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Build Your Own Registers

Track anything your business needs in one workspace. Work on these items with your team with encrypted email, instant messaging or video calling, get notifications on item activity and generate instant reports.

ALL CONNECTED

Customer Register

Project Register

Asset Register

Policy Register

LINK WORK AND OWNERS

Assign

Owner

Alex MorganPeople Operations

Due date 28 Jul 2026

Notify

People team

Related

+ Link record

Employee profile People Register PPL-0018 Active

Equipment request Asset Register AST-0104 Requested

COMMUNICATE SECURELY

Encrypted email Quarterly review shared securely Sent

Instant messaging Sarah: The evidence is ready to review Now

Video calling Review meeting · 3 participants Join

RECEIVE NOTIFICATIONS

1 DUE DATE REMINDER Quarterly review is due tomorrow

Sarah Chen · Sends at 9:00 AM Scheduled

1 UPCOMING REMINDER Policy update needs review

Marcus Reed · Due 31 Jul Scheduled

1 APPROVAL REQUEST Project brief is ready to approve

Mark Taylor · Sent now Sent

1 EVIDENCE UPDATE Supporting evidence was added

Fiona Bennett · Due 2 Aug Scheduled

REPORT FROM ANY REGISTER

Project · PRJ-0042

Generated 22/07/2026, 9:13 AM

Workspace setup completed

Status: Complete Owner: Alex Morgan Type: Project

Summary

Workspace setup is complete. Access, linked work, and reminders are in place so the project is ready for day-to-day use.

Key outcomes

Team access confirmed
Related records linked
Owner reminders scheduled

Next steps

Review ownership monthly and add new work as the project evolves.

Every register connected to the work around it

Build custom registers, link records across teams, and keep owners, evidence, approvals, and actions connected without rebuilding another spreadsheet.

One platform for custom registers, linked workflows, evidence collection, approvals, and action tracking.

Customer
Inventory
Equipment
Deliveries
Product
Facility
Site
Location
Supplier
Contractor
Employee
Maintenance
Safety
Inspection
Quality
Procedure

BUILD, LINK, AND ACT

Create a register in minutes and let Guardzy AI build the workflow

Start with a blank register or template, then describe the workflow. Guardzy AI helps shape fields, owners, linked records, follow-up actions, and clear context your team can edit and approve.

A group of team member avatars representing collaboration

Approvals that don't get lost

Create approval items for routine work and link them to the register record they affect, then let the platform track sign-off and review history so your team stops chasing approvals in chat, email, or spreadsheets.

Guardzy AI recommending the best action for a register workflow

Guardzy completeness view for tracking workflow readiness

AI flags what needs attention

Guardzy AI flags missing fields, stale evidence, overdue actions, and lapsed reviews before they slow your team down.

Guardzy related register priorities view

Priorities you can defend

Guardzy AI summarizes team discussions, links related work across your registers, and surfaces the priorities you can take to leadership with the data behind them.

CUSTOMER DATA PROTECTION

How Guardzy protects customer data at every layer.

Customer files are kept in private, versioned storage with server-side encryption. Managed traffic controls help filter malicious requests, database storage is encrypted with automated backups, and Guardzy services run inside restricted network boundaries with access limited to authorised services.

Layered Guardzy customer data protection illustration showing security, restricted access, encrypted storage, and cloud resilience

Try it free

How Guardzy fits your operating model

Six steps to building connected registers in Guardzy, in the order your team would usually grow from setup to follow-through.

Customer
Supplier
Asset
Project
Risk
Policy
Employee
Audit
Contract
Equipment
Incident
Task

1

Create custom registers

Build registers around the way your organisation works, with custom fields, icons, owners, linked records, and evidence.

Guardzy table showing Customer, Supplier, Asset, Project, Risk, Policy, Employee, Audit, Contract, Equipment, Incident, and Task register items with assigned owners

2

Invite your team and assign owners

Bring teammates into Guardzy, organise them into teams, and assign clear owners and due dates to every register item.

To-do3

Task Review supplier onboarding evidence TSK-008

Contract Renew Evergreen Logistics agreement CON-008

Equipment Schedule warehouse equipment inspection EQP-015

In progress3

Project CRM Platform rollout PRJ-007

Risk Ransomware risk assessment RSK-003

Policy Access Control Policy review POL-012

Done3

Customer Northstar Systems onboarding CUS-001

Asset Fleet Vehicle 24 registration AST-024

Audit Quarterly finance access audit AUD-004

3

Track work as it happens

See assigned work on your board, then track progress across lists, analytics, the goal hierarchy, or your team calendar in whichever view fits your team.

Sanitized Outlook inbox feed showing Guardzy due-date, checklist, invitation, policy-review, and approval reminder emails

4

Stay on track with email reminders

Send automatic email reminders to owners before items are due, on the due date, and whenever a review needs attention.

Guardzy centralized documents workspace preview

5

Centralize your documents

Bring policies, evidence, documents, and working files into one workspace

Task Owner Task ID Status Due

Review supplier onboarding evidence Supplier

Sarah ChenContributor TSK-001 In Progress 28 Jul

Set up approval workflow Approval

Mark TaylorContributor TSK-002 Done 31 Jul

Set up weekly progress tracking Project

Fiona BennettContributor TSK-003 Open 2 Aug

Set up document workspace Document

John TseContributor TSK-004 Not Started 3 Aug

Set up automated email reminders Action

Maya ChenContributor TSK-005 In Progress 4 Aug

Review Driver Safety Policy Policy

Marcus ReedContributor TSK-006 Completed 5 Aug

Request Submitter Reviewers Approval ID Status Due

Approve supplier register launchSupplier

Marcus Reed

Sarah Chen APR-001 Pending 31 Jul

Driver Safety Policy reviewPolicy

Sarah Chen

Marcus Reed APR-002 Approved 1 Aug

Quarterly audit sign-offAudit

Mark Taylor

Fiona Bennett APR-003 Pending 2 Aug

Vendor onboarding approvalVendor

Maya Chen

John Tse APR-004 Changes 3 Aug

Customer data access reviewApproval

John Tse

Sarah Chen APR-005 Approved 4 Aug

Fleet vehicle replacementAsset

Fiona Bennett

Mark Taylor APR-006 Pending 5 Aug

6

Create approvals and team checklists

Turn register items into approval requests, then create and assign checklist items to team members with owners, due dates, evidence, and completion tracked in Guardzy.

Built for teams replacing scattered spreadsheets

Hear from the teams running connected registers on Guardzy.

“[Guardzy] makes follow-through much easier. We spend less time chasing updates and more time acting on what matters.”

Olivia Hart, Senior Program Manager

“[Guardzy] raised the standard for how we manage risk across the portfolio. We don’t have to chase separate spreadsheets or rely on one person knowing where everything sits. Assets, risks, treatments and evidence are connected in one place. That’s the real power — risk management becomes part of the system, not just another manual process.”

Fiona Bennett, CEO, Property Development

“Before [Guardzy], our risk process was spread across spreadsheets, SharePoint folders and separate vulnerability tools. It worked until review time — then everything became manual. [Guardzy] gives us a cleaner way to connect assets, risks, controls, evidence and treatment actions, so I can show leadership what’s exposed, what’s covered and what still needs attention.”

John Tse, Cybersecurity Risk Manager

“[Guardzy] gives us a much clearer view of where risk actually sits in the business. We can see what’s open, what’s overdue, who owns the next action and which controls need attention. It gives leadership the visibility we need without turning risk management into a heavy admin exercise.”

Marcus Reed, COO, Manufacturing Operations

See Guardzy at work.

How Electricians Turn Completed Jobs Into Ready Evidence

Dan MurphyLead electrician

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