Adding a New Template from the Gallery

You can add new assessment templates based on a template in the Template Gallery. 

If you import a template from the Template gallery, your new template will be populated with the questions in the existing template. To create a blank template, see Creating a New Template.

To add a template from the Template gallery

  1. On the Assessment Automation menu, select Templates. The Templates screen appears.

  2. Click the Choose from gallery button. The Gallery screen appears.


    Note:

    You can sort, filter, or search through the gallery for the template that best suits the information you desire from launched assessments.

  3. Select a template. A preview of the template will appear to review.


  4. Click the Choose this template button to select the template.
  5. The Create template modal appears. Complete the fields. 


    Field
    Description
    Name

    Enter the name of the new template. If you're creating the template based on an existing template, make sure the name is different from the original template.

    Organization

    Select the name of the organization.

    Description

    Enter a brief description of the template and its purpose.

    Template icon

    Select an icon to associate with the template.

  6. Click the Create template button.
  7. The Template Builder appears.