Updating a Template to a New Version

You can configure and apply changes to published templates at any point.

Note:

Updating the Organization field on a template does not update the organization associated with existing assessments that use the template. This includes assessments that are In progress or Completed.

You can choose whether to apply supported template changes to open assessments in the Confirm changes modal, organization changes are not retroactively applied to existing assessment records.

To change the organization for an existing assessment, update the assessment separately.

To update a template

  1. On the PIA & DPIA Automation menu, select Assessment templates. The Templates screen appears.

  2. Click on a tile for a Published template. The Template details screen appears.

  3. Click the Create new version button.
    Note:

    If a new version already exists, then you will need to open the draft via the Context menu.

  4. Configure the template as necessary. For more information, see the following:
  5. Click the Publish button. A confirmation modal will appear.
    Note:

    If there are any assessments with a status of Not Started or In Progress, the Confirm changes modal will appear. You can then select whether or not to apply the template changes to these open assessments and whether or not to notify the respondents.

  6. Click the Confirm button.