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How to access and view records in AssureGO+

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Summary

This article explains how to share records from the Assure main system to AssureGO+ and how to view or download those records using the AssureGO+ mobile app. It covers record visibility settings, module configuration, searching, and downloading records and attachments.

Prerequisites

  • Active Assure account with access to the main system and AssureGO+
  • AssureGO+ mobile app configured and accessible via link
  • User permissions to edit records in the Assure main system (if sharing records)
  • Portal Dashboard configured with selected modules (Administrator role required)
  • Network connectivity to access AssureGO+ and download records

Problem/Intent

Users need to access completed assessments, risk records, and safety documents on mobile devices while in the field or away from a desktop. AssureGO+ allows on-demand viewing and downloading of published records, ensuring critical safety information is always available. This article is used when:

  • Field workers need to view risk assessments or safety data sheets on-site
  • Contractors require access to supplier or equipment records
  • Users need to download attachments or reports from published records
  • Administrators want to control which records are visible in AssureGO+

Steps

1. Share Records to AssureGO+ from the Assure Main System

1.1 Enable Publishing on Individual Records

  1. Log in to the Assure main system via web browser.
  2. Navigate to the relevant module (e.g., Fire Assessment, COSHH Assessment, General Risk Assessment).
  3. Open the record you want to share to AssureGO+.
  4. Click Edit to modify the record.
  5. Locate the 'Publish to Portal' checkbox and tick it.
  6. Click Save to apply the change.

Note: Only records with 'Publish to Portal' enabled will be visible in AssureGO+.

1.2 Configure Module Visibility in Portal Dashboard

  1. In the Assure main system, navigate to Settings > Portal Dashboard.
  2. Select or create the AssureGO+ app configuration.
  3. In the Modules section, select the modules from which records should be published (e.g., Fire Assessments, COSHH Assessment, Equipment Register).
  4. Click Save.

Result: Only records from the selected modules that have 'Publish to Portal' enabled will appear in AssureGO+.

2. View Records in AssureGO+

2.1 Access Records

  1. Open the AssureGO+ link in a mobile browser or PWA.
  2. Log in using your Assure credentials (if AssureGO+ Authentication is enabled).
  3. From the home screen, click Records on the left-hand menu.

2.2 Select a Module

  1. Choose the module you want to view records from (e.g., GHS SDS, Fire Assessment, Activity Risk Assessment).

2. A list of published records from that module will display.

2.3 Search for a Specific Record

  1. Use the Search bar at the top of the record list.
  2. Enter a search term (e.g., record name, hazard type, or keyword such as Acetone).
  3. Press Enter or tap the search icon.
  4. Matching records will be displayed.

3. Download a Record as a Report

  1. Locate the record you want to download from the record list.
  2. Click Download Report next to the record.
  3. The report generation will begin. A notification or download queue indicator may appear.
  4. Click the arrow button (download status icon) to view the download queue.
  5. Wait for the file to generate. The report will download automatically when ready.
  6. Click Close to dismiss the download queue once complete.

Note: The report downloads as a PDF or other configured format to your device's default download location.

4. Download Attachments from Records

4.1 Access Record Attachments

  1. From the Records section in AssureGO+, select the relevant module.
  2. Use the Search bar to locate the specific record (if needed).
  3. Click on the record to open the record details view.

4.2 Download Attachments

  1. Click View Attachments within the record details.
  2. A list of all attached files (e.g., images, PDFs, documents) will display.
  3. Click Download File next to the attachment you want to save.
  4. The file will download to your device.

Note: All attachments added to published records in the Assure main system are available in AssureGO+.

Notes & Warnings

  • Record Visibility: Only records with 'Publish to Portal' enabled and belonging to selected modules in the Portal Dashboard will be visible in AssureGO+.
  • Module Selection: If a module is not selected in the Portal Dashboard configuration, no records from that module will appear in AssureGO+, even if 'Publish to Portal' is enabled.
  • Authentication: If AssureGO+ Authentication is enabled, users must log in to access Records, Attachments, Equipment Register, and Learn training.
  • Offline Access: AssureGO+ supports offline form submission, but record viewing and downloading require an active internet connection.
  • Attachments: Large attachments may take longer to download depending on network speed.
  • Download Queue: If multiple reports are queued, they will download sequentially. The download queue can be accessed via the arrow icon.

Examples

Example 1: Sharing a Fire Assessment Record to AssureGO+

Scenario: An administrator wants to make a Fire Risk Assessment available to field workers via AssureGO+.

Steps:

  1. Open the Fire Assessment module in the Assure main system.
  2. Edit the relevant Fire Assessment record.
  3. Tick 'Publish to Portal'.
  4. Save the record.
  5. Go to Settings > Portal Dashboard and ensure Fire Assessment is selected in the Modules section.
  6. Save the Portal Dashboard configuration.
  7. Field workers can now view the Fire Assessment in AssureGO+ under Records > Fire Assessment.

Example 2: Viewing and Downloading a COSHH Assessment

Scenario: A contractor needs to view a COSHH Assessment for a chemical on-site.

Steps:

  1. Open AssureGO+ on a mobile device.
  2. Navigate to Records > COSHH Assessment.
  3. Use the search bar to enter the chemical name (e.g., Acetone).
  4. Click on the matching record.
  5. Click Download Report to save the assessment as a PDF.
  6. Open the downloaded PDF to review the COSHH Assessment.

Example 3: Downloading an Attachment from a Supplier Record

Scenario: A user needs to download an insurance certificate attached to a Supplier/Contractor record.

Steps:

  1. Open AssureGO+ and navigate to Records > Supplier/Contractor.
  2. Search for the supplier name (e.g., ABC Construction).
  3. Click on the supplier record to open the details.
  4. Click View Attachments.
  5. Locate the insurance certificate file.
  6. Click Download File to save it to the device.

Troubleshooting

Issue: Record Not Visible in AssureGO+

Cause: The record does not have 'Publish to Portal' enabled, or the module is not selected in the Portal Dashboard.

Resolution:

  1. Open the record in the Assure main system.
  2. Ensure 'Publish to Portal' is ticked.
  3. Navigate to Settings > Portal Dashboard and verify the module is selected.
  4. Save changes and refresh AssureGO+.

Issue: Download Report Button Not Working

Cause: Network connectivity issues or report generation failure.

Resolution:

  1. Check your internet connection.
  2. Retry the download by clicking Download Report again.
  3. If the issue persists, check the download queue (arrow icon) for error messages.
  4. Contact Technical Support if the report fails to generate.

Issue: Attachments Not Appearing in AssureGO+

Cause: The record is not published, or attachments were not added in the Assure main system.

Resolution:

  1. Verify the record has 'Publish to Portal' enabled.
  2. Open the record in the Assure main system and confirm attachments are present.
  3. Refresh AssureGO+ and check again.

Issue: Search Bar Not Returning Results

Cause: Incorrect search term or record not published.

Resolution:

  1. Verify the search term matches the record name or keyword.
  2. Ensure the record is published and the module is selected in the Portal Dashboard.
  3. Try searching with a partial keyword or different term.

Issue: Unable to Log In to AssureGO+

Cause: AssureGO+ Authentication is enabled, but credentials are incorrect or account is inactive.

Resolution:

  1. Verify your Assure username and password.
  2. Contact your system administrator to confirm your account has access to AssureGO+.
  3. Reset your password if necessary, via the Assure main system.

Related Articles

  • Getting Started with Assure: Login, Navigation, and Basic Operations
    Learn how to log in, navigate modules, create and view records, manage attachments, and run reports in the Assure main system.
    View Article
  • Welcome to AssureGO+
    Introduction to AssureGO+, including features, access methods, offline capability, and differences from the standard Portal.
    View Article
  • Adding and Organising Content in Your AssureGO+ Portal
    Learn how to publish documents, organize records, and use pinned documents for quick access in AssureGO+.
    View Article
  • COVID-19 Help Point and Submissions Portal Configuration
    Configure the Portal Dashboard to include published records and manage module visibility in AssureGO+.
    View Article
  • Managing Quick Reports and IP Restrictions (Web Portal Only)
    Configure and publish Quick Reports to the Portal, including downloading reports and managing access.
    View Article

Cross-Module Relevance

Modules Affected:

  • AssureGO+ (Mobile App): Primary interface for viewing and downloading records.
  • Portal Dashboard (Settings): Controls which modules and records are published to AssureGO+.
  • All Assure Modules: Records from any module (e.g., Fire Assessment, COSHH, Risk Assessment, Supplier/Contractor, Equipment Register) can be published to AssureGO+.

Workflow Dependencies:

  1. Records must be created and saved in the Assure main system.
  2. 'Publish to Portal' must be enabled on individual records.
  3. Modules must be selected in the Portal Dashboard configuration.
  4. Users access AssureGO+ via mobile device to view, search, and download records.

Shared Functionality:

  • Record publishing and visibility settings apply across all modules.
  • Attachment management is consistent across all published records.
  • Search and download functionality is universal in AssureGO+.

AI Metadata

  • Product Area: AssureGO+, Portal Dashboard, Assure Main System, Mobile Access
  • User Role: Field Worker, Contractor, EHS Manager, System Administrator, End User
  • Tags: AssureGO+, Mobile App, Records, View Records, Download Records, Attachments, Publish to Portal, Portal Dashboard, Risk Assessment, COSHH, Fire Assessment, Equipment Register, Supplier/Contractor, Record Visibility, Mobile Access, Search Records, Download Report, Progressive Web App, Offline Access
  • Version/Region: Assure (All Versions), AssureGO+ (All Regions)
  • Important Synonyms: Assure Go Plus, Assure GO+, Mobile Portal, Portal App, Record Sharing, Published Records, View Assessments, Download SDS, Mobile Reporting
  • Suggested Embedding Keywords: AssureGO+ access records, view records mobile, download records AssureGO+, publish to portal, AssureGO+ attachments, AssureGO+ authentication, mobile risk assessment, portal dashboard configuration, AssureGO+ search records, download report AssureGO+, mobile EHS records, AssureGO+ offline access, progressive web app EHS, AssureGO+ record visibility

 

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