Configuring Smart Assessment Engine

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

    The Smart Assessment Engine (SAE) can be activated or upgraded by downloading it from the ServiceNow Store and configuring the initial setup checklist according to your requirements. SAE requires activation of specific plugins to provide core functionalities and optional features that enhance capabilities.

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    Key Features

    • Core Plugins: Essential for SAE operation and include:
      • Smart Assessment Dependencies: Enables domain separation and post-assessment actions; must be activated first.
      • Smart Assessment Core: Provides foundational components such as templates, instances, questions, and the Assessment Workspace.
      • Smart Assessment Designer: Offers a drag-and-drop interface to create and modify assessment templates with various sections and question types.
      • Smart Assessment Connected: Facilitates integration with other applications and allows assessment instance generation via workflows or scripting.
    • Optional Plugins: Enhance SAE functionality with features like:
      • Migration Tools: For migrating legacy assessment metric types to the new template format.
      • Post-Assessment Actions: Automate workflows triggered after assessment submissions.
      • Advanced Response Automation: Automate responses based on selected answers, such as creating tasks or records.
      • Basic Scoring: Configure scoring for templates, calculating scores at multiple levels post-assessment.
      • Collaboration: Support multi-user assessments with persona-based section assignments.

    Practical Steps for ServiceNow Customers

    • Activate the required plugins in the correct order, starting with dependencies.
    • Assign appropriate SAE roles to users and groups to control access and permissions.
    • Configure language settings to suit your organization's preferences; American English is the default.
    • Use the initial setup checklist to guide configuration and refer to related application documentation, such as Policy and Compliance Management, for enabling smart assessments in specific contexts.

    This setup enables your organization to efficiently create, run, and automate assessments with scalable integration and collaboration features, ensuring tailored and actionable assessment processes.

    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 activating the required plugins. The plugins are organized into two types: required application plugins that provide core functionality, and optional feature plugins that enable additional capabilities.

    Plugins for SAE

    Activate the following plugins to set up the core SAE application. Role required is sn_smart_asmt.assessment_admin.
    Table 1. SAE plugins
    Plugin Plugin ID Type What this plugin does
    Smart Assessment Dependencies com.snc.smart_asmt_dep Required Enables domain separation and post-assessment actions. Activate this plugin before activating the other required plugins.
    Smart Assessment Core com.sn_smart_asmt Required Provides the foundation for SAE, including assessment templates, assessment instances, questions, sections, and the Assessment Workspace.
    Smart Assessment Designer com.sn_smart_asmt_desg Required Provides the drag-and-drop template designer for building and editing assessment templates with sections, subsections, and nine question types. Without this plugin, you cannot design or modify assessment templates.
    Smart Assessment Connected com.sn_smart_asmt_conn Required Enables integration between SAE and other applications. Provides the Trigger Smart Assessment flow action to generate assessment instances from published templates through Workflow Studio or scripting.
    Smart Assessment Migration Tools com.sn_smart_asmt_mig Optional Migrates existing metric types to the new assessment template format. Activate this plugin only if you have existing assessment designs that need migration. For more information, see Creating an assessment template from legacy assessment metric types.
    Smart Assessment Post-Assessment Actions com.sn_impact_fwk and com.sn_smart_imp_auto Optional Enables automated actions that run after an assessment is submitted. You can link subflows to a template category so that specific workflows trigger automatically based on assessment results.
    Advanced Response Automation for Smart Assessment com.sn_smart_resp_auto Optional Enables inline response automation that triggers when a responder selects a specific answer to a question. For example, you can configure a question to automatically create a task or record based on the selected response.
    Basic Scoring for Smart Assessment com.sn_smart_scoring Optional Enables scoring configuration for assessment templates, including metrics, aggregation strategies, and normalization functions. Scores are computed at the question, section, subsection, and assessment levels after an assessment is completed.
    Smart Assessment Collaboration com.sn_smart_collab Optional Enables multi-contributor assessments with persona-based section assignment. Multiple users can contribute to a single assessment, with each contributor assigned to specific sections based on their persona.
    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 installed 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.