How do I copy or duplicate an assessment?

You can copy any assessment in your account to create a new version, build a variation, or use it as a starting point for a new assessment.

To copy an assessment:

From the main menu, open Assessments to view the Assessment List.
Find the assessment you want to copy in the list.
Click Copy next to that assessment.

A new copy of the assessment is created. The copy includes all of the original's ratings, rating text, instructions, graphics, report templates, sections, subsections, questions, and answers.

After copying:

Rename the new assessment so it does not collide with the original in your list, especially if you use external links (each assessment must have a unique External ID).
Update the version number if this copy represents a new release of the same assessment.
Review the report templates and email templates, as both are duplicated and may need to be re-linked or re-edited for the new version.

For full details on managing assessments, see Managing Assessments.

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