How do I create a my own New Registers & Forms Template?

Owned by Nicola Inglis
Last updated: May 26, 2020
2 min read

Assurance Register or Form examples include:

  • Risk or Contract Registers
  • Incident or Safety Forms
  • Complaints/Feedback, Breaches, Asset Registers, etc

There are three ways to create a Registers & Forms Template:

  1. Create Your Own - steps below
  2. Create a Copy of your existing Template
  3. Import a Template from another Assurance Instance eg your Sandbox


Step-By-Step Guide


  1. Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates.

  2. Click on +Create Registers & Forms Template.

  3. Enter the Name of your Register or Form and click Create.

  4. 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.




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