Creating an Assessment
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      Locking assessment templates for editing

      Learn how to prevent your spokes from editing assessment templates added from your exclusive Content Library

      This article specifically discusses locking assessment templates; head here for more specific steps on publishing assessment templates from the Hub to your exclusive Content Library.

      Partners or organizations with Hubs can lock assessment templates for editing before publishing them to their exclusive Content Library. If a locked template is added to a spoke, it cannot be modified by the spoke during use. This allows for more centralized control over assessments.

      Table of contents

      1. Locking the assessment template at the Hub
      2. Publishing the locked template to the Content Library
      3. Adding the locked template to the spoke
      4. Using the locked template

      Locking the assessment template at the Hub

      Make sure you are in the Hub. Select Audits & assessments.

      Select an existing assessment or select Create assessment.

      To learn more about creating Question-Based Assessments (QBAs), head here.

      To learn more about creating Requirement-Based Assessments (RBAs), head here.

      In the assessment overview side panel, toggle the slider on for Lock template.

      Once the assessment has been created or selected, click the Status dropdown and change it from Draft, to Approve, to Publish.

      Publishing the locked template to the Content Library

      For more detailed steps, head here.

      Toggle on the slide for Publish assessment template to the Content Library. Fill in the below details.

      1. Headline,
      2. Content Library Category e.g. Business Continuity, Cybersecurity, or your custom category,
      3. Tags e.g. assessment,
      4. Short Description, which is shown as a preview, and
      5. Detailed Description, which is shown in the item overview. 

      Once the assessment has been published to the Content Library, a lock will appear, indicating the assessment has been locked and cannot be edited. 

      Adding the locked template to the spoke

      Navigate to the Content Library (1), and find the assessment template using search, category, or content type filters. Click on the assessment template (2).

      Click Add Content.

      You will be notified via email when it is ready.

      The locked assessment will appear under Audits & assessments > Templates.

      Using the locked template

      Select Create assessment and choose the locked template.

      Once the assessment is created it will be in Published status, and the status cannot be changed to Edit. Any data associated with the template will be locked, e.g. if a control set is associated with the locked template, the control set will also be locked.