Managing assessments

Copy assessments

1. In the assessments list, open the row actions menu (⋯) of the assessment and select Copy.

2. Name the new copy. If you are copying an assessment that has sub-assessments, also decide whether the sub-assessments are copied as well.

Note

Only admin users and assessment admins can copy the sub-assessments of an assessment. Normal users and assessment team members cannot.

Note

When sub-assessments are copied, the default copy name is the original name without the “(copy)” suffix. Depending on the number of assessments, copying might take a while.

3. To create the copy or copies, click Copy.

Note

In this example, the Customer Support sub-assessment was copied.

Inheriting assessment members

As a normal user, check out Members – Inherit parent assessment members.

If you are an admin user, refer to Group permissions – Attach global groups to assessments.

Archive assessments

1. Open the row actions menu (⋯) of the assessment and select Archive.

Note

Archived assessments are not deleted.

2. To archive the selected assessment (and its sub-assessments, if there are any), click Confirm.

Note

Archived assessments are moved from the Active tab to the Archived tab of the assessments list. They can be restored from the admin panel.

Deleting assessments

Caution

We recommend archiving assessments instead of deleting them.

1. Open the assessment.

2. Click Delete in the drop-down menu (⌄) next to the status button.

Danger

This irreversibly deletes the selected assessment and its sub-assessments, including their data flows.

3. If you are sure, delete the assessment and its sub-assessments by clicking Confirm.

Danger

Deleted assessments cannot be restored.