Configuring Smart Assessment Engine

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Configuring Smart Assessment Engine

    The Smart Assessment Engine (SAE) application in ServiceNow enables you to conduct sophisticated assessments by configuring and activating necessary plugins. You start by downloading SAE from the ServiceNow Store, then complete an initial setup checklist to tailor the application to your organization's needs.

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    Configuration Process

    To configure SAE, follow these key steps:

    • Activate Core Plugins: Enable essential plugins such as Smart Assessment Core, Designer, and Connected plugins. These form the foundation of the SAE functionality.
    • Enable Advanced Features: Depending on your requirements, activate additional plugins like Migration Tools (for migrating legacy assessment metrics), Dependencies (for domain separation and post-assessment actions), Post-Assessment Actions, Advanced Response Automation, Basic Scoring, and Collaboration plugins.
    • Role Assignment: Assign SAE-specific roles to users and groups to control permissions and access within the application.
    • Language Configuration: SAE defaults to American English but can be configured to use other languages to better fit your organization's needs.

    Practical Considerations

    • Role Requirements: Most plugin activations require admin roles, ensuring that only authorized users configure SAE.
    • Migration Needs: Use the Migration Tools plugin if you have existing assessment designs to transition legacy metric types to new templates smoothly.
    • Activation Order: Some plugins depend on others being activated first—for example, the Dependencies plugin must be activated before the Post-Assessment Actions plugins.
    • Integration: After plugin activation, refer to upstream application documentation, such as Policy and Compliance Management, to enable smart assessments within those specific modules.

    Expected Outcomes

    By following this configuration process, ServiceNow customers can:

    • Implement a fully functional Smart Assessment Engine tailored to their organizational requirements.
    • Leverage advanced assessment capabilities including automated responses, scoring, collaboration, and post-assessment workflows.
    • Ensure seamless migration of legacy assessment metrics into the latest assessment templates.
    • Control user access effectively through role assignments.
    • Utilize SAE in multiple languages to support global teams.

    You can activate or upgrade the Smart Assessment Engine application by downloading it from the ServiceNow Store and then configuring the settings in the initial setup checklist to meet your needs.

    Configuration overview

    Install or upgrade ServiceNow® Smart Assessment Engine (SAE) by completing the task on the initial setup checklist.

    Initial setup checklist for SAE

    Consider printing the following checklist so that you can check off the tasks as you complete them. To generate a PDF, select Save As PDF (Save as PDF icon.) and then select Selected topic.

    Table 1. Setup tasks for standard SAE application
    Task Description
    Check box. Activate the Smart Assessment Core plugin (com.sn_smart_asmt).

    Role required: admin
    Check box. Activate the Smart Assessment Designer plugin (com.sn_smart_asmt_desg).

    Role required: admin
    Check box. Activate the Smart Assessment Connected plugin (com.sn_smart_asmt_conn).

    Role required: admin

    To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Table 2. Setup tasks for advanced SAE features
    Task Description
    Check box. Activate the Smart Assessment Migration Tools plugin (com.sn_smart_asmt_mig).

    Role required: admin

    Note:
    The migration plugin is necessary only if you have existing assessment designs. This plugin migrates your existing metric types to the new assessment templates. For more information on migrating metric types to assessment templates, see Creating an assessment template from legacy assessment metric types.
    Check box. Activate the Smart Assessment Dependencies plugin (com.sn_smart_asmt_dep).

    Role required: admin

    Note:
    This plugin is necessary if you want to use the features domain separation and post-assessment actions.
    Check box. Activate the Smart Assessment Post-Assessment Actions plugins (com.sn_impact_fwk) and (com.sn_smart_imp_auto).

    Role required: admin

    Note:
    The Smart Assessment Dependencies plugin must be activated before activating the Smart Assessment Post-Assessment Actions plugins.
    Check box. Activate the Advanced Response Automation for Smart Assessment plugin (com.sn_smart_resp_auto).

    Role required: admin
    Check box. Activate the Basic Scoring for Smart Assessment plugin (com.sn_smart_scoring).

    Role required: admin
    Check box. Activate the Smart Assessment Collaboration plugin (com.sn_smart_collab).

    Role required: admin
    To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.
    Note:
    After installing the required plugins, you can do the following:
    • Assign SAE roles to users and user groups. Roles determine the permissions and access in the Smart Assessment Engine application. For more information, see Roles in Smart Assessment Engine.
    • Activate a language. The ServiceNow AI Platform uses American English by default. You can configure SAE to use a different language. For more information, see Activate a language.
    • Refer to the upstream application documentation for further steps. For example, after installing the plugins from the setup checklist, you can refer to the Policy and Compliance Management documentation to enable smart assessments in Policy and Compliance Management.