Create a Smart Assessment template

Create a Smart Assessment template and impact automation that can be used in the vulnerability types of an operational vulnerability.

Before you begin

Role required: sn_oper_res.admin

About this task

Operational Resilience administrators contain the flow_designer role, enabling them to update automation flows as needed.

Procedure

1. Navigate to Workspaces > Assessment Workspace or navigate to All > Smart Assessment Engine > Administration > Template Categories.

2. Select New template.

   You can create assessment templates to manage your assessments in the Assessment Workspace. The following example shows demo data in an instance.

When you select **New template**, the form is displayed.

1. In the Create assessment template form, fill in the fields.

   Field	Description
   Template name	Unique meaningful name for the template, for example, BIA template using Smart Assessment.
   Description	Description of the template such as why it is being used.
   Purpose	Purpose or intended use of the template, such as, Self attestation assessment.
   Assessment target	Table records that are used for the assessment.

   You can now fill in the template with instructions, questions, and optional guidance for responding to a question, as well as sections that group the related questions.

2. Navigate to the General tab.

   1. Verify the template details, displayed in the Details section of the General tab.

   2. In the Settings section, assign the Assessment reader role in the Assessment reader role field.

   3. Select Save.

   For information on creating an assessment template, see Create an assessment template.

3. Navigate to the Questions tab and set up the assessment questions.

   For information on adding instructions and questions to the assessment template, see Add instructions and questions to an assessment template.

1. Select Publish.

2. In the Automations tab, view the user responses and select Open to view the actions that are automatically triggered based on user responses.

3. Select Save and Publish.

   Note: Starting with GRC: Operational Resilience, version 22.3.1, Smart Assessment templates support version control, and version details are displayed on each template.

   A message is displayed that the assessment template is published and it can be used to send assessments. You can select OK or select Return to template list. The Automations and Scoring tabs are displayed in the assessment template. The Smart Assessment template is created and saved in the instance.

What to do next

Configure the vulnerability type after adding the Smart Assessment template. For more information, see Set up the Operational vulnerability type.