CompliSpace
Admins | Assurance platform | CompliSpace
Created for administrators, this curriculum contains all courses you need to set up the Assurance platform to help bring the key aspects of your policies to life, by providing a place to actively capture, manage, and report on multiple aspects of governance, risk, and compliance.
Curriculum content
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In this course, you will go over the core aspects of user management to help you successfully and securely set up the Assurance platform as an administrator. 10 - 15 mins Learning objectives: ü Locate user management areas ü Create, suspend, and retire users ü Explain access terminology ü Assign access rights and roles to users Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will explore the forms functionality, including the sharing and submission of form responses in the Assurance platform. 10 - 15 mins Learning objectives: ü Explain purpose of forms ü Locate forms in the platform ü Find public link for a form ü Submit response to a form Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will explore the registers functionality, including customising and exporting the data from a register in the Assurance platform. 10 - 15 mins Learning objectives: ü Explain purpose of registers ü Locate registers in the platform ü Customise the register view ü Export data from a register Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will explore the tasks and checklists functionality, including creating and assigning them in the Assurance platform. 15 - 20 mins Learning objectives: ü Explain purpose of tasks and checklists ü Locate tasks and checklists in the platform ü Create and assign a task or checklist ü Access tasks or checklists assignments Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will explore the reports functionality, including creating and sharing them in the Assurance platform. 15 - 20 mins Learning objectives: ü Explain purpose of reports ü Create and filter a report ü Configure a report ü Bookmark and subscribe to a report Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will explore the document storage functionality, including uploading and sharing files in the Assurance platform. 10 - 15 mins Learning objectives: ü Locate the document storage library ü Upload documents ü Find permalink for a document ü Manage documents Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!
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In this course, you will go over the process of setting up and managing a form submission through a workflow in the Assurance platform. 15 - 20 mins Learning objectives: ü Explain purpose of workflows ü Locate workflows in the platform ü Set up a form workflow ü Manage a form submission through a workflow Open your Assurance platform sandbox in a separate tab, so you can try things for yourself as you work through the course!