Add reference information to an assessment template to help ensure that assessors can access to the information they need while responding to assessments by using the Smart Assessment Engine. With an assessment template, you can minimize the need for external references and can improve the efficiency of the assessment process.
Before you begin
You must select one or more assessment targets as part of the assessment template. The assessment targets are the table records that are selected to be assessed, otherwise known as the assessment scope. Multiple tables can be
added as the assessment target, which makes the scope a combination of records from each table. For more information, see Create an assessment template.
Role required: sn_smart_asmt.template_manager or sn_smart_asmt.assessment_admin
Procedure
-
Open an assessment template for updates by either going to the landing page or when you create a template and save it.
| Option | Description |
|---|
| Existing template |
On the Assessment Workspace landing page, select an existing template. |
| New template |
When you have created a template and select Save, the template opens on the General tab. |
The Details page on the General tab displays the information that you provided to create the template.
-
Select the Questions tab and then select Add assessment reference.
-
In the Card description field, enter the text describing what information is being provided in the reference card.
-
Select the Assessment target for the reference card.
This table is referenced when populating the reference card with information. You can select fields that are available within the current assessment target (application scope) or dot walk to access fields from the
assessment target's related tables. The Assessment target field is automatically filled in if only one Assessment target was selected for the template.
-
In the Available columns section, select the fields that you want to be used to fill in the reference card.
You can drag the field selections into any order in the Select columns section. The information appears in the same order in the reference card.
-
Select Add and then Save.