Assign Required Reading – Centro ASSIST Support Portal

Applicable to	Centro QMS/QMS Starter, Centro KMS
NOT applicable to	Centro ESSENTIALS

This article provides guidelines for assigning required reading to Centro web app users. Any item that has a relevant role can be assigned as required reading.

Tip

Please note: When an item is first created, this option will be ticked automatically. This also applies to all standard content loaded onto the Centro web app as part of our product offerings.

To assign required reading, Administration permissions are strongly recommended. Learn more about how to change your web app permissions please see Manage Users.

Assign an item as required reading

IMPORTANT

Before assigning required reading, make sure you have done the following:

Created roles within the system (please see Manage Roles)
Assigned roles to users in the system (please see Manage Users)
All relevant items (e.g. policies and processes) have been edited to have roles assigned to them.

Tip

You can also assign required reading when creating or editing roles. For more information please see Manage Roles.

1. Access the item you want to assign as required reading and double click to open.

2. Click Start Editing.

3. Write a summary of what will be changed and click OK. This activates the Release Management workflow.

4. Click Edit.

5. Click Assign to assign the content to specific roles.

6. Tick This item is required reading for the Roles it is relevant to.

7. Click Save.

8. Click Finish All Editing and publish the item by following the Release Management Workflow.

IMPORTANT

The item will only be assigned when it has been fully published. Please see Publish Single Item (Manage Changes)

Tip

Please note, once an assigned item has been edited and published, it will be re-assigned as required reading to all the relevant roles. Users with that role will need to read and understand the updated version.

If you do not wish to re-assign the item, untick the box next to the message “This item is required reading for the Roles it is relevant to” when editing the item.

View required reading information

Users with Administration permissions can view whether users have completed their required reading. Instruction for viewing this information are provided below:

1. Access People > Users and double click on the user’s name.

2. Click Required Reading.

Tip

Email reminders to complete required reading will be automatically sent out on the first day of every month at 6am AEST. This email will be sent out to any users that still need to complete required reading.

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