Create an assessment template category

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

Before you begin

Role required: sn_smart_asmt.assessment_admin

About this task

Template purposes enforce data segregation for templates. A purpose controls which users can view a template. Each assessment template is associated with a purpose. To view a template within a specific purpose, you must have a category role associated with that purpose.

Additional fields may appear on this form depending on which plugins are active. If the Basic Scoring for Smart Assessments (com.sn_smart_scoring) is installed, the following fields are available: Enable normalization, Normalization strategies and Default normalization strategy fields.

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 create or view a template in this category, a user must have one or more of these roles in addition to their base SAE role (such as template_manager or template_reader). This is a multi-select field, allowing each category to be linked to multiple roles.
   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	When enabled, allows users with the template_manager role to modify published templates assigned to this category. Changes affect both ongoing and future assessments. When inactive (default), published templates are locked and can't be edited.
   Inherit read access for embedded assessment	Option that enables read-access inheritance from a parent record to assessments triggered from templates in this category. When selected, assessments in this category inherit read access from the parent record in which they are embedded — a user must have both the Smart Assessment role required for the assessment and read access to the parent record to view the assessment. For more information on embedded assessments, see ../concept/embedded-assessments.html.
   Embedded assessment parent table	Table of the parent record from which assessments inherit read access. The trigger configuration for assessments in this category must pass the sys_id of a record in this table when the assessment is created. This field appears only when Embedded assessment parent table field is selected.
   Access settings
   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.