Managing Assessment Versions
Overview
The platform provides operations to help with assessment version control. Assessments and member surveys can exist in one of the following states:
Draft: Initial state where the assessment is in development and not ready for use.
Active: The assessment is published and available in workflows.
Not Active: The assessment was previously published but is now retired.
An assessment changes from Draft to Active when published, and from Active to Not Active when retired. These are the only transitions available. Active assessments can be edited, requiring strict control over any changes made.
This guide explains how to manage an assessment version.
Assessment Best Practices
Your test environment should be the source of truth for assessments.
For the initial building and editing, this should occur in your test environment.
Only import into production after you have verified in test and are ready for the new assessment to go live.
You must manually sync changes to active assessments in your test and production environments.
- Access to Assessment Builder - Permission to change the state of an assessment
* When authoring on an assessment is completed and is ready for testing. * When an active assessment needs to be retired or replaced with a newer version.
* Surveys must be active to be used in a Guided Health Journey. * If an assessment used in a Guided Health Journey is deactivated, the journey must be updated. * To move assessments from your test environment to your production environment, refer to [promoting-an-assessment-to-production-draft.md](promoting-an-assessment-to-production-draft.md "mention")
Publishing a New Assessment
To make a new assessment available in the relevant workflows, publish it by moving it to an Active state. This process is immediate and the assessment becomes available right away. Activation is necessary to be able to test your assessment in the workflows.
Click anywhere on the row of the assessment to be published in the Assessment Dashboard.
Click the more action icon next to the assessment title.
Click **Publish.**
The assessment is now in the Active state. It is able to be used in other components of the platform. On the Assessment Dashboard page, an active badge
displays.
Deactivating an Assessment
Deactivation can be done when an assessment becomes irrelevant to workflows. This change occurs immediately and the assessment becomes unavailable for use. Existing assessment instances in any state remain unaffected.
Click anywhere on the row of the assessment to be deactivated in the Assessment Dashboard.
Click the more action icon next to the assessment title.
Click **Deactivate.**
The assessment is now in the Not Active state. It is not available in other components of the platform. On the Assessment Dashboard, a Not Active badge
displays.
Editing an Active Assessment
Changes can be made to assessments after they have been published. Any instances of the assessments in Care Management or Utilization Management are not impacted. The changes are visible on any new assessments created after the edits are published.
To ensure consistency between your test and production environments, first implement and verify changes in the test environment. Once confirmed, replicate these changes manually in the production environment.
Click anywhere on the row of the assessment to be deactivated in the Assessment Dashboard.
Click **Edit** in the bottom right corner.
The status on the assessment panel on the left lists the assessment in Draft mode. This is a temporary state change and does not impact usage.
Make the necessary changes.
Click the more action icon next to the assessment title.
Click **Publish.**
### _(Alternate)_ Saving Changes prior to PublishingAfter making changes to the assessment, it is not necessary to publish immediately.* Click **Close** after making your changes.The assessment is listed as Active with a notation that there are unpublished changes. These changes are not available in workflows until publishing occurs.
