Using the template designer
Summarize
Summary of Using the template designer
ServiceNow customers with thetemplate managerorassessment adminroles can create and manage assessment templates using the template designer in the Smart Assessment Engine application. Access is via the Assessment Workspace landing page, where you can create new templates or update existing unpublished ones. The template designer allows editing template details and configuring key settings, including assessment duration to control how long responders have to complete assessments.
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Adding Instructions, Questions, and Reference Information
Templates can include instructions to clarify expectations and questions to collect precise information. You can organize questions into named sections and choose from various question types such as text, drop-down, radio button, checkbox, number, reference, attachment, and date questions. Each question’s attributes are customizable, including visibility conditions, default responses, and justification requirements to ensure quality answers.
Reference information can be embedded in templates to provide assessors with relevant live data from the assessment scope, such as related incidents, work notes, or domain details. This helps reduce the need for external references during assessments.
Managing Template Categories and Search
Template categories control who can access the templates. Categories must be created outside of the template designer before associating them with templates. Once a template is linked to a category, it cannot be changed.
The template designer also includes a search feature that lets you find text within sections, subsections, or questions. Search results replace the content tree view and highlight matches, improving navigation within complex templates.
Publishing and Triggering Assessments
After finalizing templates, publish them to use for triggering assessments. Only published assessments can have templates created or updated. If an active associated assessment is unavailable, you can modify and republish existing templates.
This workflow enables ServiceNow customers to design structured assessments tailored to their evaluation needs, streamlining data collection and providing assessors with contextual information to perform accurate assessments efficiently.
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.