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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Assessment Metric Type form

Use the Assessment Metric Type form to create an assessment questionnaire template instead of using the default template. You can also use this form to request responses from the assessor.

Assessment Metric Type form

For a description of the field values, see the following table.

FieldDescription
NameName of the assessment template.
RolesAdditional user roles that can view the results and access records that are associated with this template. Users with the specified roles have read access to this template record and to the associated categories, metrics, assessable records and scorecards, category users, stakeholders, and decision matrices.
ActiveOption to enable the assessment template.
StateStatus of the assessment: Draft or Published. This field is auto-filled.
DescriptionHelpful information about the assessment template. Enter a clear description of the template and its purpose.