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.
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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 [Omitted image "sae-add-text.png"] Alt text: Add text icon. icon. |
|
Description |
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 |
Parent Topic:Application risk assessment using Advanced Risk Assessment
Related topics
--- title: Create a smart assessment template for risk identification description: Create a smart assessment template for risk identification using the Smart Assessment Engine application. locale: en-US canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/grc-risk-management-workspace/create-smart-assessment-template-for-risk-identification.html release: brazil product: GRC: Risk Management Workspace classification: grc-risk-management-workspace topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Application risk assessment using Advanced Risk Assessment, Integrate, Risk Management, Governance, Risk, and Compliance] --- # 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 1. Navigate to **All** > **Assessment Workspace**. 2. On the Assessment workspace landing page, select **New template** and then fill in the Template details form. <table id="table_krg_p53_2yb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Template name </td><td> Unique meaningful name for the template. </td></tr><tr><td> Assessment name </td><td> 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 \[Omitted image "sae-add-text.png"\] Alt text: Add text icon. icon. </td></tr><tr><td> Description </td><td> Text that helps others to understand what the template will be used for. </td></tr><tr><td> Assessment template categories </td><td> Category that the new assessment template should be a member of. You must select `Risk identification category`. 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 category](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/smart-assessment-engine/sae-asmnt-template-category-create.md)**Note:** You can create an assessment only from a published assessment template. </td></tr><tr><td> Assessment target </td><td> 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`. </td></tr></tbody> </table>3. Select **Create**. **Parent Topic:**[Application risk assessment using Advanced Risk Assessment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/grc-risk-management-workspace/risk-and-apm-better-together.md) **Related topics** [Using the template designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/smart-assessment-engine/sae-template-designer.md)
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