Who Can Create New Register Types
Only Positions in either Security System Group TriLine GRC Administrators or Administrators - Registers can add new Register Types.
These Administrators configure all of the Register. The Administrator can choose to designate the Form design to another Position.
Designate everything else to the Designer
During the Register Type creation process, the Administrator can select one or more (non-Administrator) Positions to be that Register’s ‘Designer’. The Designer will be granted access to the Registers Maintenance Menu option ‘Type of Registers’. Once the Designer selects this menu option, only Register Types of which they are the Designer, will appear. The Designer can now create the layout this Register will use, and they can also update all this Register’s configuration settings.
The Designer’s security access is directly to this Register Type and is Independent of Security Groups security. Designers do not have automatic access to Register records created for this Register Type, but they can be granted access through one of the Designer’s Security Groups. They can be granted (or revoked) automatic Edit or View new record security access via the Register Type’s Default Security Groups.
TriLine GRC Administrators can update all Register Types and all Register Records.
The Register Type Owner
There can be one or more Register Type Owners in each Register. The Register Type Owner’s role is to manage the records created in this Register. The Register Type can be configure to alert the Register Type Owner(s) of each new Register record created.
The order of the Register Type Owner is important because, when a new Register Record is created, the first listed Register Type Owner becomes that Register Record’s Managed By position. All Owners can be configured to receive a notification when new records are created.
A new Register Type Owner can then be selected from Positions that are members of Security Groups that have been granted Edit security access to this Register Type.
A Register Type Owners role, and a Register Type Designers role, are independent of each other, however one Position can occupy both roles.
Note: If the a Register is to contain restricted information, consider creating a Security Group that only contains the Owner Positions', specifically for that Type of Register. Then grant Edit Security access to this Group only.
When is a Register Configured correctly
A Register is configured correctly when ‘Create a new Register record’
icon displays beside it in Menu option ‘Work With Registers’.
A correctly configured Register
A correctly configured Register has the following ‘Type of Register’ settings completed:
All Register Type Details completed.
Default Security access selected.
Build the Register Form containing at least one Field other than the Title.
Allocating at least one Owner. Each Owner is a member of a Default Security group with Edit access.
At least one Register Status Value.
Optionally add Predefined Tasks and Predefined Links
Note: To see the New Register Type from the Main Menu for the first time, you may need to press Control F5 to refresh your browser. The new Register menu option should now appear.