Administration Settings
General - Navigation & Considerations
Passwords
User Management
- How to Reallocate or Remove a User's Responsibilities in Assurance
- Getting Started With SSO User Management in Assurance
- What are the User Types in Assurance
- How to Create a New User in Assurance
- How to Search For Users in Assurance
- How to Edit an Existing User in Assurance
Email Notifications
Registers and Forms
- What is a Private Link Form in Assurance
- What is the Registers and Forms Feature in Assurance
- How to Create a New Form in Assurance
- How to Use Filters to Search in Assurance
- How to Configure Columns in Assurance and Export to PDF or Spreadsheet
- How to Copy Forms on a Register in Assurance
Registers and Forms - Workflow and Managing Forms
- How to Approve or Reject Forms on a Register in Assurance
- What Access Rights Does an Approver Have for an Assurance Form
- What Access Rights Does a Person Responsible Have for an Assurance Form
- How Do Approvals Work When an Assurance Form Is Created From a Public Link
- How to Set Up a Workflow with Three Stages of Approval
- How to Set Up a Workflow with Two Stages of Approval
Registers and Forms - Administrators
- How to Access the Conditional Notifications Screen in Assurance
- How to Set a Default View for a Register in Assurance and Apply to All Users
- How to Create Conditional Notifications for Registers and Forms in Assurance
- Conditions for Notifications Explained
- How to Bulk Import New Forms onto a Register in Assurance
- How to Bulk Update Existing Forms on a Register in Assurance
Business Unit Manager
Registers and Forms - Creating & Navigating Templates
- How to Create a New Registers and Forms Template in Assurance
- How to Copy an Existing Registers and Forms Template in Assurance
- How to Export a Register Template from Sandbox and Import into Live Site in Assurance
- How to Create a New Registers and Forms Category Menu in Assurance
- How to Create Merge Documents in Assurance
- How to Make a Confidential Registers and Forms Template in Assurance
Registers and Forms - Fields
- How to Create Fields on a Form in Assurance
- How to Edit Fields on a Form in Assurance
- How to Re-Order Fields on a Form in Assurance
- How to Create a Table or Section on a Form in Assurance
- How to Create Dependent Fields on a Form in Assurance
- How to Adjust the Visibility of Fields on a Form in Assurance
Registers & Forms - Public Links
- How to Prepopulate Fields within a Public Link Form
- What is a Public Link Form in Assurance
- How to Activate and Set Up a Public Link in Assurance
- Where to Find the Public Link of an Assurance Form
- How to Customise the Public Link Settings of an Assurance Form
- How to Save and Return Later to an Assurance Public Link Form
Credentialing
- How to Send a Credential Renewal Request Immediately in Assurance
- How to Set Up Credentials and Eligibility Criteria in Assurance
- How to Request Credentials from an Entity or Contact in Assurance
- How to Add or Replace a Credential from the Register in Assurance
- How to Renew Credentials from the Entity in Assurance
- How to Approve or Reject Credentials in Assurance
Tasks or Actions
- How to Unretire a Task or Task Assignment
- How to Retire a Task or Task Assignment
- How to Set Up Task/Action Default Settings in Assurance
- How to Set Up Escalation Users in Assurance
- How to Create a Task/Action in Assurance
- How to Assign a Task/Action in Assurance
Risk Management
- How to Complete a Risk Review in Assurance
- How to Set Up Risk Classification in Assurance
- How to Create a Risk Register in Assurance
- How to Create a Risk on a Risk Register in Assurance
- How to Assign a Risk on a Risk Register in Assurance
- How to Change a Risk on a Risk Register in Assurance
Child Safe Risk Register - Victoria 2022
Checklists
- How to Set Up Checklist Default Settings in Assurance
- How to Create a New Checklist in Assurance
- How to Assign a Checklist to a User in Assurance
- How to Assign a Checklist to Multiple Users in Assurance
- How to Preview or Export a Checklist to PDF in Assurance
- How to Set Up Checklist Questions in Assurance
Reports
- How to Create and Customise an Assurance Report
- How to Add Custom Fields to an Assurance Report
- How to Share an Assurance Report
- How to Subscribe to an Assurance Report
- How to Distribute a Shared Assurance Report
- How to Copy An Existing Custom Report in Assurance