Creating Items

Learn how to add new equipment to your Kuviq inventory.

Before You Begin

To create items, you'll need:

• Create permission for items (Admin, Manager, or granted permission)
• At least one Item Type configured
• At least one Location configured

Missing Options?

If you don't see item types or locations when creating items, ask your administrator to set these up first.

Adding a Single Item

Step 1: Open the Add Item Form

1. Navigate to Items
2. Click Add Item or the + button

Step 2: Enter Basic Information

Fill in the required fields:

Field	Required	Description
Name	Yes	Descriptive name for the equipment
Item Type	Yes	Select the appropriate category
Location	Yes	Where the item is located

Step 3: Add Optional Details

Enhance your item record with:

Field	Description
Serial Number	Manufacturer's serial number
Manufacturer	Select from configured manufacturers
Model	Model name or number
Description	Additional details about the item
Purchase Date	When the item was acquired
Notes	Internal notes (not shown in inspections)

Step 4: Complete Custom Fields

Depending on the item type, you may see additional fields:

• Text fields - Enter short text
• Number fields - Enter numeric values
• Date fields - Select dates
• Dropdown fields - Choose from options

Custom fields are defined by your organization's item type configuration.

Step 5: Add Photos (Optional)

To add photos of the item:

1. Click Add Photo or the camera icon
2. Upload from your device or take a photo (on mobile)
3. Add multiple photos if needed
4. Set one as the primary image

Photo Tips

• Take clear, well-lit photos
• Include serial number plates
• Document any existing damage
• Show identifying features

Step 6: Save the Item

1. Review all entered information
2. Click Save or Create Item
3. The item appears in your items list

Quick Add Mode

For adding multiple similar items quickly:

1. Enable Quick Add mode (if available)
2. Fill in details
3. Click Save and Add Another
4. Previous values remain for faster entry
5. Change only what's different
6. Click Done when finished

Duplicating an Item

To create a similar item:

1. Open an existing item's details
2. Click Duplicate or Copy
3. Edit the duplicated information
4. Change the name and unique fields (serial number, etc.)
5. Save the new item

This is useful for:

• Adding multiple items of the same type
• Creating items with similar configurations
• Quickly populating similar equipment

Setting Initial Status

New items default to Available status. You can change this:

Status	When to Use
Available	Ready for normal use
In Use	Currently being used
Needs Attention	Requires inspection or maintenance
Under Maintenance	Being serviced
Retired	No longer in service

See Item Status for more details.

Assigning to Item Groups

If your organization uses item groups:

1. Create the item first
2. Open the item's details
3. Click Add to Group or edit the item
4. Select the group(s)
5. Save

Groups allow batch operations and collective scheduling.

Bulk Import

For adding many items at once, use the bulk import feature:

1. Go to Data Management
2. Click Import
3. Download the import template
4. Fill in your item data
5. Upload the completed file
6. Map columns to fields
7. Validate and review
8. Complete the import

Import Template Fields

Column	Required	Example
name	Yes	"Fire Extinguisher A1"
itemType	Yes	"Fire Extinguisher"
location	Yes	"Building A / Floor 1"
serialNumber	No	"FE-2024-001"
manufacturer	No	"SafetyFirst"
status	No	"available"

Import Validation

The import process validates your data before creating items. Review any errors and fix them in your file before re-importing.

After Creating an Item

Once created, you can:

1. View the item details - See full information
2. Generate a QR code - Print a label
3. Perform an inspection - Start the first inspection
4. Edit the item - Update information

Common Issues

Can't Find Item Type

• Item types are set up by administrators
• Ask your admin to create the needed type
• Check if you have the correct spelling

Can't Select Location

• You may be restricted to certain locations
• Contact your administrator for access
• Verify the location exists in the system

Missing Custom Fields

• Custom fields are defined per item type
• Check you selected the correct item type
• Contact your admin if fields are missing

Next Steps

• Item Details - Explore the full item view
• Item Status - Learn about status management
• QR Codes - Generate labels for your items