Adding Items to a Register

The following shows how to add an item to a register and this behaviour would be consistent across all register types.

To create a new record:

• Click ADD at the top left of the register to open the details panel

• Enter details

You can expand the data input screen by clicking on the following icon found in the right-hand corner of the details pane.

Data is summarised on the right side for easy reference

• Click SAVE to add the record to the register.
• Click SUBMIT to add the item to the workflow

• Exit the dialogue box.

Your new item has been added to the register.

Quick Add Option

This feature makes it easy for teams working across multiple projects to quickly capture actions during a meeting without having to navigate between projects.

The register appears in the Add drop-down in the Top Navigation:

On selecting the register to add the record to, the user will be prompted for a project to add the entry to and then the standard add register entry modal is displayed.  

A "Comments" section is available when viewing or editing a register entry. 

Note: when adding a new register entry, the comments section is not enabled until the register entry has been saved.

Permissions

Any user who has access to view a register entry may leave a comment or reply to an existing comment. A comment can only be edited or deleted by the user who created it and only if the comment has not been replied to.

Note: Comments are only visible within the register entry. They are not reportable and cannot be accessed or updated in workflow.