Set up Legacy assessment template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create your own questionnaire (assessment) template instead of using the default template in the Operational Resilience application to suit your business needs.

    Before you begin

    Role required: sn_oper_res.admin

    About this task

    Create your own questionnaire (assessment) template and request the responses from the assessor. This task is optional.

    Procedure

    1. Navigate to All > Operational Resilience > Administration > Assessment Templates.
    2. To create an assessment template, click New as shown in the following example.
      Figure 1. New risk assessment
      New risk assessment.
    3. On the Assessment Metric Type form, fill in the fields and click Submit.
      The new assessment template is listed in the Assessment Metric Types list as shown in the following example.
      Figure 2. New assessment
      New assessment.
      For a description of the field values on the Assessment Templates form, see Assessment Metric Type form.