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  1. Forms & Quality
  2. Overview

Overview

A register is a form whose submissions become tracked entries — for example a Conflict of Interest register, an emergency drill log, a restrictive practice log or a Continuous Improvement register.

Overview

Every submission of the register's form becomes an entry with:

ReferenceThe register's prefix, the year and a running number, e.g. COI-2026-00001.
StatusWhere the entry is up to. Each register has its own statuses.
OwnerThe person responsible for the entry. New entries go to the register's default owner.
CollaboratorsOther staff working on the entry.
Next ReviewWhen the entry is next due for review, if the register uses reviews.

Entries can also carry Action Items for the follow-up work they need.

Where to Find It

From the left-hand menu, select Library, then Registers. The list shows every register you can see. Star a register to add it to Favourites, or pick a tag tab to narrow the list.

Open a register to see its Entries and Settings.

Creating a Register

A register is created as a form. Click New Register, or go to Forms and create a form, then:

  1. Under Form Usage, select Register.
  2. Enter a Reference Prefix — 2 to 10 capital letters or digits, e.g. DRILL. Entries are numbered DRILL-2026-00001, DRILL-2026-00002 and so on.
  3. Build the form's fields as usual. See Create a Form.

The register starts with four statuses — New, In Progress, Completed and Cancelled — and you as its default owner. Change these in Register Settings.

Converting an Existing Form

A General form that is already collecting submissions can become a register without losing its history.

  1. Open the form and click Actions, then Convert to Register.
  2. Enter a Reference Prefix.
  3. Under Existing Submissions, choose the status past submissions start in: Completed, In Progress or New.
  4. Click Convert to Register.

Astalty then opens the new register and adds an entry for each existing submission, oldest first, in the background.

Things to Keep in Mind

  • Only General forms that aren't archived can be converted. Incident, Referral and Feedback forms already have their own registers.
  • Converting needs permission to create and update forms. You become the register's default owner.
  • Converted entries keep the date of their original submission, and their reference uses that year — a 2025 submission becomes DRILL-2025-00001.
  • The form keeps its fields, access and notifications. Converted entries send no notifications.

Video Walkthrough