Creating a New Version of a Template

Editing capabilities are limited for published assessment templates. 

For full access to editing the template, you must create a new draft version of the template.

To create a new draft version of a template

  1. On the PIA & DPIA Automation menu, select Assessment templates.
    The Templates screen appears.
  2. Click the View button on the tile of the Published template you want to create a new draft version of.

    The Template details screen appears.

  3. Click the Create new version button. A new draft version of the template is added.
  4. On the new draft template's Template details screen, configure the template as needed.
  5. Click the Publish button.

    If the template you created a new version of does not have any open assessments attached to it, the Publish template modal appears. Click the Publish button to publish your template.

    If the template you created a new version of has open assessments attached to it, the Confirm changes modal appears. Select whether these changes will need to be pushed to open assessments and if the respondent should be notified. Click the Confirm button to publish your template.

    Confirm changes modal with options to push changes to open assessments and notify respondents