You can copy an assessment only if the template that is used in the assessment is not deleted and is the latest version. You cannot copy an assessment that uses a previous version of a template, regardless of the status of the assessment.
When you copy an assessment, 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.
Requirements and permissions
You have a global role that has the Assessments global permission.
Steps
- Open Assessments.
- Click the assessment that you want to
The assessment page opens. - 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 and the Owner field shows your name.
Note The Owner field of the new assessment (the copy) shows the name of the user who copied the assessment instead of the name of the user who created the original assessment.