---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an assessment template category

# Create an assessment template category {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an assessment template category in the Smart Assessment Engine application to organize and grant access to assessment templates that are related.

## Before you begin

Role required: sn_smart_asmt.assessment_admin

## About this task

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.

## Procedure

1. Navigate to AllSmart Assessment EngineAdministrationTemplate Categories.
2. On the Assessment template categories list, select New and then fill in the form.  
   {#sae-asmnt-template-category-create__table_krg_p53_2yb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Unique meaningful name for the template category. For example, <kbd class="ph userinput">Food storage compliance</kbd>. |
   | 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. |
   | 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. |
   [Table 1. Assessment template category form]

   {#sae-asmnt-template-category-create__table_krg_p53_2yb}
3. 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.

*[\>]: and then