In order to edit an Incident assessment, go to Settings > Incident > Assessment Creator.

• This will bring you to the existing templates section; click on Edit in the 'Actions' column beside the template that you would like to edit.

• You can now edit multiple parts of the assessment template. Don't forget to click Save before exiting to ensure your changes take effect.

1. Renaming the template or a particular section

• Click on Rename, and then either Section or Template:

2.  Add in a new section or question

• Click on Add, and then either Section or Question:

3. Remove a section that you have previously added

• Click on Remove Section. Please note that you cannot remove the default/original section created by MetaCompliance, but you can edit its content/name.

4. Edit a question within a section

• Click on to the particular section from the left-hand menu selection: 

• This will bring up every question contained in this section. Click on the 'Edit' button (shown as a 'Pencil' icon) beside the question you would like to edit:

• A pop-up will appear allowing you to edit the selected question.
• Once you have edited accordingly, click Update for the changes to apply. The pop-up will then disappear allowing you to continue editing any other section. 

5. Change the order in which the questions are presented

• Hover over the question you would like to move, drag and drop it to your desired location: