Can I update an existing potential assessment questionnaire?

Yes, you can update an existing potential assessment questionnaire.

  1. Use the Potential Assessment task available in the Setup and Maintenance work area.

  2. In the Potential Rating folder, select the questionnaire you want to edit.
  3. Click Edit.
  4. If you had selected the delivered Potential Rating questionnaire, select an appropriate option. You can create a new version of the questionnaire or update the existing questionnaire.
  5. Make the changes that you want to.
  6. Save and close the questionnaire.