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

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    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

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bundleId :

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workflow :

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---

# Create a smart assessment template for risk identification

# Create a smart assessment template for risk identification {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a smart assessment template for risk identification using the Smart Assessment Engine application.

## Before you begin

Role required: sn_risk.admin

## Procedure

1. Navigate to AllAssessment Workspace.
2. On the Assessment workspace landing page, select New template and then fill in the Template details form.  
   {#create-smart-assessment-template-for-risk-identification__table_krg_p53_2yb__entry__2}

   | Field | Description |
   |-|-|
   | Template name | Unique meaningful name for the template. |
   | Assessment name | Option to include alternative name for generated assessments. The respondent sees this name rather than the template name. Note: The Assessment name field is available when you select the add text ![Add text icon.]() icon. |
   | Description | Text that helps others to understand what the template will be used for. |
   | Assessment template categories | Category that the new assessment template should be a member of. You must select <kbd class="ph userinput">Risk identification category</kbd>. Template purposes enforce data segregation for templates. A purpose controls which users can view a template. Each assessment template is associated with a purpose. To view a template within a specific purpose, you must have a category role associated with that purpose. See [Create an assessment template category](https://www.servicenow.com/docs/VyTqmCHMGgSi3wkOr~jLFQ "Create an assessment template category in the Smart Assessment Engine application so that you can organize and grant access to the assessment templates that are related.") Note: You can create an assessment only from a published assessment template. You can update a published template only if no active assessment is associated with the template. |
   | Assessment target | The table records selected to be assessed, otherwise known as the assessment scope. Multiple tables can be added as the assessment target making the scope a combination of records from each table. You must select <kbd class="ph userinput">Entity</kbd>. |
   [Table 1. Create assessment template form]

   {#create-smart-assessment-template-for-risk-identification__table_krg_p53_2yb}
3. Select Create.
**Related concepts**   

* [Using the template designer](https://www.servicenow.com/docs/pUkYMrrH6yaivSrf1S8wgA "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.")

*[\>]: and then