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.