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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
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
Why can't I see my Template? Active/Inactive filter?
Creating my Registers & Forms Menu using Categories
Layout? - creating tables?
Publishing - Launchpads
Managing and Workflows/Approvals
What is a Public Link?
Activating a public link in the Template
How do I prepopulate public link forms?
How do I assign a Registers & Forms Template?
Person Responsible
Workflows
How do I create PDF of a workflow?
Notifications
Linked Tasks
Linked Checklists
 Other
Documents
MergeDocs
Notes
Template Tab Information
Details Tab
General Information - Name/Prefix/Status/Description/Instructions/Notifications dates/
Category - see above?
Super Sensitive
Confidential Registers and Forms Template
Importing/Criteria separate?

Template Tab Information
Fields Tab
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?



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