Assurance allows you to set a default view so that all staff interacting with a register will have the same view. This guide provides step-by-step instructions on how to set a default view for a register in Assurance.

To Set a Default View for a Register in Assurance

1. Log in to your Assurance platform

2. Click the Gear in the top-right of your screen

3. Click the Forms and Registers Templates button 

4. Select the name of the template you wish to set the default view for

5. Click the Fields tab

6. Click the Default View button

7. Click and drag the fields to organise the columns as you wish

8. Click Apply to All Users

9. Click Confirm

This register should now appear with the same default view for all of your staff.