Compliance Settings – Register Configuration Settings
This settings page will let administrators configure the different registers and its fields of register types. Define how incident types should be grouped in registers and set additional attributes like which field in the register acts as the hyperlink to open the record, fields to be shown, the sequence, and whether it appears in the register search. If you use the Portal feature, the visibility and searchability in the portal can be defined too.
To add a new Register follow the steps below:
STEP 1: Navigate to Menu > Framework > Compliance Settings > Register Configuration.
STEP 2: Click on the New button.
STEP 3: Fill the relevant fields defining the properties of the register.
The following fields will be available:
Column | Type | Description/Instructions | Mandatory/Optional |
|---|---|---|---|
Register Name | Text | Name of the register. Note: This name will be used on the homepage area and menus for the new registers. | Mandatory |
Register Name | Text | Name of the register. | Optional |
ompliance Type | Multi-Select Drop down | Lists all the Compliance types configured in the application. Note: Users will be able to select one/more compliance types to sit within each new register created by ‘Compliance Type’ dropdown. Users can choose to have separate registers for each/multiple/all compliance type/s. | Mandatory |
Register Type | Single-Select Drop down | Select the register type from the dropdown. | Optional |
Active | Tick box | Determines whether the register is Active or Inactive. | Optional |
Show in Home Page | Tick box | Determines whether the newly created register appears on the homepage. | Optional |
Field to be hyperlinked | Single-Select Drop down | Determines which field out of code or title should be the hyperlink in the register. | Optional |
Sequence | Numeric text box | The order in which the register should appear on the register home page. | Optional |
STEP 4: Click on the Save button to save the details.
All the list of ‘Active’ registers created will be able to access via the Menu and the left side navigation. A new navigable link will be created for all newly created registers under Compliance Management which are made ‘Active’.
The register field configuration area will show all standard and custom fields for the workflow and the user will be able to select any field required and activate them to be shown in the register and register filters.
The grid which will appear upon saving configuration will have the below features:
Visible – Once ticked the field will appear as a column in the register.
Visible in Portal – Once ticked the field will appear as a column in the incident portal.
Searchable in Portal – Once ticked the field will appear as a filter in the register.
Searchable – Once ticked the field will appear as a filter in the register.
Sequence – The position in register and portal to be set via sequence.
Width – The column width in register and portal to be set via width.
Note: When setting Responsible Officer and Secondary Responsible Officer fields of registers, set the 'Responsible Officer Dropdown' field type only for the Primary Responsible Officer field, as this will determine the Primary RO field in any register object. This field type should NOT be duplicated in the same register object. Use the 'Staff Dropdown' field type to configure the Secondary Responsible Officer field.
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