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Registers: Chemical, Scale, Thermometer and Custom Registers

Compliance registers with their own custom columns: start from a template or build your own, import existing lists from Excel or Word, and export to PDF.

Written by Support Superfood

Registers are the standing lists auditors ask to see: every chemical on site, every scale and thermometer with its calibration dates, or any list your system needs. Each register is a table with its own columns, so it holds exactly the information you track. Find them under Registers in the Forms & Registers sidebar.


Creating a register

Admins press + New register and pick a starting point:

  • Chemical register — chemical name, supplier, use, storage location, SDS on file, SDS issue date, dilution rate, approved for use, notes.

  • Scale register — scale ID, location, make/model, capacity, calibration due, last verified, Pass/Fail result.

  • Thermometer register — thermometer ID, location, type, calibration due, last ice-point check, deviation in °C, Pass/Fail result.

  • Custom register — start nearly blank and add your own columns (glass and brittle plastics, approved suppliers, knife registers — whatever you keep).

Templates are just starting points: every register's columns stay fully editable afterwards.


Custom columns

  • Edit columns (admins) lets you rename, retype, reorder, add and remove columns. Five column types: text, number, date, dropdown (with your own options) and yes/no, each optionally required.

  • Renaming a column never loses data — entries keep their saved values under the hood.

  • Removing a column hides it from the table and exports, but existing entries keep what was recorded.


Entries

  • Anyone signed in can add entries — a new chemical arriving shouldn't wait for an admin. The add form is generated from your columns: date pickers for dates, dropdowns for options, Yes/No selects.

  • Required columns must be filled before the entry saves.

  • Archive instead of delete when an item leaves service — archived entries are hidden by default but stay on record (tick Show archived to see them). Deleting outright is admin-only.

  • Search matches across every column's values.


Importing an existing list

  • Import entries (admins) accepts Excel, Word and CSV files, or rows pasted straight from a spreadsheet. Word documents need the entries in a table with a header row.

  • Your file's headers are matched to the register's columns automatically, and every column has a dropdown to fix the mapping by hand.

  • A live preview shows how many rows are ready, how many will be skipped for a missing required value, and how many individual cells couldn't be read (they import blank). One bad row never blocks the rest.

  • Dates are understood in Australian day-first format, ISO, and Excel date cells; yes/no accepts yes, y, true and friends; dropdown values match your options regardless of capitalisation.


Exports and the audit trail

  • Export PDF produces a clean landscape table of the register — exactly the columns and rows currently shown, dated, ready to hand to an auditor. Export Excel gives the same as a spreadsheet.

  • Every change — register created, columns changed, entries added, edited, archived or imported — is logged with who did it and when.

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