Articles on: Forms & Assessments

Can I edit a pre-built assessment form?

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 edit a pre-built assessment, you will first need to duplicate the original form. To do this, make sure you've added the form to your assessment collection, then 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'll 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: 21/12/2023

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