Configure smart assessments › Configure › Supplier Lifecycle Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create assessments from assessment templates

After mapping the assessment templates with segmentation rules, supplier managers manually trigger batch creation of assessments.

Before you begin

Role required: sn_slm.manager or sn_slm.admin

Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Open the segmentation rule for which assessment templates have been created.
In the Assessment templates tab, select the assessment template mapping record for which assessments have to be triggered.
Select Create assessments to trigger assessments to the users.

Image omitted: slo-create-assmnt.png
Create assessments

The assessment is created and runs in the background. The status of the assessment changes as it progresses.

State	When it occurs
New	When the Assessment Template Relationship record is created.
In Progress	When Create Assessment is clicked, all UI validations are completed, the selected record is validated as eligible, and the assessment instance creation process begins.
Complete	When the assessment creation process is successfully completed for all valid assignees.
Cancelled	When cancelled using the Cancel related list action. The Assessment Template Relationship record and all related assessment instances move to the Cancelled state.
Error	When an error occurs during assessment creation, or when assessment instance creation fails for one or more assignees. The Assessment Template Relationship record moves to the Error state.