Using the template designer
Summarize
Summary of Using the template designer
The template designer in the Smart Assessment Engine application enables you to create and update assessment templates by adding instructions, questions, and reference information. These templates help evaluate various situations, aspects, or records efficiently. Access requires thetemplate managerorassessment adminrole and is done through the Assessment Workspace landing page, where you can create new templates or edit existing unpublished ones.
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Key Features
- Template Details and Settings: Configure assessment duration and other key settings on the General tab within the template designer.
- Instructions and Questions: Add clear instructions to set responder expectations and diverse question types (text, drop-down, radio button, checkbox, number, reference, attachment, date) to collect precise data. Customize question attributes such as visibility, default responses, and justification requirements.
- Reference Information: Incorporate live data from the assessment scope (e.g., incidents, work notes, domain) to provide assessors relevant context within the assessment, reducing external lookups.
- Categories: Template categories control access to templates. Categories must be created separately before associating with templates. Once associated, categories cannot be changed.
- Search Functionality: Search text within template sections, subsections, or questions, with instant in-place search results to streamline template navigation.
- Assessment Triggering: After publishing templates, use them to trigger assessments. Templates can only be created from published assessments, and published templates can be modified and republished if needed.
Practical Benefits for ServiceNow Customers
Using the template designer allows ServiceNow customers to create structured, clear, and relevant assessment templates that streamline data collection and evaluation processes. The ability to add varied question types and contextual reference data enhances the quality and efficiency of assessments. Controlled template access via categories ensures proper governance, and search functionality accelerates template management. Ultimately, this leads to better-informed, consistent assessments that support operational and compliance objectives.
You can create assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. Smart assessments can help you to evaluate various situations, aspects, or records.
Overview of using the template designer
If you have the template manager [sn_smart_asmt.template_manager] or assessment admin [sn_smart_asmt.assessment_admin] role, you can create and update assessment templates by navigating to the Assessment Workspace landing page. You can create a template by selecting the New template button and update an assessment template by selecting an existing unpublished assessment template from the Assessment templates list.
The following example shows the Assessment Workspace landing page, where you can view all templates and open the template designer.
In the template designer, you can view and edit the assessment template details on the General tab. From this tab, you can access the Settings page to configure the key settings. For example, configuring the assessment duration sets the time frame for your responders to complete the assessment.
Adding instructions and questions to a template
Instructions help you set clear expectations for your responders, and questions help you gather precise and relevant information from your responders. You can add instructions and questions to a new assessment template or an existing assessment template. You can add sections to categorize your questions by different areas. Each section requires a name and specific questions.
- Text question
- Drop-down list question
- Radio button question
- Check box question
- Number question
- Reference question
- Attachment question
- Date question
You can also customize the attributes of the question, such as its visibility conditions, setting up default automated response, and justification requirements to ensure well-supported answers.
Adding reference information to a template
You can add reference information that assessors can see while they complete the assessment. The reference information can include any live data from the assessment scope. For example, you can include information on any of the associated incidents, work notes, or domain. Adding necessary reference information to assessments can help minimize the need for external references. For information on how to add reference information, see Add reference information to an assessment template.
Creating categories for an assessment template
Template categories determine who can access the template. Before you can add an assessment template category to a new or existing unpublished assessment template, you must make a template category. You can't create a template category within the template designer, and after a template is associated with a template category, you can't update it. For information on how to create assessment template categories, see Create an assessment template category.
Searching within assessment templates
Search for text within the assessment template sections, subsections, or questions. The search results appear in place of the content tree, and the first match is highlighted. If no matches are found, a No results
found message is displayed. You can select the search icon
in the navigation pane to display the search box.