Copy an assessment

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a copy of an assessment with at least one category to reduce the effort of creating another assessment with similar data.

    Vorbereitungen

    Role required: assessment_admin or admin

    Warum und wann dieser Vorgang ausgeführt wird

    All associated questions (type), configurations, categories, metrics, domain separation rules, and role-based categories are copied. Assigned users, category users, instances, and trigger conditions are not copied.

    Prozedur

    1. Navigate to All > Assessments > Metric Definition > Types.
    2. Select an assessment metric type.
    3. In the title bar, click Copy, or click the menu icon, and select Copy.