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Templates — list, create, edit, deploy

/templates, /templates/create, /templates/[templateId]/edit

Blueprint objects used to spawn live assessments.

Prerequisites​

  • See list: canViewAssessmentTemplatesList (includes Staff viewer).
  • Create / mutate rows: canManageAssessmentTemplates (honour staff toggles).
  • Deploy to another company: canDeployAssessmentTemplate.

Browse & filter templates​

  1. Sidebar → Templates.
  2. Use search + filters (portfolio company chip, source/origin dropdowns visible only for entitlement).
  3. Read status badges (Draft, Active, Archived).
  4. Pagination controls at bottom when many rows.

Start a brand-new template draft​

  1. Create template (top-right plus) → navigates /templates/create.
  2. System auto creates a draft row named Untitled template, then redirects to /templates/[id]/edit.
  3. If you lack manage rights, EmptyState directs you back—enable Manage assessment templates for deputies.

Edit an existing template​

  1. Template row actions → Edit (routes /templates/[templateId]/edit).
  2. Walk wizard steps surfaced in editor (skills, metadata blocks—mirror live UI).
  3. Save progressively; avoid closing tab mid-autosave if internet unstable.

Deploy / duplicate across companies​

  1. When Deploy modal appears (portfolio operators): pick destination tenant(s) from dropdown fed by provisioning logic.
  2. Confirm—the UI may summarise side effects (DeployTemplateModal).
  3. On success, switch org context or inspect target company Assessments list to verify.

:::tip Naming

Clearly rename templates before customer demos—“Untitled template” proliferation confuses MCA stakeholders during quarterly reviews.

:::