Note: Users must be online and logged in to AssureGO+ to assign a user to an action or to create a standalone action.
You can view the authentication knowledgebase article by clicking here: (Authentication)
Users of the mobile app AssureGO+ can create actions in two different ways
- Creating an action when submitting a form
- Creating a standalone action
Creating and assigning an action when submitting a form (If enabled as part of the Within a questionnaire form configuration , any user can add an action when submitting a form).
If logged in as an authenticated user, when creating the action, users can select another system user (including themselves) from a list of users to assign an action to. If they are not logged a default owner will be assigned as configured.
Where an unauthenticated portal is being used or a user is not logged in, the user will see actions as they have previously, with no ‘For User’ displayed when assigning an action.
There are currently no restrictions on the users that are displayed in this list, however if there is a large volume of users, the list is paginated and loads around 100 users at a time so users should not see any delay.
Within a questionnaire form, an authenticated user can select a system user (including themselves) from a list of users to assign an action to.
There are currently no restrictions on the users that are displayed in this list, however if there is a large volume of users, the list is paginated and loads around 100 users at a time so users should not see any delay.
Creating and assigning a standalone actions
Any Assure user that has permissions to create standalone actions on the Assure management system, is now also able to create and assign standalone actions on AssureGO+.
If a user is logged into AssureGO+ with their Assure user account, they will have an option to ‘Create Task’ in the My Task area of AssureGO+. This option is only available to those with permissions to create standalone actions.
When creating the task the user will be asked to complete the task form and select another user to assign the task to. Any user with an Assure or AssureGO+ user account can have a standalone actions assigned to them.
FAQ:
How can I enable this functionality?
In order to create actions on a form this functionality needs to be set up as part of the questionnaire configuration.
To allow users to create standalone actions, they need to have supervisor privileges enabled to create standalone actions. AssureGO+ only users cannot have these permissions assigned to them.
To allow users to log in you need to enable Authentication AssureGO+.
- Ensure the system users are configured with the relevant access type.
- Set AssureGO+ to Authenticated or Optionally Authenticated.
- Communicate to your users that they can now log in to AssureGO+ (If you are not using SSO they will require their credentials (username and password).