How do I edit an assessment template?

To edit one of your assessment templates:

Open Settings -> Assessments

Find the assessment that you want to edit, click on the 3 dots next to it and select Edit from the menu:

If you do not see an Edit option, then it means it is a pre-built assessment form and these cannot be edited directly. However, you can click to duplicate these forms and then you will be able to edit the copy (read more).

Make the amendments to the assessment template.

Click Publish & Exit at the bottom of the page to save the changes.

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: 28/04/2025

Was this article helpful?

Thank you!