Updating an Assessment

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You can update your existing assessment in WorkSpan. You can edit assessment details such as Description; Account Name and Partner.

You can also update your assessment responses.

You cannot update the owner, the template or the creation date for an assessment.

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In the Team Members panel for your assessment, you can:

  • Update access levels for members in your assessment
  • Withdraw one or more members from an assessment

(See Updating Access levels for members & Withdrawing members)

Steps:

  1. Navigate to the assessment that you want to edit. Go to Joint Sales >Assessments. Assessments Listing Page opens.
  2. Click the Assessment name that you want to update.
  3. Click the pencil icon in any section that you want to edit.
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    editassessmentresponses.gif

  4. Make your changes and save.
  5. The assessment results will update based on your updates.

Note: To update an assessment from within an opportunity, go to the opportunity. Navigate to the Assessments tab and click the pencil icon. Edit Linked Assessments screen is shown. Click an assessment id/name to navigate to the assessment that you want to edit. You can also link one or more assessments to the opportunity by clicking +Assessments on this window.

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