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
Navigate to All > Assessment Workspace.
On the Assessment workspace landing page, select New template and then fill in the Template details 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 Image omitted: sae-add-text.png DescriptionAdd text icon. icon.</td></tr><tr><td> | 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 Template purposes enforce data segregation for templates. A purpose controls which users can view a template. Each assessment template is associated with a purpose. To view a template within a specific purpose, you must have a category role associated with that purpose. See Create an assessment template categoryNote: You can create an assessment only from a published assessment 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`. |
- Select Create.
Parent Topic:Application risk assessment using Advanced Risk Assessment
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