Create a template

This topic describes how to create an assessment template using a basic flow.

Requirements and permissions

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

Steps

1. Open the Template gallery page.
2. Click Create new template.
   The Template editor page opens.
3. Enter the required information.
   
   Details

   Section/Tab	Field	Description
   Properties	Title	Enter a title for the template.
   	Description (optional)	Enter a description for the template.
   	Asset type (optional)	Select the target asset type to be assessed.
   	Governance (optional)	If you want an asset to be created and the Assessments Approval workflow to be triggered when an assessment is conducted using this template, select the Governance checkbox. For more information, go to Governance for assessments.
   Canvas > Page	Input page title here	Enter a title for the page.
   	Enter a page description	Enter a description for the page.
   Toolbox		Drag the required question type to the required location on the canvas.

4. Configure the settings for the questions.
5. Configure the logic conditions for the questions.
6. Add more pages and more questions, as needed.
   
   Note Each page of a template appears as a separate section in the assessment.
7. Click Save draft.
   The template is created with the version as v1 and the status as Draft.

Tip The new template is shown in the Custom templates section on the template gallery.

What's next?

• Publish the template.
• Export the template.