Create an assessment template category

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분
  • Create an assessment template category in the Smart Assessment Engine application so that you can organize and grant access to the assessment templates that are related.

    시작하기 전에

    Role required: sn_smart_asmt.assessment_admin

    이 태스크 정보

    Template purposes enforce data segregation for templates. A purpose controls which users can view a template. Each assessment template is associated with a purpose. To view a template within a specific purpose, you must have a category role associated with that purpose.

    프로시저

    1. Navigate to All > Smart Assessment Engine > Administration > Template Categories.
    2. On the Assessment template categories list, select New and then fill in the form.
      표 1. Assessment template category form
      Field Description
      Name Unique meaningful name for the template category. For example, Food storage compliance.
      Category roles

      Specifies the minimum roles required to view templates within this category. To view a template, a user must have one or more of the roles associated with the category. This is a multi‑select field, allowing each category to be linked to multiple roles. Users assigned any of these roles inherit the corresponding permissions for all templates in the category.

      Description Text that helps others to understand the purpose of including templates in this category.
      Active

      Option to activate the category.

      By default, newly defined template categories are active.

      General settings
      Enable quick edit

      Automatically enables quick edit features when this category is assigned to an assessment template.

      Set defaults for templates
      Enable normalization Automatically enables normalization when this category is assigned to an assessment template.
      Normalization strategies Normalization strategies available. This field appears only when Enable normalization field is selected.
      Default normalization strategy Default normalization strategy for an assessment assigned with this category. This field appears only when Enable normalization field is selected.
    3. Select Submit.
      The system generates the assessment template category and adds it to the list of categories that can be specified when designing an assessment template. Active categories are only available for use while categorizing templates.