This article explains how to configure default user assignments in Assure. Administrators can assign users to default roles at three levels: the Master Level (system-wide), the Organisational Unit (Org Unit) Level (by location or department), and the Module Level (per module within a specific Org Unit). These defaults control which users are automatically pre-populated as the Assigned, Approver, Reviewer, Notification Recipient, Portal Reminder Recipient, Automatic Action Recipient, and AssureGO+ Action roles on new records. This article applies to the Organisational Configuration area of Assure and has cross-module implications, as default users apply across all Assure modules.
Configurable Default User Roles
When configuring Assure, an Administrator can assign users to the following default roles:
- Assigned - the default user to whom module records are assigned for review and submission
- Approver - the default user eligible to approve module records
- Reviewer - the default user eligible to review module records
- Notification Recipient - the default user who receives workflow notification emails for records
- Portal Reminder Recipient - the default user who receives portal reminder notifications
- Automatic Action Recipient - the default user to whom automatically generated Actions (tasks assigned to a user to complete a corrective or preventive measure) are assigned
- AssureGO+ Action Raised By User - the default user recorded as having raised an Action via AssureGO+ (the Evotix Progressive Web App for mobile and desktop form submission)
- AssureGO+ Action Recipient - the default user to whom Actions raised via AssureGO+ are assigned
The Three Levels of Default Configuration
Defaults can be configured at the following levels:
- Master Level - applies system-wide across all Organisational Units (Org Units)
- Org Unit Level - applies defaults for a specific Org Unit (a node within the hierarchical structure of an organisation in Assure, used to group and categorise records by location, department, or area)
- Module Level - applies defaults for a specific module within a specific Org Unit, allowing different users to be set as defaults per module
Setting Defaults at the Master Level
The Master Level defaults apply across the full Assure system.
Navigate to Settings > System Configuration > System Settings.
Find the System Settings section.
Click the menu cog icon next to the relevant default role field.
Select the required user from the list.
Setting Defaults at the Org Unit Level
Org Unit Level defaults apply to a specific Org Unit.
Navigate to Settings > Organisational Configuration > Organisational Units.
Click the menu cog icon next to the required Org Unit and select Edit.
Within the Org Unit edit screen, click the menu cog icon next to the relevant default role field.
Select the required user from the list.
Setting Defaults at the Module Level
Module-Level defaults allow a specific user to be set as the default for a specific module within a given Org Unit. This overrides the Org Unit-Level defaults for that module only.
Navigate to Settings > Organisational Configuration > Organisational Units.
Click the menu cog icon next to the required Org Unit and select Edit.
Scroll down to the User Roles section.
Click Add.
Select the module to which the defaults should apply.
Populate each of the user role fields as required.
If the Apply to Child Org Units checkbox is ticked, the default settings will cascade to all child Org Units for the specified module.
Click Save and Close.
AI Metadata
- Product Area: Assure - Organisational Configuration, System Settings
- User Role: System Administrator
- Tags: Org Unit Defaults, Module Defaults, Default Assigned, Default Approver, Default Reviewer, Default Notification Recipient, Default Automatic Action Recipient, Portal Reminder Recipient, AssureGO+ Action Recipient, Master Level, Organisational Configuration, Module Setup
- Version/Region: Assure (All Versions, All Regions)
- Important Synonyms: Org Unit = Organisational Unit = Organisation Unit; Master Level = System-wide Defaults; Module-Specific Defaults = Module Level Defaults = User Roles override; Default Assigned = Default Assignee; Automatic Action Recipient = Default Action Recipient; Menu Cog = Cog Wheel Icon = Settings Icon
- Suggested Embedding Keywords: Assure Org Unit defaults, set default approver Assure, set default assigned user Assure, module-specific defaults Assure, Master Level defaults Assure, apply to child org units, default notification recipient Assure, portal reminder recipient Assure, AssureGO+ action recipient default, configure user defaults Organisational Unit, User Roles section Assure Org Unit
- Relevant Modules and Cross-Module Implications: This article is scoped to Organisational Configuration (Org Unit settings) and System Configuration (System Settings). The defaults configured here apply across all Assure modules where records are created, including Incident Record, Risk Assessment, Audit, Equipment Register, and any other module that supports assignment and approval workflows. Module-Level defaults directly override Org Unit-Level defaults for the specified module, creating a hierarchy of default user resolution. The Automatic Action Recipient default is also used by the Automatic Actions feature in System Configuration. The Portal Reminder Recipient default is required for Portal Submission Reminder emails to function correctly. AssureGO+ Action defaults affect records submitted through the AssureGO+ mobile app.