Cloning an Assessment gives you the ability to transfer all maturity scores, comments, and documents from an existing Assessment into a newly created one. If you wish to complete a new Assessment with existing data from a previous Assessment, follow the instructions below on Cloning an Assessment.

  1. From the Homepage, click the ‘Create New Assessment’ button to start the process of a new Assessment.
  2. From the Name & Security page, input an Assessment Name then click the ‘Clone’ button at the end of the form.
  3. A modal will appear with a list of existing Assessments from your Account. Choose the one you would like to replicate, along with any relevant options, and click the ‘Confirm’ button.

Create Assessment

Clone

Cloning an Assessment

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