Assurance Registers and Forms helps you effectively monitor and report on your governance related forms.
These have:
- Fields to save data for reporting
- Workflow and Approvals
- Merge Document Templates and Reference Templates
- May have Eligibility Criteria associated (in the case of contracts)
Examples include:
- Risk Registers
- Incident or Safety Forms
- Complaints/Feedback, Breaches, Asset Registers, etc
Creating and Navigating Templates |
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Templates |
How do I navigate to my Registers & Forms Templates? |
Creating a New Registers & Forms Template |
Creating a copy of an existing Registers & Forms Template |
Exporting/Importing a Template from Sandbox to Production |
How do I customise my Registers & Forms Template? Basic Information such as Name, Prefix, Status, Description, Instructions, Notifications dates and Super Sensitive |
Confidential Registers and Forms Template |
Why can't I see my Template? Active/Inactive filter? |
Creating my Registers & Forms Menu using Categories |
Layout? - creating tables? |
Importing/Criteria separate? |
Template Tab Information
Other Reference Documents MergeDocs Notes Linked Tasks Linked Checklists
Details Tab General Information - Name/Prefix/Status/Description/Instructions/
dates/
Managing and Workflows/Approvals |
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Workflows TabWhat are Workflows and Stages and how do they work? |
What is the Person Responsible? |
How do I assign a Registers & Forms Template? |
Sending a public link form Form back to the submitterSubmitter |
How do I view and create a PDF of a workflow? |
Notifications |
Notifications |
Category - see above? | |
Super Sensitive - separate or on general info? | |
Confidential Registers and Forms Template | |
Importing/Criteria separate? | |
Template Tab Information | |
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Fields | Tab|
What is the Field Library? | |
What type of Fields can I create? | |
Creating Fields | |
Field visibility | |
Dependent Fields | |
How do I create a PDF of Fields? | |
Creating a Table in a Template | |
Can I edit a Field once I have used it in a Template? | |
Template Tab Information | |
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Public Links | |
What is a Public Link?Activating a public link in the Template | |
How do I access and link my Forms? | |
How do I activate and set up a Public Link? | |
How do I prepopulate public link forms? | Publishing - Launchpads|
How do I create a Launchpad? | |
PDF doc for download |
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Creating a basic form template and workflow |
Other |
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Reference Documents |
MergeDocs |
Notes |
Linked Tasks |
Linked Checklists |