Once you have either created, or located a Registry item from our standard list, you will now need to assign it to the relevant location/s. This article will guide you through how to do this.
If a Registry item was marked as Mandatory on creation, the item will already be assigned to all locations. This is managed on the Manage items tab which is typically only visible to Administrators.
Sign in to RiskProof.
Click the Registry module in the left-hand navigation.
Click the Overview tab and use the dropdown to select the location that you need to add the Registry item to. If you only have access to one location, this will already be open on the Overview tab.
You will only be able to add items that already exist in the Manage items section.
Once the location has been chosen, you will need to click the Add registry item button.
Then choose the Select registry item from the dropdown menu. If the renewal frequency is different for this location, the pre-populated Renew every (months) can be amended.
Then click Add and this will now appear on the Overview list for this location.
A newly assigned Registry item will always appear as Overdue if there are no historic documents uploaded to it. Once the item is updated, the item will then appear along with the completed and due date based on the date of completion and the chosen renewal frequency.