---
title: Create Smart Assessment template for Workplace Case and Task
description: Create assessment templates to standardize data collection, define quality checks, and automatically attach assessments to workplace cases and tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/workplace-case-management/create-smart-assessment-template.html
release: australia
product: Workplace Case Management
classification: workplace-case-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Smart Assessment for workplace cases and tasks, Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management]
---

# Create Smart Assessment template for Workplace Case and Task

Create assessment templates to standardize data collection, define quality checks, and automatically attach assessments to workplace cases and tasks.

## Before you begin

Role required: sn\_wsd\_case.admin or sn\_wsd\_case.manager

**Note:** Make sure that the Smart Assessment plugin is enabled before creating assessment templates.

## Procedure

1.  Navigate to **Workspaces** > **Workplace Central** > **Case Management**.

2.  Select **Create Smart Assessments**.

3.  On the Assessment Workspace page, select **New template**.

4.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Template name|Name of the template. If you want to add a separate assessment name, select the \[Omitted image "new\_assessment\_temp.png"\] Alt text: icon and add a name for the assessment.|
    |Description|Description of the template.|
    |Purpose|The assessment template category for the new template. For example, Workplace services.|
    |Assessment targets|Select the table that assessments will access. For example, Workplace case \[sn\_wsd\_case\_workplace\_case\]. Select only one table from the list.|

5.  Select **Create**.

    The Assessment Workspace page displays where you can specify the template details.

6.  Under the General tab, do the following:

    1.  Select **Details** and modify the assessment details if required.
    2.  Select **Settings** and specify the **Duration \(number of days\)** and **Assessment reader role** details.
    3.  Select **Save**.
7.  Start building a template by adding instructions, sections, and questions under the Questions tab.

    1.  Select **+ Add instructions** and define clear guidance for Workplace Agents explaining the purpose and expectations for completing the assessment.
    2.  Select **+ Add section** and enter the **Name** and **Description** details.
    3.  Select **+ Add question** and enter the question.

        **Note:** You must select an existing section or create a section to add a question.

        -   Toggle the Required configurable option to make the question conditionally visible.
        -   Select the response input type from the available options. For example, select Radio button and enter the Choices.
        -   Select **Add choice** to add multiple choices.
        -   Select **Add additional content** drop-down and select **Question description** or **Guidance** to add the additional details.
        -   Select **Save**.
        \[Omitted image "wsd-input-types.png"\] Alt text:

    4.  Add reference data to appear in the card details under the Smart Assessments tab in a workplace case.

        -   In the **Card description** field, provide a description for the assessment reference card.
        -   Select the required columns and select **Add**.
        \[Omitted image "addreference\_card.png"\] Alt text:

8.  Select **Publish** to publish the assessment template.

    **Note:** Templates must be published before they can be attached to triggers and used in workplace cases.


**Parent Topic:**[Smart Assessment for workplace cases and tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/smart-assessment-for-workplace-case-and-task.md)