Changing an Assessment

Your ability to change an assessment varies depending on whether it is a stand-alone assessment or an assessment in a document.

Change a Stand-Alone Assessment

The content (questions and answers) of a stand-alone assessment can only be edited while it is in Draft or Collaboration status. If you need to edit the content of a stand-alone assessment after it has been submitted for review or approval, you must use the Send to Draft option first (see Sending a Document or Assessment Back to Draft). To make changes to the content of a stand-alone assessment after it has been approved, you must create a new version of it (see Doing a Periodic Review and Creating a New Version).

You can change any assessment setting while a stand-alone assessment is in Draft or Collaboration status. You can change only the following assessment settings while a stand-alone assessment is in Review or Approval status:

Confidentiality
Disable Numbering
Assessment Results options

To make changes to other assessment settings while a stand-alone assessment is in Review or Approval status, you must use the Send to Draft option first (see Sending a Document or Assessment Back to Draft). To make changes to settings of a stand-alone assessment after it has been approved, you must create a new version of it (see Doing a Periodic Review and Creating a New Version).

Change a Document Assessment

You can edit the content (questions and answers) and settings of a document assessment while the document is in Draft, Collaboration, Review, or Approval status. If you need to edit a document assessment after the document has been published, you must create a new version of the document (see Doing a Periodic Review and Creating a New Version) or ask your PolicyTech administrator to edit the document in its current state.

Edit Questions, Answers, and Sections

Do one of the following:
- To edit the content of a stand-alone assessment, find and open it in Draft or Collaboration status.
- To edit the content of a document assessment, open the document in the Draft, Collaboration, Review, or Approval status, and then click the Edit Assessment tab.
Do any of the following:
- Add a section, question, answer, or subquestion (see Adding Questions and Answers to an Assessment if you need help).
- To make changes to a question, its answers, or its settings, click after the question text.
- To edit a subquestion, click before the parent answer to show the subquestion, and then click after the subquestion text.
- To change a section heading, click its text.
- To reorder questions, simply drag a question to a new location.
- To move a question to a different section, drag it there.
Important: Deleting a section also deletes all questions currently assigned to that section. Deleting a question also deletes its answers and any subquestions attached to those answers.

Helpful Answer Shortcuts

In the Questions & Answers window, click one of the following icons shown after an answer to go directly to the corresponding feature or setting:

	Add a subquestion to this answer
	Open Advanced Settings for this answer
	Open the Case Creation window for this answer (available only when Case Management Integration is set up and enabled, and when the Create Case option is currently selected for an answer)