Creating an Assessment Template
When creating an assessment template, you are going to specify: 
the assessment mode
the way the scope is specified
To create an assessment template:
2. Click New and specify a Name.
3. Specifying the Assessment mode.
 
Assessment mode
To be used for...
Expert assessment
single and multiple direct assessment
Session
assessment through campaigns and assessment sessions
Standard
single and multiple direct assessment + assessment by campaigns and sessions
 
(= Expert assessment + Session)
Execution
control execution
Data call
data collection among users to fill in automatically object properties
Disabled
do not display/suggest the assessment template
4. Specifying the Assessment scope definition.
 
By tree
use a tree to select objects to be assessed
by collection
define objects directly, via macros, or queries