# Assuric Docs

- [What is Assuric](https://docs.assuric.com/assuric-overview/what-is-assuric.md): What Assuric is for, how it fits your compliance work together, and where to start in these docs.
- [Navigating Assuric](https://docs.assuric.com/assuric-overview/navigating-assuric.md): How to sign in and find your way around Assuric.
- [Company set up](https://docs.assuric.com/getting-started/company-set-up.md): Record the company details, key roles, products and groups the rest of the platform draws on.
- [Inviting people](https://docs.assuric.com/getting-started/inviting-people.md): Add colleagues to your workspace and set what they can access.
- [Adding a product](https://docs.assuric.com/getting-started/adding-a-product.md): Add your products and link them to the frameworks that apply.
- [Getting Started FAQ](https://docs.assuric.com/getting-started/faqs.md): Quick answers to the things customers ask us most.
- [Frameworks: Overview](https://docs.assuric.com/frameworks/key-capabilities.md): The compliance standards Assuric tracks for you, which ones you do per product, and what's different about some of them.
- [Framework progress](https://docs.assuric.com/frameworks/tracking-and-mapping.md): How Assuric shows your progress on each framework, and how tasks link to requirements.
- [Frameworks FAQ](https://docs.assuric.com/frameworks/faqs.md): Quick answers to the things customers ask us most.
- [Tasks: Overview](https://docs.assuric.com/tasks/key-capabilities.md): A task is the work that satisfies a framework's requirement. See where to find your tasks, what opening one shows you, and where to go next.
- [Task categories and statuses](https://docs.assuric.com/tasks/categories-and-states.md): The categories tasks are grouped into, the type each task carries, and what Not started, In progress, Completed and Not applicable mean.
- [Product-specific tasks](https://docs.assuric.com/tasks/product-specific-tasks.md): Tasks you complete once per product: where they come from, adding the ones a product is missing, and what happens to them when you remove a product.
- [Completing a task](https://docs.assuric.com/tasks/completing-a-task.md): Open a task, read its guidance, take the suggested action, and move it to Completed. Plus generating missing policies in bulk.
- [Task management](https://docs.assuric.com/tasks/task-management.md): Filter a long task list down, assign owners, set due dates and recurring schedules, and comment on tasks.
- [Creating custom tasks](https://docs.assuric.com/tasks/creating-custom-tasks.md): Add a task Assuric's defaults don't cover, give it a category, and map it to a framework requirement if one applies.
- [Tasks FAQ](https://docs.assuric.com/tasks/faqs.md): Quick answers to the things customers ask us most.
- [People: Overview](https://docs.assuric.com/people/key-capabilities.md): Everyone in your organisation, from dashboard users to staff and contractors on the staff portal, with the permissions that decide what each person can do and the roles and groups that decide what's assigned to them.
- [Permissions and access (authentication and authorisation)](https://docs.assuric.com/people/permissions-and-access.md): What someone can do in Assuric, set by their permission level, and how they sign in, seen from their person sheet.
- [Roles and groups](https://docs.assuric.com/people/roles-and-groups.md): Roles name formal responsibilities and groups gather people. Both decide who gets checklists and training. Roles can also review and approve controlled documents, and key roles record appointment evidence.
- [Assigning owners and responsibilities](https://docs.assuric.com/people/assigning-owners-and-responsibilities.md): Assuric has no single owner field to fill in once. Documents, controls and risks get their owners from People, and checklists go to groups and roles.
- [Offboarding and deactivating](https://docs.assuric.com/people/offboarding-and-deactivating.md): Removing someone's access is immediate and has no undo. What happens when you offboard a person, and what to do first.
- [Checklists: Overview](https://docs.assuric.com/people/checklists.md): A checklist is a set of items you assign to groups and roles, like reading your policies, completing training or reporting devices. See what each item type does, who a checklist is for, and where to go next.
- [Create, assign and publish a checklist](https://docs.assuric.com/people/creating-a-checklist.md): Create a checklist, assign it to groups and roles, add its items, then publish it so it reaches the people it's for.
- [Set up checklist items](https://docs.assuric.com/people/setting-up-checklist-items.md): 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.
- [Track checklist completion and send reminders](https://docs.assuric.com/people/tracking-checklist-completion.md): See who's completed each checklist, item by item and person by person, and remind people about what's outstanding.
- [Assign training through your checklists](https://docs.assuric.com/people/training.md): Training reaches someone only once a module is attached to a checklist item and that checklist is assigned. Add your own modules alongside the built-in ones.
- [Training modules and completion status](https://docs.assuric.com/people/training-modules.md): The training modules available in your workspace, and how to read who's completed, overdue or not yet assigned.
- [Manage and customise your staff portal](https://docs.assuric.com/people/staff-portal.md): Your colleagues do their checklists, training, incident reports and device registration on a separate, simpler site. Manage what they see from here.
- [People FAQ](https://docs.assuric.com/people/faqs.md): Quick answers to the things customers ask us most.
- [Documents: Overview](https://docs.assuric.com/documents/key-capabilities.md): Write, version and approve your policies and procedures in Assuric's own editor, keep your evidence alongside them, and start new documents from templates.
- [Create a document](https://docs.assuric.com/documents/creating-a-document.md): Start a document from a template or a blank page, or upload one, then set its details, who can edit it, whether it's controlled and when it's due for review. Organise documents into folders.
- [The Assuric document editor](https://docs.assuric.com/documents/document-editor.md): Write and format documents in Assuric's block editor, insert live placeholders, see and restore earlier snapshots, comment and edit together, and export.
- [Keep documents current with placeholders](https://docs.assuric.com/documents/placeholders.md): Insert live values, cross-references and tables into a document so it updates itself when the information behind it changes, configure a live table, and define placeholders of your own.
- [Default placeholders](https://docs.assuric.com/documents/default-placeholders.md): The placeholders that come with Assuric, how person and role placeholders follow the people behind them, what live tables show, and which values an approved version keeps.
- [Templates](https://docs.assuric.com/documents/templates-and-document-catalogue.md): Start a document from one of Assuric's templates or one of your own, and turn a document you've written into a custom template.
- [Document versioning](https://docs.assuric.com/documents/versions-and-version-history.md): Approve a new version of a document or log a minor change, choose where the new version is republished, and view, download, compare or restore earlier versions.
- [Evidence and files](https://docs.assuric.com/documents/evidence.md): Add evidence to your workspace, group it into types you define, and tag it to the products it belongs to.
- [Documents FAQ](https://docs.assuric.com/documents/faqs.md): Quick answers to the things customers ask us most.
- [Trust Centre: Overview](https://docs.assuric.com/trust-centre/key-capabilities.md): Publish your compliance evidence to a public page customers and governance teams can check themselves.
- [Setting up your Trust Centre](https://docs.assuric.com/trust-centre/setting-up.md): Get your Trust Centre live, with resources organised the way your customers expect.
- [Choosing what to publish](https://docs.assuric.com/trust-centre/what-to-publish.md): Which documents customers ask for, and the approval step people miss.
- [Branding and custom domain](https://docs.assuric.com/trust-centre/branding-and-custom-domain.md): Put your own logo and domain on your Trust Centre.
- [Access requests and who can see what](https://docs.assuric.com/trust-centre/access-control.md): Decide which documents are public, which need an access request, and who approves requests.
- [Notify stakeholders of updates](https://docs.assuric.com/trust-centre/updates-and-notifications.md): Update a published document and notify the stakeholders who hold it.
- [Trust Centre FAQ](https://docs.assuric.com/trust-centre/faqs.md): Quick answers to the things customers ask us most.
- [Clinical Safety: Overview](https://docs.assuric.com/clinical-safety/key-capabilities.md): Build a hazard log for each product, publish approved versions on your Trust Centre, run one incident log for clinical and security incidents, and keep your CRMP and CSCR current.
- [Hazard log overview](https://docs.assuric.com/clinical-safety/hazard-log-overview.md): What the hazard log holds, how its pages fit together, and how to read the hazard log screen.
- [Set up hazard IDs and statuses](https://docs.assuric.com/clinical-safety/hazard-ids-and-statuses.md): Choose your hazard ID pattern, and use the default statuses for hazards and controls or add your own.
- [Create a hazard](https://docs.assuric.com/clinical-safety/hazard-log.md): Add a hazard to your hazard log: describe it, add its causes and controls, and score its initial and residual risk.
- [Causes, controls and evidence](https://docs.assuric.com/clinical-safety/causes-and-controls.md): The model behind the hazard log: how hazards, causes, controls and evidence link, the difference between copying and linking, and how to attach evidence to a control.
- [Manage your hazard log with AI](https://docs.assuric.com/clinical-safety/hazard-log-with-ai.md): What the Hazard Log Assistant does with your hazard log, when to use it, and the AI suggestions in the hazard form.
- [Manage hazards](https://docs.assuric.com/clinical-safety/managing-hazards.md): Keep the hazard log current: archive instead of deleting, work through a change, and change or delete shared causes and controls safely.
- [Risk scales and thresholds](https://docs.assuric.com/clinical-safety/risk-scales-and-thresholds.md): How Assuric rates a hazard's risk from 1 to 5, and what you need to do once residual risk reaches 3.
- [Approve and version your hazard log](https://docs.assuric.com/clinical-safety/hazard-log-approvals.md): Save an approved version of a product's hazard log, update the places it is already published, and find, download or remove past versions.
- [Share and publish your hazard log](https://docs.assuric.com/clinical-safety/sharing-and-publishing.md): Publish bundles of your product hazard logs through your Trust Centre, update the published logs when you approve a new version, and notify stakeholders.
- [Export a hazard log](https://docs.assuric.com/clinical-safety/exporting-a-hazard-log.md): Every way to get a hazard log out of Assuric, what each route gives you, and which one to use when you send a log to someone.
- [Incidents overview](https://docs.assuric.com/clinical-safety/incidents-overview.md): Tag an incident as clinical, data security or both, and see what each record holds and how it links to hazards and risks.
- [Create an incident](https://docs.assuric.com/clinical-safety/incidents.md): Record a clinical or security incident, fill in its details and link it to the hazard or risk it relates to.
- [Import incidents from incident.io](https://docs.assuric.com/clinical-safety/importing-incidents.md): Connect incident.io, then bring its incidents into your Assuric incident log as clinical or security incidents.
- [Set up incident reporting](https://docs.assuric.com/clinical-safety/reporting-an-incident.md): Let staff and the public report incidents straight into your incident log.
- [Manage your incident log](https://docs.assuric.com/clinical-safety/managing-incidents.md): Filter your incident log, track statuses and link incidents to the hazards and risks they relate to.
- [Export your incident log](https://docs.assuric.com/clinical-safety/exporting-incidents.md): Export your incident log as an Excel file, and set your filters and columns first.
- [Clinical documentation](https://docs.assuric.com/clinical-safety/clinical-documentation.md): The Assuric features that keep your CRMP and CSCR current: a live hazard log table filtered by product, status and risk, and how placeholders, content blocks and version tables fit in.
- [Clinical risk management plan](https://docs.assuric.com/clinical-safety/crmp.md): Create your clinical risk management plan (CRMP) in Assuric from a template or your own file, keep its people and roles current with placeholders, and set how often you're reminded to review it.
- [Clinical safety case report](https://docs.assuric.com/clinical-safety/cscr.md): Create a clinical safety case report (CSCR) for each product, pull in the hazards it must discuss with a live hazard log table, and track it through the CSCR tasks.
- [Manage, approve and publish clinical documents](https://docs.assuric.com/clinical-safety/managing-clinical-documents.md): Edit your CRMP and CSCR, approve new versions through the review cycle or Approve version, and publish them to your Trust Centre.
- [Clinical Safety FAQ](https://docs.assuric.com/clinical-safety/faqs.md): Quick answers to the things customers ask us most.
- [Quality: Overview](https://docs.assuric.com/quality/key-capabilities.md): Understand what the Quality section covers and how it's structured.
- [Procedures and records](https://docs.assuric.com/quality/procedures-and-records.md): How a procedure is a document behind a policy task, where controlled documents fit, and the records that prove you follow your procedures.
- [Controlled documents](https://docs.assuric.com/quality/controlled-documents.md): Make a document controlled, send it through formal review and approval, and respond when you're asked to review or approve it.
- [Review cycle and statuses](https://docs.assuric.com/quality/review-cycle-and-statuses.md): The statuses a controlled document moves through, how its versions are numbered, the 4 reviewer and approver lists, and e-signatures.
- [Give an auditor access](https://docs.assuric.com/quality/auditor-access.md): Set up a View-only account for an internal or external auditor.
- [Quality FAQ](https://docs.assuric.com/quality/faqs.md): Quick answers to the things customers ask us most.
- [Privacy & Security: Overview](https://docs.assuric.com/privacy-security/key-capabilities.md): Suppliers, assets, data processing, risks and incidents, plus DSPT, DTAC and DPIAs. See where each one lives in Assuric.
- [Suppliers](https://docs.assuric.com/privacy-security/suppliers.md): Add the suppliers you rely on from Assuric's supplier catalogue, and set risk ratings and agreements from the register itself.
- [Assets](https://docs.assuric.com/privacy-security/assets.md): Track the information assets you hold and classify them, using suggestions Assuric generates from the suppliers you've already added. Devices are a view of the same register.
- [Data processing and DPIAs](https://docs.assuric.com/privacy-security/data-processing.md): Your Records of Processing Activities (RoPA) under GDPR Article 30, built from the suppliers and assets you've already added, and the DPIA template you attach to an activity.
- [Risk register](https://docs.assuric.com/privacy-security/risk-register.md): Identify, assess and treat information security risks, and track their controls and evidence.
- [Incidents overview](https://docs.assuric.com/privacy-security/incidents-overview.md): Tag an incident as clinical, data security or both, and see what each record holds and how it links to hazards and risks.
- [Create an incident](https://docs.assuric.com/privacy-security/incidents.md): Record a clinical or security incident, fill in its details and link it to the hazard or risk it relates to.
- [Import incidents from incident.io](https://docs.assuric.com/privacy-security/importing-incidents.md): Connect incident.io, then bring its incidents into your Assuric incident log as clinical or security incidents.
- [Set up incident reporting](https://docs.assuric.com/privacy-security/reporting-an-incident.md): Let staff and the public report incidents straight into your incident log.
- [Manage your incident log](https://docs.assuric.com/privacy-security/managing-incidents.md): Filter your incident log, track statuses and link incidents to the hazards and risks they relate to.
- [Export your incident log](https://docs.assuric.com/privacy-security/exporting-incidents.md): Export your incident log as an Excel file, and set your filters and columns first.
- [DSPT: what it is and how Assuric tracks it](https://docs.assuric.com/privacy-security/dspt.md): The Data Security and Protection Toolkit, how Assuric tracks its categories and requirements, and how the AI assistant helps you complete it.
- [Complete and generate a DTAC form](https://docs.assuric.com/privacy-security/dtac.md): Find DTAC under Frameworks, start a form for your product, answer the 8 sections and generate the completed form for external stakeholders.
- [Privacy & Security FAQ](https://docs.assuric.com/privacy-security/faqs.md): Quick answers to the things customers ask us most.
- [Ask Assuric: what it can do](https://docs.assuric.com/ask-assuric/overview.md): Open Ask Assuric, choose a mode, add files or documents, and pick what it searches.
- [Ask questions about your workspace](https://docs.assuric.com/ask-assuric/ask-your-workspace.md): Use Auto mode to ask about your policies and records, turn on Think, search the web, and manage your chats.
- [Add hazards with the Hazard Log Assistant](https://docs.assuric.com/ask-assuric/hazard-log-assistant.md): Ask Assuric to draft a hazard, its cause and its control, check the proposal, and have it written to your hazard log.
- [Answer security questionnaires](https://docs.assuric.com/ask-assuric/questionnaire-assistant.md): Paste or upload a customer's security questionnaire and get answers drafted from your policies, with citations you can check.
- [Notifications: Overview](https://docs.assuric.com/notifications/key-capabilities.md): 2 scopes, 7 categories and 3 channels for controlling how and when the platform notifies you.
- [What triggers a notification](https://docs.assuric.com/notifications/what-triggers-a-notification.md): Every notification category, in both scopes, and exactly what fires it.
- [Personal notification settings](https://docs.assuric.com/notifications/personal-notification-settings.md): Set which categories reach you by In-App, Email or Slack.
- [Notification channels](https://docs.assuric.com/notifications/notification-channels.md): What in-app, email and Slack notifications do, and how organisation-wide routing and Slack subscription work.
- [Notifications FAQ](https://docs.assuric.com/notifications/faqs.md): Quick answers to the things customers ask us most.
- [Settings: Overview](https://docs.assuric.com/settings/key-capabilities.md): Workspace-wide configuration: sign-in and security, meeting schedules, and your audit trail.
- [Authentication](https://docs.assuric.com/settings/access-and-security.md): Email verification, multi-factor authentication required by permission level, and how sign-in works.
- [Meetings](https://docs.assuric.com/settings/meetings-and-schedules.md): Set how often your clinical safety meetings happen, and how often you review your Clinical Risk Management Plan.
- [Activity log](https://docs.assuric.com/settings/audit-log.md): The workspace-wide history of who changed what, and when, filterable by actor, theme and source.
- [Settings FAQ](https://docs.assuric.com/settings/faqs.md): Quick answers to the things customers ask us most.
- [Connect an AI assistant with the Assuric MCP Server](https://docs.assuric.com/integrations/mcp-server.md): Connect Claude, ChatGPT or another MCP client to your Assuric workspace to ask questions of your compliance data and, with Editor access, work in your hazard log.
- [Glossary](https://docs.assuric.com/assuric-overview/glossary.md): A quick guide to the terms used in Assuric and these docs, with links to learn more.


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