Copy an Assessment Batch

If you're the owner of an assessment batch, you can copy it to initiate a new batch. To begin, navigate to the Risk Management > Assessments > Assessment Batches page. Select the row representing the batch you want to copy.

Then select Actions > Copy Assessment Batch. This option appears in the Actions menu only if the batch you selected is in the New, Finalize Record Security, Active, Canceled, or Closed state.

Standard Batch

If you've copied a batch developed from the Initiate Assessment Batch guided process, that process opens once again. To complete it you set some new values, but must accept other values inherited from the batch you copied:

In the General region, you must create a name and set a due date, you may add a description, and you may modify the Allow Users to Create Issues setting. If the original batch selected a survey template, the copy selects the same template in the Select Criteria region, where you must define a new survey name prefix. In the Attachments region, attachments from the source batch are included in your copy of the batch. You can remove them, or add or remove other attachments.
You can't change any of the values that determine how objects are proposed for assessment. These include the Plan and Assessment Type values in the General region, anything other than the Survey Name Prefix value in the Select Criteria region, and anything at all in the Perspective Selection region.

Perspective values selected for the original batch are flagged in the copy if they've become invalid. Records associated with inactive perspective values aren't included among those proposed for the copy. You can't change the perspective selections in the copy, but you can decide to create an assessment batch from scratch to capture records that would otherwise be lost.
Although the selection criteria don't change, new objects may meet those criteria. In addition to records inherited from the original batch, the Proposed Records to Be Assessed region includes records of any new objects.

However, while new records appear at the top of the list of proposed records, they're not selected by default. Moreover, they're included in the initial count of excluded records. To include new records, you must select them manually. As you do, the included-record and excluded-record counts adjust themselves. Inherited records are selected by default, but you can exclude them.

This region now includes a fourth record count, for ineligible records. Click it to view records that were included in the original batch, but no longer qualify for the copy.
The Assessment Batch Security Assignment region inherits users and groups with authorizations as owners, editors, or viewers of the original batch. You can modify these authorizations, add users or groups, or remove them.
The Assessment Records Security Assignment page inherits assessor, reviewer, approver, and viewer assignments for assessment records included in the original batch. You may accept or modify these, and you must assign assessment actors for any new assessment records.

Impromptu Batch

If you've copied a batch developed from the Create Impromptu Assessment guided process, that process opens once again. To complete it you set some new values, but must accept other values inherited from the batch you copy:

In the General region, you must create a name and set a due date. In the Attachments region, attachments from the source batch are included in your copy of the batch. You can remove them, or add or remove other attachments. If the original batch selected a survey template, the copy selects the same template in the Select Criteria region, where you must define a new survey name prefix. In the two security regions, you may accept or modify users or groups authorized as owners, editors, or viewers of the batch as a whole, or as assessors, reviewers, approvers, or viewers of the single assessment record.
You can't change any other values. In particular, you can't change the object that's to be assessed. In effect, you're reassessing the object that was the focus of the original impromptu assessment.