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How to Complete Onboarding - Assurance Program

Set up ongoing assurance tasks and choose your preferred review intervals. 

 

  1. Navigate to the Onboarding section.
  2. Click "Resume" next to "Assurance Program".
  3. Select how often Assurance Tasks should be completed from the drop-down menu.
  4. Select how many Assurance Tasks you want to complete each time from the drop-down menu.
  5. If necessary, scroll down to the bottom of the page.
  6. Click "Save this Plan".