Can I edit a pre-built assessment form?
You're able to make changes to any of the pre-built assessment forms that come supplied with WriteUpp, to customise these to your own specifications.
To edit a pre-built assessment, you'll 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 before clicking on Publish & Exit to publish your version of the form for use with your clients.
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 if you return to Create -> Form/Assessment and open it again
To edit a pre-built assessment, you'll 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 before clicking on Publish & Exit to publish your version of the form for use with your clients.
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 if you return to Create -> Form/Assessment and open it again
Updated on: 29/07/2022
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