Retake an assessment

When you retake an assessment, a duplicate of the original assessment is created in the Draft status. The new assessment copies the responses and view permissions from the original, but it doesn't copy the assignees. You are automatically set as the owner of the new assessment.

You can retake an assessment by using the Retake button on the assessment page. If the template used in the assessment is associated with an asset type, you can also retake the assessment for a different asset of that asset type. For example, if you conducted an assessment for an asset named AUC of the AI Use Case asset type, you can retake the assessment for a different asset of the AI Use Case asset type.

Note You can't retake an assessment if its template is deleted. However, if the assessed asset is deleted, you can still retake the assessment for a different asset.

Who can retake an assessment

The owner of an assessment can always retake it (unless the template is deleted). Depending on the retake permissions set in the template, a user who can view the assessment or the assessment assignees can also retake the assessment.

How template updates affect retakes

You can retake an assessment if its template is updated. That is, you can retake an assessment even if it uses an older version of a template. The new assessment, however, always uses the latest version of the template. This means that any changes in the latest template, such as new, edited, or removed questions, are reflected in the new assessment.

• New questions: If a question was added to the latest template, it is shown in the new assessment and is highlighted to prompt you to fill it.
• Edited responses: If a question's response was edited in the new assessment, it is highlighted in the new assessment.
• Removed questions: If a question was removed from the latest template, it isn't shown in the new assessment.

Prerequisites

You are the owner of the assessment, or you have permission to retake the assessment.

Retake permissions are set in the template used in the assessment.

Steps

1. Open Assessments.
2. Click the assessment you want to retake.
   The assessment page opens.
3. Click More → Retake.
   The Retake this assessment dialog box appears. Depending on the template, the dialog box may include options to retake the assessment for the same asset (selected by default) or a different asset.
   
4. To retake the assessment for a different asset, select Retake for a different <asset type>, and then, in the asset type field, select the asset for the new assessment.
   
5. Click Retake.
   The new assessment is created and its assessment page opens in the Draft status. In the Properties sidebar of the new assessment, the Owner field shows your name, instead of the name of the user who created the original assessment. The Created field shows the date and time when you retook the assessment.
   

For information corresponding to AI Governance, go to Copy an assessment and apply it to a different AI agent, AI model, or AI use case.

What's next

Complete or submit the new 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. You can't copy an assessment whose template is deleted or updated.

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.