Inventory

inventory
record registration
inventory customization
record interdependencies
exports
validmind platform
Published

July 4, 2026

How do I register records with ​ValidMind?

  • Register records (such as models) within the ValidMind Platform via the inventory as the first step towards streamlining your documentation and validation workflow.
  • To add a record to the inventory, you fill out a customizable questionnaire capturing the required registration metadata.1

By default, the Developer role2 has sufficient permissions to register records.

Are registration questionnaires customizable?

  • Yes, along with default fields provided by ​ValidMind as part of your basic record (model) information, you can add additional record information and make these custom fields required when creating records.3
  • You can modify these custom fields as needed and on an ongoing basis.

By default, the Customer Admin role has sufficient permissions to manage inventory fields.

Can the ​ValidMind inventory be customized?

  • Yes, information that is displayed on the inventory is configurable.4
  • You can also search, filter, and sort records (such as models) to narrow down results.5
  • Fields that appear on records can also be customized.6

How are updates to test results on documents managed?

  1. ​ValidMind allows developers to re-run documentation functions with the ValidMind Library7 to capture changes in the record (such as a model), such as changes in the number of features or hyperparameters.
  2. After a developer has made a change in their development environment, such as to a Jupyter Notebook,8 they can execute the relevant ​ValidMind documentation function to update the corresponding documentation section.
  3. ​ValidMind will then automatically recreate the relevant figures and tables and update them in the online documentation.9

Can I archive or delete records within ​ValidMind?

Yes, records (such as models) can be archived within the ValidMind Platform inventory to keep your inventory accurate and up to date with your organization’s current resources.10

By default, the Customer Admin role has sufficient permissions to archive and delete records.

Can I track interdependencies within the inventory?

  • Yes, the ValidMind Platform allows you to connect two or more records (models) together in your inventory.11
  • You can note both upstream and downstream records.

By default, the Developer role has sufficient permissions to edit record interdependencies.

Can I use ​ValidMind to track milestone dates?

  • Yes, the ValidMind Platform includes support for custom inventory fields,12 including those for dates and date time — allowing you to track important dates throughout the risk management lifecycle unique to your workflow.
  • In addition, calculation type custom inventory fields can draw upon date and date time values, allowing you to automatically calculate next review, revalidation, ongoing monitoring deadlines, or any other desired date.

Is activity on records, documents, and artifacts logged?

  • Yes, the ValidMind Platform13 provides an audit trail functionality, enabling you to track or audit all the events associated with a specific record (such as a model).
  • You can review a full history of updates to a record, such as changes to record fields and stakeholders, workflow activity and stage transitions, modifications to documents, artifacts, and test results or metrics, and comment thread activity.14

What export options are available in ​ValidMind?

  • Inventory records can be exported as comma-delimited tables (.csv)15
  • Documents can be exported as Word (.docx) or Portable Document Format (.pdf) files16
  • Artifacts can be exported as comma-delimited tables (.csv)17
  • Analytics can be exported as comma-delimited tables (.csv)18

​ValidMind also allows you to export analytics datasets on a schedule to cloud storage, such as Amazon S3, Google Cloud Storage, or Azure Blob Storage.19

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