This article explains how you can include a compliance register submissions table within a declaration module. This setup allows employees to review and add submissions directly while completing their declaration, improving accuracy and reducing the need to navigate away from the module. You will need access to Registers, Advanced survey elements, and Edit content permissions.
Understanding compliance registers and declaration modules
Compliance registers allow employees to log and track compliance obligations. Declaration modules are used when employees must confirm whether they have met those obligations. By inserting a submissions table into the declaration module, employees can check and update their register entries while completing the declaration itself.
Register configuration
Before updating your module, identify which registers you want to include. You may also need to decide whether you want to filter submissions by timeframe.
You can:
Display all submissions
Limit submissions to a specified period (for example, a quarter or a year)
Filter by the date the event occurred rather than the date it was submitted
This can be useful if employees sometimes submit entries late. For example, if the declaration relates to the year 2023 and entries occurred in 2023 but were submitted in 2024, you can still choose to show only the 2023 occurrences.
Once you decide which registers and timeframes should apply, email your customer success manager at [email protected] to complete the register configuration.
Module configuration
After the register setup is confirmed, you can structure your declaration module in any way that suits your process. For example:
Create a separate declaration module for each submissions table
Place each table on its own page
Combine multiple submissions tables on a single page
Every declaration module must include:
A register submissions page
A review and submit page
A complete page
The module needs to be published in Flexible or Scrolling skin. If you are unsure which skin is applied, your customer success manager can help.
Register submissions page
The page containing the submissions table should have the Next button hidden until users complete the required action. You can then add the Module: Register element and configure it according to your needs.
When configuring this element, you can set:
Registers: Choose one or multiple registers to display. Contact your customer success manager if a required register is missing.
Starting month, starting day, timeframe: Optional date filters for showing submissions within the declaration period.
Current timeframe: Displays the period currently being shown to the user.
User instructions: Allows you to amend or remove the default text. Tags such as [timeframeStart] and [timeframeEnd] will automatically display the relevant date range.
Employees will see an Add submission button below the table. If more than one register is included, they will also be able to select which register they want to submit to. Employees only see registers they have permission to access, so speak to your customer success manager if permissions need updating.
A RegTech: Multiple choice question should follow the table. This allows employees to confirm whether their submissions list is complete and can be set so that the Next button only appears once answered.
Review and submit page
The review and submit page allows employees to check and finalise the choices they made during the declaration. It usually already exists in the module.
You can include:
RegTech: Review submission: Displays an introduction and a summary of the employee's selections.
RegTech: Submit: Saves the employee's declarations. Adding SKILLCASTAPI.nextPage(); to the Completion actions ensures they move to the next page after submitting.
Complete page
The final page can contain any completion messaging your organisation requires. You can use the Complete page template found in Core templates if you prefer.
For information on finishing and publishing your module, see the article titled What do I do when I finish creating or editing my module?.
Limitations
Note: If you do not have the correct permissions to access Registers or edit declaration modules, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].