Assure
Customer API Management
- User Management using the Assure Customer API
- Managing users via the SCIM API
- Data Extraction API’s – Additions to Extracts
- Supplier Contractor Register API
- Overview of Equipment Register using the Assure Customer API
- Assure Data Extraction API – Overview Videos
Training Management
- Automatically Create Training for New Joiners
- Training Compliance Overview on Person Record
- Automate Training Management for Leavers
- Training Needs Analysis (TNA) - Overwrite ‘Required By’ Date for All Courses
- Using Replace and Update to renew a training requirement/course
- How to Manage Recurring Training in Assure
Workflow Management
- Workflow Rules: How to Set a Rule to Automatically Close an Action
- Workflow Rule - Set Status Outcome
- Workflow Rule - Assign Personnel Outcome
- How to ‘Submit and Approve Record’ Simultaneously
- Workflow Rules: How to notify a user on an unsuccessful outcomes of rule
- How to create workflow rules
FAQ
- Why are my questionnaires not auto-processing?
- Supported Browsers (Assure and AssureGo+)
- Customer Support Portal - Raising Tickets
- Assure Service Status Page
- Why Am I seeing the Support details when trying to access my system?
- Why am I Getting an Error Message When I try to Access Modules?
User, Login and Password Management
- Linking a person register record with user licence
- How to create and reset a password using the password link email
- Assure SSO - Removing Assure Login Options when using SSO
- Using Multi-Factor Authentication for user login
- Data Import - Bulk Importing System Users
- Exporting user list to csv
Modules
- People, Injuries and Absences (OSHA 301)
- AI Assistant
- How to use the SDS Lookup to create your SDS library
- Adding a link to the Person Register to the Audit Module
- OSHA Reporting in Assure
- COVID-19 Management Tool
Task Management
- Creating and Managing Draft Actions
- How to filter on freestanding actions
- Review Manager
- Manually review a record
- Approval Manager
- How Do I Schedule Actions?
System Configuration
- Reminder Emails
- Assure SSO Azure AD Configuration Guide - UK (EMEA)
- Background Processing in Assure
- How to translate free text in an Incident Record?
- Adding a link to the Contractor Register in Contractor Sub Modules
- Importing Module Attachments in Assure
Organisational Configuration
- Setting Org Unit Defaults and Module Specific Defaults in Assure
- Org Groups
- Masking Org Unit Structure for Users
- Changing your Org Structure
- Using the Date Filter within the Org Unit Report
- Reassigning tasks en masse / in bulk
Reports
- General Risk Detailed Report (Excl. Scoring)
- Audit Detail Report
- Sorting Quick Reports in Assure
- How to create a Quick Report
- Reporting on an individual record
- Renaming Standard Reports
Portal
- Managing Quick Reports and IP Restrictions (Web Portal Only)
- JHA, JSA, SSOW - Assure Go+ Questionnaire
- Adding Quick Reports to the Portal
- Adding Quick Reports to the Portal with a Filter
- How to Configure Questionnaires
- Linking Project Details Records to Portal Questionnaires
Templates
- iQ Scoring Guide
- Assessment and Inspection Template Library
- System Email Customisation
- How to Create Email Templates For Notifications
- IQ Template - Enhancements
- Control the visibility of scoring for Checklist Templates on Reports