Create a template

Although there is no strict procedure, the following steps describe the basic flow in creating a new template, adding questions to the building area and configuring properties.

Prerequisites

You have a global role that has the Assessments global permission.

Steps

  1. Go to the template gallery and click Create new template.
    A new template opens.
  2. In the Properties, enter a title for your new template.
  3. Optionally, in the Properties:
    • Add a description for your new template.
    • Specify a target asset type to be assessed.
    • Select or clear the Governance checkbox, to enable or disable the Governance option for any assessments that will be conducted from this template.
  4. In the building area of the Template Designer tab, click and enter a page title and page description for Page 1.
  5. In the toolbox, click a question type, to add a question to the building area, or click and drag into the building area.
  6. Configure the question settings.
  7. In the Properties, configure logic conditions for the question.
  8. Add more pages and more questions, as necessary.
    Note Each page in a template appears as a separate section in the assessment.
  9. In the action bar, click Save draft.
    The template appears in the Your templates section of the template gallery, as a v1 template with the Draft status.

What's next?