Create an assessment template category

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

2 min. de leitura

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.

Antes de Iniciar

Role required: sn_smart_asmt.assessment_admin

Por Que e Quando Desempenhar Esta Tarefa

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.

Procedimento

Navigate to All > Smart Assessment Engine > Administration > Template Categories.

On the Assessment template categories list, select New and then fill in the form.

Tabela 1. Assessment template category form
Field	Description
Name	Unique meaningful name for the template category. For example, `Food storage compliance`.
Category roles	Specifies the minimum roles required to view templates within this category. To view a template, a user must have one or more of the roles associated with the category. This is a multi‑select field, allowing each category to be linked to multiple roles. Users assigned any of these roles inherit the corresponding permissions for all templates in the category.
Description	Text that helps others to understand the purpose of including templates in this category.
Active	Option to activate the category. By default, newly defined template categories are active.
Is AI response enabled	Option to activate automated AI-generated responses for assessments associated with that category.
Document provider script	Script that accepts an assessment ID and returns a list of documents for AI-assisted response generation. Documents can come from the assessment instance directly or from upstream applications via the script. Nota: By default, the script returns an empty result. A commented example is provided from which the comment can be removed to return attachments from the scope item. If no script is configured, all documents attached to the assessment instance are shown by default."
General settings
Enable quick edit	Automatically enables quick edit features when this category is assigned to an assessment template.
Set defaults for templates
Enable normalization	Automatically enables normalization when this category is assigned to an assessment template.
Normalization strategies	Normalization strategies available. This field appears only when Enable normalization field is selected.
Default normalization strategy	Default normalization strategy for an assessment assigned with this category. This field appears only when Enable normalization field is selected.

Select Submit.
The system generates the assessment template category and adds it to the list of categories that can be specified when designing an assessment template. Active categories are only available for use while categorizing templates.