Using the template designer
Summarize
Summary of Using the Template Designer
The template designer in the Smart Assessment Engine application allows you to create and manage assessment templates, which are essential for evaluating various situations or records. Users with the template manager or assessment admin roles can access the template designer through the Assessment Workspace.
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Key Features
- Template Creation: Access the template designer to create or update assessment templates by selecting an existing unpublished template or creating a new one.
- Assessment Settings: Configure key settings such as assessment duration on the General tab and Settings page.
- Instructions and Questions: Add clear instructions and varied question types (e.g., check box, text, date) to gather relevant information from responders.
- Reference Information: Include live data from the assessment scope to assist assessors during the assessment process.
- Template Categories: Create categories for data segregation to control access to the templates. Note that categories are created outside the template designer.
- Search Functionality: Utilize a search feature to find text within the assessment template sections, enhancing navigation and efficiency.
Key Outcomes
By effectively using the template designer, you can streamline the creation of assessment templates, ensuring clear instructions and relevant questions are included. This results in more accurate assessments and improved data collection, ultimately enhancing the evaluation process within your organization.
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.
Smart assessment template designer
If you have the template manager [sn_smart_asmt.template_manager] or assessment admin [sn_smart_asmt.assessment_admin] role, you can create and update the assessment templates by navigating to and opening the template designer. Create or update the templates by accessing the Assessment Workspace landing page and selecting the existing unpublished assessment template or selecting New template.
The following example shows the assessment workspace landing page where you can view all templates and open the template designer.
In the template designer, you can view and edit the assessment template details on the General tab. From this tab, you can access the Settings page to configure the key settings, like the assessment duration, which sets the time frame for your responders to complete the assessment.
The following example shows the settings page for a draft assessment.
Triggering assessments
Adding the instructions and questions to a template
You can add instructions and questions as part of a new assessment template or an existing unpublished assessment template. Add instructions and questions by opening the template designer and navigating to the Questions tab. You can input instructions in the instructions text box to help set the clear expectations for your responders. You can also add sections to categorize your questions by different areas. Each section requires a name and specific questions.
The following example shows how to add a section.
You can use various types of questions and include a check box, text, date, and more with customizable attributes such as visibility, response, and justification requirements.
The following example shows some question types that you can use.
Adding reference information to a template
You can add reference information that assessors can see while they complete the assessment. The reference information can include any live data from the assessment scope. For example, you can include information on any of the associated incidents, work notes, or domain. Adding necessary reference information to assessments can help minimize the need for external references. For more information, see Add reference information to an assessment template.
Creating categories for an assessment template
You can add an assessment template category to a new or an existing unpublished assessment template but you must create a template category before it can be used for template data segregation. The template category selected for the assessment template determines who can access the template. You can't complete the creation of template categories within the template designer. To create a template category, navigate to . For more information on creating assessment template categories, see Create an assessment template category.