- Forms & Quality
- Register Settings
Register Settings
Each register has its own numbering, defaults, review schedule, access and statuses.
Where to Find It
- From the left-hand menu, select Library, then Registers.
- Open the register and select Settings.
Changing a register's settings needs the register update permission.
Settings
Click Edit on the Settings card.
| Field | What it does |
|---|---|
| Reference Prefix | 2 to 10 capital letters or digits that start every reference. Locked once the register has its first entry. |
| Default Status | The status new entries start in. |
| Default Owner | Who new entries are assigned to. |
| Entries need reviewing | Turns on scheduled reviews. |
| Review every (months) | How often each entry is reviewed, from 1 to 36 months. |
When reviews are on, each entry gets a Next Review date, and its owner is reminded when it falls due. See Reviewing Entries.
Access
The Access card sets who can open every entry in the register. Click Edit to change it.
| Level | Gives |
|---|---|
| Can View | Read every entry. |
| Can Update | Read and change every entry, and add collaborators to one. |
Each level takes user groups and individual users, and needs at least one. Admins always have access, and an entry's owner and collaborators always see it, even if they aren't listed.
Statuses
Every status sits in a stage, which decides how Astalty treats the entry:
| Stage | Treated as |
|---|---|
| New, Not Started, In Progress | Open |
| Completed | Closed |
| Cancelled | Closed, and no longer reviewed |
- Click Add Status to add one, with a name, stage and colour.
- Use the ⋯ menu on a status to Edit, Set as Default, Move Up, Move Down or Archive it.
- You can't archive the default status or the last remaining status.
