Assurance Registers and Forms
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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| What are Workflows and Stages and how do they work? |
| 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 access and link my Forms? |
| How do I activate and set up a Public Link? |
| How do I prepopulate public link forms? |
| How do I create a Launchpad? |
| PDF doc for download |
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| Creating a basic form template and workflow |
| Other |
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| Reference Documents |
| MergeDocs |
| Notes |
| Linked Tasks |
| Linked Checklists |