This guide provides step-by-step instructions on how to submit an Assurance Record through the Assurance Portal.
1. First, log into the Assurance Portal.
2. You will be presented with a list of Standards. Next to the relevant standard, click on Submit Assurance Record to begin the process of submitting your assurance record.
3. The first section to complete is the Submission Information. Please enter the following:
Supplier Name
Supplier Type
Contact Point
Form completed by
Tip: Tip! To learn more about a specific form field, click on the (i) icon on the right hand side.
4. Each of the sections of the Standard are displayed below the submission information, along with the percentage of fields completed.
5. To jump to a section, either click on a specific section name or click Next.
6. Firstly, on the left hand side we have information about each element within the standard. This includes:
the data element/data class name and where it sits within the standards
a description of the data element/data class
the data type associated with the element
the level of each element/class (i.e. Must, Should, May)
7. If you have a question about a specific data element or data class in the standard, click on the Ask button next to the element/class to submit a query to the assurance team.
8. On the left hand side we have information about each element within the standard.
9. Click this link.
10. Next, mark whether the functionality has been implemented for each element/class of the standard.
11. Please submit evidence of this implemented functionality using the Submit Evidence button to select a suitable file from your computer.
12. Next, select whether the terminology has been implemented for this specific element/class. This can be either Exact or Mapped.
13. Again, please submit evidence showing the implementation of this terminology.
14. Click "Mapped"
15. Click "N"
16. First, log into the Assurance Portal.
17. Once you have done this for the entire standard, click on Progress Overview.
18. You can view your overall completion statistics on this page, including the overall completion percentage for the standard as well as a breakdown for each section and level.
19. When you are ready to submit your record, click on Submit Record in the top right hand corner.
20. Your assurance record submission has now been sent for review. You can view your submission and its status at any time.
21. You will be notified when your reviewer has completed their review of your submission. You will either receive a request for further evidence or be notified that your assurance submission is conformant.