How to edit an Incident assessment

  • 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.

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

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1. Renaming the template or a particular section.

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

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2.  Add in a new section or question.

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

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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.

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4. Edit a question within a section.

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

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  • 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.

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  • 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. 

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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.

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