Project Settings – Assessment Templates
This article contains: |
1. Creating a New Assessment Template |
STEP 1: Go to Framework > Project Settings > Assessment Template.
This screen displays the list of assessment templates available in the system.
Note: Options for some fields are fixed and cannot be modified.
STEP 2: Click the Add New Template link to access the screen shown below:
STEP 3: Enter the following details.
Field Name | Description/Instructions | Mandatory/Optional |
---|---|---|
Template Name | Specify a name for the Assessment template. | Mandatory |
Status | Sets the status of the assessment template to either Complete or Incomplete. Complete - Only complete templates are available for users for selection for linking to a workflow. Incomplete - Set the status as 'Incomplete' of the template is not fully configured. Incomplete templates cannot be accessed by users. Default setting is 'Incomplete'. | Mandatory |