You need register authoring permission and Author or Owner access to the register to add or edit records. The register must be active.

Add a record

  1. Open the register and select Records > Add Record.
  2. Enter a Reference and Title.
  3. Complete the relevant details, such as description, cause, consequence, owner, risk scores and RAG Status.
  4. Select any Related Processes and Controls needed to connect the record to your library.
  5. Select Save Draft to keep work in progress, or choose an Approver and select Submit for Approval.

Submitting sends the record for approval. It doesn't become Active until it is approved. If the Approver list is empty, ask the owner to check assignments in Permissions and the approvers' library permissions.

Update a record

Select the record's edit action in the Records grid. Check the details and linked processes or controls, choose an approver, then select Submit for Approval. The edit dialog does not have a Save Draft button. A governed change to an active record is proposed for approval; it does not replace the approved version immediately.

Use Quick Edit when authorised

Quick Edit is available only with the Quick edit register records permission. Enter a Change Reason before using it. Quick Edit applies the change directly without the usual approval decision, so use it only where your procedures allow changes without approval.

Read the record's status

Records can be Draft, Pending Approval, Active, Rejected or Archived. Use Show archived above the grid when you need to include archived records.

A linked control's status can make a record's displayed RAG status worse than the one entered on the record.

Work with CSV files

The register has Export CSV and, for authors, Import CSV actions. Use the import guidance shown in the dialog and check the import results.