Setting Org Unit Defaults and Module Specific Defaults in Assure
When configuring your Assure system, it is possible to assign Users to be a Default:
Assigned
Approver
Reviewer
Notification Recipient
Portal Reminder Recipient
Automatic Action Recipient
AssureGO+ Action Raised By User
AssureGO+ Action Recipient
This can be set at:
The Master Level, which encompasses the full system,
The Org Unit level, which breaks the Default Settings by Org Unit/Area,
The Module level, which allows a specific person to be the Default for a specific Module, under a Specific Org Unit.
To set Defaults at the Master level.
Navigate to Settings > System Settings and scroll down to the System Settings Section
To amend these, click the relevant menu cog and select the required user from the list.
To set Defaults at the Org Unit level.
Navigate to Settings > Organisational Units
Click the menu cog next to the required Org Unit and select Edit
To amend these, click the relevant menu cog and select the required user from the list.
To set Defaults at the Module level.
Navigate to the relevant Org Unit, as shown above, and scroll down to the User Roles section.
Click Add
Select the Module you wish to apply the Defaults to and populate each of the fields you require.
The 'Apply to Child Org Units' checkbox if ticked will apply the Default settings to all child Org Units for the specified module.
Click Save and Close