02. Adding and Organising Content in Your AssureGo+ Portal
Once you’ve completed your set up of your AssureGO+ app, the next step is to decide what content you want to make available in the app and how you’d like it to be organised.
This is fully configurable by you. You can add:
- Forms for your users to complete and submit - these can be categorised for easy access.
- Documents to share for view - these can be categorised for easy access.
- Pinned Documents so users can easily access important documents. - Modules (records) to share, such as completed and published Risk Assessments.
Forms
Add any forms e.g. Report a Hazard, that can be filled in and submitted by users, these link to the Modules in the main system and will be stored there after being processed.
For more information on how to create forms, please see this article: How to Configure Questionnaires
By clicking on the + Add Forms button, you can select from the list of possible forms that exist in your system.
The order that forms appear in AssureGO+ can be adjusted, by using the drag handle icon in the list view above. Forms can also be removed from this instance of AssureGO+ using the delete icon.
Categorising Forms:
By clicking on the + Add Category button, you can create a new category where your forms can be grouped and organised so users can easily find the forms they need. A description and image can be added to your category. If an image is not added, a default image will be used.
Forms that are added to your AssureGO+ app without being assigned to a category will automatically appear in the ‘Other’ Category.
If no Categories are added, forms will appear in a list:
Documents
You can display published document records in AssureGO+, allowing users to easily access information at the point of need.
For documents to display, they must have the Publish to Portal checkbox ticked within the record:
Please note, archived records will not be available in AssureGO+.
In the Documents section of the portal dashboard, you will see a list of documents which will be available on AssureGO+. The checkbox to show the module in AssureGO+ must be ticked in order for these to be visible on AssureGO+ (note: this naming will reflect the name of your module within Assure):
Your documents can also be categorised in the same way as your forms.
Once enabled, these documents will appear in the Documents section of the AssureGO+ app under the ‘All’ tab:
If no categories are added, all documents will appear in a list:
Pinned Documents
If there are documents you want to highlight to your users, you can display links to attachments using the Pinned Documents section.
By clicking on the + Select Documents button, you can select from the list of possible documents that exist in your system.
For documents to be selectable in this list, the document must have the Publish to Portal checkbox ticked within the record.
These attachments will appear in the Documents section of the AssureGO+ app under the ‘Pinned’ tab:
You are able to generate QR codes for pinned documents, this will allow you to download a QR code to display around your site for employees to easily access information they need.
Select the checkbox for the pinned documents you would like a QR code for, click Generate QR Codes, and these will be available for you to download.
Should I enable published documents in the Documents section, or select individual records in the Pinned Documents section?
If you enable your Documents module in the Documents section, this will display all published document records for your users. You may have a number of different documents you need users to access, and this is an easy way to ensure they are available on AssureGO+ as soon as ‘Publish to Portal’ is ticked for the record. These can be grouped into categories, and will be available in the Documents section of AssureGO+, under the All tab.
If you add individual records in the Pinned Documents section, the attachments in these records will also show in the Documents section of AssureGO+, under the Pinned tab. Use this section to give users easy access to important documentation, or documentation they need regularly. For example, you might choose to have safety alerts or safety briefings available here.
Modules (records)
By clicking on the + Add button in the modules section, you can add available modules for which you would like completed and published records to be available on AssureGO+. Only records that have had the Publish to Portal checkbox ticked from the selected module will be viewable by any AssureGO+ or portal user. The Risk modules have an option within Module Setup to restrict published records to those which are approved in the workflow. This adds a layer of process to which records users can view on AssureGO+. Please note, archive records will not be available on AssureGO+.
Example of a main system record that has Publish to Portal checkbox ticked:
Please Note: If you use an unauthenticated AssureGO+ app or the Web Portal, this is not a secure site, so please be aware of what information you make public.
Related Knowledge Base Articles:
[How to Configure your AssureGO+ Mobile App and Web Portal]
[Managing Quick Reports and IP Restrictions (Web Portal Only)]
[Customising Branding and Accessing Your AssureGO+ Mobile App or Web Portal]