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.
- From the Homepage, click the ‘Create New Assessment’ button to start the process of a new Assessment.
- From the Name & Security page, input an Assessment Name then click the ‘Clone’ button at the end of the form.
- 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.
