Create a smart assessment template for risk identification
Create a smart assessment template for risk identification using the Smart Assessment Engine application.
Before you begin
Role required: sn_risk.admin
Procedure
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On the Assessment workspace landing page, select New template and then fill in the Template details form.
Table 1. Create assessment template form Field Description Template name Unique meaningful name for the template. Assessment name Option to include alternative name for generated assessments. The respondent sees this name rather than the template name. Note:The Assessment name field is available when you select the add text
icon.Description Text that helps others to understand what the template will be used for. Assessment template categories Category that the new assessment template should be a member of. You must select Risk identification category.
Template categories that enforce the data segregation for templates. A category controls which users can view a template. Each assessment template is associated with one or more template categories. To view a template in a category, you must have a category role that is associated with the category.
See Create an assessment template categoryNote: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.Assessment target The table records selected to be assessed, otherwise known as the assessment scope. Multiple tables can be added as the assessment target making the scope a combination of records from each table. You must select Entity.