Settings in the Test action pop-up window

reference brazil Updated Sep 10, 2026 1 min read sae-test-action-popup.md
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You can select Test on the Trigger Smart Assessment action form to test the design of an Smart Assessment Engine assessment. You then specify the settings for the test in the Test action pop-up window.

Test action pop-up window

Setting

Description

Assessment template

Assessment template that is the basis for the generated assessments.

Assessors

Persons who are notified of the assessment and typically respond to the assessment or assign it to another user. One assessment instance is assigned to each assessor.

Assessors have the Assessment actor [sn_smart_asmt.actor] role. See Roles installed in Smart Assessment Engine.

Requester

Contact for questions from the assessor. Each generated assessment includes the contact information.

Description

Text that helps others to understand the intent of the generated assessments.

Template category

Category that the assessment template should be a member of. For example, Risk, Performance, Security, Personal data, and so on.

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.

For more information, see Create an assessment template category.Note: You can create an assessment only from a published assessment template.

Assessment target

Table records that are selected to be assessed — the assessment's scope items. For an explanation of scope items, including how they are set and where responders see them, see Scope items in an assessment.

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