---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create assessment template from Assessment Workspace

# Create assessment template from Assessment Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated February 22, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application.

## Before you begin

Smart assessments are built using the ServiceNow® Smart Assessment Engine (SAE) application. Familiarize yourself with the [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US).

Role required: sn_slm.manager or sn_slm.admin

## Procedure

1. Select the Workspaces tab and then select the Assessment workspace.  
   For more information on creating the smart assessment template, see [Create an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-create&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US).
2. In the Purpose field on the Smart assessment template form, select Supplier management surveys.
3. In the Assessment target field, select the following target tables:
   * Supplier \[sn_fin_supplier\] table
   * Segmentation rule assessment template relationship \[sn_slm_segmentation_rule_m2m_asmt_template\] table
   {#create-assessment-template-from-assessment-workspace__choices_gms_vjg_yhc}
4. Select Create.
5. In the template designer, add instructions and questions.  
   For more information, see [Add instructions and questions to an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-populate&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US).
{#create-assessment-template-from-assessment-workspace__steps_xpv_1gg_yhc}

## What to do next

Configure the user criteria to restrict the reassignment of assessments from one contact to another within the organization.