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? |
Managing and Workflows/Approvals |
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Stages and Workflow |
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 |
Fields |
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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? |
Public Links |
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What is a Public Link? |
How do I activate and set up a Public Link? |
How do I prepopulate public link forms? |
How do I create a Launchpad? |
Other |
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Reference Documents |
MergeDocs |
Notes |
Linked Tasks |
Linked Checklists |
Template Tab Information |
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