Setting up a project on AssureAssist

Before a team can work in AssureAssist, you need to create the project and assign the appropriate gate to the review.

If you are an Admin or Assurance Lead, you can create projects, assign a gate and edit or delete projects.

If you can’t see the project setup options, you may not have an Admin or Assurance Lead account. Contact your Admin.

You need to know:

• the project name
• the project pages dashboard URL (optional)
• the gate review the project is being assessed against

Setting up a project has two required parts. Make sure to complete both parts as a project with no gate review assigned cannot be reviewed properly. A project can be reviewed against different Review gates but it will need to be done separately and changed by the Assurance Lead or Admin. AssureAssist measures all its results and RAG ratings against the review you choose.

1. Under “Admin” select ‘Projects’ in the side panel.
2. Select ‘New project’ in the top right-hand corner.
3. Type in the project name.
4. Add the project pages dashboard URL. This is optional, but can be a helpful further insight for the review team about the project or programme.
5. Select the review gate for the project to be assessed against.

AssureAssist now has the context it needs to assess the project against the right criteria.

1. Edit a project to change its name or its gate review.
2. Under “Admin” select ‘Projects’ in the side panel.
3. Find the project you want to change.
4. On the same row, select Open.
   • Options on this page to see Overview, members, documents, insights and settings.
5. Select settings
6. To rename the project, edit the name in the field shown.
7. To update or add Project pages dashboard, edit the URL in the field shown.
8. To change the gate review, select a different review from the options.
   • If you select a different review gate a warning will appear “Changing the gate will delete this project’s existing Results and re-evaluate against the new gate’s criteria. Continue?”
9. Select ‘Change gate’ to update or ‘Cancel’ to undo review gate edits.

Report templates can be updated to reflect the preferred or most up to date report template.

1. Under ‘admin’ select ‘report template upload in the left-hand menu.
2. Select ‘choose file’.
3. Select the file you want to upload and select open.

‘Active template’ will appear in green writing. This template can be changed by following the steps. Only one template can be active at a time.