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There are several ways to access the Registers page or a specific Register for creating a new entry:
To access the Registers:
- Left Menu - Registers Icon – Click the Registers icon in the left menu to navigate to the Registers page, where you will find a list of all available Registers.
- Home Page – You can access the Registers from the Home Page in two ways:
- Categories or Search Bar: Use the Categories section or the Search bar to find a specific Register, such as the "Gifts and Inducements Register."
- Quick Actions Panel: On the left panel, you will find quick access to create new entries in specific Registers. For example, you can create an entry in the "Breaches Register" directly from here.
To create a new entry, follow these steps:
- Select the Register you want to create a new entry.
- Click on the green NEW ENTRY button and fill in the form fields.
- Complete the required fields (marked with a [*])
- Click SAVE to submit your form.
To illustrate, below is a list of standard Registers within Leo. Because Leo lets you configure and create registers, you may have access to different Registers than the ones listed here.
- Background Checks Register
- Breaches Register
- Client List Register
- Complaints Register
- Conduct Register
- Conflict of Interest Register
- Financial Promotions Register
- Gifts and Inducements Register
- Holiday Requests Register
- ID Verifications Register
- Material Risk Takers Role Register
- Online Training Register
- Outside Affiliation Register
- Regulatory Filings Register
- Restricted List Register
- SM&CR Roles Register
- Suspicious Transactions Register
- Training Register
- Travel Records Register