Book a demo with one of our product specialists today to find out more about customisability in Protecht ERM:
Product tour contents
Create a new register for structured data collection
- Set up a custom register to capture and track risk-related data.
- Choose a name and configure general settings, such as selecting an icon and enabling states for workflow transitions.
- Use built-in info bubbles to access descriptions and guidance for different settings.
Add sections and fields to the register
- Import sections from previously created templates or design new ones within the register.
- Organise fields within sections, ensuring the right data points are captured.
- Modify and refine section layouts directly within the register editor.
Set up tabs for better form navigation
- Divide large registers into multiple tabs for easier data entry and review.
- Drag and drop tab separators to structure sections logically.
- Customise tab names to reflect different stages or categories of data.
Enable task tracking for workflow management
- Link user fields to determine who sees tasks related to register entries.
- Assign due dates based on predefined date fields to ensure timely action.
- Use this feature for registers that require follow-ups or approvals.
Assign permissions to control access and actions
- Define user roles and determine who can view, edit, or submit entries.
- Set permissions for specific sections and fields to ensure the right people access the right data.
- Adjust role-based permissions to enable workflows such as entry submission and state transitions.