Core Fields: Assurance

Modified on Thu, 3 Sep at 4:57 PM

Core Fields: Assurance

The fields available for the Assurance module, and what each one is for

Contents

1. Introduction & Context
2. Key Features & Functions
3. Requirements
4. Step-by-Step Guide
- Assurance : Field Reference
5. Common Issues & Troubleshooting
6. Related Articles

1. Introduction & Context

This article lists the fields available for the Assurance module and what each one is for, and shows how to choose which fields appear as columns in the Assurance list view.

Who is it for? This is configured by Clew Admins in Admin Settings, under Custom Types > Assurance.

What does it impact? These settings control what your team sees and can enter on Assurance records, not the underlying data itself.

Note: Controlling where a field appears (New Form, Edit Form, Mass Edit Form, Show View) works the same way for Assurance as for every other module, using the eye icons and Mass Edit in Core Field Settings. See Core Fields: Overview for how that works; this article focuses on what the Assurance-specific fields are and what they mean.

2. Key Features & Functions

Field coverage: covering ownership & assignment, report description & classification, dates & scheduling, and record & system fields, listed in full in Section 4.
Default list view columns: out of the box, the Assurance list view shows Type, ID #, sensitivity, Title, Status, Register, Location.

3. Requirements

Clew Admin access, to open Admin Settings and Custom Types > Assurance.
The Assurance module must already be enabled in Clew.

4. Step-by-Step Guide

Assurance: Core Field Visibility

Go to Admin Settings and open Custom Types.
Select Assurance.
Scroll to Core Field Settings. Use the search box to find a specific field if the list is long.
Update fields individually using the eye icons, or select several rows and use Mass Edit. See Core Fields: Overview for how these controls work.

By default, the Assurance list view's Selected Fields include Type, ID #, sensitivity, Title, Status, Register, Location.

Assurance: Field Reference

The fields available for the Assurance module, grouped by what they're used for. For how to control where each one appears (New Form, Edit Form, Mass Edit Form, Show View), see Core Fields: Overview.

Ownership & Assignment

Field	What it's for
Owner	The person who owns the audit report record.
Owner Role	The role the Owner holds.
Assignee	The person the record is currently assigned to.
Assignees	Everyone currently assigned to the record, where more than one person can be assigned.
Assignee Role	The role the assignee holds.
Assignee Roles	The roles of everyone assigned, where more than one person can be assigned.

Report Description & Classification

Field	What it's for
Details	A written description of the audit report.
Business Objectives	The organisational objective(s) that this audit report relates to.
sensitivity	How sensitive the record is, likely controlling who can view it.
business_unit_id	The business unit the record belongs to.

Dates & Scheduling

Field	What it's for
Due Date	The date the audit report is due.
Original Due Date	The due date originally set, before any extension.
Closed at	The date and time the record was closed.

Record & System Fields

Field	What it's for
Type	The record type classification, distinguishing this custom type Assurance within its module.
ID #	The unique identifier number automatically assigned to the record.
Title	The short name or title given to the audit report.
Status	The record's current position in its workflow, for example Draft, Open, or Closed.
Register	The register the record belongs to.
Location	The physical or organisational location the record relates to.
Created at	The date and time the record was first created.
Updated at	The date and time the record was last updated.
Created by	The user who created the record.
UUID	A unique identifier automatically generated for the record, in addition to the sequential ID #.

5. Common Issues & Troubleshooting

These issues apply to Assurance the same way they do to every module. See Core Fields: Overview for the general troubleshooting table and best practices.

Issue	Likely Cause	Solution
An Assurance field doesn't appear on a form or Show View	That specific column is switched off for the field in Assurance's Core Field Settings	Open Custom Types > Assurance > Core Field Settings and switch on the relevant column for that field
A field isn't listed under Assurance's Available Fields or Core Field Settings at all	The field has not been enabled for your organisation	Raise a request with Clew support to have the field enabled for Assurance.

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