Registers Module
Track Employee Actions and Incidents Effortlessly with Online Lists via our Registers Module
Securely share valuable lists or crucial compliance registers with staff. Control access to information keeping your data secure, while making it available to those that need it most on a need-to-know basis. Registers are essential for business and regulatory compliance, offering staff an easy way to record actions and log incidents promptly.
Examples of registers include:
- Incident or Breach logs
- Gifts Given or Received logs
- Training registers
- Approved vendors / supplier management
- Broker on-boarding
- Trading blacklists
- And any other lists you need to share
Track and approve register entries, and log subsequent actions taken, maintaining a full audit trail to evidence your regulatory compliance process.
Online registers provide control and secure access to information, sharing and collecting valuable information with staff quickly, accessible anywhere.
How it works
- Company admin manages access to different registers
- Employees can view and enter information to registers where they have permissions to access
- Each register acts as a cloud-based information sheet where grouped information can be entered, stored and viewed
- Entries can be reviewed and actioned by business
- Wizard style questionnaire makes it easy to record an entry
- Manage registers, easily search, and export reports
How it helps
- Security of information: Business managers (e.g. Office Managers, Compliance Officer, or Operations Manager) can easily assign which employees can access which lists so that the information has the correct combination of accessibility and security
- Accessible: Securely access from remote locations for hybrid or remote office requirements, employees can find and enter necessary information with greater ease.
- Data Entry: Questionnaires can be easily configured or designed to record required information, including attachments
- Audit trail: Maintains full audit trail of all entries by employees across the organisation
Challenges
- Real time access to information
- Controlling who can view and enter information
- Segmentation of information
- Recording accurate information
Solutions
- Information is easily accessible via a cloud-based platform
- Company admin can assign access permissions for lists to specific individuals or groups
- Information is accurately segmented into specific lists under individual headings
- Wizard style questionnaires designed to collect accurate and complete information, including required fields and attachments
Additional Benefits
- Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
- On hand client services team, to reduce time consuming admin tasks
- Export reports, download reports of task completion that can be filtered by custom fields
- Issue important information quicker and improve company compliance efforts
- Real time access to information
- Controlling who can view and enter information
- Segmentation of information
- Recording accurate information
- Information is easily accessible via a cloud-based platform
- Company admin can assign access permissions for lists to specific individuals or groups
- Information is accurately segmented into specific lists under individual headings
- Wizard style questionnaires designed to collect accurate and complete information, including required fields and attachments
- Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
- On hand client services team, to reduce time consuming admin tasks
- Export reports, download reports of task completion that can be filtered by custom fields
- Issue important information quicker and improve company compliance efforts
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