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Review register block details

Review a register block, including its data source, filters, and a snapshot of grouped records.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register block panel​

From the compose documents view, scroll to the relevant section and locate the register block card showing a summary of linked project records.

Open the register block panel

Step 2: Confirm the register data source​

Check the header of the register block card to see whether the data comes from a programme, documents, people and companies, or project records.

Confirm the register data source

Step 3: Review applied filters​

In the register block card, read the filter summary to understand which filters are applied, including any lists, dates, or flags that restrict the records shown.

Review applied filters

Step 4: Inspect grouped records​

Look through the grouped rows in the snapshot view to see how records are organised, including any tone highlighting such as critical, warning, neutral, or ok groups.

Inspect grouped records

Step 5: Check key field values​

For each row, review the formatted fields such as dates, currency amounts, and structured text to validate that the register data is accurate and complete.

Check key field values

Last updated: 2026-08-31