Metric Category form

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Metric Category form

    The Metric Category form in ServiceNow enables you to define and manage categories of metrics used to evaluate assessable records. This form is essential for organizing metrics, setting their importance, and automating stakeholder involvement within assessments. Proper configuration of metric categories ensures accurate and efficient assessment processes aligned with your organizational needs.

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    Key Features

    • Name: Sets the display name of the metric category on assessment questionnaires.
    • Type (Required): Specifies the metric type for evaluation, which also determines the related table of assessable records. This field is read-only after saving.
    • Create stakeholders: When enabled, automatically assigns all category users as stakeholders for each assessable record linked to the category, streamlining stakeholder management.
    • Table (Read-only): Populated based on the selected metric type, indicating the record set evaluated by the metrics.
    • Weight (Required): Numerical value denoting the category’s importance relative to others; higher values mean greater importance. The default is 10.
    • Scoring type: Available when the metric type is an attestation scored by percentage; allows selection between percentage-based scoring or an all-or-nothing approach.
    • Total metrics (Read-only): Displays the number of metrics linked to the category, ensuring at least one metric is associated for assessment use.
    • Filter: Defines conditions that assessable records must meet to be evaluated under this category; dynamically associates or disassociates records upon changes.
    • Description: Provides information about the category visible on assessment questionnaires.
    • Roles: Restricts assessment permissions to users with specified roles, enhancing access control.
    • Details: Rich text field with HTML editor for adding formatted content such as lists, images, or links to enrich category information for assessors.

    Related Lists and Associations

    • Assessment Metrics: Lists all metrics associated with the category; at least one metric is required for assessments.
    • Assessable Records: Shows all records linked to the category that will be evaluated; required unless the evaluation method is attestation.
    • Users: Displays users associated with the category, necessary for scheduled assessments. Users can also be auto-generated from the Assessors tab upon publishing.

    Practical Considerations for ServiceNow Customers

    Configuring metric categories correctly allows you to:

    • Organize metrics effectively under meaningful categories aligned to specific types and tables.
    • Control the importance of categories via weighting to influence overall scoring.
    • Automate stakeholder creation, saving time and ensuring relevant users are involved in assessments.
    • Apply filters to target the appropriate assessable records dynamically, maintaining assessment relevance.
    • Limit assessment access to users with specific roles to maintain security and governance.
    • Enrich category information to provide clear guidance to assessment participants.
    • Ensure necessary metrics, records, and users are properly associated to enable scheduled or on-demand assessments.

    Understanding and leveraging these fields and related lists will help you streamline assessment configuration and execution, improving accuracy and efficiency in your metric evaluations.

    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.