Metric Category form

Release version: Xanadu

Updated August 1, 2024

3 minutes to read

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Summary of Metric Category form

The Metric Category form in ServiceNow enables you to define and manage categories that group related metrics for assessment purposes. This form is essential for organizing metrics by type, assigning importance, configuring stakeholder involvement, and controlling user roles for assessments. Proper configuration ensures streamlined assessment processes and accurate evaluation of assessable records.

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Key Features

Name: Specifies the metric category name displayed on assessment questionnaires.
Type (Required): Defines the metric type linked to the category. Once saved, this field becomes read-only and determines the table of assessable records.
Create Stakeholders: When enabled, automatically creates stakeholders for each assessable record associated with the category, saving manual effort.
Table (Read-Only): Automatically populated based on the selected metric type, indicating which records are evaluated by this category.
Weight (Required): A numerical value indicating the category’s relative importance in assessments. The default is 10.
Scoring Type: Available for attestation metric types with percent scoring, allowing configuration of scoring methods such as "Percent" or "All or nothing."
Total Metrics (Read-Only): Displays the count of metrics associated with the category.
Filter: Defines conditions to automatically associate assessable records to the category. Adjusting filters updates associations and stakeholders accordingly.
Description: Provides explanatory text shown on questionnaires to clarify the category’s purpose.
Roles: Restricts which users can perform assessments within this category, enhancing control over assessor permissions.
Details: Rich text field with an HTML editor to include formatted information, images, videos, or links for assessment recipients.

Related Lists and Associations

Assessment Metrics: Lists all metrics tied to the category. At least one metric is required to conduct assessments.
Assessable Records: Shows all records evaluated by the category’s metrics. This list is hidden for attestation evaluation methods.
Users: Displays users associated with the category, required for creating scheduled assessments. Users may be auto-generated based on assessment configurations.

Practical Application for ServiceNow Customers

Using the Metric Category form, you can efficiently organize and control how assessments are structured and executed within your environment. Setting appropriate filters and weights ensures assessments focus on relevant data with the desired priority. Automatic stakeholder creation and user role assignments simplify management and ensure the right participants are involved. The form’s configuration options support both scheduled and on-demand assessments, enabling flexible evaluation workflows aligned with your organizational needs.

Description of the field values for the Metric Category form.

Table 1. Metric Category form
Field	Description
Name	Name of the metric category. The name appears on assessment questionnaires.
Type	[Required] Metric type this category is used for. Metrics in this category can be used to evaluate assessable records for the type you select. This field becomes read-only after you save the record.
Create stakeholders	Check box that enables (selected) or disables (cleared) automatic stakeholder creation for this category. When the check box is selected, the system makes all associated category users stakeholders for each assessable record associated to this category. This saves the time required to manually create stakeholders. For more information, see Create Stakeholders Automatically. Existing stakeholders are not impacted if you clear the check box.
Table	[Read-Only] Table that contains the records to evaluate with metrics in this category. The system automatically populates this field with the same table as the metric type selected. The table does not appear in the field until you save the form. This field is visible depending on whether a Type is selected.
Weight	[Required] Numerical value that represents the importance of this category relative to other categories. A greater value indicates greater importance. For more information, see weight categories and metrics. The default value is 10.
Scoring type	Scoring method for an attestation category. This field appears only when the metric type is an attestation with a Scoring type of Percent. Use this field to configure different scoring types for specific attestation categories. Possible selections are: Percent: Attestation score as a weighted percentage of correct answers for scored questions. All or nothing: All answers for attestation type questions must be correct or the score is zero for the entire category.
Total metrics	[Read-Only] Number of metrics associated to this category.
Filter	Filter conditions that assessable records must meet to be evaluated using metrics in this category. The filter operates on fields on the selected table. If you specify a filter condition, the system automatically associates matching assessable records to the category when you save the record. If you change the filter conditions, the system removes and creates assessable record associations as needed. The system also deletes stakeholders for assessable records it disassociates. The system does not remove assessable record associations created by users, even if the assessable records do not match the filter conditions. This field is visible only when a Type is selected.
Description	Descriptive information about the category that appears on assessment questionnaires.
Roles	Only those users with the specified roles can perform the assessment for this category. If no role is specified, then users with any role can perform the assessment for this category. Note: If the Roles property does not appear on the form, ask your admin to add the property.
Details	Text field containing an HTML editor. Use this field to present important details about this category to assessment recipients. Details can include formatted lists, images, videos, or links to external websites. You may need to configure the form to see this field.
Related Lists
Assessment Metrics	All metrics associated to this category. There must be at least one metric associated to the category to use any assessments with the category.
Assessable records	All assessable records associated to this category. There must be at least one assessable record associated to the category to use any assessments with the category. This related list is hidden if the Evaluation method is Attestation. Note: Category users are automatically generated based on the user field is specified in the Assessors tab of the assessment after publishing the assessment.
Users	All users associated to this category. There must be at least one category user to create scheduled assessments using metrics in this category. If any user field is specified in the Assessors tab of the assessment, the corresponding users are automatically generated after publishing the assignment. This related list is available only when the associated metric type has schedule type set to Scheduled. Category users are not a part of the on-demand assessment process.