View and manage actions in AssureGO+

Summary:

This article explains how to view, sort, and manage assigned actions (tasks) via the AssureGO+ mobile app. Users can access their task list, edit actions, mark them complete, and add attachments while logged in and online. This functionality requires authentication and is not available offline.

Prerequisites:

• AssureGO+ app must be set to Authenticated or Optionally Authenticated mode
• User must have a valid Assure system account with appropriate Access Type configured
• User must be logged in to AssureGO+ (via username/password or SSO)
• Active internet connection required (no offline capability)
• User must have actions assigned to them in Assure
• For portal authentication configuration: Portal Dashboard management privileges required

Problem/Intent:

Users need to manage health and safety actions while away from their desks or office environments. This functionality enables field workers, supervisors, and other mobile users to:

• View all assigned actions in one centralized mobile location
• Prioritize tasks based on due dates and criticality
• Complete actions and update progress on-site
• Add evidence or supporting documents via attachments
• Improve task completion rates and response times

Steps:

Accessing My Tasks in AssureGO+

1. Open the AssureGO+ app on the mobile device
2. Log in using Assure credentials (username/password or SSO)
3. Locate the My Tasks option in the side bar or bottom navigation bar (location depends on device and screen size)

4. Select My Tasks to open the task list view

5. Review the list of assigned actions displayed

Note: If no actions are assigned, the screen will appear empty.

Sorting and Searching Actions

1. From the My Tasks list view, locate the sort control
2. Select one of the following sort options:
   • Action (alphabetical or reverse)
   • Complete Percent (ascending or descending)
   • Due Date (earliest or latest first)
   • Module Title (alphabetical or reverse)
   • Org Unit (alphabetical or reverse)
   • Priority (highest or lowest first)
   • Record Reference (alphabetical or reverse)

3. Use the search function to filter actions by keyword

Viewing Action Details

1. From the My Tasks list, select an action to open
2. Review detailed information including:
   • Action description
   • Due date
   • Priority level
   • Organisational Unit
   • Module Title
   • Record Reference
   • Complete Percent
   • Additional action-specific fields

Editing an Action

1. Open the action from the My Tasks list
2. Select the Edit option
3. Modify any editable fields as needed
4. Add attachments if required (see "Adding Attachments" below)
5. Save changes

Marking an Action as Complete

From List View:

1. Locate the action in the My Tasks list
2. Select the Mark Complete option directly from the list

From Action Detail View:

1. Open the action
2. Select the Edit option
3. Mark the action as complete
4. Provide any additional required details
5. Save changes

Note: Once marked complete, the action will no longer appear in the AssureGO+ My Tasks list.

Adding Attachments to an Action

1. Open the action from My Tasks
2. Select Edit
3. Locate the attachments section
4. Select Add Attachment
5. Choose the file from the device (photo, document, etc.)
6. Confirm the attachment upload
7. Save the action

Enabling Action Management for Users (Administrator Task)

1. Log in to the Assure Management System (web application)
2. Navigate to Portal Dashboard
3. Select the relevant AssureGO+ portal instance
4. Enable Authentication or Optionally Authenticated mode
5. Ensure system users have appropriate Access Type configured in their user profiles
6. Save configuration changes
7. Communicate login credentials or SSO instructions to users

Notes & Warnings:

• Online Only: This functionality requires an active internet connection. Actions cannot be viewed or managed offline in AssureGO+
• Authentication Required: Users must be logged in to access My Tasks. Unauthenticated portal users will not see the My Tasks option
• Visibility Restrictions: Users can only see actions assigned to them. They cannot view:
  • Actions they have created and assigned to others
  • Actions assigned to their team members (even if they are a manager)
  • Completed actions (these are removed from the AssureGO+ view)
• Full Action Management: To view completed actions, manage team actions, or access comprehensive action management features, users must log in to the Assure Management System (web application)
• Manager Limitations: Managers cannot view or manage their team's actions via AssureGO+. This must be done in the Assure Management System

Examples:

Example 1: Field Technician Completing a Safety Inspection Action

A field technician arrives at a site and needs to complete a safety inspection action assigned to them:

1. Opens AssureGO+ and logs in
2. Selects My Tasks
3. Sorts by Due Date to prioritize urgent tasks
4. Opens the "Monthly Fire Extinguisher Check" action
5. Reviews the action details and associated location
6. Captures photos of extinguishers using the device camera
7. Edits the action and attaches the photos
8. Marks the action as complete
9. Action is removed from the My Tasks list and recorded in Assure

Example 2: Supervisor Reviewing Assigned Corrective Actions

A supervisor on-site wants to review corrective actions assigned to them:

1. Opens AssureGO+ and authenticates via SSO
2. Navigates to My Tasks
3. Sorts by Priority to identify critical items
4. Opens a high-priority action related to equipment maintenance
5. Edits the action to add progress notes
6. Saves changes without marking complete
7. Action remains in the list for future completion

Example 3: Administrator Enabling My Tasks for Mobile Users

An administrator needs to enable action management for field workers:

1. Logs in to Assure Management System
2. Navigates to Portal Dashboard
3. Selects the "Field Workers" AssureGO+ portal
4. Changes authentication mode from Unauthenticated to Authenticated
5. Verifies that field worker user accounts have AssureGO+ Access Type configured
6. Saves changes
7. Sends communication to field workers with login instructions
8. Field workers can now access My Tasks after logging in

Troubleshooting:

Related Articles:

• Getting Started with Assure: Login, Navigation, and Basic Operations
• Customising Branding and Accessing Your AssureGo+ Portal
• Enabling the selection from the Person Register on AssureGO+
• Supervisor Privileges
• Assure SSO - Removing Assure Login Options when using SSO
• Configuring Authentication on AssureGO+ (Suggested)
• Creating and Assigning Standalone Actions (Suggested)
• Understanding Action Types: Module, Standalone, and Scheduled (Suggested)
• Managing Actions in Assure Management System (Suggested)

Cross-Module Relevance:

This functionality spans multiple modules and features within the Assure platform:

• Action Management Module: Core functionality for creating, assigning, and tracking actions
• AssureGO+ Mobile App: Delivery platform for mobile action management
• Authentication & Access Control: User login, SSO integration, and permission management
• Portal Dashboard: Configuration interface for enabling authentication and managing portal settings
• Person Register: Integration for user identification and assignment (when authenticated)
• Equipment Register: May be referenced in actions related to asset management
• Module Forms (Incident, Risk Assessment, etc.): Actions can originate from any module and be managed via AssureGO+

Workflow Dependencies:

• Actions must first be created or generated in the Assure Management System
• Portal authentication must be configured before users can access My Tasks
• User accounts must be properly configured with Access Types
• Completed actions sync back to the main system and affect reporting/dashboards

AI Metadata:

• Product Area: AssureGO+ Mobile App, Action Management, Portal Dashboard
• User Role: Field Workers, Supervisors, Managers, System Administrators
• Tags: AssureGO+, Actions, My Tasks, Mobile, Authentication, Task Management, Assignments, Standalone Actions, Module Actions, Scheduled Actions, Mobile Workflow
• Version/Region: All Assure versions supporting AssureGO+ with authentication.
• Important synonyms: Tasks, To-Dos, Assignments, Mobile Actions, AssureGO+ Tasks, My Tasks List
• Suggested embedding keywords: view actions mobile, manage tasks AssureGO+, complete actions mobile app, authenticated portal actions, assign actions mobile, action attachments mobile, my tasks list, mobile action management, field task completion, online action editing.