Publishing & Versioning Templates
Draft vs published states, what publishing means, editing restrictions
3 min read•Article 7 of 9 in Templates
Publishing & Versioning Templates
Understanding the template lifecycle helps you manage your assessment templates effectively.
Draft vs. Published
Templates exist in two states:
Draft
- •Template is being built or edited
- •Can freely modify structure, questions, and scoring
- •Cannot be used to create assessments
- •Only visible to template creators and owners
Published
- •Template is finalized and locked
- •Can be used to create assessments
- •Structure and questions cannot be modified
- •Visible to all team members who can create assessments
Publishing a Template
When your template is ready:
1.Open the template in the builder
2.Click Review & Publish
3.Review the summary showing domains, questions, and scoring configuration
4.Confirm by clicking Publish
What Publishing Does
- •Locks the template structure to prevent changes
- •Makes the template available for creating assessments
- •Creates a version snapshot
Editing After Publishing
Once published, you cannot directly edit a template. Instead:
1.Create a new draft version based on the published template
2.Make your changes in the new draft
3.Publish the new version
4.Existing assessments continue using the original version
5.New assessments can use the updated version
Why Versioning Matters
Versioning ensures:
- •Consistency — assessments created from the same version are comparable
- •Integrity — historical assessment results aren't affected by template changes
- •Auditability — you can track what changed between versions