A register is a list of the things your organisation tracks for compliance — staff qualifications, police vetting, a facility's building warrant. Each item it tracks is a tag. When someone uploads a document and tags it, the document is filed against that register, with its expiry and status tracked.

A register's type decides what it covers: staff, facilities, clients, documents, and a few more. Its settings decide whether entries need an expiry date or a document, whether it appears in compliance tracking, and whether individual tags can be marked required.

Creating a register needs the register create permission and a plan that includes custom registers. Adding tags needs the tag create permission.

Step 1
Open Registers
In the side menu, open Admin Settings, then click Registers. Registers are grouped by type; System registers come with the platform and can be hidden with Hide system.
Step 2
Start a new register
Click New Register and enter a name people will recognise. A description is optional.
Step 3
Choose the type
Register Type decides which records can have entries in it. Staff/User registers track staff; Facility and Client registers track those records.
Step 4
Expiry tracking
Turn on Expiry Tracking when entries run out, like a licence or a first aid certificate. Anyone tagging a document with one of its tags is asked for the expiry date.
Step 5
Required tags
Turn on Track Required Tags to mark each tag required or optional for compliance. Document Attachment and Show in Compliance are the other two settings; Show in Compliance is on by default.
Step 6
Create it
Click Create Register. It appears in its group with no tags yet.
Step 7
Add a tag
Click the register to open it, then Add Tag. Give the tag a name, and a colour if you want one.
Step 8
Required or optional
On a register that tracks required tags, Required for Compliance is on for a new tag. Turn it off for a tag that is nice to have. Required tags show a small red star.
Step 9
Using the tags
A Staff/User register's tags appear as Compliance Tags when you upload or edit a staff document. Client and facility registers work the same way on client and facility documents, and inventory categories on inventory items.
Step 10
Changing it later
Click a tag to rename it, change its colour or make it required or optional, or deactivate it when you no longer use it. Use a register's ⋮ menu to edit or archive it. System registers can't be edited.