Creating, Configuring and Editing Registers

Registers on Leo help you to log your firm’s important data. Leo provides some commonly-used Registers which are fully customisable, so you can edit them to suit your firm’s needs. 
You can also create new Registers:  for example, for tracking staff.

Creating a Register

To create a new Register:

• From the Settings page, click on Registers
• Click on the green NEW REGISTER button
• On the form that pops up, enter the Register Name, a Category, select an appropriate Icon, and Bundle, and choose if you want it to be Confidential. Click CREATE
• Your new register will appear in the alphabetical Registers

Configuring and Editing Registers

To configure the register you have created, or edit an existing register:

• From the Settings page, click on Registers
• From the alphabetical list of Registers, click on the register you want to work on
• Use the SETTINGS, PERMISSIONS and RULES tabs to configure the register or make changes:
  • SETTINGS: enter details for the Columns you need
    • Use the default columns - Assigned To, Created On, Created By, Updated On, Updated By - to set up the register’s audit trail and history
    • To create a new column, click the ‘+’ at the bottom right of the screen. Fill in the pop-up fields
    • On the pop-up screen, enter a column name, select a column type, and then edit the display order.
• You can change the order of the Columns by simply dragging and dropping the icon from the column name you want to move into the order you want it to be on.
  • PERMISSIONS: from the drop-down, select which Groups have access to the register and whether they can only Read or also Modify the register. (You can edit these permissions at any time.)
  • RULES: enter the conditions (rules) for any automated actions that you need to set up. For example: when to trigger a notification email to update users about the register
    • Enter a Name for the rule
    • Under Type of Rule, use the drop-downs to select the right conditions and triggers
    • Select the Action you need to automate once the conditions and triggers are met
    • From the Email Recipient dropdown, select either the permission level of people who will be informed (Assigned To, Created By or Updated By), or the individual person who will receive an email notification
    • Click UPDATE
• Click SAVE at the bottom of the screen
• Groups with permissions for the register will find it in the Register. If a Group doesn’t have permission to read or modify a register, it won’t appear in the list they see.