Hello Community,
Smart Assessments have become even smarter with the Australia release. Let’s explore the new features
1) Granular Delegation
one of my favorites 😍. Granular Delegation allows the primary owner to assign individual assessment sections to the relevant subject-matter experts for completion and Respondents can edit only their assigned sections while still viewing the entire assessment for context.
The primary owner can monitor overall assessment progress and retains final review and submission capabilities.
2)Quick Edit Option : Previously, it was a pain to create another version of the template for even minor changes, such as updating the name, a question or description. Now, we have the Quick Edit option, which lets you edit a published template. I’ve explained this below with screenshots.
Lets see this in action:
If you would like to learn what Smart Assessments are and how to set them up, please refer to my earlier article: ServiceNow Smart Assessment Simplified: A Step-by-Step Practical Guide!
Granular Delegation::
Step 1: Make sure your Smart Assessment plugins are updated to the latest version (22.x.x). I recommend updating all Smart Assessment plugins, especially these four.
- Smart Assessment Core
- sn-smart-assessment-connected
- sn-smart-assessment-designer
- sn-smart-assessment-designer
Example: If you have been assigned to complete the Internal Risk Assessment for a third party (TPRM due diligence) you can assign specific questions to subject matter experts without giving them full edit access to the entire assessment. This allows you to gather input from others while maintaining overall control.
Step 2: Create an assessment template, if one does not already exist, using Assessment Workspace.
Go to Workspaces > Assessment Workspace to create the template.
If the template is specific to TPRM, you can also create it in the sn_vdr_risk_asmt_sae_questionnaire_template table.
Below is a sample IRQ (Internal Risk Questionnaire) that has been assigned to me.
Let’s open this to add contributors and section assignees
Click on the below icon
Click Manage
Add contributors to the overall assessment and to specific sections.
Users assigned to a section can edit/respond only their assigned section, but they can view the other sections.
Contributors have full access to the assessment.
Added
Let’s impersonate the user and verify access. For example, Abel Tutor has been added only to Section 2
and Read access to other sections
Quick Edition:::
Step 1: Enable the Quick Edit option for the category, then go to the published template to edit it using the option below.
Step 2: Go to a published assessment template and you will be able to see this option.
Step 3: Update details, Save and Publish
Fields you can edit using Quick Edit Option (Official list from ServiceNow Docs)
3) Template Category Role: Template categories support multiple roles instead of a single role.
In the Smart Assessment Engine application, template categories help organize assessment templates and control which users can access them.
A template category role specifies the minimum roles required to view templates within that category. To create or view a template, a user must have one or more of these roles in addition to their base SAE roles
Let me know your inputs!
Happy Learning
Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025, 2026
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