Editing and updating workspace assignment status in Zendesk QA

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<p id="docs-ai-summary-content">Manage assignments by editing, duplicating, activating, deactivating, or deleting them. Update assignments mid-cycle without losing progress, duplicate to preserve the original, and activate or deactivate based on usage needs. Deleting removes all associated data permanently. These actions help streamline your quality assurance tasks and maintain an organized workflow.</p>
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<p class="p" dir="ltr">Assignments in Zendesk Quality Assurance (QA) are recurring tasks consisting of
sets of conversations assigned to reviewers for evaluation based on specific criteria and
predefined goals.</p>
<p class="p" dir="ltr"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043760141978" target="_blank">Admins, workspace leads, and managers</a> can edit a
workspace's assignments and update their status.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="topic-1__ul_k5p_vcs_bdc">
<li class="li"><a class="xref" href="#topic_yvn_4wq_jhc">Editing assignments</a></li>
<li class="li"><a class="xref" href="#topic_ows_lv2_p2c">Duplicating an assignment</a></li>
<li class="li"><a class="xref" href="#topic_zwd_xfr_jhc">Deactivating an assignment</a></li>
<li class="li"><a class="xref" href="#topic_cch_4xk_32c">Activating an assignment</a></li>
<li class="li"><a class="xref" href="#topic_fw3_bbl_32c">Deleting an assignment</a></li>
</ul>
<p class="p">Related articles:</p>
<ul class="ul" id="topic-1__ul_l5p_vcs_bdc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747327770" target="_blank">Setting up assignments in Zendesk QA</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8207770590490" target="_blank">Accessing and viewing the Assignments dashboard in Zendesk QA</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_yvn_4wq_jhc">
<h2 class="title topictitle2" id="ariaid-title2">Editing assignments</h2>
<div class="body">
<p class="p">If you need to update an assignment mid-cycle, you can do so without losing the cycle's
progress. All given reviews will still count towards the goal of the assignment.</p>
<p class="p" dir="ltr"><strong class="ph b">To update and assignment</strong></p>
<ol class="ol" id="topic_yvn_4wq_jhc__ol_j4k_gxq_jhc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">Choose your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">workspace</a>.</li>
<li class="li">Click <strong class="ph b">Assignments</strong>.</li>
<li class="li">Click the name of the assignment you want to edit to open it.</li>
<li class="li">Update the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7043747327770" target="_blank">assignment settings</a>, then click <strong class="ph b">Publish
changes</strong> to make it available for use or click <strong class="ph b"><a class="xref" href="#topic_cch_4xk_32c">Save as Draft</a></strong> if you aren't ready to publish it.</li>
</ol>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_ows_lv2_p2c">
<h2 class="title topictitle2" id="ariaid-title3">Duplicating an assignment</h2>
<div class="body">
<p class="p" dir="ltr">To edit an existing assignment without altering the original, you can make a
duplicate copy of it.</p>
<p class="p" dir="ltr"><strong class="ph b">To duplicate an assignment</strong></p>
<div class="p">
<ol class="ol" id="topic_ows_lv2_p2c__ol_lnr_4v2_p2c">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">Choose your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">workspace</a>.</li>
<li class="li">Click <strong class="ph b">Assignments</strong>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_ows_lv2_p2c__image_b3x_3cr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) next to the assignment you want to clone, then
select <strong class="ph b">Duplicate</strong>.<p class="p"><img class="image" id="topic_ows_lv2_p2c__image_c3x_3cr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_assignment_edit.png" width="200"></p>
</li>
<li class="li">The assignment is duplicated and you can now <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8533419670298#topic_yvn_4wq_jhc" target="_blank">edit it</a>.</li>
</ol>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_zwd_xfr_jhc">
<h2 class="title topictitle2" id="ariaid-title4">Deactivating an assignment</h2>
<div class="body">
<p class="p" dir="ltr">When an active assignment is deactivated, it's hidden from reviewers and can't be
used for evaluations. However, the scorecard's historical data remains intact in the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8207770590490" target="_blank">dashboard</a> regardless of its status.</p>
<p class="p" dir="ltr"><strong class="ph b">To mark an assignment as inactive</strong></p>
<div class="p">
<ol class="ol" id="topic_zwd_xfr_jhc__ol_thh_1gr_jhc">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">Choose your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">workspace</a>.</li>
<li class="li">Click <strong class="ph b">Assignments</strong>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_zwd_xfr_jhc__image_uhh_1gr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) next to the assignment you want to deactivate,
then select <strong class="ph b">Mark as inactive</strong>.<p class="p"><img class="image" id="topic_zwd_xfr_jhc__image_vhh_1gr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_assignment_edit.png" width="200"></p>
</li>
<li class="li">The assignment is deactivated and can't be used for evaluations</li>
</ol>
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<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_cch_4xk_32c">
<h2 class="title topictitle2" id="ariaid-title5">Activating an assignment</h2>
<div class="body">
<p class="p" dir="ltr">Inactive assignments can't be used for evaluations in their selected workspaces.
To allow an assignment to be used by your reviewers, you must activate it.</p>
<p class="p" dir="ltr"><strong class="ph b">To mark an assignment as active</strong></p>
<ol class="ol" id="topic_cch_4xk_32c__ol_wrf_sfr_jhc">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">Choose your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">workspace</a>.</li>
<li class="li">Click <strong class="ph b">Assignments</strong>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_cch_4xk_32c__image_xrf_sfr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) next to the assignment you want to activate, then
select <strong class="ph b">Mark as active</strong>.</li>
<li class="li">The assignment is activated and reviewers can use it for reviews.</li>
</ol>
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</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_fw3_bbl_32c">
<h2 class="title topictitle2" id="ariaid-title6">Deleting an assignment</h2>
<div class="body">
<p class="p" dir="ltr">Deleting an assignment removes the assignment and all its associated data
permanently from Zendesk QA. </p>
<div class="p" dir="ltr">
<div class="note note">
<span class="notetitle">Note:</span> Deleted assignments can't be recovered.</div>
</div>
<p class="p" dir="ltr"><strong class="ph b">To delete an assignment</strong></p>
<div class="p">
<ol class="ol" id="topic_fw3_bbl_32c__ol_l3j_lgr_jhc">
<li class="li" dir="ltr"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Quality assurance</a>, click your profile icon in the top-right
corner, then select <strong class="ph b">Users, bots, and workspaces</strong>.</span></li>
<li class="li">Choose your <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9202963091866" target="_blank">workspace</a>.</li>
<li class="li">Click <strong class="ph b">Assignments</strong>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_fw3_bbl_32c__image_m3j_lgr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="25">) next to the assignment you want to remove, then
select <strong class="ph b">Delete</strong>.<p class="p"><img class="image" id="topic_fw3_bbl_32c__image_n3j_lgr_jhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/qa_assignment_edit.png" width="200"></p>
</li>
<li class="li">Click <strong class="ph b">Delete</strong> to confirm the deletion.</li>
</ol>
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