Each staff member's page has a Registers tab: their qualifications, checks and documents, register by register, with a clear status for each item.

The registers listed are the Staff/User registers set up in Admin Settings → Registers with Show in Compliance on. The tab shows its contents to people who can edit users, and it appears when your organisation uses registers.

An item is filled in either by a document tagged with it, or by an entry recorded by hand. This tutorial records one by hand.

Step 1
Open the staff member
In the side menu, click Users, then click the person's name.
Step 2
Open the Registers tab
On their profile, click Registers. The section is headed User Registers.
Step 3
Read the overview
Compliance Overview shows how many items are complete. On a register that tracks required tags only the required ones count; on other registers every item counts. The pills count what is valid, expiring, expired and missing.
Step 4
Item statuses
Each item is Valid, Expiring Soon (within 30 days of its expiry), Expired or Missing. Registers with an expiring or expired item are open when the tab loads. Optional items with nothing recorded are hidden; the eye with a number in the register's header shows them.
Step 5
Open the missing item
Click the + beside the item. Items that already have an entry show a pencil instead, which opens the same panel to change or clear it.
Step 6
Upload, or record without a document
On a register that allows documents, Upload Document uploads the file with this item's tag already chosen, and Link Existing links one of their documents that is already on file. Below that you can record the item without a document.
Step 7
Confirm it
Tick Confirm this requirement has been verified without a document. The entry date, expiry date and notes appear, all optional.
Step 8
Enter the expiry date
If the item runs out, enter its Expiry Date. The status is worked out from it: Expiring Soon in the last 30 days, Expired after it. With no expiry date the item stays Valid.
Step 9
Save it
Click Save. The item is marked Valid with the days left, and the overview updates.
Step 10
Training fills itself in
The Staff Training register is filled in by completed training rather than by hand. Open it, and See training record at the top opens the person's Training tab.
Step 11
Setting registers up
Which registers and items a staff member is tracked against is set in Admin Settings → Registers. See the tutorial on setting up a register and its tags.