Welcome to AssureGO+

What is AssureGO+?

AssureGO+ is a Progressive Web Application (PWA), a type of web software delivered through the browser rather than installed from an app store. AssureGO+ is built using standard web technologies including HTML, CSS, and JavaScript, and is designed to work on any platform that uses a standard-compliant browser.

How AssureGO+ Differs from a Native App

• The browser user interface (UI) responds to the device being used, so forms and content adapt to make best use of the available screen size.
• The UI layout varies between desktop, tablet, and mobile devices.
• Users receive updates as soon as Evotix releases them. There is no need to wait for an app store release.
• No download or installation is required on a device.

What AssureGO+ Does

AssureGO+ provides access to Portal Questionnaires (simplified data-collection forms configured in Assure and published via a Portal Dashboard) at any time, on any device with a compatible browser.

• Access is shared with any person via a URL or QR code. The person does not need to be an Assure system user.
• AssureGO+ does not require authentication. Users with an Assure account do not need to log in to access shared Portal Questionnaires.
• The URL can be added as an icon to a device home screen, providing a quick-access link that launches AssureGO+ in a full-screen experience.

How AssureGO+ Differs from the Assure Portal

Limiting Access to Specific Forms

Access to specific forms cannot be restricted. A user directed to a specific Questionnaire via a URL will be returned to the Portal Dashboard homepage after completing that form, where all other Questionnaires on that Portal Dashboard become accessible.

If specific Questionnaires need to be available only to certain groups, administrators can create separate AssureGO+ Portal Dashboards for each group.  For example:

• One Portal Dashboard for onboarding contractors
• One Portal Dashboard for the general workforce
• One Portal Dashboard for management

Note: Additional Assure GO+ Portals are a paid for subscription.

Optional Authentication on AssureGO+

By default, AssureGO+ does not require authentication, so users who have an Assure user account will not need to log in to access shared Portal Questionnaires. 

However, authentication can be enabled on a per-Portal Dashboard basis. There are three access options that can be configured independently for each Portal Dashboard: 

• No Authentication Required (default): Any user with the Portal Dashboard URL can access Questionnaires without logging in. 
• Authentication Required: All users must log in to access the Portal Dashboard. Users must be set up as Assure system users or AssureGO+ users in User Management. 
• Authentication Optional: Any user can access the Portal Dashboard without logging in. An option to log in is available within AssureGO+, and users who do log in gain access to additional functionality. 

What changes when a user logs in?

Logging in enables the following additional capabilities that are not available to unauthenticated users:

• Record attribution: When a Questionnaire is submitted and the user is logged in, the Created By user information is attached to the submitted record and passed through to Assure, so the user can be identified in Assure as the person who created the record. 
• Automated notifications: This identification enables automated email notifications to be sent to the user who created the record, to provide updates that the form has been received, updated, or closed out. 
• Actions (My Tasks): Authenticated users can view and manage Actions assigned to them via the My Tasks area within AssureGO+. The Portal Dashboard must be set to Authenticated or Optionally Authenticated mode and the user must have a valid Assure system account with the appropriate Access Type configured. 
• Learn training: Accessing Learn training assigned to a user requires either Authentication Required or Authentication Optional to be selected on the Portal Dashboard, and the user must log in to view their training.
• Register access: Authenticated users who are online can select a person directly from the Person Register or select a piece of equipment from the Equipment Register when completing a Questionnaire. If a user is not logged in or is offline, the option to select from the registers is not available and the user can only enter names or equipment information manually. 

User types for authenticated access

Two user types support authenticated access. Assure and AssureGO+ users are existing Assure system users who access AssureGO+ using the same username and password. AssureGO+ only users have access to AssureGO+ exclusively, with their own username and password. 

Offline behaviour for authenticated users

When a user is offline, logging in to AssureGO+ is not possible. Downloaded Questionnaires can still be accessed and completed offline, but cannot be submitted until connectivity is restored. 

Note: Authentication applies to AssureGO+ only. Changing a Portal Dashboard to No Authentication Required means users will not have the option to log in and will not have access to additional functionality such as managing Actions assigned to them or viewing Learn training

How to Complete and Submit a Form

Stage 1: Accessing the Home Page

1. Enter the AssureGO+ URL into a supported browser.
2. When the page loads, a dialogue box appears listing the Questionnaires available to save for offline use. Select the Questionnaires needed, then click OK to save them to the device.
3. Once the save process completes, click Done.
4. The AssureGO+ Home Page is now displayed.

Stage 2: Questionnaire Selection

1. From the Home Page, click a Questionnaire from the list.
2. A popup appears with the options Start Form and Cancel. 
   1. Start Form opens the Questionnaire.
   2. Cancel returns the user to the Home Page.
3. If the device has no internet connection (offline mode), only Questionnaires previously marked as available offline can be completed.

Stage 3: Navigating the Form

• The Questionnaire opens and displays the initial questions as configured by the administrator.
• Questions marked with a red asterisk (*) are mandatory. A validation message appears if any mandatory field is left incomplete at submission.
• Click Next to move to the following section.
• Click Cancel to return to the Home Page without submitting.
• Click the back arrow at the top left of the screen to return to the Home Page.
• On the final page of the form, click Submit to process the record into Assure.

Stage 4: Completing the Form

Field types vary depending on how the Questionnaire has been configured. The following field types may appear:

Org Unit The user clicks the Org Unit button to open a modal displaying the list of Org Units (the nodes in the Assure organisational hierarchy that determine the reporting structure). The user can search by name or browse the list, then selects the correct Org Unit and clicks OK.

Date Fields Date fields display as three individual input boxes with a Today button. The format is either DD/MM/YYYY or MM/DD/YYYY depending on the system date format setting. Clicking Today populates the current date.

Time Fields

• UK layout (HH:MM, 24-hour clock): displayed as two boxes with a Now button, accepting 00:00 to 23:59.
• US layout: displayed as two boxes with an AM/PM dropdown, accepting 1:00 to 12:59.
• Clicking Now in either layout populates the current time.

Picklists

• More than five items: displayed as a dropdown.
• Five items or fewer: displayed as radio buttons.
• If the picklist is empty or no items match the selected Org Unit, the message "There are no configured values for this picklist" is displayed. If the field is mandatory and this message appears, the user must contact their internal administrator.

Text Fields Any text can be entered. The character limit is shown in the field caption.

Numeric Fields Only numeric values (whole or decimal) are accepted. A validation message appears if non-numeric characters are entered.

Boolean Fields Yes/No or True/False questions. Only one selection is permitted.

iQ Template Fields An iQ Template (a configurable checklist or question set that can be attached to a Questionnaire) may be included. Field types within an iQ Template are:

• Text: Free text input. Minimum and maximum character limits may apply as configured.
• Numeric: Numeric values only. The allowed range and step increments are configured by the administrator. Validation appears if the user enters a value outside the configured range.
• Single Select: One answer may be selected from the list.
• Multi Select: Multiple answers may be selected from the list.

Comments Where configured on an iQ Template, a Comments field (free text) is available. Click the Comments button and enter the required text.

Notes Click the Notes button to open a popup dialogue. Enter the note text and click OK to save. To edit a note, click on the note text and make changes. To remove a note, click the bin icon on the note.

Actions Actions (follow-up tasks that can be assigned and tracked within Assure) can be added to a record or within an iQ Template if configured. To create an action, click the Actions button, complete the dialogue form, and click OK. To edit an action, click on the action. To remove an action, click the bin icon.

Attachments If attachments are enabled on the Questionnaire, click the Attachments button to upload files.

• On desktop, the device File Explorer opens.
• On mobile, the user is offered the option to take a photo or video, access the photo library, or browse files.

If the number of attachments exceeds the configured limit, a validation message appears and states the permitted limit. If a single file exceeds the configured file size limit, an error message appears and shows the file size attempted and the maximum permitted size.

Draft / In Progress Records If the user navigates away from the form after entering data, the data is automatically saved to the device in a draft state. Draft records can be found in the In Progress tab, located on the left side of the Home Page on desktop or at the bottom of the Home Page on mobile. To continue a draft record, click on the form or use the three-dot menu and select Edit. Draft records can also be deleted if they are no longer needed.

Stage 5: Submitting the Record

1. On the final page of the completed form, click Submit.
2. Form validation checks run automatically. If data is missing or file limits are exceeded, a warning message appears.
3. A loading animation is displayed while the record is processed.
4. Once the record has been successfully uploaded to Assure, a confirmation message is displayed (either the system default message or a message configured for the specific Portal Dashboard). The user is then returned to the Portal Dashboard Home Page.

Offline Functionality

What Works Offline

When the device loses internet connectivity, offline functionality activates and the user can continue to complete forms up to the point of submission. The following features remain available offline:

• iQ Template sections and branching conditions
• Dropdown picklists (visible and selectable)
• Creation of actions
• Adding photo attachments
• Adding signatures
• Form validation checks
• Guidance text

The following features are not available offline:

• Selecting Projects
• Multi-media guidance that relies on external content (for example, a YouTube video)

What Happens When the User Clicks Submit While Offline

• If the device is online at the point of submission, the record is submitted as described in Stage 5 above.
• If the device is offline at the point of submission, the behaviour depends on the device and browser. Refer to the separate browser support table for details on which browsers support offline auto-sync using a background task.

Where background sync is not supported, the user must keep the browser application open so the form synchronises automatically once connectivity is restored. If the user closes the browser or navigates away, the form remains on the device in draft state until the browser is reopened and synchronisation completes.

Important: Users should synchronise forms as soon as possible after returning online. Due to device operating system cache and storage limitations, leaving a large number of unsubmitted forms for several weeks risks data loss.

How Offline Syncing Works

When the device has a connection, AssureGO+ attempts to submit queued items to the Assure server one at a time. The browser automatically retries any failed requests at an interval managed by the browser.

Android and iOS devices (browser with background sync support): Synchronisation can occur if the user has the browser open in the background and the device obtains an internet connection.

Desktop devices: Synchronisation only occurs if the browser is running.

• If the user completes a form offline and closes the tab but keeps the browser open, synchronisation occurs the next time the device has a connection.
• If the user closes the browser entirely, background synchronisation does not occur until the browser is running again with an internet connection.

Choosing Which Forms Are Available Offline

When a user first accesses a Portal Dashboard on a device, a dialogue box appears asking which Questionnaires to make available offline. The user can select as many Questionnaires as needed, subject to the device's available storage.

To add further Questionnaires for offline use from the Home Page:

1. Locate the Questionnaire in the list.
2. Click the downward arrow icon on the Questionnaire.
3. Toggle Avaliable Offline

To remove a Questionnaire from offline availability:

1. Locate the Questionnaire in the list.
2. Click the downward arrow icon on the Questionnaire.
3. Toggle the Avaliable Offline off.  A confirmation box will appear, select Remove.

Supported Browsers

AssureGO+ has been tested on and is supported on the following browsers:

• Google Chrome (latest version and one version prior)
• Microsoft Edge (latest version and one version prior)
• Safari (latest OS version and one version prior)

How to Access AssureGO+

To use AssureGO+, the following are required:

• The existing Portal Questionnaires configured in Assure (no changes to Questionnaires are required)
• A compatible browser (see Supported Browsers above)

• A URL to a specific Questionnaire or to a Portal Dashboard (a collection of Questionnaires)

   

Logos and Branding

• Logos can be added within the Portal Dashboard configuration by a user with the appropriate permissions.
• If no logo is added to the Portal Dashboard, AssureGO+ displays the logo configured in Assure System Settings.
• If a masked Org Unit contains a logo, that logo is displayed in AssureGO+.

• Questionnaire icons can be updated by a system user within the Questionnaire configuration area in Assure.

   

QR Code App Recommendation for Android

If a device does not have a QR code reader installed, one may need to be downloaded. Evotix recommends the Trend Micro QR Scanner, available on the Google Play Store: https://play.google.com/store/apps/details?id=com.trendmicro.qrscan&hl=en

This application is free, contains no advertisements, and includes no malware. Trend Micro are an anti-virus software provider, and the app also checks that scanned URLs are safe to visit.

AI Metadata

• Product Area: AssureGO+, Portal, Questionnaire Management
• User Role: End User (no Assure account required), Portal Administrator (for configuration)
• Tags: AssureGO+, progressive web app, PWA, offline, portal, questionnaire, mobile, form completion, submission, iQ template, actions, attachments, signature, org unit, draft, in progress, supported browsers, QR code, branding, logo
• Version/Region: All Assure versions; all regions
• Important synonyms: AssureGO+ = AssureGo+ = Assure mobile app = Assure PWA; Questionnaire = portal form = form; Portal Dashboard = portal homepage; Org Unit = organisational unit; iQ Template = inspection questionnaire template; In Progress = draft
• Suggested embedding keywords: AssureGO+ overview, what is AssureGO+, how to complete a form AssureGO+, AssureGO+ offline, AssureGO+ submit form, AssureGO+ supported browsers, AssureGO+ vs portal, AssureGO+ URL QR code, AssureGO+ no login, AssureGO+ logo branding, AssureGO+ draft in progress, AssureGO+ iQ template, AssureGO+ picklist, AssureGO+ attachments, AssureGO+ actions, AssureGO+ offline sync, AssureGO+ progressive web app
• Relevant modules and cross-module implications: This article sits within the AssureGO+ product area. AssureGO+ is a front-end interface for the Assure Portal module. Questionnaires submitted through AssureGO+ write records directly into the corresponding Assure module (for example, Incident Record, Audit, Activity Risk Assessment). iQ Templates configured in the Templates area of Assure are surfaced within AssureGO+ forms. Actions created in AssureGO+ are managed within the Actions area of Assure. Org Unit configuration in Assure controls picklist filtering and Org Unit selection within AssureGO+. Branding configured in Assure System Settings or at Org Unit level is reflected in AssureGO+.