Saving & Publishing Assessment to Respondents

Overview Saving Publishing

Overview

The form to create and edit assessments no longer supports auto-save. You must click Save as Draft as you go, or if you are ready to proceed, you can click Publish directly. The system will still validate the form when you try to publish, and any field errors will be displayed for you to correct.

However, there are still some cases that can trigger auto-save:

When auto-save is triggered

Adding an assessment configuration

Once you add and save the assessment configuration, the form loads and auto-saves to apply the configuration details from the settings.

Adding a template with an associated assessment configuration

Once you choose a template with an associated assessment configuration, the form validates and auto-saves to apply the configuration details from the settings.

Adding a revalidation schedule through the Schedule Revalidation modal

The system must save the assessment to attach a revalidation to it. Auto-save is triggered when you click Save in the Schedule Revalidation modal.

Saving an Assessment

Depending on the workflow your assessment uses — original or simplified — it is saved in either an Open or Not Started state. It will not be published to respondents until you explicitly choose to do so. You can see saved assessments in the list on the All Assessments page.

📋 Note: The button beside the status indicates whether the assessment is already published or still a Draft.

At any time, you can click the name (1) of any Open or Not Started assessment to return to its Edit Assessment page, where you can review and finalize its configuration settings.

If your assessment is already published, clicking its name redirects you first to the Assessment Summary page, where you can click the Edit Assessment button to go to the Edit Assessment page.

Publishing an Assessment

Once you are ready to publish, click Publish & Start or Publish & Send in the bottom-right corner of the New/Edit Assessment page.

📋 Note: Clicking Save as Draft saves your changes but leaves the assessment in an Open or Not Started (Draft) state. To publish the assessment, you must click Publish & Start or Publish & Send. If you are both the assessment creator and a respondent, clicking Publish & Start takes you directly to the Survey page.

Once you publish the assessment, the system sends email notifications to each respondent indicating that they have been assigned an assessment to complete. The email contains a Start Assessment Now button that takes respondents directly to the assessment survey.

📋 Note: Access links emailed to external non-system respondents automatically expire 30 days after the assessment is published. The system sends periodic reminders to non-system respondents after each 30-day period with a new link. See Creating an Assessment for more details.

📋 Note: You can customize the default format and content of automated email notifications — for example, replacing the default TrustArc logo with your company logo. See Customizing Automated Emails. You can also include an assessment-specific custom message by specifying it in the Message to include in reminders field in the Set Schedule and Notifications modal, available when you click Configure under Advanced Settings on the New Assessment page.

TrustArc  ·  Saving and Publishing an Assessment  ·  support.trustarc.com