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Edit an Assessment

Edit an Assessment

The following table shows which parts of an uploaded Document assessment can be edited and at what stages of use.

Note: If you are not the original creator of the assessment, you will not be able to edit it without cloning the assessment first.

Document Assessment Table

Open Created Assessments

Click on Assessments, and then click Created.

Open Assessment Editor

Open the assessment you want to edit.

Click on the Edit pencil icon at the top of the assessment.

Update Assessment and Save Changes

You can make any changes you want to the assessment, including uploading a new file. Click on Save Changes to save the updated assessment.

Note: If a creator edits an assessment, any tracker that uses that assessment will be notified. The user will get a message in the standard where the assessment is located.  

Apply Assessment Updates

Apply Assessment Updates

Click on the message to view the update. Then the user has the option to apply the updates or dismiss (ignore) the updates. Once they have selected what they want they can select the trackers that are affected and click update or dismiss.  

If you have a suggestion to improve this guide, or if you want to recommend corrections, please share your feedback

Version history
Revision #:
10 of 10
Last update:
‎11-02-2020 04:34 PM
Updated by: