Release Note 270

Owned by Matthew Sirois (Deactivated)
Last updated: Oct 22, 2019 by Shayan Khoshab
4 min read

Table of Contents


Risk Dashboard

We are introducing a new risk dashboard designed to bring your risk information to life with new insights.



For more information on the snapshots available in this dashboard click here.

SMS Notifications

Assurance now supports custom notifications for Registers and Forms by SMS/text for all those critical, must-see notifications. This is an add-on feature to your Assurance instance. If you would like more information about using SMS Notifications, please get in touch with your CompliSpace Consultant/Relationship Manager.

Customise Your Custom Email Notifications

We have added extra flexibility for custom email notifications: you can now add an introduction and include selected fields as part of custom email notifications being sent. You can access this via the Notifications tab on any Register and Form Template (provided you have the relevant access rights). Once you've chosen or created your custom notification, you will be able to customise the email at the very bottom of the page. You can also preview the email by clicking on 'Preview Email':


Send a MergeDoc to a Public Link Submitter

If your Register and Form Template has a MergeDoc attached, you can choose to have a MergeDoc based on the submitted data sent to the submitter:


Permanent Record for Initial Report

When an incident is reported in Assurance, Assurance will now store the initial reported record as a PDF in Register and Form History tab.

Zip a Register and Form

Need to send an incident or contract record and all its attachments to a colleague or an external consultant? You can now create a zip of the Register and Form and all its attachments:



Assurance will then inform you that that it will extract all of the attachments, as well as a PDF of the Register and Form entry, and send you an email that contains the link to download the zip file.



The History of the Register and Form entry will be updated saying that the extract was created.



Assurance will send you an email with a link to download the zip file. The link will expire after 24 hours.



You will be asked to log into Assurance where your download will begin.


You are also able to forward this email to other Assurance users; however, to download the Zip file, they will need read rights to the Register and Form template.

Confidential

You now have the ability to make a Register and Form confidential on any template and reduce who can see that Register and Form instantly.



For instruction on how to make a Register and Form Confidential, click here.

History Reporting

We have added three new historical-based reports in Assurance:

  1. Risk History Report
  2. Register and Form History Report
  3. Task History Report

Click on each report for further information.

Risk Gap Report

We have added a new report that shows the gap between target risk rating and actual risk rating.



For help on running this report, click here.

Task or Checklist Results Access Rights

Task or Checklist results access rights can now be restricted by Task Category or Checklist Category.

Update and Replace Registers and Forms Approvers in Workflow

When setting up a workflow you can now update and replace approvers in a stage even while there are still Registers and Forms pending Approval in that stage.


Entity Category Dependencies

You can now make fields dependant on the Entity Category field.

Registers and Forms Stages Snapshot

This snapshot shows on overview of the Registers and Forms for a template and what stages they are currently in:



Business Unit Manager - Access to User Profiles

Business Unit Managers can now assign User Profiles to Users within the Business Units that they manage.