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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
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
Why can't I see my Template? Active/Inactive filter?
Creating my Registers & Forms Menu using Categories
Layout? - creating tables?

Managing and Workflows/Approvals
Workflows Tab
What is the Person Responsible?
How do I assign a Registers & Forms Template?

Sending a public link Form back to the Submitter
How do I view and create a PDF of a workflow?
Notifications


 Other
Reference Documents
MergeDocs
Notes
Linked Tasks
Linked Checklists

Template Tab Information
Details Tab
General Information - Name/Prefix/Status/Description/Instructions/Notifications dates/
Category - see above?
Super Sensitive - separate or on general info?
Confidential Registers and Forms Template
Importing/Criteria separate?

Template Tab Information
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
Public Link Tab
What is a Public Link?
Activating a public link in the Template
How do I prepopulate public link forms?

Publishing - Launchpads


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