Go to Assessments
From the left-hand menu, click Assessments.
You’ll see all of your assessments listed.
👆Select Edit Assessment
Find the assessment you want to change.
Click the three dots to the right of the assessment you would like to edit → choose Edit Assessment.
⚙️Complete Assessment Updates
You can make changes to:
General Information – Status, Title, Description, Category, Tags
Preferences – Attachment settings, notifications, visibility
Attachments – Add or remove supporting files
Questions – Edit text, adjust question types, update toggles
Sections – Revise titles, descriptions, or export settings
Double-check all updates before saving.
✅ Save Your Changes
Select Update Assessment to confirm.
Your edited assessment will now appear with the updated information.
Equip Tip: Keep version control in mind—if you’re making major edits to an assessment already in use, consider duplicating it first so you can preserve the original responses.