Viewing Registers

Overview

Registers are the backbone of compliance management in Fisher Portal. A register is a structured table used to track compliance-related data such as health and safety incidents, quality records, information security events, and more. Each register has custom fields defined by your administrator, making them flexible enough to capture exactly the data your organisation needs.

As a Client Staff member, you can browse all registers assigned to your organisation and view the entries within them. You cannot create new registers or configure their fields — that is managed by your Client Admin.

Step-by-Step Guide

Step 1: Navigate to Registers

Click Registers in the sidebar navigation under the Compliance section. This opens the registers list page showing all registers available to your organisation.

Each register in the list displays:

• Register name (e.g. “Accident/Incident Register”, “CCTV Log”)
• Register code (e.g. “HSF-01”, “QSF-03”)
• Category (e.g. Health and Safety, Quality, Information Security)
• Number of entries currently in the register
• Status (Active or Inactive)

Step 2: Open a Register

Click on a register name or row to open it. The register detail page shows:

• Register information at the top (name, code, description, category)
• Field definitions — the columns that make up the register
• Entries table — all current entries in a table format, sorted by entry date (most recent first)

Step 3: Understand the Register Structure

Each register is made up of fields that define what data is captured. Common field types include:

Field Type	Description	Example
String	Short text	Employee name, location
Text	Long text	Description of incident
Integer	Whole number	Number of people affected
Decimal	Number with decimal places	Temperature reading
Date	Calendar date	Date of incident
Boolean	Yes/No	RIDDOR reportable?
Single select	Choose one option from a list	Severity (Low/Medium/High)
Multi select	Choose multiple options from a list	Categories involved
Currency	Monetary value	Cost of rectification
Percentage	Percentage value	Completion rate
Email	Email address	Contact email
Phone	Phone number	Emergency contact
URL	Web address	Link to external report
File	File attachment	Supporting evidence
User	A user from the organisation	Assigned to

Fields are displayed in a specific order set by the administrator. Required fields are marked accordingly.

Step 4: View a Specific Entry

Click on any entry row in the table to open the full entry detail view. The entry page shows:

• Title — automatically generated or manually set
• Entry date — when the entry was recorded
• Status badge — one of Draft, Submitted, Approved, or Rejected
• All field values — displayed in the order defined by the register
• Created by — the user who created the entry
• Reviewed by — the user who approved or rejected the entry (if applicable)
• Comments — any comments added during the approval workflow

Step 5: Filter and Search Entries

Within a register, you can:

• Search entries by title, description, or field values using the search bar
• Filter by status (Draft, Submitted, Approved, Rejected) to find entries in a specific stage
• Sort entries by entry date or creation date

Entry Statuses Explained

Each register entry goes through a workflow with four possible statuses:

Status	Colour	Meaning
Draft	Grey	Entry has been created but not yet submitted for review
Submitted	Blue	Entry has been submitted and is awaiting approval
Approved	Green	Entry has been reviewed and approved by an administrator
Rejected	Red	Entry has been reviewed and sent back for corrections

As a Client Staff member, you will primarily work with Draft and Submitted entries. See Creating Register Entries for details on creating and submitting entries.

Tips

• Use search to find specific entries: If the register has many entries, use the search bar to quickly find what you need by typing keywords from any field.
• Check the status column: A quick glance at the status column tells you which entries still need attention (Draft or Rejected) and which have been finalised (Approved).
• Registers are client-scoped: You will only see registers that belong to your organisation. If you belong to multiple organisations, switch to the relevant client context to see their registers.

Troubleshooting

Problem	Solution
No registers visible	Your organisation may not have any registers deployed yet. Contact your Client Admin.
Cannot find a specific entry	Use the search bar or check the status filter. The entry may be in a different register.
Register appears empty	No entries have been created yet. See Creating Register Entries to add the first entry.
Cannot see the Registers link in the sidebar	Ensure you are viewing a client context. Super Admins need to select a client first using the client switcher.