Create an assessment template

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create an assessment template by using the Smart Assessment Engine application by naming it, specifying its categories, and optionally, specifying the tables that have the records as the assessment target or scope. You can then add questions and other attributes to the template. Alternatively, you can also copy an existing template including all questions, sections, instructions and existing configurations.

    Before you begin

    • At least one active template category must exist before you can create a template. See Create an assessment template category.
    • You must also have a role that matches the Category Roles configured on the template category you intend to use. Without a matching category role, you cannot create templates for that category.
    • Role required: sn_smart_asmt.template_manager

    About this task

    Important:
    You can create an assessment only from a published assessment template.

    Procedure

    1. Navigate to Workspaces > Assessment Workspace to access the Assessment Workspace landing page.
    2. Create a template by selecting New template, and then fill in the template details form.
      Note:
      You can also copy an existing template including all questions, sections, instructions, and existing configurations. For more information on how to copy an existing template refer to Copy an assessment template.
    3. On the Create assessment template form, fill in the fields.
      For a description of the field values, see Create assessment template form.
    4. Select Save.

    What to do next

    You can fill in the template with instructions, questions, and optional guidance for responding to a question, as well as sections that group the related questions. See Add instructions and questions to an assessment template.