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Copy items and groups in Assessment

Updated this week

Copy a single item

  1. Open the report in "Open" status.

  2. Open the Assessment part.

  3. Find the item you want to copy.

  4. Click the ••• menu on the item.
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  5. Choose Duplicate.
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  6. System copies the item and adds in right after the source item.
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Copy a whole group

  1. Open the Assessment and hover the group name.

  2. Click the group’s ••• menu.

  3. Choose Duplicate group.

  4. Confirm. A “Copy of …” group appears.

    1. Note. We copy group without items. Enhancement to copy all items when you copy the group scheduled for Q1 2026.

Notes

  • You need Edit permission to copy (Admin, Manager, Admin).

  • If Duplicate option is missing, you likely have view-only access.
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What gets copied

  • Item copy includes: title/name (with word "Copy"), description, fields/attributes, grades or scoring settings, links to Related items, and visibility settings.

  • Group copy includes: group name, group-level settings such as display, health/grade configuration, and all contained items with their values.

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