Configuring item type

Juliana Gasque
2025-12-26T13:40:33Z

Access the Configuration > Item > Item Type (IT040) menu.

Introduction

The item type registration allows for the categorization of items to facilitate item management and searching.

This menu allows you to register all possible types that will classify the items to be entered into the system.

This article will demonstrate how to register an item type.

Configuring item type

1. Access the Configuration > Item > Item Type (IT040) menu.

2. Click the button to add an item type.

3. Provide the identifier and name of the item.

4. Click to save and enable the tabs.

5. In the General tab, the item type settings are defined.

General

Top item type

Select the item type that, in the main screen hierarchy, is one level above the record in question. This field will be automatically filled by the system if an item type is selected in the main screen hierarchy.

Standard responsible team

Select the default team responsible for items registered in this type. The default team can be changed when registering items of this type.

Standard unit of measurement

Select the default unit of measure for items registered in this type. The default unit can be changed when registering items of this type.

To consider objects of this type as dangerous.

Check this box to indicate that items of this type are dangerous. This field is for informational purposes only and does not generate any task in the system.

Use a mask for identification.

Select whether or not to use the automatic identification feature when registering items of this type. If yes, fill in the fields described below:

Identification Mask : Select the identification mask that will be used to automate the generation of identifiers for items of this type. The mask configuration must be done through the menu Configuration > Identification Mask. Then, in this field, select the desired identification mask.

Allow changing identifier : If this field is checked, when registering an item of this type, it will be possible to manually change the identifier generated by the mask. Otherwise, it will not be allowed.

6. In the Security tab, you configure the security settings for the item type.

7. In the Attribute tab, associate the attributes that will complement the items of this type.

8. In the Review tab, if desired, you can configure revision control for items and item families classified with this type. To have changes to items and families of this type controlled through revisions, check the Control revision option and fill in the available fields.

9. In the Electronic File tab, you can configure the information related to the item's electronic files.

Electronic file

File type

Select the file type that will be associated with items of this type:

Simple : Allows only one electronic file to be associated with the item's record.

Multiple : Allows the association of several electronic files to the item's record.

Complex : Allows the association of complex files to the item's record. In this case, in the respective field, select the desired complex file container.

Complex file container : If the file type, defined in the field above, is Complex , select the corresponding container.

Allow modifying the container structure : Check this box to enable editing of the container structure. Otherwise, this editing will be blocked.

Archiving tab:
Use this tab to configure how electronic files for items of this type are stored. To do this, fill in the following fields:

Current :

Database : Select this option to store electronic files in a database. In this case, the files will always be saved in compressed format. If files are stored in a database, in PostgreSQL environments, it will not be possible to store files larger than 30 MB. To enable storage, it is recommended to select the controlled directory option.

Controlled directory : Select this option to store electronic files in controlled directories. The following fields will then be enabled:

Recording mode : Select whether files will be stored normally or in compressed form.

Path : Select the controlled directory where the electronic files will be stored. Use the other buttons next to the field to add a new controlled directory and use it to store the files in the current step, and clear the field.

Block : Check the respective boxes to block the inclusion or exclusion of electronic files later, when registering the item. These boxes will only be available for selection if the review of items of this type is controlled by the system.

If the item type has revision control, the fields above must be filled in for each item revision status ( Current , Under Review , and Obsolete ).

Template File Tab:
This tab should be used to associate the files that will be used as templates in the preparation of revisions for items of this type.

To make the association, click the button and, on the screen that will appear, select the desired record from those registered in the system via the menu Configuration > Item > Template File.

10. Finally, click the button to save the configuration.

Conclusion

In this way, it is possible to configure the types that will classify the items to be entered into the system.