Passwords
User Management
- Assurance User Access Roles
- Add a User to Assurance
- Create New, Edit or Remove Access Roles
- User Profiles
- Add or Remove User Profiles to Users
- Edit User Profiles
Email Notifications
Registers and Forms
- What is the Registers and Forms feature?
- Configure Columns
- Using Filters to Search
- How do I create a new form?
- Drafting feature
- How to use Term to calculate End Dates?
Registers and Forms - Admin users
Registers and Forms - Creating & Navigating Templates
Registers& Forms - Fields
Registers & Forms - Public Links
Credentialing
Tasks
Risk Management
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
- Generate or customise an Assurance report
- Create a Registers and Forms History Report
- Create a Risk Gap Report
- Create a Risk History Report
- Create a Task History Report
- Create a User History Report