General - Navigation & Considerations
Passwords
User Management
- View, Report and Manage role types for Forms and Registers
- Re-allocate responsibilities in Assurance
- Assurance SSO User Management
- Add a User to Assurance
- An explanation of Assurance User Type
- Assurance User Access Roles
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?
- Linking Registers and Forms
- Drafting feature
Registers and Forms - Workflow and Managing Forms
- Approve Registers and Forms
- Workflows and Stages
- Automatic submission and submit for approval workflow rules
- Send a Public Link Form back to the Submitter
- Closing a Form or entry on your Register
- Features in the Details section of a Form
Registers and Forms - Admin users
Registers and Forms - Creating & Navigating Templates
Registers and Forms - Fields
Registers & Forms - Public Links
Credentialing
Tasks (or Actions)
- Create A Task
- Answer A Task
- Assign A Task
- Task Assignments - Assigning in Bulk
- Change A Task
- Task Import Guide
Risk Management
Checklists
- Retire Checklist Assignments in Bulk
- Creating a New Checklist
- Assigning Checklists to users
- Assign one Checklist to multiple users
- Preview a Checklist
- Set up Checklist questions
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