Purpose

Save a Question Set as a template that can be copied into future assessment projects. If a Question Set was initially created from a Navvia template, or, if a Question Set was created from scratch, the tailored Question Set can be saved as a template with all its modifications. It can be copied into future assessment projects. Using the same question sets across multiple projects provides an easier comparison of results when there are minimal differences between the questions used.

Prerequisites

Requires a Question Set in a Project

Role

  • Survey Editor
  • Sys Admin

Steps

  1. Click on the Project name containing the Question Set to be saved as a template.


  2. Click the checkbox adjacent to the Question Set that will be saved as a template.

  3. Click on Save as Template action.
  4. A message will be displayed confirming the Question Set has been saved as a template.