This section outlines how to customise the form to include things such as instructions for use or a description of the form.
Step-By-Step Guide
- Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates.
- Click on +Create Registers & Forms Template.
- Enter the Name of your Register or Form and click Create.
- Click Activate to ensure that the new template is accessible. You may Deactivate the form to toggle accessibility, or you can Delete the form.
NOTE: deleting the form will permanently delete it from the system.
Further set up of the template is done on several tabs. Below is some key information that is needed.
- Details - basic template information
- Name - name of the template
- Prefix - this forms part of the unique Key
- Category - templates can be associated to categories
- Status
- Inactive - template can be worked on as a draft until it is ready to publish to other users
- Active - template is available to Assurance users
- Super Sensitive - access to the template is restricted
- Ability to make Registers & Forms Confidential
- Description - provides information for why the template was created
- Instructions - this text will show at the top of the register or form
- Notifications Before/After End Date - reminder emails can be scheduled
- Ability to create Registers & Forms by Import
- Credentials and Eligibility Criteria
- Workflow - management of the stages and approvals
- Fields - management of the fields
- Notifications - management of the notifications
- MergeDocs
- Reference Documents
- Recommended Tasks
- Recommended Checklists
- Public Link - management of the template availability to external users
- History - provides information around template changes
Video Guide
Note: To use this feature you will need to have Administrator access.