Create a Smart Assessment template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a Smart Assessment template and impact automation that can be used in the vulnerability types of an operational vulnerability.

    Antes de Iniciar

    Role required: sn_oper_res.admin

    Por Que e Quando Desempenhar Esta Tarefa

    Operational Resilience administrators contain the flow_designer role, enabling them to update automation flows as needed.

    Procedimento

    1. Navigate to Workspaces > Assessment Workspace or navigate to All > Smart Assessment Engine > Administration > Template Categories.
    2. Select New template.

      You can create assessment templates to manage your assessments in the Assessment Workspace. The following example shows demo data in an instance.

      Assessment Workspace.
      When you select New template, the General and Questions tabs are displayed.
    3. In the Create assessment template form, fill in the fields.
      Tabela 1. Create assessment template form
      Field Description
      Template name Unique meaningful name for the template, for example, BIA template using Smart Assessment.
      Description Description of the template such as why it is being used.
      Purpose Purpose or intended use of the template, such as, Self attestation assessment.
      Assessment target Table records that are used for the assessment.

      You can now fill in the template with instructions, questions, and optional guidance for responding to a question, as well as sections that group the related questions.

    4. Navigate to the General tab.
      1. Verify the template details, displayed in the Details section of the General tab.
      2. In the Settings section, assign the Assessment reader role in the Assessment reader role field.
      3. Select Save.
      For information on creating an assessment template, see Create an assessment template.
    5. Navigate to the Questions tab and set up the assessment questions.
      For information on adding instructions and questions to the assessment template, see Add instructions and questions to an assessment template.

      Questions.

    6. In the Automations tab, view the user responses and select Open to view the actions that are automatically triggered based on user responses.
    7. Select Save and Publish.
      A message is displayed that the assessment template is published and it can be used to send assessments. You can select OK or select Return to template list. The Automations and Scoring tabs are displayed in the assessment template. The Smart Assessment template is created and saved in the instance.

    O que Fazer Depois

    Configure the vulnerability type after adding the Smart Assessment template. For more information, see Set up the Operational vulnerability type.