Registers overview

Learn about the assets register and custom registers

The Registers module allows organizations to create and use registers according to their needs.

You can add assets to the assets register, or create your own custom registers for events or items like breaches, gifts, or conflicts of interest.

Table of contents:

1. Assets register overview
2. Creating a custom register
3. Managing the register
4. Adding custom fields to the registers
5. Adding an item to the register
6. Importing items into the register

Assets register overview

Find your assets register by navigating to Registers. By default, you should have 3 registers in this view. The issues and risks registers redirect you to their respective modules.

Click on your Assets register.

To learn how to create an asset in the assets register, head here.

The main differences between the assets register and custom registers are:

• The assets register cannot be deleted.
• You can manage access at the individual asset level.
• The assets register has 2 additional default fields, which are:
  • Type, which can be edited in Administration > Custom data > Asset Types, and
  • Associated Third-Party (or what your Third-Parties are renamed to).
• The assets register comes with 3 custom fields, which you can find in Administration > Custom data > Asset custom attributes. These are Availability, Confidentiality, and Integrity. You can delete or edit them like other custom fields.

Otherwise, the assets register functions similarly to a custom register and you can perform similar actions in them, such as managing custom fields and importing items.

Creating a custom register

Go to Registers. Here you can create, access, and delete custom registers.

Click Create register, enter a unique name, then click Create register.

Managing the register

To edit the Name of the register, click into it and select More > Settings. Once done, click Save to update the register.

You can export the entire register by clicking Excel Export. Choose which columns will be displayed in the Excel file by using the Columns filter.

You can use the search bar, Filter by Users, or Filter by Tags to find items in the register.

You can also sort by column values by clicking on each column name.

To learn more about managing access to a register, head here.

To learn more about managing access to individual assets, head here.

Adding custom fields to the registers

To learn how to add custom fields to your registers, head here.

To learn how to bulk import items in your registers when they have custom fields, head here.

Adding an item to the register

To start adding items to the register, click New item. Fill in the fields.

You can also upload necessary documents in the Documents tab.

To link items to risks, do so from the risk registers. If any items are linked to a risk, you can see this linkage in its Risks tab.

Importing items into the register

You can bulk import items to the register by clicking More > Import.

Click Download Template to download an empty template where you can enter the details of each register item.

Once done, go back to More > Import and Upload the populated spreadsheet.

Once uploaded, the register will be populated with the listed items.