---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an assessment template

# Create an assessment template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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. Alternatively, you can also copy an existing template including all questions, sections, instructions and existing configurations.

## Before you begin

* At least one active template category must exist before you can create a template. See [Create an assessment template category](https://servicenow-prod.fluidtopics.net/ySw5ARD4rsFKsd4_~5~VEQ "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.").
* You must also have a role that matches the Category Roles configured on the template category you intend to use. Without a matching category role, you cannot create templates for that category.
* Role required: sn_smart_asmt.template_manager

## About this task

Important:  
You can create an assessment only from a published assessment template.

## Procedure

1. Navigate to WorkspacesAssessment Workspace to access the Assessment Workspace landing page.
2. Create a template by selecting New template, and then fill in the template details form.  
   Note:  
   You can also copy an existing template including all questions, sections, instructions, and existing configurations. For more information on how to copy an existing template refer to [Copy an assessment template](https://servicenow-prod.fluidtopics.net/XEvnQKjgTfFmmLmqVVF4Zg "Make a copy of an existing assessment template in the Smart Assessment Engine to help reduce the amount of manual input needed. The copied template includes all questions, sections, instructions, and existing configurations from the original template, which you can then customize to meet new requirements or scenarios.").
3. On the Create assessment template form, fill in the fields.  
   For a description of the field values, see [Create assessment template form](https://servicenow-prod.fluidtopics.net/ffBxxkRWS1Lj~f6TlwrPOw "In Smart Assessment Engine, the Create Assessment Template form contains the following fields for creating an assessment template.").
4. Select Save.

## What to do next

You can fill in the template with instructions, questions, and optional guidance for responding to a question, as well as sections that group the related questions. See [Add instructions and questions to an assessment template](https://servicenow-prod.fluidtopics.net/oJ0zuZATpn_dGC~zfMNLjA "Add instructions and questions to an assessment template by using the Smart Assessment Engine application. You can use instructions and questions to help gather precise and relevant information from designated responders.").
**Related tasks**   

* [Create an assessment template category](https://servicenow-prod.fluidtopics.net/ySw5ARD4rsFKsd4_~5~VEQ "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.")
* [Copy an assessment template](https://servicenow-prod.fluidtopics.net/XEvnQKjgTfFmmLmqVVF4Zg "Make a copy of an existing assessment template in the Smart Assessment Engine to help reduce the amount of manual input needed. The copied template includes all questions, sections, instructions, and existing configurations from the original template, which you can then customize to meet new requirements or scenarios.")

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