Articles on: Forms & Assessments

Can I edit a pre-built assessment form?

Yes, you can make changes to any of the pre-built assessment forms that come included with WriteUpp, to customise them to your own specifications. To do this...

Firstly, make sure you have added the pre-built form that you wish to edit to your assessment collection,

Then, to edit the pre-built assessment, you will need to duplicate the original form. Under Settings -> Assessments , click on the three dots at the end of the row and choose Duplicate:

This will make a custom copy of the form for you, listed underneath the original. You will then be able to edit the copied version by clicking on the three dots, and choosing Edit:

You can then make the required changes. Click on Publish & Exit when finished to publish your version of the form.

Top Tip: If you make changes to an assessment template that you don't then see reflected when completing it with an Active Client, find your assessment within Settings -> Assessments, open it by choosing Edit from the three dots menu and click on Publish & Exit. This should publish any changes made to the form and you should see these when you return to Create -> Form/Assessment and open it again.

Updated on: 16/09/2024

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