Competency Assessments - Part 8 - Cloning and Creating New Versions of Assessment Templates

Cloning

Cloning allows a new assessment template to be created, using an existing template as a starting point. The cloned template will carry all the advanced settings as well as the content (including attachments). It won’t replace the current version of the cloned template. The code will have the suffix, (copy), added to it to differentiate it; if a template with that code already exists, a further (copy) is added. The clone also starts as a new Draft at version 1, with no published date.

You can clone assessment templates that are in any state.

The Actions dropdown menu is only available if you have the Competency:Create/Edit Templates permission for the template’s facility.

To clone an assessment template, follow these steps:

1. Open the assessment in its General tab
2. Expand the Actions dropdown menu, on the right-hand side of the header section
3. Select Clone Template
4. Click Go
5. A pop-up window asking, “Are you sure you want to create a new copy of this Template?” should appear; click OK

A draft copy of your template should be displayed (version 1.0). You can edit the code, title and other details to create a separate assessment template.

[[SCREENSHOT NEEDED: Assessment template General tab with the Actions dropdown expanded, showing the option labelled "Clone Template" (not "Clone Document") — replace the screenshot above if it shows the old label]]

Creating a New Version

As with controlled documents, creating a new version of an assessment template creates a Draft copy with the version number incremented. The current published version moves to Under Review, and is only replaced (marked as Superseded) when the new version is published.

While the current version is Under Review, its Assign Assessment and Create new Version actions are no longer available. If you delete the draft new version, the previous version is re-published.

However, new versions of an assessment template don’t trigger tasks to re-take the assessment.

You can only create new versions of published assessment templates.

The Actions dropdown menu is only available if you have the Competency:Create/Edit Templates permission for the template’s facility.

To create a new version of a template:

1. Open the template in its General tab
2. Expand the Actions dropdown menu, on the right-hand side of the header section
3. Select Create new Version
4. Click Go
5. A pop-up window asking, “Are you sure you want to create a new version of this Template?” should appear; click OK

Next step:

The next article covers Archiving or Deleting Assessments

Previous step:

The previous article covers Performing Assessments