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Creating a central register list

The Central Register item references a list in SharePoint describing one or more locations.

 

A central register is a list or library, with document sets in SharePoint, with one or more columns to help describe a location in SharePoint/Office 365.

The columns may be of different columns types (e.g. Text, Number, Lookup, Managed Metadata, People/Groups,). Typically a list would be focused on a particular business system such as Project Management, Legal Matter Management, Helpdesk, and contain one or more items for each project, matter or helpdesk case respectively.

 

Example: A Project Management System may have columns such as:

Project name, Project description, Project Budget, Project Status, Project Owner, Project Team members, etc... The columns in the list will depend on the system and business requirements.

Required Column/s in the Central Register List

The list must contain a column of type Text or URL for entering a URL to the destination location.

If the URL links are referencing locations in SharePoint of mixed types (for example a mixture of: site collections, sites, libraries, lists, Folder, documents sets) then use a Text column type. The valid values for this column are (must be exact): Site, SiteCollection, Library, List, DocumenetSet, ListFolder, LibraryFolder.

 

The example central register list below is for a Legal Matter Management System. The list contains a number of columns describing different legal matters, including a column called Matter Location URL. This column contains URL's to the Matter location. In this example, all matter are represented consistently, as SharePoint Sites. Therefore, there is no need for a second column to describe what the Location URL is pointing towards.

 

 

You can create one or more views in the Central Register, ready for selection when create a central register item.