Modify a published template using quick edit

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use Quick edit to make limited changes to a published template which has an assessment associated with it without creating a version. Quick edit is intended for small corrections, such as fixing typos or updating text, while preserving the published state of the template.

    Before you begin

    • To be able to use quick edit features, make sure that quick edit is enabled for the template’s category. For more information, refer to Create an assessment template category.
    • Role required: sn_smart_asmt.template_manager or sn_smart_asmt.assessment_admin

    About this task

    Procedure

    1. Navigate to Workspaces > Assessment Workspace to access the Assessment Workspace landing page.
    2. Select a published template on which you want to make minor updates.
    3. Based on what you want to update, use quick edit as follows:
      Table 1. Using quick edit
      What to Update Tab Access Quick Edit Editable Fields
      Template details General Select Options icon > Quick edit
      • Assessment name
      • Description
      Settings General Select Options icon > Quick edit Assessment reader role
      Instructions Questions Select Configuration options icon > Quick edit Assessment Instruction
      Section Questions Select Configuration options icon > Quick edit
      • Name
      • Description
      Subsection Questions Select Configuration options icon > Quick edit
      • Name
      • Description
      Question Questions Select Additional options icon > Quick edit
      • Question
      • Choices label
      • Question description
      • Guidance
      Note:
      Fields vary by question type.
    4. Update the fields as required and select Save and publish.
    5. To view the edit history, select Additional options icon > View edit history.
      All Quick edit changes are captured in the edit history and remain available even after Quick edit is disabled.