You’ll have to create a new assessment and archive the old one.  Then you can copy all of your attachments (written directives and proofs) in bulk over to your new assessment.

To add to the what the Lt said, depending on the number of assessment licenses your agencies has, you may only be able to have one assessment active at a time. That would mean you would need to archive, then create a new one.

Then, as for copying attachments over, that is a HUGE time saver because it brings over all the labeling and highlighting too! Just make sure you don’t update the standards manual in the new assessment if one is available, until after you’ve copied everything over. The copy feature is only available when both the assessments are on the same standards manual version.

Perfect!!  Thank you both so much.

If you are still looking for information please feel free to reach out, I am happy to help. Just shoot me an email and let me know what accrediting body you are looking to do this with and I will get back to you !

Please make sure before you do this that all of your WDs and proofs are anchored at the standard root 

serb@neogov.net