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Configurability product tour video

Building a register in Protecht: Designing the register.

Capturing risk data shouldn’t be complicated. Protecht ERM’s custom registers let you design forms that fit your exact needs: organising data, automating workflows, and ensuring the right people see the right information.

Watch this quick tour to learn how to structure your register, set permissions, and streamline risk management.

 

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Product tour contents

Introduction: Understand how registers work


    • Capture and structure data with fully customisable forms.
    • Use sections, fields, and tabs to organise information.
    • Automate workflows, link data to risk libraries, and trigger notifications.

    Plan your register layout

    • Identify the key data points you need to capture.
    • Choose from various field types to match your data requirements.
    • Group fields into sections and tabs for better organisation.

    Set up access controls and conditional logic

    • Assign permissions to control who can view and edit different sections.
    • Use conditional rules to show, hide, or require fields based on user input.

    Prepare for advanced functionality

    • Consider adding workflow states and transitions to track progress.
    • Think ahead about automating approvals, linking to dashboards, and ensuring compliance.