Important This topic is applicable only to the latest UI. For a similar feature in the classic UI, go to Copy an assessment.
When you retake 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 the assignees. You become the owner of the new assessment.
You can retake an assessment from the Assessments landing page directly, or from the Assessment Review asset page created when an assessment is submitted. This documentation describes how to retake an assessment from the assessment page.
Note
- You can't retake an assessment whose template is deleted.
- You can retake an assessment whose 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 any changes in the latest template, such as added, edited, or removed fields, are reflected in the new assessment. For example, if a field was removed from the latest template, that field isn't shown in the new assessment. If a new field was added to the latest template, that field is shown and also highlighted in the new assessment to prompt you to fill it. Additionally, if a response in the new assessment was edited, the response is highlighted in the new assessment.
Prerequisites
You have a global role that has the Assessments > Conduct assessments global permission.
Steps
- Open Assessments.
- Click the assessment you want to retake.
The assessment page opens. - Click Retake.Tip If you can't find this button, click More, and then click Retake.The new assessment immediately 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 the assessment was retaken.