Adding a Register

Modified on Wed, 30 Jul, 2025 at 9:22 AM

What is a Register?

A register is a structured repository that organises and stores data, much like a folder. It enhances data management by categorising entries and allowing for efficient retrieval. Additionally, registers provide robust permission management, ensuring sensitive information is accessible only to authorised individuals.



Why is a Register important?

The Registers section in admin allows users to define Registers against which modules can be recorded. Registers in CGR Foundation work like folders, and they can be set up in a hierarchy.



How do I create a Register?

  1. Click Registers on the admin page left bar. This will take you to a list of images that are already available in the application.

  2. Click Add.

    Register list screenshot


  3. Complete the form:
    Note: There might be additional fields on the form available, this depends on your configuration set up.


    Register creation form screenshot


    FieldDescription
    Title

    Choose a suitable title for this Register.

    Parent Register (Optional)

    Select the Parent Register if this Register belongs to another.

    SensitivityIf this feature has been enabled, select the relevant sensitivity level.
    Note: Every level above the default, needs to be assigned via Admin > User > Sensitivity.  
    Business ObjectiveIf the 'Business Objective' modules has been used and configured the relevant business objective can be select from the dropdown. 
    Auto rollup this register to parent? When enabled, all the information of this register will be displayed on the Parent Register page.
    Note: Regardless of this setting being enabled, users without permission to see the data will not have access to it.
    Cascade policiesIf this is kept enabled, the permission sets in the different security groups will automatically be applied to this new register according to its parent register.
    Note: You can select this option when creating the register. After saving, the option will be automatically deselected.
    LibraryWhen enabled, it makes the register display as a link under the library menu on the top bar

  4. Save.




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