Set up each checklist item type, from the policies staff sign off to the training they complete, and choose how often each item comes back and who can complete it.
Quick summary
Each checklist item has a type, such as Training, and you choose how often it recurs and who can complete it.
A document in a checklist item stays on the version you added until you move the item to a newer version.
Device Reporting adds people’s devices to your asset register, and a checklist can have only 1.
Add an item with New Item in the checklist’s editor, then set it up for its item type.
Click New Item → Resources, fill in Item Label and Item Description, then click Continue.
2
Add a resource
Expand the item and click Add resource toitem name. In Add checklist resource, pick one:
Assuric Document, for a document in Assuric. It opens the Document Picker, where you link an existing document or add a new one.
Evidence / File, for a file from your evidence.
3
Check the version and title, then add it
A document is added at its latest approved version. Click Untag to pick a different one. Change the filled-in Title if staff know the document by another name. Click Add, and repeat for each document or file.
Add checklist resource after picking Whistleblowing Policy. 1 is the version it will be added at, 5.0, with its summary of changes. 2 is Untag, to pick a different document. 3 is Title, filled in for you. 4 is Add.
To change a resource’s title later, open its ⋯ menu and click Edit. To take it out, click Remove from list.A document stays on that version until you approve a new one and move the item to it.
Ticks each statement you list, like I will report any data breach within 24 hours
Form
Fills in checkbox fields and Upload file fields, and an upload field can allow several files
Mark an acceptance statement as required if it must be ticked. Switch on Require signature? to ask for the person’s name and position when they complete it.
