Updating Questions and Topics in Assessments

Overview

This guide will walk you through the process of updating text within topics and questions in assessments. It also outlines how to duplicate an assessment for safe editing, make updates, and activate the revised version.

Steps to Update Questions and Topics

1. Duplicate the Assessment

Before making changes, duplicate the assessment to preserve the original in case of mistakes.

  • Navigate to Setup > Assessments
  • Select the Assessment
  • Navigate to the Menu and select Duplicate.
  • Confirm the duplication by selecting Yes.
    • The system will create a copy of the assessment with the current date in its name (e.g., "Copy of [Assessment Name] [Date]").
  • If needed, check which programs the assessment is associated with by selecting Programs.
    • Use the Red Delete Icon to remove programs or Add to associate additional programs.

2. Edit the Copied Assessment

  • Select the duplicated assessment and click Edit.
  • Choose the Topic you want to edit, then select the specific question you’d like to update.
    • Example: To update a question in Topic 6, select Topic 6 and then the desired question.

3. Update Text in Topics or Questions

  • Click within the text box of the topic or question you wish to edit.
  • Retype the text as needed.
    • You may see pop-up suggestions; select one if it fits or continue typing your update.
  • Repeat this process for all topics or questions requiring updates.

4. Preview the Assessment

  • To confirm the updates, select Preview.
  • Navigate to the edited topic and question to verify that changes are reflected accurately.
    • Example: Check Topic 6, Question 5 to ensure the update is displayed correctly.

5. Deactivate the Original Assessment

Once the updates are verified:

  • Navigate to the original assessment.
  • Deselect the Active checkbox to deactivate it.

6. Rename and Activate the Updated Assessment

  • Open the copied assessment.
  • Remove “Copy of” and the date from the name to rename it appropriately (e.g., Comp Assess Postpartum 1).
  • Save the changes to finalize the name.
  • Ensure the updated assessment is active and the original is deactivated.

Summary

By following these steps, you can safely update topics and questions within an assessment while maintaining a backup of the original version. If further assistance is needed, feel free to contact support.