---
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 assessments from assessment templates

# Create assessments from assessment templates {#ariaid-title1}

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

After mapping the assessment templates with segmentation rules, supplier managers manually trigger batch creation of assessments.

## Before you begin

Role required: sn_slm.manager or sn_slm.admin

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Open the segmentation rule for which assessment templates have been created.
3. In the Assessment templates tab, select the assessment template mapping record for which assessments have to be triggered.
4. Select Create assessments to trigger assessments to the users.  
{#create-assessments__steps_dhq_1tq_j3c}

## Result

The assessment is created and runs in the background. The status of the assessment changes as it progresses.
{#create-assessments__table_x5f_nlw_h3c__entry__2}

| State | When it occurs |
|-|-|
| New | When the Assessment Template Relationship record is created. |
| In Progress | When Create Assessment is clicked, all UI validations are completed, the selected record is validated as eligible, and the assessment instance creation process begins. |
| Complete | When the assessment creation process is successfully completed for all valid assignees. |
| Cancelled | When cancelled using the Cancel related list action. The Assessment Template Relationship record and all related assessment instances move to the Cancelled state. |
| Error | When an error occurs during assessment creation, or when assessment instance creation fails for one or more assignees. The Assessment Template Relationship record moves to the Error state. |
[ ]

{#create-assessments__table_x5f_nlw_h3c}

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