Smart Assessment components

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Smart Assessment components

    The Smart Assessment feature in ServiceNow Australia release introduces several components that enhance assessment capabilities within the platform. These components include new tables, roles, business rules, script includes, and scheduled jobs designed to manage and automate the creation, management, and migration of Smart Assessments.

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    Key Features

    • Tables: A new table Questionnaire Template [snfsmsmartasmttemplate] stores information about Smart Assessment templates and their associated questionnaires.
    • Roles and Actions: Specific roles control template management and assessment completion:
      • templatemanager or templateadmin roles allow creation of templates.
      • Template manager and associated category roles enable editing templates in the assessment workspace.
      • Template reader, actor, and category roles permit viewing templates and completing assessments in workspace or Mobile Agent app.
      • These roles are part of the questionnaireuser role, which is included in the wmagent role, simplifying role assignment for users needing assessment access.
    • Business Rules: Automated triggers generate Smart Assessment instances for work order tasks, work orders, and affected products. A validation rule ensures each Smart Assessment template links to only one questionnaire record to prevent duplicates.
    • Script Includes: Multiple script includes provide UI control, database operations, utility functions, migration support from survey-type questionnaires, constants, and AJAX-based field manipulation. These scripts facilitate customization and extension of Smart Assessment functionality.
    • Scheduled Jobs: A migration job automates the transition of existing questionnaire instances to the Smart Assessment framework, ensuring continuity and re-triggering migrated instances as needed.

    Key Outcomes

    • Enables structured management and automation of assessment templates linked to questionnaires.
    • Simplifies user role management by grouping permissions needed for creating, editing, viewing, and completing assessments.
    • Automates the generation of assessment instances tied to work order processes, enhancing operational efficiency.
    • Supports migration from legacy survey questionnaires to Smart Assessment, protecting existing data and workflows.
    • Provides a customizable and extensible framework through script includes for tailored UI behavior and data handling.

    Several types of components are installed with the Smart Assessment feature, including tables, business rules, script includes and scheduled jobs.

    Tables

    Smart Assessment adds the table listed in the following table.

    Table 1. Table added with Smart Assessment
    Table Description
    Questionnaire Template

    [sn_fsm_smart_asmt_template]

    		 Stores information about Smart Assessment templates and its associated questionnaire.

    Actions and roles required

    Smart Assessment adds the actions and the corresponding roles required in the following table.

    Table 2. Roles added with Smart Assessment
    Action Role required
    Create templates template_manager or template_admin
    Edit templates in assessment workspace Template manager (sn_smart_asmt.template_manager) and category role associated with the template
    View templates and complete assessments in the workspace or Mobile Agent app Template reader (sn_smart_asmt.template_reader), actor (sn_smart_asmt.actor), and category role associated with the template

    The template reader and actor roles are a part of the questionnaire_user role, which is included in the wm_agent role. Therefore, to view templates and complete assessments in the workspace, simply add the category role to the existing wm_agent role.

    Business Rules

    Smart Assessment adds the business rules listed in the following table.

    Table 3. Business rules installed with Smart Assessment
    Business Rule Table Description
    Trigger smart assessment Work Order Task

    [wm_task]

    		 Generates Smart Assessment instances for work order tasks.
    Trigger smart assessment Work Order

    [wm_order]

    		 Generates Smart Assessment instances for work orders.
    Trigger smart assessment Affected Product

    [wm_m2m_product_to_work_order]

    		 Generates Smart Assessment instances for affected products.
    Verify Duplicate Association Of Template Questionnaire template

    [sn_fsm_smart_asmt_template]

    		 Ensures that each smart assessment template is associated with only one questionnaire record.

    A smart assessment template can't be linked to multiple questionnaire records.

    Script Includes

    Smart Assessment adds the script includes listed in the following table.

    Table 4. Script includes installed with Smart Assessment
    Script Include Description
    FSMSmartAsmtUIControlSNC Has methods to control UI components and actions based on the configuration for Smart Assessment.
    FSMSmartAsmtUIControl Contains a customizable wrapper for the script FSMSmartAsmtUIControlSNC.
    FSMSmartAssessmentUtilSNC Contains methods for all reference qualifiers and generates assessments from the Smart Assessment template if the conditions are met.
    FSMSmartAssessmentUtil Contains a customizable wrapper for the script FSMSmartAssessmentUtilSNC.
    FSMSmartAssessmentDaoSNC Contains all the database queries related to Smart Assessment.
    FSMSmartAssessmentDao Contains a customizable wrapper for the script FSMSmartAssessmentDaoSNC.
    FSMSmartAssessmentMigrationHelperSNC Contains methods related to survey type questionnaire and its instances migration to Smart Assessment.
    FSMSmartAssessmentMigrationHelper Wrapper
    FSMSmartAssessmentsConstants Holds the constants for Smart Assessment.
    QuestionnaireUtilSmartAssessmentImpl Implements the extension point QuestionnaireUtilExtPoint and contains utility methods for questionnaires and assessments.
    QuestionnaireUtilAjax Contains methods to alter fields on the record page based on the configuration.

    Scheduled Job

    Smart Assessment adds the scheduled job listed in the following table.

    Table 5. Scheduled job installed with Smart Assessment
    Scheduled Job Description
    Migrate survey instances to smart assessments Migrates questionnaire instances to Smart Assessment and re-triggers the migrated instances.