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Create a metric template

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Create a metric template

Create a metric template to define reusable rating scales for evaluating non-scripted metrics.

Before you begin

Role required: assessment_admin or admin


  1. Navigate to Assessments > Metric Definition > Templates.
  2. Click New.
  3. Fill in the Name field on the Assessment Metric Template form.
  4. To use images for template choices, such as for image scale questions, select Allow Image.
  5. Click Submit.
  6. Under the Assessment Template Definitions related list, click New.
    Create a template definition for each answer option you want to appear on an assessment question.
  7. Fill in the following fields:
    • Display: Enter the text to appear as the answer option.
    • Value: Enter a numeric value, equal to or greater than zero, that you want the answer option to equate to. Values are used in results calculations.
    • Selected Image: Click to add the image to use for selected state.
    • Unselected Image: Click to add the image to use for unselected state.

    When you view assessment questions that use templates, answer options appear in order from least to greatest Value.

    Tip: To prevent reporting confusion, no two template definitions for a given template should have the same Value.
  8. Click Update.