Using the template designer
Summarize
Summary of Using the template designer
The template designer in the Smart Assessment Engine application enables ServiceNow customers to create and customize assessment templates. These templates help evaluate various situations by adding instructions, questions, and reference information. Users with thetemplate managerorassessment adminroles can create or update templates via the Assessment Workspace landing page. Templates can be new or existing unpublished ones, which can be edited and configured.
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Key Features
- Template Management: Create new templates or update unpublished ones from the Assessment Workspace.
- Template Configuration: Use the General tab in the template designer to edit template details and access settings such as assessment duration, which defines how long responders have to complete the assessment.
- Instructions and Questions: Add instructions to guide responders and various question types to gather precise information:
- Text, Drop-down list, Radio button, Check box, Number, Reference, Attachment, and Date questions
- Customize question attributes including visibility conditions, default automated responses, and justification requirements
- Organize questions into named sections for clarity
- Reference Information: Add live data from the assessment scope (e.g., incidents, work notes, domain) for assessors to view during assessment, reducing reliance on external references.
- Template Categories: Categories control access permissions for templates. Categories must be created separately outside the template designer. Once a template is associated with a category, it cannot be changed.
- Search Functionality: Search within template sections, subsections, and questions to easily locate content. Matches are highlighted and shown in place of the content tree.
- Assessment Triggering: After publishing templates, they can be used to trigger assessments. Templates can only be created from published assessments, and unpublished templates can be modified and republished as needed.
Practical Benefits for ServiceNow Customers
Using the template designer allows you to build structured, clear, and comprehensive assessment templates that streamline data collection and evaluation processes. Customizable question types and reference information improve the quality and relevance of responses. Categorization ensures proper access control for templates within your organization. The integration with assessment triggering enables seamless transition from template creation to assessment execution, supporting efficient and consistent evaluations across your ServiceNow environment.
You can create assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. Smart assessments can help you to evaluate various situations, aspects, or records.
Overview of using the template designer
If you have the template manager [sn_smart_asmt.template_manager] or assessment admin [sn_smart_asmt.assessment_admin] role, you can create and update assessment templates by navigating to the Assessment Workspace landing page. You can create a template by selecting the New template button and update an assessment template by selecting an existing unpublished assessment template from the Assessment templates list.
The following example shows the Assessment Workspace landing page, where you can view all templates and open the template designer.
In the template designer, you can view and edit the assessment template details on the General tab. From this tab, you can access the Settings page to configure the key settings. For example, configuring the assessment duration sets the time frame for your responders to complete the assessment.
Adding instructions and questions to a template
Instructions help you set clear expectations for your responders, and questions help you gather precise and relevant information from your responders. You can add instructions and questions to a new assessment template or an existing assessment template. You can add sections to categorize your questions by different areas. Each section requires a name and specific questions.
- Text question
- Drop-down list question
- Radio button question
- Check box question
- Number question
- Reference question
- Attachment question
- Date question
You can also customize the attributes of the question, such as its visibility conditions, setting up default automated response, and justification requirements to ensure well-supported answers.
Adding reference information to a template
You can add reference information that assessors can see while they complete the assessment. The reference information can include any live data from the assessment scope. For example, you can include information on any of the associated incidents, work notes, or domain. Adding necessary reference information to assessments can help minimize the need for external references. For information on how to add reference information, see Add reference information to an assessment template.
Creating categories for an assessment template
Template categories determine who can access the template. Before you can add an assessment template category to a new or existing unpublished assessment template, you must make a template category. You can't create a template category within the template designer, and after a template is associated with a template category, you can't update it. For information on how to create assessment template categories, see Create an assessment template category.
Searching within assessment templates
Search for text within the assessment template sections, subsections, or questions. The search results appear in place of the content tree, and the first match is highlighted. If no matches are found, a No results
found message is displayed. You can select the search icon 
in the navigation pane to display the search box.