Create assessment template form
Learn about the fields of the Create Assessment Template form. Use this form to create a new assessment template.
| 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. |
| Purpose | Purpose that the new assessment template should be a member of. For example, Risk, Performance, Security, and so on. Template purposes enforce data segregation for templates. A purpose controls which users can view a template. Each assessment template is associated with a purpose. To view a template within a specific purpose, you must have a category role associated with that purpose. For more information, see Create an assessment template category |
| 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. |
Nota:
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.