Assessment List¶

Browse and manage all assessment definitions in the Library.

Overview¶

Library List

Each card in the Library shows:

Assessment icon and name
Status badge — Draft, Published, or Deprecated
Parent/Child badge — whether this is a parent or child in a linked group
Version — increments on every save or copy
Last updated date

Click any card to open the editor.

Filtering and Sorting¶

Use the toolbar above the cards to filter and sort:

Control	Options
Search	Filter by assessment name
Status filter	Show All, Drafts Only, Published Only, Published + Drafts
Sort	Updated Date (default), Name (A–Z), Custom Order
Group filter	Filter by parent assessment group

Custom Order enables drag-and-drop reordering of cards. Drag a card to reposition it and the order is saved automatically.

Each card has a ⋮ (three-dot) actions menu. The options shown depend on the assessment's status, whether it is a parent or child in a linked group, and your permission level. Actions that would modify a locked assessment open a Locked dialog instead of proceeding.

Always available¶

These actions appear on every card regardless of status:

Action	What it does
Copy to Clipboard	Copies the full YAML configuration (including icon, icon color, and category names) to your clipboard.
Copy to New Draft	Creates a new independent draft copy of this assessment. The copy appears at the top of the list with an incremented version number.
Download Config	Downloads the YAML configuration as a `.yaml` file to your computer.
Share Preview Link	Copies a public preview URL (`/preview/{id}`) to your clipboard so you can share the assessment without requiring a login.
Edit	Opens the full YAML editor for this assessment. Equivalent to clicking the card.

Draft assessments only¶

Action	When shown	What it does
Publish	Draft, not a child, admin/superuser only	Publishes the assessment. If the assessment has linked children, the label shows the total count (e.g., `Publish (3 assessments)`) and a confirmation modal lists all that will be published together. Non-admins see the item disabled with an explanatory tooltip.
Link to Parent	Draft, no existing parent, no existing children	Opens a search modal to select a parent assessment. Linking makes this a child of the selected parent.
Delete	Draft only	Permanently deletes the draft after a confirmation dialog. Published assessments cannot be deleted.

Child assessments (linked to a parent)¶

Action	What it does
Unlink from Parent	Removes the parent/child relationship. The assessment becomes a standalone draft again. A confirmation step is shown before unlinking.

Note

A child assessment does not show Link to Parent, Publish, or Deprecate in its menu — those actions must be performed from the parent.

Published assessments only¶

Action	When shown	What it does
Deprecate	Published, not a child, not already deprecated, admin/superuser only	Marks the assessment (and any linked children) as deprecated, indicating it is no longer in active use. The label shows the total count if children are included (e.g., `Deprecate (3 assessments)`). Requires confirmation. Non-admins see the item disabled.

Deprecated assessments¶

Once an assessment is marked as deprecated, the following actions become available:

Action	What it does
Undeprecate	Removes the deprecated status and returns the assessment (and any linked children) to active use. Requires confirmation.

Deprecated assessments are visually marked with a Deprecated badge on the card and do not appear in the client portal's available assessments list. Use Undeprecate if you need to bring a deprecated assessment back into active use.

Locked assessments¶

If an assessment is locked (e.g., read-only due to a subscription limit), the following actions are intercepted and open a Locked dialog instead of proceeding: Edit, Copy to New Draft, Download Config, Share Preview Link, Publish, Deprecate, Link to Parent, Unlink from Parent, and Delete. The dialog explains the restriction and links to Vessel support to unlock.

Import Options¶

Two buttons in the toolbar allow you to create a new definition from an existing config file:

Upload — Select a .yaml or .yml file from disk to create a new draft
Paste — Opens a dialog where you can paste YAML directly or read from the clipboard