Administration Settings
General - Navigation & Considerations
Passwords
User Management
- Suspend user on Assurance
- Reallocate or Remove responsibilities in Assurance
- Assurance SSO User Management
- Create a User in Assurance
- An explanation of Assurance User Type
- How do I search for users?
Email Notifications
Registers and Forms
- What is the Registers and Forms feature?
- Configure Columns and Export to Spreadsheet or PDF
- Using Filters to Search
- How do I create a new form?
- Copy Forms on a Register
- Linking Registers, Tasks/Actions and Checklists
Registers and Forms - Workflow and Managing Forms
- Approve Registers and Forms
- Workflows and Stages
- Workflow Approval Rules
- Automatic submission and submit for approval workflow rules
- Approval Notifications on Workflow
- Send a Public Link Form back to the Submitter
Registers and Forms - Admin users
- Importing Registers and Forms Data
- Update existing Register and Form records through an import
- Data import rules
- Errors in an import file Registers and Forms
- How to create a default view for a Register and apply to all users
- Creating Register and Form Notifications
Business Unit Manager
Registers and Forms - Creating & Navigating Templates
Registers and Forms - Fields
- Field Library
- Types of Fields
- Creating Fields
- Access a Register/Form Template and Edit Fields
- Body Map Field for Registers and Forms
- Changing fields - impact of making changes to form/register fields
Registers & Forms - Public Links
Credentialing
- Send Credential Renewal Request immediately
- Credentials and Eligibility Criteria
- Requesting Credentials
- Adding or Replacing a Credential from the Register
- Renewing Credentials directly from the Entity (e.g. Provider)
- Approving Credentials
Tasks or Actions
- Create a Task or Action
- Answer a Task or Action
- Action/Task Responses
- Assign a Task or Action
- Task or Action Assignments - Assigning in Bulk
- Add a new Action/Task Category
Risk Management
- Create a Risk Register
- Setting up Risk Reviews
- Complete a Risk Review
- Complete a Risk Assessment
- Add A Risk
- Assign a Risk
Child Safe Risk Register - Victoria 2022
Checklists
- Creating a New Checklist
- Assigning Checklists to users
- Assign one Checklist to multiple users
- Preview a Checklist
- Set up Checklist questions
- Checklist Questions Library
Reports
- Create or customise an Assurance report
- Adding custom fields to reports
- Share an Assurance Report
- Subscribe to an Assurance report
- Distribute a shared Assurance report
- Copy an existing customised report and use as a template