Configure Assessment template

  • Release version: Xanadu
  • Updated June 16, 2026
  • 1 minute to read
  • Assessment templates contain the questions that will be prompted to users during the request process (e.g., when requesting an exception). We are providing certain preconfigured templates with the smart assessment enhancement. You can also create your own templates as required.

    Before you begin

    Role required: Template Reader Role: Allows users to read templates, Template Actor Role: Allows users to fill out and submit the assessments

    About this task

    In the Vulnerability Response workspace, users can select the template they want to use for the exception request (e.g., Exception for Vulnerability Response, False Positive for Vulnerability Response). If the user selects the default template, it automatically populates the questions. If they choose to create their own template, they can modify it accordingly.

    Procedure

    1. Navigate to Assessment Workspace.
    2. Select an existing Assessment Template or select aNew Template
    3. Fill in the following details:
      • Template Name: A unique name for the template
      • Assessment Name: The name displayed in the system when viewing the assessment.
      • Template Categories: Templates are categorized for easier management. For example, a category could be Vulnerability Response Questionnaire Templates.
      • Assessment Targets: Specifies the table that the template is related to. For VR, it is the VCA table (Vulnerability Change Approval table).