A register keeps related records together with ownership, controls, actions, approvals and reviews. From release 26.11.2, registers are available to all libraries without a separate library enablement step. Access and authoring still depend on your library permissions.

Open the Registers workspace

  1. Switch to the library you want to work with.
  2. Select Registers in the workspace navigation or in the classic administration menu.
  3. Search or filter the list, then select the three-dot button beside a register to open it. Its tooltip is Open register.

The list shows registers you can access, with their type, status, owner and record count. If Registers is missing, ask your library administrator to check your register access permission. If a particular register is missing, ask its owner to check your access to it.

Create a register

  1. In the Registers workspace, select New Register.
  2. Enter a Name.
  3. Choose a Type: Risk, CAPA, Nonconformity, Audit Finding, Supplier, Asset or Compliance Obligation.
  4. Select Create.

You become the register owner. If New Register isn't available, ask your library administrator for register authoring permission.

Set up your register

Use Permissions to assign the people or roles who will view, author, approve and review its content. Then use Records > Add Record to start adding items. See Manage Register Permissions and Add and Update Register Records.

Other tabs bring together related Processes, Actions, Approvals and Reviews. An Audit Trail is available with the relevant permission. The workspace's Controls tab provides access to library controls.

Archive a register

An owner with register management permission can select Archive. An archived register is read-only; its records, workflow history and process references remain available. Resolve pending approvals, open actions and pending reviews before archiving; these prevent the register from being archived. There is currently no option to restore an archived register.