Copy an assessment

You can copy an assessment that is in the Draft status. The new assessment will include all the responses and the view permissions from the assessment that you are copying, with the exception of the assignees of the assessment.

Note You can copy an assessment only if the template that is used in the assessment is the latest version of the template. You cannot copy an assessment that uses the previous version of the template, regardless of the status of the assessment.

Requirements and permissions

You have a global role that has the Assessments global permission.

Steps

1. Open Assessments.
2. Click the assessment that you want to copy.
   The assessment page opens.
3. In the upper-right corner of the page, click , and then click Copy.
   A message stating that the assessment is copied appears, and the new assessment immediately opens in the Draft status. In the Properties section, the Created on field shows the current date and time.

What's next?

You can edit, submit, or delete the assessment.