Editing Assessment Template Categories and Factors

Editing Assessment Template Categories and Factors

Editing Assessment Template Categories and Factors

Access Template Categories and Factors

To access categories and factors within a template:

Navigate to Admin Tab > Templates Page
Select the desired template name
Select the desired assessment name within the template
Select a category to view its associated factors

Edit a Category

Select the drop-down menu beside the category name
Select Edit
Update the category name and/or description
Click Save

Exclude a Category

Select the drop-down menu beside the category name
Select Exclude

Notes

Note: Excluded categories are not included in new assessments created using the template.

Edit a Factor

Select the category containing the factor
Select the drop-down menu beside the factor name
Select Edit
Update the factor name and/or description
Click Save

Exclude a Factor

Select the category containing the factor
Select the drop-down menu beside the factor name
Select Exclude

Notes

Note: Excluded factors are not included in new assessments created using the template.

Note: When a template, category, or factor has been modified, a pencil icon is displayed beside the item to indicate that changes have been made.

Reset Changes

To restore the original name and description for a modified template, category, or factor:

Open the Edit dialogue
Select Reset

The original values will be restored.