AssureGO+ (the Evotix mobile-accessible progressive web application that allows users to submit data and access documents without an Assure login) content is fully configurable by a Portal Administrator. This article explains how to add and organise the four types of content available in an AssureGO+ Portal: Forms, Documents, Pinned Documents, and Modules (records). Each content type has specific display and visibility rules. All content configuration is performed from the Portal Dashboard (the central screen within Assure Settings where portal instances are managed and edited). This article is part of a series covering AssureGO+ setup.
Prerequisites
- The AssureGO+ app setup must be complete before configuring content. Refer to the article How to Configure your AssureGO+ Mobile App and Web Portal for initial setup steps.
- The user must have Portal management privileges in Assure.
Adding and Organising Content in Your AssureGO+ Portal
Navigation path: Settings > Portal Dashboard > Edit [your portal instance]
Content Types Overview
Once AssureGO+ setup is complete, the administrator decides what content to make available in the app and how to organise it. The following four content types can be added:
- Forms -- Portal Questionnaires that users complete and submit, which can be categorised for easy access.
- Documents -- Published document records shared for viewing, which can be categorised for easy access.
- Pinned Documents -- Individual document records highlighted so users can quickly access important content.
- Modules (records) -- Completed and published module records, such as approved Risk Assessments, shared for viewing
Forms
Forms are Portal Questionnaires (simplified data-collection forms linked to Assure modules) that users complete and submit via AssureGO+. Submitted forms are stored in the linked Assure module after processing.
For information on how to create Portal Questionnaires, refer to the article How to Configure Questionnaires.
Adding Forms
Click + Add Forms to select from the list of available Portal Questionnaires configured in the system.
The Forms list displays the following columns for each entry:
| Column | Description |
|---|---|
| Questionnaire Name | The name of the Portal Questionnaire (form) |
| Module | The Assure module the form links to |
| Category | The category the form is assigned to |
| Default Org Unit | The default Organisational Unit applied to submissions |
| User Input Language | The language of the form |
Reordering and Removing Forms
The order that forms appear in AssureGO+ can be adjusted using the drag handle icon in the list view. Forms can also be removed from the portal instance using the delete icon.
Categorising Forms
Click + Add Category to create a new category where forms can be grouped and organised so users can easily find the forms they need. A description and an image can be added to each category. If no image is added, a default image is used.
Forms added to AssureGO+ without being assigned to a category automatically appear in the'Other' category. If no categories are added at all, forms appear in a flat list.
Documents
The Documents section allows published document records to be displayed in AssureGO+, giving users easy access to information at the point of need.
Visibility Requirements
For a document record to display in AssureGO+, the Publish to Portal checkbox must be ticked within the record. Archived records will not be available in AssureGO+. In the Documents section of the Portal Dashboard, a list of documents available on AssureGO+ is shown. The checkbox to show the module in AssureGO+ must also be ticked for the documents to be visible. The module name displayed reflects the name of the module as configured within Assure.
Categorising Documents
Documents can be categorised in the same way as forms. Once enabled, documents appear in the Documents section of the AssureGO+ app under the All tab. If no categories are added, all documents appear in a flat list.
Pinned Documents
A Pinned Document is a specific document record that a Portal Administrator manually selects to surface prominently for AssureGO+ users. Unlike the Documents section, which displays all published documents from a module, the Pinned Documents section lets an administrator hand-pick individual records and make their file attachments directly accessible to users under a dedicated Pinned tab in the AssureGO+ Documents area.
Important: The label used in the Portal Dashboard interface is Important Documents. The label Pinned Documents is used in the content configuration article. Both terms refer to the same feature.
Typical use cases include:
- Safety alerts
- Safety briefings
- Documents that employees need to access regularly on site
Adding Pinned Documents
Click + Select Documents to select from the list of available documents in the system. For a document to be selectable in this list, the document record must have the Publish to Portal checkbox ticked within the record. The file attachments from the selected records appear in the Documents section of the AssureGO+ app under the Pinned tab.
Generating QR Codes for Pinned Documents
QR codes can be generated for pinned documents, allowing a QR code to be downloaded and displayed around a site so employees can easily access the information they need. Select the checkbox for the pinned documents requiring a QR code, click Generate QR Codes, and the QR codes become available to download.
Publish to Portal
What is Publish to Portal?
Publish to Portal is a checkbox on individual Assure module records that controls whether that record is visible in AssureGO+. A record must have Publish to Portal enabled before it can appear in the Documents section, be selected as a Pinned Document, or be viewed by AssureGO+ users in the Modules (records) section.
How to Enable Publish to Portal on a Record
- Open the relevant record in the Assure main system (for example, a Document Library record or a Risk Assessment record).
- Locate the Publish to Portal checkbox and tick it. Click Save to apply the change.
- The record is now eligible to appear in AssureGO+ once the relevant content type (Documents, Pinned Documents, or Modules) is configured in the Portal Dashboard.
Note: Archived records will not be available in AssureGO+, even if Publish to Portal is ticked. ]
Security notice: If an unauthenticated AssureGO+ app or Web Portal is in use, the portal is not a secure site. Administrators must be aware of what information is made public in this configuration.
Documents Section vs. Pinned Documents: Guidance
Use the Documents section when enabling an entire Documents module. This displays all published document records for users. Documents become available in AssureGO+ as soon as the Publish to Portal checkbox is ticked on each record. These can be grouped into categories and appear under the All tab. Use the Pinned Documents section when adding individual records to highlight to users. The attachments in these records appear in the Documents section of AssureGO+ under the Pinned tab. Use this section to give users easy access to important documentation they need regularly, such as safety alerts or safety briefings.
Modules (Records)
Click + Add in the Modules section to add available Assure modules (functional components that manage specific areas of health, safety, and risk) for which completed and published records should be available on AssureGO+. Only records that have 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 process layer controlling which records users can view on AssureGO+. Archive records will not be available on AssureGO+.
Security Notice
If an unauthenticated AssureGO+ app or Web Portal is in use, the portal is not a secure site. Administrators must be aware of what information is made public in this configuration.
AI Metadata
- Product Area: AssureGO+, Portal Dashboard, Web Portal, Assure Settings
- User Role: Portal Administrator, System Administrator
- Tags: AssureGO+, Portal Dashboard, Forms, Documents, Pinned Documents, Modules, Publish to Portal, Categories, QR Code, Portal Questionnaire, Portal Configuration, Content Management, Drag Handle, Add Forms, Add Category
- Version/Region: All Assure versions; all regions
- Important Synonyms: AssureGO+ = AssureGO Plus = AssureGO+ Portal = Web Portal (for unauthenticated access); Forms = Portal Questionnaires = Portal Forms; Publish to Portal = Publish checkbox; Portal Dashboard = Portal Configuration Screen; Modules (records) = Published Records; Drag handle = Reorder icon; Pinned Documents = Pinned tab documents; Documents section = All tab documents
- Suggested Embedding Keywords: add forms to AssureGO portal, add documents to AssureGO+, organise AssureGO content, categorise forms AssureGO+, pinned documents portal, publish to portal checkbox, modules records portal, portal dashboard configuration, QR code pinned documents, reorder forms AssureGO, documents all tab pinned tab, AssureGO+ content setup, unauthenticated portal security, portal form categories, add category portal forms
- Relevant Modules and Cross-Module Implications: This article is scoped to the Portal Dashboard configuration area within Assure Settings. Content configuration here directly affects the AssureGO+ user experience across multiple Assure modules. Forms (Portal Questionnaires) can link to any module configured to accept portal submissions, including Hazard Spotting, Procedural Audit, Behavioural Safety Audit, and others. The Documents and Pinned Documents sections surface records from the Documents module. The Modules (records) section can reference published records from Risk, and other modules where Publish to Portal is supported. The Risk module has an additional workflow approval restriction available via Module Setup. Org Unit configuration in Assure controls record and document visibility within AssureGO+.
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]