CompliSpace
Admins | Assurance (Essentials) platform | CompliSpace
Created for administrators, this curriculum contains all courses you need to set up the Assurance (Essentials) 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 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!
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In this course, you will explore the tasks functionality, including creating and assigning them in the Assurance (Essentials) platform. 10 - 15 mins Learning objectives: ü Explain purpose of tasks ü Locate tasks in the platform ü Create and assign a task ü Access tasks 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 (Essentials) 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!