Create an assessment template category

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sn_smart_asmt.assessment_admin

    About this task

    Template categories that enforce the data segregation for templates. A category controls which users can view a template. Each assessment template is associated with one or more template categories. To view a template in a category, you must have a category role that is associated with the category.

    Procedure

    1. Navigate to All > Smart Assessment Engine > Administration > Template Categories.
    2. On the Assessment template categories list, select New and then fill in the form.
      Table 1. Assessment template category form
      Field Description
      Name Unique meaningful name for the template category. For example, Food storage compliance.
      Category role

      Minimum role that you must have to view any template that is a member of this category. To view a template in a particular category, you must have one of the category roles that is associated with the category. Each category has one category role.
      Description Text that helps others to understand the purpose of including templates in this category.
      Active

      Option to activate the category.

      By default, newly defined template categories are active.
    3. Select Submit.
      The system generates the assessment template category and adds it to the list of categories that can be specified when designing an assessment template. Active categories are only available for use while categorizing templates.