Metric Category form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Metric Category form

    The Metric Category form in ServiceNow Yokohama release defines the configuration and properties of metric categories used to evaluate assessable records. It enables customers to organize metrics by type, assign importance, automate stakeholder creation, and control access to assessments.

    Show full answer Show less

    Key Features

    • Name: The display name for the metric category used in assessment questionnaires.
    • Type (Required): Specifies the metric type this category evaluates. This selection locks after saving and determines the assessable records' table.
    • Create stakeholders: Optional checkbox to automatically make all category users stakeholders for each related assessable record, saving time on manual stakeholder creation.
    • Table (Read-only): Auto-populated based on the selected metric type, representing the records evaluated by metrics in this category.
    • Weight (Required): Numerical value indicating the relative importance of this category compared to others, with higher values meaning greater importance. Default is 10.
    • Scoring type: Available for attestation metric types with Percent scoring. Allows configuration of scoring methods such as Percent or All or nothing.
    • Total metrics (Read-only): Displays the count of metrics linked to this category.
    • Filter: Defines conditions assessable records must meet to be included automatically in the category. Adjusting filters updates associations and stakeholders accordingly.
    • Description: Text shown on assessment questionnaires to describe the category.
    • Roles: Restricts assessment permissions to users with specified roles. If no roles are set, all users can perform assessments.
    • Details: HTML editor field to present rich content such as formatted text, images, videos, or links to assessment recipients.

    Related Lists and Associations

    • Assessment Metrics: Lists all metrics associated with the category; at least one metric is required for assessments.
    • Assessable Records: Lists records linked to the category; necessary for assessments except when the evaluation method is Attestation.
    • Users: Shows users associated with the category, required to create scheduled assessments. Category users are auto-generated based on the Assessors tab in assessments and pertain only to scheduled assessments, not on-demand ones.

    Practical Implications for ServiceNow Customers

    This form allows customers to efficiently organize and manage how metrics evaluate different records. By configuring weights and filters, customers prioritize key categories and automate stakeholder involvement, streamlining assessment workflows. Role-based access ensures appropriate user participation. The ability to add detailed descriptions and rich content improves clarity for assessment recipients. Understanding these fields helps customers implement tailored assessment categories that align with their organizational needs and governance policies.

    Description of the field values for the Metric Category form.

    Table 1. Metric Category form
    Field Description
    Name

    Name of the metric category. The name appears on assessment questionnaires.
    Type [Required] Metric type this category is used for. Metrics in this category can be used to evaluate assessable records for the type you select. This field becomes read-only after you save the record.
    Create stakeholders Check box that enables (selected) or disables (cleared) automatic stakeholder creation for this category. When the check box is selected, the system makes all associated category users stakeholders for each assessable record associated to this category. This saves the time required to manually create stakeholders. For more information, see Create Stakeholders Automatically. Existing stakeholders are not impacted if you clear the check box.
    Table

    [Read-Only] Table that contains the records to evaluate with metrics in this category. The system automatically populates this field with the same table as the metric type selected. The table does not appear in the field until you save the form.

    This field is visible depending on whether a Type is selected.
    Weight [Required] Numerical value that represents the importance of this category relative to other categories. A greater value indicates greater importance. For more information, see weight categories and metrics. The default value is 10.
    Scoring type Scoring method for an attestation category. This field appears only when the metric type is an attestation with a Scoring type of Percent. Use this field to configure different scoring types for specific attestation categories. Possible selections are:
    • Percent: Attestation score as a weighted percentage of correct answers for scored questions.
    • All or nothing: All answers for attestation type questions must be correct or the score is zero for the entire category.
    Total metrics [Read-Only] Number of metrics associated to this category.
    Filter

    Filter conditions that assessable records must meet to be evaluated using metrics in this category.

    The filter operates on fields on the selected table.

    If you specify a filter condition, the system automatically associates matching assessable records to the category when you save the record. If you change the filter conditions, the system removes and creates assessable record associations as needed. The system also deletes stakeholders for assessable records it disassociates. The system does not remove assessable record associations created by users, even if the assessable records do not match the filter conditions.

    This field is visible only when a Type is selected.
    Description Descriptive information about the category that appears on assessment questionnaires.
    Roles Only those users with the specified roles can perform the assessment for this category. If no role is specified, then users with any role can perform the assessment for this category.
    Note:
    If the Roles property does not appear on the form, ask your admin to add the property.
    Details Text field containing an HTML editor. Use this field to present important details about this category to assessment recipients. Details can include formatted lists, images, videos, or links to external websites. You may need to configure the form to see this field.
    Related Lists
    Assessment Metrics All metrics associated to this category. There must be at least one metric associated to the category to use any assessments with the category.
    Assessable records All assessable records associated to this category. There must be at least one assessable record associated to the category to use any assessments with the category. This related list is hidden if the Evaluation method is Attestation.
    Note:
    Category users are automatically generated based on the user field is specified in the Assessors tab of the assessment after publishing the assessment.
    Users

    All users associated to this category. There must be at least one category user to create scheduled assessments using metrics in this category.

    If any user field is specified in the Assessors tab of the assessment, the corresponding users are automatically generated after publishing the assignment.

    This related list is available only when the associated metric type has schedule type set to Scheduled. Category users are not a part of the on-demand assessment process.