Type to access additional configuration cards, including Field Configuration, Custom Validation, and Activity Log.

 

Edit Basic Item Type Information

After an Item Type is created, you must reopen it to access additional configuration cards.

  1. In the Item Type Finder, locate the Item Type.

  2. Double-click the row or select the row and click View.

  3. Once an Item Type exists:
    • The Item Type ID cannot be changed.

    • The Description and Default Icon can be updated.

  4. Select Save.

Configure Item Type Fields (Field Configuration)

Field Configuration controls which fields appear for items of this type and how they behave.

  1. Open the Item Type.

  2. Select the Field Configuration card.

  3. A list of fields appears, as shown below.

  4. To modify a field, select the Edit icon.

Note: Some system fields cannot be recaptioned or modified.

  1. To change the name of the field, enter a new value in the Recaption box.

  2. If the field has a Visible/Hidden toggle, use the toggle to show or hide the field.

  3. If the field has a Security Level list, select one of the following:
    • Editable: The field can be modified.
    • Hidden: The field does not appear on the Work Order.

    • Required: The field must contain a value.

  4. Select Save.
  5. Repeat as needed for additional fields.

Add Custom Validation to Item Type Fields

Custom Validation allows you to define approved values for User Defined Fields (UDFs).

Prerequisite: A User Defined Field must be recaptioned before it appears in Custom Validation.

  1. Open the Item Type.

  2. Select the Custom Validation card.

  3. Select the Edit icon for the field you want to configure.

  4. Select Create.

  5. Enter one or more Values, and optionally add Descriptions for clarity.

  6. Select Save.

  7. Repeat these steps to add additional validation values as needed.

The configured UDF now appears as a dropdown list when using this Item Type.

Review Item Type Activity

  1. Open the Item Type.

  2. Select the Activity Log card.

  3. This log displays all recorded actions related to the Item Type.

Finalize Changes

  1. Select Save at the bottom of the screen to finalize any updates made to the Item Type.

  2. All Item Type changes are now applied and available for use.