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


Cloning an Assessment


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