Create or modify Smart Assessment template
Create or modify Smart Assessment template and associate it with Work Order Task tables to create Smart Assessment questionnaires for work order tasks using this template.
About this task
You can create Smart Assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. Smart Assessment template allows you to create Smart Assessment questionnaires for work order tasks. Smart Assessment questionnaires helps you to evaluate various situations, aspects, or records.
Before you begin
Role required: sn_smart_asmt.template_manager or sn_smart_asmt.assessment_admin
Procedure
- Navigate to Workspaces > Assessment Workspace.
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Either create a template or select an existing template.
Option Description Select an existing template - Select an existing template.
- In the General tab, select Settings.
Create a new template - Select New template.
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On the Create assessment template form, fill in the fields.
For a description of the field values, see Smart Assessment template fields.
- Select Create.
The Details page on the General tab displays the information that you provided to create the template. -
Select Settings to set the duration and role.
Table 1. Settings page Field Description Duration Default time period in days between when the assessment is sent and when responders are expected to return a completed assessment.
This setting is used to calculate the Due date value for assessments that are generated from this template.
Assessment reader role Role required to view an assessment generated from the template. -
On the Questions tab, select Add instructions.
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Enter the information that a responder might find useful in the Instructions text box.
This information could include the purpose of the assessment, the ways that the responses are used or analyzed, and so on.
- Select Save.
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Enter the information that a responder might find useful in the Instructions text box.
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Select Add section to add a section that can hold questions.
The sections organize the questions into manageable groups. For example, an assessor who is knowledgeable about a subject can answer all questions in one section and an assessor with a different area of expertise can respond to questions in another section. The sections can contain either the subsections or questions, but not both. The subsections can only contain questions but no other subsections.Note:At any time, you can select a section in the list and then select Delete to delete that section.
- Enter a name and description for the section and then select Save.
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Select a section in the list and then select Add question.
For each question type, you configure the following settings:
- A: Enter the text of the question
- Enter the question text that the assessor reads.
- B: Add additional content (optional)
- Add a plain text description that appears after the question and Guidance text that could contain HTML or images by selecting Question description. You can provide descriptive text that appears in addition to the question text and provide guidance on how best to answer the question.
- C: Specify the question type and set the attributes for the type
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Configure any one of several question types (check box, text, date, and so on).
You can customize each type of question with attributes like whether a response is required or visible only when specified conditions are met, whether particular responses are correct or preferred, whether a justification is required, and so on.Note:The option to have one or multiple records selected as answers to one question is available only for the drop-down list, check box, and reference question types. - D: Specify possible responses
- Configure a specified set of possible responses to some question types.
For more information on configuring a question, see one of the following topics.
Description Location Create and configure text type questions. Create a text question Create and configure drop-down list type questions. Create a drop-down list question Create and configure radio button type questions. Create a radio button question Create and configure check box type questions. Create a check box question Create and configure number type questions. Create a number question Create and configure reference type questions. Create a reference question Create and configure attachment type questions. Create an attachment question Create and configure date type questions. Create a date question - Select Save.
- Optional:
Select Publish.
Note:
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You can create a Smart Assessment questionnaire only from a published template.
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You can update a published template only if no active assessment is associated with the template.
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Result
The Smart Assessment template is created or modified.