Copy an assessment

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: assessment_admin or admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.