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Copy an assessment

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Copy an assessment

Create a copy of an assessment with at least one category to reduce the effort of creating another assessment with similar data.

Before you begin

Role required: assessment_admin or admin

About this task

All associated questions (type), configurations, categories, metrics, domain separation rules, and role-based categories are copied. Assigned users, category users, instances, and trigger conditions are not copied.


  1. Navigate to Assessments > Metric Definition > Types.
  2. Select an assessment metric type.
  3. In the title bar, click Copy, or click the menu icon, and select Copy.