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
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
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
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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