Configure an assessment template

---
title: Configure an assessment template
description: Assessment templates contain the questions prompted during the request process \(such as, when requesting an exception\). The above-mentioned preconfigured templates are provided with smart assessment. You can also create your own templates as required.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/security-management/sem-configure-assessment-template.html
release: australia
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Questionnaire support in Exception Management via Smart Assessment, Exception Management Overview, Use, Unified Security Exposure Management, Security Operations]
---

# Configure an assessment template

Assessment templates contain the questions prompted during the request process \(such as, when requesting an exception\). The above-mentioned preconfigured templates are provided with smart assessment. You can also create your own templates as required.

## Before you begin

Role required:

**Template Reader Role**: **sn\_vul\_cmn.smart\_assessment\_reader** enables you \(Approver\) to read the submitted questionnaire responses.

**Template Actor Role**: **sn\_vul\_cmn.smart\_assessment\_actor** enables you \(Remediation Owner and Admin\) to fill out the questionnaires/assessments.

**Template Admin Role**: **sn\_vul\_cmn.smart\_assessment\_admin** enables full management of assessment templates, including create, edit, and delete operations on templates and template categories. Assign this role to users who own the assessment template library; the reader and actor roles cannot create or edit templates.

## About this task

In the Security Exposure Management workspace, you can select the template with the assessment target as Change Approval \(CA\), to be used for the exception request \(such as, Exception for Vulnerability Response, False Positive for Vulnerability Response\). If you select the default template, it automatically populates the questions. If you choose to create your own template, it can be modified.

## Procedure

1.  Navigate to the **Assessment Workspace**.

2.  Select an existing **Assessment Template** or select a **New Template**

3.  Fill in the following details:

    -   **Template Name**: Unique name for the template
    -   **Assessment Name**: Name displayed in the system when viewing the assessment.
    -   **Template Categories**: Templates are categorized for easier management. Some template categories are provided by default, for example, Vulnerability Response Questionnaire Templates. Alternatively, you can also create templates of your choice.
    -   **Assessment Targets**: Specifies the table that the template is related to. For VR, it’s the CA table \(Change Approval table\).

## What to do next

After creating or selecting a template, you can associate it with a **Questionnaire Configuration** record to define when the questionnaire appears during the approval process. Navigate to the Questionnaire Configuration table and create a record linking the template to an approval rule type \(deferral requests, compensating control management, or false positive\) with a condition filter. For more information, see [Questionnaire Configuration form fields](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/security-management/sem-compensating-controls-approval-rule.md).