How to Create a Part Set

In UniCMMS, a Set (also called a kit or Bill of Materials) is a predefined group of parts that are frequently used together for a specific job.

Creating Sets makes Work Orders faster, more accurate, and standardized.

Step 1 – Navigate to the Sets Module

1. From the main sidebar, expand Parts & Supplies.
2. Click Sets to open the Sets dashboard.

Step 2 – Open the Creation Form

1. In the top‑right corner, click the black + Create button.
2. The Create Set form opens.

Step 3 – Define Set Details

Fill in the fields to define the kit’s identity and contents.

Field	Description	Required
Name	Clear, standardized name (e.g. Air Compressor Annual Service Kit).	Yes
Description	Operational context or instructions for when to use this Set.	No
New Item	Button to add a component row to the kit.	Yes (at least one)
Part	For each row, select a specific part from your inventory.	Yes
Quantity	For each row, specify how many units of that part are required for the Set.	Yes

tip: Mirror your SOPs Build Sets to match your standard procedures (e.g. PM checklists) so every Work Order uses the same materials every time.

Step 4 – Save the Set

1. Review all included parts and quantities.
2. Remove any unwanted items using the trash‑can icon next to each row.
3. Click Submit.

The Set is now active and can be added to Work Orders. When used, UniCMMS automatically pulls all nested parts and quantities from your inventory.