Manage an assessment

You can edit, archive, download, and delete an assessment. For information about copying or retaking an assessment, go to Retake an assessment.

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

Common prerequisites

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

Edit an assessment

You can edit an assessment or its name only if its status is Draft.

  1. Open Assessments.
  2. Click the assessment you want to edit.
    The assessment page opens.
  3. Click Edit draft.
  4. Edit the responses to the assessment questions.
    Tip You can also edit the name of the assessment if the assessment was created without an asset.
  5. Do one of the following:
  1. Open Assessments.
  2. Click the assessment you want to edit.
    The assessment page opens.
  3. Edit the responses.
    Your responses are automatically saved.
    Tip You can also edit the name of the assessment if it was created without an asset. To edit the name, click the name, edit it, and then click outside to save it.
    Image of the assessment name section

Mark an assessment as obsolete

You can mark an assessment that is in the Completed or Submitted status as obsolete only if you are the owner of the assessment. If you mark a submitted assessment as obsolete, the status of the Assessment Review asset that was created during submission also becomes Obsolete. Obsolete assessments are also shown in the table on the Assessments landing page.

  1. Open Assessments.
  2. Click the assessment you want to mark as obsolete.
    The assessment page opens.
  3. In the upper-right corner of the page, click → Mark as obsolete.

    The Mark as obsolete dialog box appears.
  4. Click Mark.

    The status of the assessment becomes Obsolete.

  1. Open Assessments.
  2. Click the assessment you want to mark as obsolete.
    The assessment page opens.
  3. Click More → Mark as Obsolete.
    The status of the assessment becomes Obsolete.

Download an assessment

You can print an assessment or download it as a PDF using the Print button. The printed or PDF version of an assessment doesn't contain the descriptions or tooltips of questions.

You can download an assessment as a PDF using the Download PDF button. The PDF captures all the information shown on the assessment page, except for the descriptions of questions.

  1. Open Assessments.
  2. Click the assessment whose PDF you want to download.
    The assessment details page opens.
  3. In the upper-right corner of the page, click → Download PDF.
    The PDF is downloaded to your computer.
  4. Click the assessment you want to print.
  5. Click Print.
    Tip If you can't find the Print button, go to More → Print.

Delete an assessment

You can delete an assessment only if you are the owner of the assessment. If you delete a submitted assessment, any pending approval task or the linked Assessment Review asset won't be automatically deleted. You need to manually delete the asset.

  1. Open Assessments.
  2. Click the assessment you want to delete.
    The assessment page opens.
  3. Click More → Delete. In the upper-right corner of the page, click → Delete assessment.
    The assessment is deleted.