Registers

In-Meeting Use

Linking registers to meeting types is ideal for capturing conflict of interest declarations or other register entries during a meeting. Entries added during minute taking are automatically recorded in both the register and the minutes.

What's Covered

This video walks through the Registers feature in Our Cat Herder, used for tracking items such as conflicts of interest, contracts, and other structured records your organisation needs to maintain.

Creating a Register

• Click New Register on the Registers page
• Choose From Scratch or From Template
• System templates are provided for common register types (e.g. Contracts Register) and you can also create your own templates
• When using a template, you can still modify the register afterwards by adding or removing columns
• Enter a Name, Description (optional), and assign an Owner
• Link the register to one or more Meeting Types to allow entries to be added directly from within meetings
• Optionally add the register to a Group for organisation
• Set a Review Date if needed
• Add at least one column — available column types include: Text, Integer, Decimal, Checkbox, Date, Dropdown, User, Multiple Users, Meeting, Documents, Priority, Rating, Percentage, URL, and Rich Text

Register Settings

Once created, you can manage the register via the Settings area:

• Edit Register — update name, description, owner, linked meeting types, active/inactive status, and whether the register name appears in meeting minutes
• Add Columns — add new columns at any time, with the option to mark them as required
• Hide System Columns — each register includes default system columns (Status, Created, Entries, Approved, Updated) which can be hidden if not needed

Forms

Registers can have a Form enabled, allowing portal members to submit entries directly:

• Enable the form in register settings
• Add a custom submission message shown after form completion
• Organise form fields into sections for a clearer layout
• Choose who receives a notification on form submission
• Share the form link with portal members (forms cannot be shared publicly)
• Download a PDF version of the form for printing and distribution

Conflict of Interest

Forms are particularly useful for conflict of interest declarations — share the form link with board members so they can submit or update their declarations at any time.

Managing Entries

• Add entries directly from the register or via a form submission
• Change entry status to Pending Approval, Approved, or Archived
• Archived entries are moved to a separate view and can be unarchived
• Set Reminders with a date and choose who receives them (owner, managers, or specific users)
• Add Notes against the register and optionally send notifications to users about them

Note Visibility

Anyone who has access to the register can see all notes recorded against it.

Exporting

• View as PDF — generate a PDF of the register
• Export to CSV — download register data as a spreadsheet
• Download Form PDF — get a printable version of the form

Register Access

• Admins have access to all registers
• Other users must be invited with a specific role:
  • Manager — can modify the register and its entries
  • Contributor — can add entries only
  • Viewer — read-only access

Grouping Registers

• Create Groups to organise registers (e.g. by subcommittee or board)
• Add or move registers into groups via the register settings
• View registers in a grouped layout on the Registers page

Meeting Integration

When a register is linked to a meeting type:

• A Registers button appears on meetings of that type
• Entries can be viewed directly from the meeting
• During minute taking, entries can be added directly to a linked register
• Register entries appear in the meeting minutes PDF