Create an assessment template category

task australia Updated Sep 10, 2026 1 min read create-an-assessment-template-category.md

Assessment template categories help organize and classify smart assessment templates based on their purpose or use case. Categories make it easier to locate and manage templates within the assessment workspace.

Before you begin

Role required: sn_smart_asmt.assessment_admin or sn_wsd_case.manager

Procedure

Navigate to All > Smart Assessment Engine > Administration > Template Categories.
On the Assessment template categories page, select New and then fill in the form.

Field	Description
Name	Unique meaningful name for the template category. For example, Workplace services.
Category role	Minimum role that you must have to view any template that is a member of this category. To view a template in a particular category, you must have one of the category roles that is associated with the category. Each category has one category role.
Description	Text that helps others to understand the purpose of including templates in this category.
Active	Option to activate the category. By default, newly defined template categories are active

3. Select **Submit**.

The system generates the assessment template category and adds it to the list of categories that can be specified when designing an assessment template. Active categories are only available for use while categorizing templates.

Parent Topic:Smart Assessment for Workplace Case and Task

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---
title: Create an assessment template category
description: Assessment template categories help organize and classify smart assessment templates based on their purpose or use case. Categories make it easier to locate and manage templates within the assessment workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/workplace-case-management/create-an-assessment-template-category.html
release: australia
product: Workplace Case Management
classification: workplace-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Smart Assessment for Workplace Case and Task, Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management]
---

# Create an assessment template category

Assessment template categories help organize and classify smart assessment templates based on their purpose or use case. Categories make it easier to locate and manage templates within the assessment workspace.

## Before you begin

Role required: sn\_smart\_asmt.assessment\_admin or sn\_wsd\_case.manager

## Procedure

1.  Navigate to **All** &gt; **Smart Assessment Engine** &gt; **Administration** &gt; **Template Categories**.

2.  On the Assessment template categories page, select New and then fill in the form.

<table id="table_p3y_vhd_d3c"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Unique meaningful name for the template category. For example, Workplace services.

</td></tr><tr><td>

Category role

</td><td>

Minimum role that you must have to view any template that is a member of this category. To view a template in a particular category, you must have one of the category roles that is associated with the category. Each category has one category role.

</td></tr><tr><td>

Description

</td><td>

Text that helps others to understand the purpose of including templates in this category.

</td></tr><tr><td>

Active

</td><td>

Option to activate the category.

 By default, newly defined template categories are active

</td></tr></tbody>
</table>3.  Select **Submit**.

    The system generates the assessment template category and adds it to the list of categories that can be specified when designing an assessment template. Active categories are only available for use while categorizing templates.


**Parent Topic:**[Smart Assessment for Workplace Case and Task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/smart-assessment-for-workplace-case-and-task.md)