Creating an assessment template from legacy assessment metric types

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Creating an assessment template from legacy assessment metric types

    This process enables ServiceNow customers to migrate existing assessment designs, originally created as legacy metric types in the ServiceNow® Assessments and Surveys application, into the Smart Assessment Engine (SAE) assessment templates. This migration leverages your current assessments for enhanced automation, analysis, and reporting within SAE.

    Show full answer Show less

    Migration Process

    • Start by specifying the legacy metric type to migrate and the assessment template category, which controls user access to the new template.
    • The migration converts metric categories into template sections, metrics into questions, and metric definitions into response options within the SAE template.
    • The newly created template retains the original metric type’s name and is associated with the selected template category.
    • Templates created from metric data types that enable an image flag or use unsupported metric types are excluded from migration.
    • After migration, the assessment templates are saved as drafts. You must validate, update, and publish these templates in the Assessment Workspace before they can be used for generating assessments.

    Unsupported Metric Types

    Several legacy metric types cannot be migrated, including:

    • Custom metrics (nonstandard questions)
    • Duration-based questions
    • Image scale questions
    • Percentage entry questions
    • Rankings (ordering options)
    • Ratings (rating entry questions)

    Also, metric data types that allow selecting an image flag are not supported for migration.

    Practical Implications for ServiceNow Customers

    • You can efficiently reuse and modernize existing assessment content by migrating legacy metric types into SAE templates.
    • The migration supports structured sections and question formats, ensuring continuity in assessment design.
    • Unsupported metric types require redesign or manual recreation in SAE.
    • Validation and publication of migrated templates are essential steps to enable their use in active assessments.

    You can use the assessment designs that you have already created by migrating the metric types to the Smart Assessment Engine assessment templates. You can leverage the existing assessment designs to support SAE assessment automation, analysis, and reporting.

    Overview of the migration process

    The sets of questions that are defined in the ServiceNow® Assessments and Surveys application are saved as metric types and are what you are migrating into SAE. When you migrate a legacy metric type to an SAE assessment template, the original metrics are saved as question types. For more information on which metric types are supported and how they are mapped to SAE, see How legacy metric types are migrated to sections in templates.

    The migration process does not support all metric types in the ServiceNow® Assessments and Surveys application. The following table lists the metric types that are not supported.
    Table 1. Metric types not supported for migration
    Metric Type Description
    Custom Metric type used to create a nonstandard question.
    Duration Metric type used to create a question related to the time duration. For example, a question about the planned duration or actual duration in an assessment.
    Image scale Metric type used to create a question where users select an image to use for scales.
    Percentage Metric type used to create a question where users enter a percentage.
    Rankings Metric type used to create a question where users select a different order number for each option to rank them.
    Ratings Metric type used to create a question where users can enter a rating.
    Note:
    Migrating metrics in a data-type template that enables the image flag to be selected aren't supported.

    Migration Process

    Generate an assessment template from an existing metric type by following this process:
    1. Fill in a form:
      • Specify which metric type to migrate.
      • Specify the assessment template category that you want the template to be associated with. An assessment template category specifies the group of users that can access the template.
    2. Start the migration process. The following activities then transform the metric type data into an SAE assessment template:
      • Metric categories become sections in the template.
      • Metrics become questions in the template.
      • Metric definitions become response options in the template.
      • The template is given the name of the original metric type.
      • The template is mapped to the template categories that you specified on the form.
      Note:
      The template definitions are migrated as response options if the metric data type is a template.

      For more information, see How legacy metric types are migrated to sections in templates.

    3. On the Assessment Workspace, validate the assessment template and update it as needed. After the template is published, you can use it to generate assessments.
      Note:
      The migrated assessment templates are in the draft state after migration. You must review and publish the template before you can use it for assessments.

    For more information about migrating the legacy metric types, see Migrate a legacy metric type to an assessment template.