Copy an assessment

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Create a copy of an assessment with at least one category to reduce the effort of creating another assessment with similar data.

    Avant de commencer

    Role required: assessment_admin or admin

    Pourquoi et quand exécuter cette tâche

    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.

    Procédure

    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.