Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Copy an assessment

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.

Parent Topic:Assessment administrator tasks