Create assessment template from Assessment Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application.

    Antes de Iniciar

    Smart assessments are built using the ServiceNow® Smart Assessment Engine (SAE) application. Familiarize yourself with the .

    Role required: sn_slm.manager or sn_slm.admin

    Procedimento

    1. Select the Workspaces tab and then select the Assessment workspace.

      For more information on creating the smart assessment template, see .

    2. In the Purpose field on the Smart assessment template form, select Supplier management surveys.
    3. In the Assessment target field, select the following target tables:
      • Supplier [sn_fin_supplier] table
      • Segmentation rule assessment template relationship [sn_slm_segmentation_rule_m2m_asmt_template] table
    4. Select Create.
    5. In the template designer, add instructions and questions.
      For more information, see .

    O que Fazer Depois

    Configure the user criteria to restrict the reassignment of assessments from one contact to another within the organization.