Articles on: Forms & Assessments

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 the 3 dots next to it and select Edit from the menu:

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: 22/12/2023

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