Register Entries

Each submission of a register's form becomes an entry. Open a register to see its Entries.

Filter by State (open or closed), Review (due or overdue) and Archived, or search by reference.

Tags

Tags group registers on the Registers page — a register appears under every tag it has. Click Show details at the top of the register, then the tag icon beside Tags to change them; changes save straight away.

Adding an Entry

Entries are created whenever someone submits the register's form. To add one from the register:

1. Click New Entry. The form opens in a drawer.
2. Fill it in, then click Submit, or Submit and Add Another to clear the form for the next entry.

After Submit, you can View Entry, Add Another, or Add Action Items — which opens the new entry with its action items ready to add.

Viewing an Entry

Select an entry to open it. It shows the status, owner, collaborators, review dates and notes, followed by its Review History, Action Items and the original form submission.

Updating an Entry

Click Edit to change the Status, Owner, Collaborators, Next Review date or Notes, then click Update Entry.

To archive an entry, click Archive in the same drawer. Archived entries leave the list; set the Archived filter to find them, and click Unarchive in the same drawer to restore one.

Reviewing Entries

When the register uses reviews, record each one against the entry:

1. Click Actions, then Mark Reviewed.
2. Enter Review Notes — what you checked, what you found and what you did about it.
3. Leave Next Review blank to follow the register's schedule, or pick a date to override it.
4. Click Mark Reviewed.

Each review is added to the entry's Review History, newest first. Cancelled entries aren't reviewed.

Notifications

Astalty sends these in-app and by email:

Review reminders skip archived and cancelled entries and deactivated owners.