Manage your own Registry items with Compliance Centre

The self-manage functionality within the Registry App enables you to take ownership over the items of certification with your business.

These features are automatically available for Administrator level login or if you would like more users to have access, simply ask your Primary Contact to let us know.

We’ve created a help video to support you with the self-management functionality, alternatively follow the step-by-step guide below.

How do I manage my Registry items?

training module

1

Click on Manage items to see the list of all active Registry items across your business.

 

2

By clicking Actions you will be given the option to Edit or Delete current certification.

training module

3

In Edit you can update the Category Type, or create a new one if it isn’t listed. Here you can also update the name, description and how often the item is renewed – it may just be a one-off, there is an option for this too.

 

4

To add the item to every location, select ‘Assign to all locations’. Selecting ‘Mandatory’, also assigns the item to all locations, but prevents it from being deleted from their Overview. If both fields are left unticked, the location can choose whether to add this item.

I have deleted an item, what do I do?

training module

 

1

If you accidentally delete an item, simply select View deleted to see all archived Registry items.

 

2

Click Actions and Restore.

How do I add an item that is not listed?

training module

1

If you require an item that is not listed here, click Create item.

 

2

Either choose from our listed standard items, which is pre-populated for you, or create a bespoke item by working through the form as previously shown in Edit.