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Configure a register using the Register Builder

Use the Register Builder dialog to configure which fields appear in a register and how items are grouped before generating documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Register Builder dialog​

Open the Register Builder dialog from your project so you can configure a register definition for a specific item type, such as defects.

Open the Register Builder dialog

Step 2: Review available fields from the catalogue​

Review the field catalogue for the selected item type, including default fields like Reference, Title, Severity, and Due, so you understand what information can be included.

Review available fields from the catalogue

Step 3: Choose which fields to include in the register​

Select the fields you want to appear in the register, keeping or removing defaults and optionally adding any additional catalogue fields to match your reporting needs.

Choose which fields to include in the register

Step 4: Configure grouping and layout options​

Set grouping options, such as grouping by Severity, and adjust any layout or display settings so the register is organised in a useful way for stakeholders.

Configure grouping and layout options

Step 5: Save the register definition for future use​

Save your register definition so it can be reused or updated later without needing to rebuild the configuration from scratch.

Save the register definition for future use

Step 6: Generate a register document from the definition​

Generate a register document using your saved definition so you can share or download an up-to-date view of the selected items.

Generate a register document from the definition

Last updated: 2026-07-11