---
sourceDocument: Zurich ServiceNow AI Platform Capabilities
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/servicenow-platform

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Configure an assessment

# Configure an assessment {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

You can create a new assessment on a selected assessable records to evaluate, score, and rank records from any table in the system. Then create a metric category and assessment metrics for the assessment, publish the
assessment, and assign it to the selected users.

## Before you begin

Role required:
admin,
survey_creator, or assessment_admin

## Procedure

1. Navigate to AllAssessmentsMetric DefinitionTypes.
2. Click New.
3. On the Assessment Metric form, fill in the fields.  
   For a description of the field values, see [Assessment Metric form](https://www.servicenow.com/docs/Qknq5_yRrne7O~SkswOstA "Description of the field values for the Assessment Metric form.").
4. Create a new assessment and assign it to the assessors.  
   Do the following in the Assessment Metric form.
   1. Add a condition: In the Condition tab, add a condition to define the assessable records on which the assessment is created.
   2. Add decision matrix fields: In the Decision Matrix tab, add the required filter field to identify filter menu choices on decision matrices and scorecard averages for this type. For more information, see [Decision matrixes](https://www.servicenow.com/docs/50l9lqXyXaWcTIeQaSpJDg "Assessment results obtained by questionnaires and scripted metrics can be mapped to decision matrixes.") .
   3. Select the Assessors: In the Assessors tab, select the users to whom the assessment will be assigned.
   4. Generate Assessable records: When you save the assessment and click Generate Assessable Records, an assessable record is created for each unique user of the user field.  
      Note:  
      * You must generate the assessable records, each time you update the condition.
      * You can generate the assessable records only after updating the condition.
      {#configure-assessment__ul_ygn_lpq_3yb}

      A new assessment is created. You must now create metric category and add assessment metrics to each metric category. Then publish the assessment and assign the assessment to the selected users.
   5. Create a metric category: To create a metric category, do the following:
      1. Open the assessment you just created and click New in the Metric Categories tab. Fill the form.

         For more information about form fields, see [Metric Category form](https://www.servicenow.com/docs/YpZhF3KCa0ihfgPaCt1Vtg "Description of the field values for the Metric Category form.")form.  
         Tip:  
         To know how to create metric category alternatively, see [Create a category for assessable records](https://www.servicenow.com/docs/ehB0k0NHXPAkp3zYyJWIww "After you create a metric type and generate assessable records, create categories for the themes you are interested in using to evaluate the assessable records.").
      2. Open a metric category, add a condition, and click Assessable records tab. The assessable records appear based on the selection made in the metric category form.
      3. Open a metric category, click Assessment Metric tab to add the questions. Click New.

         For more information about form fields, see [Assessment Metric form for a category](https://www.servicenow.com/docs/E0PwVBUBvpOGMcMvoh0J5A "Description of the field values for the Assessment Metric form. Use the fields when you create an assessment metric for a category.").  
         Tip:  
         To know how to create assessment metric category alternatively, see [Create an assessment metric for a category](https://www.servicenow.com/docs/UdqErzWJFjCJp3RcFCkVCQ "After you create a category, create metrics you can use to evaluate the assessable records for that category.").
      {#configure-assessment__ol_exd_xwq_3yb}
   6. Click Publish, to publish the assessment. For more information, see [Publish a metric type](https://www.servicenow.com/docs/o2ghaEnBDZBtqQ~MMe58Dg "Before it is possible to generate assessments, an assessment administrator must publish the associated metric type.").
   7. Assign the Assessment to the required users. Do the following:
      1. For an on-demand Assessments, click either the Assign Assessment or Assign to Assessors link to assign the assessment. For more information, see [Generate an on-demand assessment for multiple assessable records](https://www.servicenow.com/docs/rGLyi2gIeo6mUTtaFVhn2g "When you generate an on-demand assessment from the Assessment Metric Type form, the resulting assessment contains questions from all categories associated to any assessable records for the metric type.").
      2. For a scheduled Assessment, click the Generate Assessments  link to trigger the scheduled job immediately. For more information, see [Generate a scheduled assessment manually](https://www.servicenow.com/docs/T8BhDs8nZzJ2ec_w3bpntQ "Administrators can generate scheduled assessments manually.").
      {#configure-assessment__ol_iry_ywq_3yb}
   {#configure-assessment__ol_dmr_dpq_3yb}

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