---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create Smart Assessment template for Workplace Case and Task

# Create Smart Assessment template for Workplace Case and Task {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create assessment templates to standardize data collection, define quality checks, and automatically attach assessments to workplace cases and tasks.

## Before you begin

Role required: sn_wsd_case.admin or sn_wsd_case.manager  
Note:  
Make sure that the Smart Assessment plugin is enabled before creating assessment templates.

## Procedure

1. Navigate to WorkspacesWorkplace CentralCase Management.
2. Select Create Smart Assessments.
3. On the Assessment Workspace page, select New template.
4. On the form, fill in the fields.  
   {#create-smart-assessment-template__table_nrr_wrh_c3c__entry__2}

   | Field | Description |
   |-|-|
   | Template name | Name of the template. If you want to add a separate assessment name, select the ![]() icon and add a name for the assessment. |
   | Description | Description of the template. |
   | Purpose | The assessment template category for the new template. For example, Workplace services. |
   | Assessment targets | Select the table that assessments will access. For example, Workplace case \[sn_wsd_case_workplace_case\]. Select only one table from the list. |
   [Table 1. Create assessment template form]

   {#create-smart-assessment-template__table_nrr_wrh_c3c}
5. Select Create.  
   The Assessment Workspace page displays where you can specify the template details.
6. Under the General tab, do the following:  
   1. Select Details and modify the assessment details if required.
   2. Select Settings and specify the Duration (number of days) and Assessment reader role details.
   3. Select Save.
   {#create-smart-assessment-template__ol_wt4_5b3_c3c}
7. Start building a template by adding instructions, sections, and questions under the Questions tab.  
   1. Select + Add instructions and define clear guidance for Workplace Agents explaining the purpose and expectations for completing the assessment.
   2. Select + Add section and enter the Name and Description details.
   3. Select + Add question and enter the question.  
      Note:  
      You must select an existing section or create a section to add a question.
      * Toggle the Required configurable option to make the question conditionally visible.
      * Select the response input type from the available options. For example, select Radio button and enter the Choices.
      * Select Add choice to add multiple choices.
      * Select Add additional content drop-down and select Question description or Guidance to add the additional details.
      * Select Save.

      {#create-smart-assessment-template__ul_gpr_m33_c3c}
   4. Add reference data to appear in the card details under the Smart Assessments tab in a workplace case.
      * In the Card description field, provide a description for the assessment reference card.
      * Select the required columns and select Add.

      {#create-smart-assessment-template__ul_yjb_lyk_k3c}
   {#create-smart-assessment-template__ol_mwn_pc3_c3c}
8. Select Publish to publish the assessment template.  
   Note:  
   Templates must be published before they can be attached to triggers and used in workplace cases.

*[\>]: and then