Copy an assessment

Note This topic is applicable only to the classic UI. For a similar feature in the latest UI, go to Retake an assessment.

When you copy an assessment, a duplicate of the assessment is created in the Draft status. The new assessment includes all the responses and view permissions from the original assessment, with the exception of assignees.

Note You can't copy an assessment whose template is deleted or updated.

Prerequisites

You have a global role that has the Assessments > Conduct assessments global permission.

Steps

  1. Open Assessments.
  2. Click the assessment you want to copy.
    The assessment page opens.
  3. In the upper-right corner of the page, click , and then click Copy.
    The new assessment immediately opens in the Draft status.

Note In the Properties section of the new assessment, the Owner field shows the name of the user who copied the assessment, instead of the name of the user who created the original assessment. The Created on field shows the date and time when the assessment was copied.

What's next?

Edit, complete, or delete the assessment.