Copy an assessment

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Create a copy of an assessment with at least one category to reduce the effort of creating another assessment with similar data.

    Before you begin

    Role required: assessment_admin or admin

    About this task

    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.

    Procedure

    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.