Copying an Existing Assessment Template to Create a New Template

Procedure

  1. Open the Assessment Templates application.
  2. Navigate to Assessment Templates by switching to the list view.
  3. Select the required assessment template and choose Start of the navigation pathManage Next navigation step CopyEnd of the navigation path
  4. Save and Publish your entries

    Choosing Save will create the assessment templates in Unpublished version.

Results

New categories with ID and Name is created and is in Published status. Details of the categories are displayed and all the details such as types, impact/section categories and dimension/question details gets copied.