Skip to end of banner
Go to start of banner

Create a version of existing Assessment

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Current »

  1. Click on the Modules menu item.

  2. Click on the Risk Assessment menu item.

  3. Click on the Manage menu item.

  • Users with Create Version will see create version button in Assessment List screen

  • New version can be created for an existing active and approved assessment of the same location

  • Below will happen for the new version assessment

    • Assessment Title will be prefixed with "New Version of + Assessment Title of copied record"

    • Assessment Version field will automatically update to the next proceeding whole number

    • "Initial Assessment ID" field will be always populated with Assessment ID of version 1 of the assessment

      1. This will happen for any subsequent versions created for the assessment

  • When proceeding version of an assessment reaches final approval status, the status for previous version of assessment (from which the new version was created) will be automatically set as Inactive

  • No labels