Editing a Register Item

Watch the demo of how to edit a Business Register item:

Edit a Business Register

1. Click Administration, then Business Register Management.

2. In the Active Register List, locate the register you want to edit.

3. In the Action column, click the Edit (pencil) icon beside the register.

Step 1: Basic Information

4. Make your changes, then click Save and Continue.

Step 2: Select Form

5. Make the required changes to the form, then click Save & Continue.

Step 3: Cycle Notification Settings

6. Select the appropriate notification option. The available settings will depend on whether you choose to group items or send notifications for each individual item.

7. Configure the settings as required, then click Save & Continue.

Step 4: User Notification Settings

8. Configure the notification settings, including roles, users, and notification frequency.

9. Enable or disable notifications for the responsible person as required.

10. Review the global register settings and the accompanying note before making changes.

11. Select or deselect the relevant roles and users, then configure attributes such as Item Overdue, Number of Days, and Before/After.

12. To configure additional notification rules, click Add More and set up the new user role block.

13. When you're finished, click Save & Close to save your changes.