Manage inventory record types

Configure the record types available in your inventory. Each record type has associated fields and stakeholder types that can be customized for your organization’s unique requirements.

Records are tools tracked in the ValidMind Platform inventory such as models, AI agents, or other assets that are used to make decisions or perform tasks, subject to validation and governance as part of your organization’s risk management oversight.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add or edit record types

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Types.

   Here you can edit existing inventory record types, or add a new one:

Add record types

1. Click Add Inventory Record Type.

2. Enter a Name for your record type.

3. Include optional information for your record type:

   • Enter a Description to indicate the purpose of the record type displayed on the list of record types.
   • Enter a URL-safe Slug where a list of records of this type will be accessible in your ValidMind Platform URL under the inventory path.²
   • If Record Intake is available for your organization, select This Inventory Record Type will be used for intake. when creating a holding type for later classification.³ Only one type can be flagged for intake; document and artifact types do not apply to intake types.
   • Select the Document Types available to be created for this record type.⁴
   • Select the Artifact Types available to be logged on this record type.⁵
   • Select the Stakeholder Types that should be displayed on this record type.⁶
   • Select the Default Stakeholder Types that should be displayed by default on this record type.

4. When you are satisfied with the setup of your record type, click Create.

² 
• For example, ai-agents would be accessible at /model-inventory/ai-agents.
• If left blank, a slug will be automatically generated in kebab-case format.

³ Record Intake

⁴ Manage document types

⁵ Manage artifact types

⁶ Manage record stakeholder types

Edit record types

To edit an existing record type:

1. Click on the record type you want to edit.

2. Make your desired changes to your record type, then click Update.

Flag a type for Record Intake

If Record Intake is available for your organization, you can flag an inventory record type for intake when you create it:

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Types.

3. Click Add Inventory Record Type.

4. Enter a Name for the holding type, then select This Inventory Record Type will be used for intake.

Only one inventory record type can be flagged for intake. ​ValidMind creates special stages for that type; document and artifact types do not apply. To use a different type for intake later, delete the existing intake type and create another with the option selected.

Learn more: Record Intake

Enable or disable record types

To hide or show record types from the inventory:

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Types.

3. Click on the record type you want to enable or disable:

   • Toggle Disabled to hide the record type from the inventory.⁷
   • Untoggle Disabled to show the record type in the inventory.

4. Click Update to save your changes.

⁷ Disabling a record type will hide the record type from the inventory and prevent new records of that type from being created.