Step by Step procedure to add a new Register record using the GRC Portal
Procedures
New Register via the Portal
The Drova Portal looks a little different to the GRC platform. Firstly, the URL will end in "portal.aspx". Additionally, only forms / documents that have been selected to be shared to the Portal will be visible.
Enter the Form Fields
Optionally add Attachments
Click Finish to create the record
Step 1 - The Form
Check you have the correct Register Type.
Fill in Form fields as required. Note Any field marked with a red asterisk * must be completed.
Click the Next icon to proceed to Step 2.
Step 1 - First Field and Details
Create New Register Step 1 page elements
Create New Register Step 1 page elements | ||
ID | Element | Description |
1 | New Register Type | This is the Type of New Register you are recording. |
2 | Page Help icon | Click this icon to display basic instructions for creating a new Register. |
3 | ‘Click here for more information’ button | This button will only appear if this Register has further instruction for you to follow. Click this button to display those further instructions for creating this Register. |
4 | ‘Step’ indicator | Displays the current Step and the Step’s sequential position (e.g. ‘Step 1 of 5’, ‘Step 2 of 5’ and so on). |
5 | ‘Previous’ step icon | This icon is disabled at the first Step. |
6 | ‘Next’ step icon | Click the Next icon to display the next Step of the creating a new Register process. |
7 | Register Form area | This area contains the Register Form Fields. The fields displayed in this area are unique to each Register Type. Section Headers are shaded fields that visually divide the form into logical sections. |
8 | ‘Required Field’ indicator | Any field marked with a red asterisk * is mandatory and must be completed. |
9 | Field ‘Help’ icon | Hover over this Help icon for information to help you fill in the field. |
10 | Form_Fields_Scroll_Bar | If visible, use this to scroll down to see the rest of the fields on this Form. |
11 | ‘Close’ icon | Click this icon to cancel creating this new Register. |
Step 2 - The Attachments
To add attachments to your Register, click the
Browse...button to browse for an attachment. A File window will open, navigate and choose a file to attach. The file name is displayed in the Attachments field.Add more attachments by clicking the
Add Filelink and repeating instruction (1).Click the Next icon to proceed to Step 3.
Create New Register Step 2
Create New Register Step 2 page elements
Create New Register Step 2 page elements | ||
ID | Element | Description |
12 | ‘Attachments’_File_field | Displays the file that will be uploaded and attached to this Register when it is created. |
13 | ‘Browse’ button | Click this button to display and select a file to be attached to this Register when it is created. The selected file will appear in the Attachment File field. |
14 | ‘Remove’ button | Click this button to remove the file displayed in the Attachment File field. |
15 | ‘Add File’ button | Click this button for each addition attachment you require to added to this Register. |
Step 3 - The Finish
Check Send me a confirmation email to receive a notification email confirming the creation of this Register record.
If required, click the Previous icon to review your Register information prior to submitting. Use the Next icon to return to this step.
Click
Click here to finishto record the new RegisterIf there are no errors, this page will close with a message that your Register was successfully created.
If there are any errors, they will be displayed in red at the bottom of the page. Use the Previous icon to return to the fields that need correcting. Once done, click Next icon to return to Step 3 and re-attempt to finish. Repeat until all errors are corrected.
Create New Register Step 3 page elements
Create New Register Step 3 page elements | ||
ID | Element | Description |
16 | ‘Send me a confirmation email’ checkbox | Tick this checkbox if you want to receive an email at the conclusion of reporting this Register. |
17 | ‘Click Here To Finish’ button | Click this button to create the Register.  icon next to the field that needs correcting. |
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