Create an assessment template
Create an assessment template by using the Smart Assessment Engine application by naming it, specifying its categories, and optionally, specifying the tables that have the records as the assessment target or scope. You can then add questions and other attributes to the template.
Before you begin
Role required: sn_smart_asmt.template_manager
About this task
Procedure
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Select New template and then fill in the Template details form.
Table 1. Create assessment template form Field Description Template name Unique meaningful name for the template. Assessment name Add text icon 
that includes an optional alternative name for generated assessments. The respondent sees this name rather than the template name.Description Text that helps others to understand what the template is being used for. Template category Category that the new assessment template should be a member of. For example, Risk, Performance, Security, Personal data, and so on.
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.
For more information, see Create an assessment template categoryNote: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.Assessment target Table records that are selected to be assessed, otherwise known as the assessment scope. Multiple tables can be added as the assessment target, which makes the scope a combination of records from each table.