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 the name of your Template.
   
   
3. Further set up of the template is done on several tabs starting with the Details tab, click Edit ???
   

For more info on the other tabs, click on the relevant tab information in this list.

• 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

Video to come