If you want to create a new assessment program that will use the same assessment method (same axes and values) as another one, the simplest way is to duplicate an existing program.
Duplicate an Assessment Program
- Navigate to Assessment programs in Stakeholder engagement.
- Select and open the assessment program which you want to duplicate.
- Click the Action menu in the upper right corner of any information page.
- Select Duplicate assessment program.
- Modify the standard duplicate name to the name you want in the Value field.
- Select the project the new assessment program belongs to in the Projects drop-down list.
- Use the Stakeholder type drop-down list to select the type(s) of stakeholder assessed in this program.
- Use the Engagement plans drop-down list to link one or several engagement plans to your assessment program.
- Flag Copy axes to copy the existing axes to the duplicated assessment program.
- Flag Copy stakeholder list to copy the existing stakeholder list to the duplicated assessment program.
- Click the Duplicate button.
When duplicating an assessment program, the following elements are not duplicated:
- Engagement plans
- Historical assessments
- Generated alerts