Create an assessment template category

Create an assessment template category in the Smart Assessment Engine application to organize and grant access to assessment templates that are related.

Before you begin

Role required: sn_smart_asmt.assessment_admin

About this task

Template categories that enforce the data segregation for templates. A category controls which users can view a template. Each assessment template is associated with one or more template categories. To view a template in a category, you must have a category role that is associated with the category.

Procedure

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.

   Table 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.