How do I create a register?

In this step-by-step guide, we will walk you through the process of creating your first register using BuildPass.

Step 1: Accessing the Registers Module

  • Once you are logged into your BuildPass account, navigate to the menu on the left-hand side of the screen.
  • Look for the "Registers" module and click on it to open it.

Step 2: Viewing Existing Registers

  • Within the Registers module, you will find a list of registers that have already been created.
  • It's possible that you may see no registers listed if you haven't created any yet.

Step 3: Creating a New Register

  • To create a new register, click on the blue "Create Register" option.

Step 4: Naming Your Register

  • A dialog box will appear, prompting you to name your register.
  • Enter a suitable name for your register, such as "RISC Register" or any other relevant title.

Step 5: Automatic Identification

  • BuildPass will automatically assign a number and a unique identifier to each item within the register.
  • This feature helps you track and identify specific items associated with the register.

Step 6: Register Settings

  • The register settings allow you to define the availability and assignment options for the register.
  • You can choose whether the register will be available for specific projects or all projects (default option).
  • If needed, select the checkbox and specify the projects where the register should appear.

Step 7: Assignment Options

  • Determine whether each register item can be assigned to multiple projects or restricted to a single project.
  • For example, an asbestos register might be relevant to a single project, while an asset register could be assigned to multiple projects.

Step 8: Additional Options

  • Explore other options available for your register, such as enabling checklists for item assignments.
  • Checklists are useful for registers like a plant register, where an induction checklist can be associated with each item.
  • You can also specify assignees for registers where different individuals are responsible for each item.
  • Follow-up dates can be set to track required actions for registers like an activity register.
  • Unique identifiers can be enabled if you want each register item to have a numbering system.

Step 9: Finalising the Register Creation

  • Once you have configured all the desired settings, click on the "Create Register" button.
  • Your register will be created, and you can start adding items relevant to your register.

Conclusion: Congratulations! You have successfully created your first register in BuildPass. Now you can begin organising and managing your items or assets more effectively. If you have any further questions or need assistance in setting up your register, please don't hesitate to contact the BuildPass team. You can reach out to us by using the green chat icon located in the bottom right-hand corner of your screen. Happy registering and have a great day!

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