Search
Managing Assessment Templates
All Assessments in Assessment Manager must be based on Assessment Templates. Assessment Templates define all Questions that could be shown to Respondents, which Questions should be displayed based on the answers to the previous Questions, which answers should trigger Risk/Issue flags, and much more. You can either use one of TrustArc’s pre-configured Assessment templates or you can build your own. You can also copy and modify TrustArc’s pre-configured Assessment Templates to use them as a basis for your own Template. This section explains how to create your custom Assessment Templates, clone or make new versions of the existing Template and much more. If you have any trouble incorporating a complex Question Flow Logic or if you want to purchase any of TrustArc’s pre-configured Assessment Templates, contact TrustArc support team at support@trustarc.com.
OverviewProcedure Overview All assessment templates available in your account ca...
OverviewAdding SectionsEditing & Deleting Overview Template questions must be gr...
OverviewProcedure Overview Approval routing conditions enhance workflow efficien...
OverviewQuestion TypesAnswer ChoicesChoice GroupsLabelsImport from LibraryMandatory Co...
OverviewProcedure Overview You can add a Compliance Expression to any question i...
OverviewProcedureAssignee Roles Overview You can add one or more Auto Tasks to a...
OverviewProcedureEmail ExpressionRecipientEmail Template Overview You can add on...
OverviewProcedure Overview A question can have one or more Follow-on Conditions ...
OverviewProcedureCross-Section Conditions Overview Follow-on conditions can only...
1 After entering all questions and sections, scroll to the bottom of the pag...
Overview Some questions can have hundreds of elaborate answer choices, along with Auto Email...
SectionsQuestionsMove to Another Section Changing the Order of Sections You can ...
Once you finish editing the template, scroll to the bottom of the page and click Save. The n...
OverviewTestingPublishing Overview Large templates may have complex question flo...
OverviewPrologueEpilogueEditing & Deleting Overview You can show respondents a w...
OverviewProcedureRespondent Experience Overview Some templates include threshold...
OverviewConfiguringTriggeringMultiple Respondents Overview Companies often want ...
TrustArc Assessment Manager lets you create fully custom assessment templates. TrustArc also...
Overview Large templates can have hundreds of questions with elaborate responses. Assessment...
⚠ Note: This task is available to users with admin privileges only. 1 ...
You can edit an unpublished template at any time by clicking Edit in the context menu on the ...
Overview When you need a new template that closely resembles an existing one, it is faster t...
Overview You can reassign Open (draft) templates to any user with sufficient permissions to ...
Overview Users with permission to create assessment templates can map questions from one tem...
OverviewProcedureViewing Versions Overview Once a template is published, it cann...
Overview You can delete the latest version of a template at any time, provided no assessment...
OverviewDeactivatingReactivating Overview When an obsolete template has assessme...
⚠ Note: The Linking tab in the Assessment Templates page is disabled by default. To cha...