Step 1: Accessing the Registers Functionality and Understanding Permissions
Understanding Role Permissions for Register Creation Before creating registers in BuildPass, it's important to understand that your ability to create or modify registers depends on your assigned user role:
Project Manager Access: Users with this role can create registers within assigned projects but cannot create register templates unless their access is elevated to Manager level.
Manager Access: Users with Manager access have full permissions to create and modify register templates.
If you find certain options unavailable, you may need to verify your access level or request elevated access from an existing Manager.
To begin, log in to your BuildPass account and navigate to the main dashboard. Look for the module called "Registers" and click on it to access the registers functionality. Depending on your role, you'll see different options available to you - Project Managers can create registers within projects, while Managers can also create and modify register templates.
Step 2: Creating a New Register
Once you're in the registers section, locate the option to create a new register. Click on it, and a form will appear where you can input the necessary details for your register.
For users with Manager access, this step also includes the ability to create register templates for broader use.
Step 3: Naming Your Register
Start by giving your register a descriptive name that reflects the purpose or type of items you want to track. For example, if you're creating an asset register, you can name it "Asset Register." Be specific to make it easier to identify and manage later.
Step 4: Choosing Register Type
Select the appropriate register type from the available options provided by BuildPass. These options may include plant registers, asset registers, asbestos registers, risk registers, and more. Choose the type that best matches your needs.
Step 5: Customising Your Register
At this stage, you can begin customising your register to align with your specific requirements. BuildPass offers an open-ended system that allows you to tailor the register according to your preferences.
Step 6: Defining Register Fields
One of the key aspects of customising a register is defining the fields you want to include. Determine the specific information you need to track for each item in the register and add corresponding fields. For example, in an asset register, you might include fields like asset name, description, purchase date, and warranty information.
Step 7: Configuring Field Properties
For each field you add, you can configure its properties. Decide the field type (e.g., text, date, number) and whether it should be mandatory or optional. This step helps ensure that the necessary information is captured accurately.
Step 8: Adding Additional Fields
Feel free to add as many fields as required to capture all relevant data in your register. Use the "Add Field" option to include additional fields and repeat the configuration process for each one.
Step 9: Save and Review
Once you have finished customising your register and defining all the necessary fields, save your changes. Take a moment to review the register's structure and confirm that it meets your expectations.
Step 10: Testing and Further Customisation
To ensure your register functions as intended, test it by adding some sample entries. Explore the register's functionality and check if it aligns with your needs. If you encounter any issues or require further customisation, you can reach out to the BuildPass team for assistance.
Congratulations! You have successfully created and customised a register in BuildPass. Now you can efficiently track and manage your items based on your specific requirements. Remember, if you ever need help or examples regarding registers, don't hesitate to contact the BuildPass team for support.