--- sourceDocument: Zurich Governance, Risk, and Compliance sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Create New TPRM SAE questionnaire template form # Create New TPRM SAE questionnaire template form {#ariaid-title1} * Release version: Zurich * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) 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 Create New TPRM SAE questionnaire template form The Create New TPRM questionnaire template form enables third-party risk administrators to design and capture all necessary details for creating a TPRM Smart Assessment Engine (SAE) questionnaire template. This template is used within the Vendor Management Workspace to facilitate risk assessments for third-party engagements. Show full answer Show less ## Key Features * **Template Name:** Assign a unique and meaningful name to identify the questionnaire template. * **Third-party Risk Area:** Select the applicable risk area for the questionnaire. This option is available only when creating internal or external templates in the Vendor Management Workspace. * **Purpose:** Choose the specific purpose of the template from predefined TPRM categories such as external 3rd-party element questionnaire, external document request, internal IRQ, and others. It is critical to use only supported purposes to avoid failures in SAE assessment processing. * **Include Previous Responses:** Optionally pre-populate the questionnaire with answers from a previously completed questionnaire based on the same template. This feature helps streamline the assessment process by reusing relevant data but excludes attachments, durations, and signatures. The maximum age for reusable responses can be configured via system properties. * **Instructions:** Provide helpful information to responders to aid them in completing the questionnaire accurately. ## Important Considerations * Only users with the **TPR assessment reviewer** role can view TPRM questionnaire templates. * Assessment templates must be published before they can be used to create assessments; updates to published templates are allowed only when no active assessments are linked. * When including previous responses, the system notifies the third-party contact with details and a link to the source questionnaire. * The option to include previous responses can be overridden by users with the **TPR assessor** role when editing draft questionnaires. ## Next Steps After creating the questionnaire template, you can proceed to create TPRM SAE questionnaires or document request templates based on this design to efficiently manage third-party risk assessments. Use the Create New TPRM questionnaire template form to capture all the information that you need to create a TPRM SAE questionnaire template using the Smart Assessment template designer. As a third-party risk admin, you can create a questionnaire template. {#create-sae-q-template-form__table_krg_p53_2yb__entry__2} | Field | Description | |-|-| | Template name | Unique meaningful name for the template. | | Third-party risk area | The third-party risk area that applies to this questionnaire template. Note: This option is only available when you create an internal or external questionnaire template using the Vendor Management Workspace. | | Purpose | Purpose for the new template. Note: Known as Template classifications in the Classic assessment engine, TPRM has a Purpose for each classic template classification. TPRM purpose options include: * TPRM external 3rd-party element questionnaire * TPRM external 4th-party questionnaire * TPRM external document request * TPRM external questionnaire * TPRM internal IRQ * TPRM internal tiering questionnaire {#create-sae-q-template-form__ul_chn_fwh_gfc} Note: Only use the available template purposes. Creating custom purposes (categories or classifications) will cause SAE assessments to fail during m2m linkage processing. When creating or migrating SAE questionnaire templates, make sure the Purpose field is set to one of the supported categories only. To view a TPRM TPRM questionnaire template you must have the TPR assessment reviewer role \[sn_vdr_risk_asmt.vendor_assessment_reviewer\]. For more information on creating assessment template purposes, 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. | | Include previous responses | Option to pre-populate the questionnaire with responses from a completed questionnaire (state is Complete). Important: If you have the TPR assessor \[sn_vdr_risk_asmt.vendor_assessor\] role, you can override the option that is specified in the questionnaire template while editing a questionnaire in the draft state. The entry in the Third-party portal notifies the third-party contact that responses were copied. The notification includes a link to the assessment that supplied the responses and its last updated date. * The responses are populated when the new questionnaire is submitted to the third-party contact. * The source questionnaire must be based on the same template as the current questionnaire. * The responses are populated from the most recently completed questionnaire. * Answers of the attachment, duration, and signature type aren't copied. * The setting can't be changed after the questionnaire is sent to the third party. {#create-sae-q-template-form__ul_xkq_2bk_yyb} To specify the maximum age for source questionnaires, configure the Maximum age for reusing responses `sn_vdr_risk_asmt.max_age_for_questionnaire_reuse` system property. See [Configure TPRM properties](https://www.servicenow.com/docs/8QhDAd95HdVM3k5yHj77vQ "Configure property settings for a variety of TPRM operations."). Note: This option is only available when you create a questionnaire template using the Vendor Management Workspace. | | Instructions | Information that a responder might find useful when responding to a questionnaire. | [Table 1. Create New TPRM questionnaire template form] {#create-sae-q-template-form__table_krg_p53_2yb} **Related tasks** * [Create a TPRM SAE questionnaire or document request template](https://www.servicenow.com/docs/Hw0~Y9dZYwVT31q~woWR6g "Create a TPRM SAE questionnaire or document request template that supports SAE for risk identification. After integrating SAE, new users must create SAE templates, and existing users can create additional templates after migrating their existing ones.")