Organising your registers
A register is the concrete thing you keep an eye on: a person, a vehicle, a contract, a machine, a site.
Five register types
Section titled “Five register types”When you create it, you state which type it is:
| Type | Examples |
|---|---|
| Person | an employee, a temporary worker |
| Asset | a vehicle, a machine, a site |
| Third party | a supplier, a subcontractor, a client |
| Organization | your own company, a subsidiary |
| Other | anything that fits none of the above |
The type restricts nothing: it exists so you can find and filter your registers.
Filing your registers in folders
Section titled “Filing your registers in folders”If you track several companies, or if you’d rather file your registers by topic, create folders. A folder groups registers under a single identity — “Dupont Ltd”, “Vehicles”. You open a folder from the Folders menu to see the registers it contains.
As long as you have no folder, nothing changes from what you know.
One register, several deadlines
Section titled “One register, several deadlines”This is the common case. A single employee carries their medical check-up, their electrical certification and their forklift licence. You see them grouped on the register’s page, each with its own status and its own alerts.
A contact for each deadline
Section titled “A contact for each deadline”You can attach to a deadline the details of the body concerned — the insurer, the testing centre, the training provider. On the day the alert lands, you do not have to hunt for who to call.
Archive rather than delete
Section titled “Archive rather than delete”When a register leaves your fleet, archive it: it drops out of your lists and your alerts, but its history remains available.