Create assessment template from Assessment Workspace

You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application.

Before you begin

Smart assessments are built using the ServiceNow® Smart Assessment Engine (SAE) application. Familiarize yourself with the Smart Assessment Engine.

Role required: sn_slm.manager or sn_slm.admin

Procedure

1. Select the Workspaces tab and then select the Assessment workspace.

   For more information on creating the smart assessment template, see Create an assessment template.

2. In the Purpose field on the Smart assessment template form, select Supplier management surveys.
3. In the Assessment target field, select the following target tables:
   • Supplier [sn_fin_supplier] table
   • Segmentation rule assessment template relationship [sn_slm_segmentation_rule_m2m_asmt_template] table
4. Select Create.
5. In the template designer, add instructions and questions.
   For more information, see Add instructions and questions to an assessment template.

What to do next

Configure the user criteria to restrict the reassignment of assessments from one contact to another within the organization.