---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an assessment template

# Create an assessment template {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an assessment template to request responses from the assessor or reviewer. You can create this template by using the assessment metric type form in the GRC: Compliance Case Management application.

## Before you begin

Role required: sn_compliance_case_admin

## About this task

You can create a questionnaire template instead of using the default template to assess your compliance cases. After you set up the assessment template, it's available in the
action task section for that case
type.

## Procedure

1. Navigate to AllCompliance Case ManagementAssessment Templates.
2. Select New.
3. On the form, fill in the fields.  
   For a description of the field values on the Assessment Metric Type form, see [Assessment Metric Type form](https://www.servicenow.com/docs/vBr9Pk8imS3OfgDtvX0pZw "Use the Assessment Metric Type form to create an assessment questionnaire template by using the GRC: Compliance Case Management application.").
4. Select Submit.
{#ccm-create-assessment-template__steps_e1r_ky5_4vb}
* **[Assessment Metric Type form](https://www.servicenow.com/docs/vBr9Pk8imS3OfgDtvX0pZw)**   
  Use the Assessment Metric Type form to create an assessment questionnaire template by using the GRC: Compliance Case Management application.

*[\>]: and then