Regulara

OPERATING MANUAL · 001

How to
use Regulara.

Go from scattered source documents to a register you can inspect, correct and prepare for filing. Follow the work in order. Keep the source beside every decision.

Start the walkthrough Open dashboard
TRACE / 001DOCUMENT REGISTER
01 / SOURCE02 / REVIEW03 / FILE
THE METHOD / 00

A filing is only as sound as the decisions behind it.

Regulara keeps the register, source files, missing-information work and filing checks in one project. You decide what the evidence supports. The system helps you find, connect and review it.

01 / SET THE SCOPESTART HERE

Give the register
one home.

Open the dashboard and create a DORA project. Name it for the reporting entity or filing cycle so the register and its files stay together. Open that project to find the working tabs.

IN THE PRODUCT
  1. 01Dashboard
  2. 02New project
  3. 03DORA
Keep one filing scope in one project.
02 / BRING IN SOURCESTHE INPUT

Start with the
actual documents.

Upload contracts and supporting files into the project's Files workspace. Open an original to inspect it. Use the source to check dates, parties, services and other facts before they enter the register.

IN THE PRODUCT
  1. 01Workspace
  2. 02Upload
  3. 03Files
Files may need review before their contents can support a field.
RULE OF THE WORK

A plausible value is not a sourced value. Keep the document close enough to challenge the entry.

03 / BUILD THE REGISTERTHE STRUCTURE

Enter facts in the
order they connect.

Begin with the filing entity, then add the relationships that depend on it. A contract, provider, function and service become useful when they refer to the right real-world objects.

01OrganisationWho is filing?
02FunctionsWhat work matters?
03ContractsWhich agreement?
04ProvidersWho delivers it?

Use the register tabs to correct records. Where proof is available, inspect the linked passage and its original file before accepting a value.

Read the register code reference
04 / RESOLVE WHAT IS MISSINGTHE HUMAN DECISION

Make the gaps
visible.

Open Requests to see missing information found by the current checks. Review the question and its source context, then draft a request or management note. Save it when the wording is right. Return to the register to enter confirmed answers.

IN THE PRODUCT
  1. 01Requests
  2. 02Review
  3. 03Draft
A drafted request does not itself fill a register field.
05 / PREPARE THE FILETHE OUTPUT

Let the checks
have the last word.

Open File to review the register's filing state and blockers. Fix the underlying record when a check points back to a field or relationship. Review the package before using it in your submission process.

IN THE PRODUCT
  1. 01File
  2. 02Review checks
  3. 03Package
Readiness depends on the actual state of your register.
END OF GUIDE / BEGIN THE WORKREGULARA

Your next move
is in the workspace.

Open a project, bring in one real source and work forward from there.

Open dashboard