Register records in the inventory

Register records with ​ValidMind as the first step towards streamlining your organization’s risk management oversight.

Prerequisites

• You are logged in to ValidMind.
• You are the record owner.¹
• You are a Developer or assigned another role with sufficient permissions to perform the tasks in this guide.²

¹ Manage inventory record stakeholders

² Manage permissions

Register new records

1. In the left sidebar, click Inventory.

2. Under the record type drop-down, select the type of record you want to register.³

3. Click Register {Record} to create a new entry in the inventory where {Record} is the type of record you are registering.

4. Depending on whether or not your organization has additional fields⁴ required on record registration, input the following information:

³ Manage inventory record types

⁴ Manage inventory fields

1. Basic Record Information

If no additional fields are required on creation for your records:

1. Provide the information outlined in the basic record information fields table below:

   Basic record information fields

   Field	Description
   record name	The name of your record.
   group	(conditional) If you belong to multiple user groups,5 select the group that can see the record.
   business unit	Business unit6 associated with the record.
   is it a vendor record? (optional)	Toggle whether or not the record is a vendor record.7
   purpose	Explain what the record will be used for.
   preliminary risk tier	Assign a preliminary risk tier.

2. Click Next to continue to assignment of record stakeholders.⁸

⁵ Manage groups

⁶ Manage business units

⁷ Vendor record

⁸ Manage record stakeholder types

2. Record Stakeholders

1. Select the record stakeholders to add to the record upon registration.

• By default, only owners are required.
• Additional optional or required record stakeholders can be configured by your customer admin.

2. Click Next to continue to additional record information (if required), or Register {Record} to create a new entry in the inventory where {Record} is the type of record you are registering.

3. Additional Record Information

If additional fields are required on record registration for your organization:

1. First enter the basic record information and assign record stakeholders, then click Next .

2. Fill in your organization’s required additional fields.

3. Click or Register {Record} to create a new entry in the inventory where {Record} is the type of record you are registering.