Project Settings – Assessment Templates

1. Creating a New Assessment Template

  • STEP 1: Go to Framework > Project Settings > Assessment Template.

Figure 1.1

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: 

Figure 1.2
  • STEP 3: Enter the following details. 

Field Name

Description/Instructions

Mandatory/Optional

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