Creating a New Assessment Template

OverviewProcedure

Overview

All assessment templates available in your account can be viewed on the Assessment Templates page, accessible by clicking Template Builder in the main menu.

Creating a New Assessment Template

1

From the left side of the page, hover the mouse over the Assessment Manager icon, and then select Template Builder (1).

2

In the top-right corner of the page, click Create Template (2).

💡 Tip: Instead of starting from scratch, you can clone an existing template and modify its content. This is useful when creating a new version of a template or when the new assessment differs only slightly from an existing one — for example, customizing a TrustArc preconfigured template. See Creating a New Template Version.

3

Enter a name and an optional description for the new template.

📋 Field notes

›The Version Number field is always set to 1 for new templates.

›You can associate the template with a specific assessment configuration by selecting one in the Assessment Configuration field (3).

›When an assessment is created using a template with an associated configuration, it will follow the rules of that configuration and display the set configuration in the Set Schedule and Notifications section on the New Assessment / Edit Assessment page.

4

Click Save to proceed to specifying the template questions.

TrustArc  ·  Creating a New Assessment Template  ·  support.trustarc.com