How do I navigate to my Registers and Forms Templates?
Assurance Register or Form Template examples include:
- Risk or Contract Registers
- Incident or Safety Forms
- Complaints/Feedback, Breaches, Asset Registers, etc
Step-By-Step Guide
- Click on the Gearwheel at the top right of your Assurance Screen and select Registers & Forms Templates.
- Your Registers & Forms Templates will list all your templates.
Note: if a template is not showing check your filters are clear or that the Template Status filter isn't set to show only Active templates. - Click on the name of your Template, this will show your Template set up over several tabs.
Below is a brief description of each of these tabs. Click on the tab name for more information.
- Details - basic template information
- Workflow - management of the stages and approvals
- Fields - management of the fields
- Notifications - management of the notifications
- MergeDocs - documents created from registers or forms fields
- Reference Documents - documents users can reference to complete a register or form
- Recommended Tasks - tasks linked to the register or form
- Recommended Checklists - checklists linked to the register or form
- 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 to the Register and Form Templates.