Publish a template

Although it is more likely that you will publish templates that have the Draft status, you can also publish templates that have the Published status.

If you publish:

  • A template that has the Draft status, the version number is unchanged, but the status becomes Published.
  • A template that has the Published status, the status remains Published, but the version number is incrementally updated.

Note When conducting an assessment, in the drop-down list of available assessment types, only the latest versions of published templates are available. If a user starts conducting an assessment with version 1 of a specific template, the template remains unchanged throughout the assessment, even if newer versions of the template have since been published.

Prerequisites

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

Steps

  1. Open the Template gallery page and open a template.
  2. Optionally, edit the template to suit your needs.
  3. Click Publish.
    The status of the template is Published and it is made available throughout your organization.