--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-yokohama-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ay bundleId : - delta3ay --- # Combined Smart Assessment Engine release notes for upgrades from Yokohama to Australia # Combined Smart Assessment Engine release notes for upgrades from Yokohama to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 12 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Smart Assessment Engine Release Notes for Upgrades from Yokohama to Australia This consolidated document provides comprehensive release notes for ServiceNow's Smart Assessment Engine (SAE) upgrades spanning from the Yokohama release through to the Australia release. It highlights new features, changes, deprecations, activation instructions, and other critical upgrade information to assist ServiceNow customers in preparing for and implementing the latest version effectively. Show full answer Show less ## New Features * **Yokohama Release Enhancements:** * Ability to copy entire assessment templates including questions and configurations to streamline creation of new assessments. * Filtering options for unanswered questions to focus on pending items. * Search functionality within assessment content to quickly locate specific text. * Auto-copying responses across multiple templates when combining assessments to reduce manual input. * Automation of responses via default answers or scripts for efficient assessor completion. * Scoring at various levels (assessment, section, subsection) for meaningful analysis and reporting. * Post-assessment automation using rules to trigger actions such as updating fields or creating follow-ups. * Support for descriptive images within question guidance to enhance clarity. * **Zurich Release Enhancements:** * Combining assessments into a single view for improved efficiency and context preservation. * Real-time collaboration with multiple contributors, including presence indicators. * Normalization of assessment scores to a common scale for fair comparison. * New barcode and QR code question types for rapid data capture from physical documents. * Improved migration utilities supporting checkbox question types and conditional visibility. * **Australia Release Enhancements:** * **ServiceNow Otto AI Response Assist:** AI-powered drafting of assessment answers using prior assessments and attached documents with source traceability, available in suggestion or auto-apply modes. * **Embedded Assessments:** Ability to run assessments inside parent workflows, record pages, playbooks, and workspaces without leaving the context, inheriting parent record access controls. * **Template Versioning:** Safely update published templates with version history and auditability, enabling ongoing corrections and content refreshes without disrupting active assessments. * **Enhanced Collaboration:** Question-level flags, comments, and a dedicated Work Notes tab facilitate inline clarifications and reviewer communications. * **Improved Responder Experience:** Continuous scrolling in sections, hiding irrelevant conditional questions, multi-filtering of question lists, and visibility of scope item fields in task lists. * **Granular Delegation:** Primary owners can assign specific assessment sections to subject matter experts for focused input while maintaining overall submission control. * **Quick Edit for Published Templates:** Inline edits for titles, descriptions, and reader roles with audit tracking. ## Changes * The Template category field was replaced by the Purpose field to simplify template categorization. * ServiceNow AI Platform shifted default large language model (LLM) provider from Now LLM Service to a third-party LLM for new or inactive AI assets, while retaining manual option for the Now LLM Service. * Introduction of three AI licensing tiers (Foundation, Advanced, Prime) controlling access to AI features and capabilities. * Category Roles field replaces Category Role for multiselect access control to template categories. * Conditional questions that do not meet visibility criteria are fully hidden to reduce clutter and fatigue. * ServiceNow Otto® renamed from Now Assist, reflecting evolution of the conversational AI platform integrated into workflows. ## Removals and Deprecations No features or functionalities were removed or deprecated between Yokohama and Australia releases. ## Activation and Requirements * Smart Assessment Engine is available for installation via the ServiceNow Store; customers should request the app through the store and consult the store's version history for cumulative release notes. * Customers should verify entitlements for features like post-assessment automation, response automation, and collaboration capabilities based on their licensing and release version. * No new browser requirements were introduced across these releases. ## Accessibility and Localization * Accessibility improvements were made in Yokohama to support WCAG 2.1 Level AA conformance through a configurable workspace. * No new localization updates were noted beyond Yokohama. ## Practical Benefits for ServiceNow Customers * Streamlined assessment creation and editing through template copying, inline edits, and versioning reduces administrative overhead and supports regulatory compliance. * Enhanced automation and AI-powered assistance accelerate assessment completion and improve data accuracy. * Embedded assessments and improved collaboration features enable seamless workflows and real-time teamwork within familiar ServiceNow interfaces. * Advanced filtering, continuous scrolling, and hidden conditional Consolidated page of all release notes for Smart Assessment Engine from Yokohama to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Smart Assessment Engine release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Smart Assessment Engine to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-smartassessmentengine-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__10} | Release | Release notes | |-|-| | Yokohama | [Copy an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-duplicate&family=yokohama&ft:locale=en-US) : Create a copy of an existing smart assessment template, including all questions, sections, and existing configurations. This feature enables you to duplicate a fully configured assessment, so you don't need to recreate the content. You can then customize the copied template to fit new requirements or scenarios. [Filter unanswered questions](https://www.servicenow.com/docs/access?context=sae-respond-to-asmnt&family=yokohama&ft:locale=en-US) : Filter questions in the assessments to display only unanswered questions, helping you focus on the remaining questions. [Use template designer](https://www.servicenow.com/docs/access?context=sae-template-designer&family=yokohama&ft:locale=en-US) : Search for text within assessment sections, subsections, or questions, enabling you to locate specific information or keywords. This feature enhances navigation and enables you to find relevant content without manually scrolling through the entire assessment. [Auto-copy responses to all templates](https://www.servicenow.com/docs/access?context=combine-assessments&family=yokohama&ft:locale=en-US) : Replicate your responses across all applicable assessments while combining assessments by enabling the auto-copy feature. It saves time and effort by copying your answers consistently without the need for manual repetition. [Automate responses](https://www.servicenow.com/docs/access?context=automate-response&family=yokohama&ft:locale=en-US) : Set up automatic responses for questions to enable assessors to complete assessments efficiently. You can either create default responses for all question types or define a script to fetch and map the values or data to responses. [Assessment scoring and analysis](https://www.servicenow.com/docs/access?context=scoring-in-assessments&family=yokohama&ft:locale=en-US) : Calculate meaningful scores for assessment responses at the assessment, section, or subsection levels. These scores can then be used for reporting. [Post-assessment automation](https://www.servicenow.com/docs/access?context=impact-automation&family=yokohama&ft:locale=en-US) : Automate actions based on assessment responses. Template designers can predefine actions using a rule engine, such as updating fields, creating follow-up assessments, or generating other records. [Descriptive images in assessment questions](https://www.servicenow.com/docs/access?context=sae-q-text-create&family=yokohama&ft:locale=en-US) : Attach descriptive images in the guidance section of the assessment questions. This means that template managers can include helpful visuals to assist respondents, making the instructions clearer and easier to understand. | | Zurich | [Combining assessments and copying responses](https://www.servicenow.com/docs/access?context=combine-assessments&family=zurich&ft:locale=en-US) : Combine assessments from different templates into a single, streamlined view. Eliminating the need to open each assessment separately, preserving context, and improving efficiency. [Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=zurich&ft:locale=en-US) : Enhance assessments with the new collaboration feature, enabling owners to add multiple contributors to work together in real time. This update enables assessors to collaborate efficiently by adding several contributors to an assessment. Real-time updates reflect each contributor's changes, and presence indicators show who is present on the assessment. [Normalization in assessments](https://www.servicenow.com/docs/access?context=normalization-in-assessment&family=zurich&ft:locale=en-US) : Adjust assessment scores to a common scale to promote fair comparison and prioritization. This normalization process helps standardize these measurements, enabling different metrics or scores to be evaluated on the same scale. [Creating code questions](https://www.servicenow.com/docs/access?context=sae-q-code-create&family=zurich&ft:locale=en-US) : Capture data quickly and accurately from physical documents using a new barcode and QR code question type for assessments. By scanning barcodes or entering QR codes, the system can instantly retrieve and input relevant information. [Creating an assessment template from legacy metric types](https://www.servicenow.com/docs/access?context=sae-asmnt-template-migrating&family=zurich&ft:locale=en-US) : Migrate question dependencies with an improved migration utility, which now supports the check box question type and conditional visibility criteria defined on templates. | | Australia | [ServiceNow Otto for SAE](https://www.servicenow.com/docs/access?context=servicenow-otto-for-smart-assessment-engine&family=australia&ft:locale=en-US) : Starting with version 22.3.5, responders can use AI Response Assist to draft answers to assessment questions and auto-apply the top suggestion --- drawing from multiple sources with citations instead of starting from scratch. * **Previous assessments:** Reuse answers from past SAE and classic assessments, eliminating re-entry across annual refreshes, new regulations, and recurring questionnaires. * **Documents:** Generate answers from documents attached to the assessment or pulled from a document management system (DMS). Responders can upload or select PDF, Word, and image files (up to 5 documents, 200 pages each). Responders can also preview documents and trace each answer to a source snippet. Responders choose suggestion only mode (review each suggestion with Apply or Discard) or Auto-apply mode (the top suggestion is applied to each question automatically). Either way, responders can edit any answer before submission. [Embedded assessments](https://www.servicenow.com/docs/access?context=embedded-assessments&family=australia&ft:locale=en-US) : Starting with version 22.3.X, bring assessments directly into the parent workflow. Embedded assessments run inside host record pages, playbooks, and workflow, letting respondents complete their work without leaving the parent context. Configuration is per template category and doesn't require code change. Embedded assessments inherit read access from the parent record---only users with read access to the parent record can read the embedded assessment. [Template versioning](https://www.servicenow.com/docs/access?context=template-versioning&family=australia&ft:locale=en-US) : Starting with version 22.3.X, update published assessment templates without copying and deprecating the original. When a template manager publishes a new version, the prior version is automatically retired and future assessments use the new version. Template versioning preserves auditability for in-flight assessments while letting template managers publish new versions to reflect corrections, regulatory changes, or annual content refreshes. * A version-info bar on every published template shows the current version and exposes a create new version action that returns the template to Draft. * A full version history view captures who created each version, when, and which prior version it was branched from. * A new Delete template version action is available from the version actions menu. [SAE Enhancements](https://www.servicenow.com/docs/access?context=sae-template-designer&family=australia&ft:locale=en-US) : These SAE enhancements are available in version 22.3.X and later: * Flag individual questions that need attention with a single click. Flags move through three states---Flagged, Resolved, and Unflagged---and every transition is captured in the assessment activity log. * Add comments at the question level so responders, reviewers, and collaborators can resolve clarifications inline instead of relying on email or external tools. A new Work Notes tab next to the Comments tab provides a separate, role-gated conversation for reviewers or administrators. * Hide conditional questions that don't meet their visibility criteria so responders see only the questions relevant to them, eliminating Skipped clutter and reducing assessment fatigue. * Scroll continuously through questions within a section or sub-section instead of paginating, giving responders an uninterrupted answer flow. * Apply multiple filters at once on the question list (for example, Unanswered + Flagged + With comments) to focus on exactly the questions that need attention. * View scope item fields directly in the assessment task list so reviewers and assignees can see scope context without opening each assessment. * Programmatically create a combined assessment from multiple assessment IDs using any custom logic, removing the need for manual combine actions. For example, combine all control attestations belonging to an entity group into a single assessment. [Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=australia&ft:locale=en-US) : Starting with version 22.3.X, use granular delegation as a primary owner to assign individual assessment sections to SMEs. Respondents can view the entire assessment for context but can edit only their assigned sections. Monitor overall assessment progress and maintain final review and submission capabilities. [Quick edit for published templates](https://www.servicenow.com/docs/access?context=quick-edit-for-published-templates&family=australia&ft:locale=en-US) : Starting with version 22.3.X, edit published templates inline as a template manager, including edits to the titles, descriptions, and reader roles. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Smart Assessment Engine features. {#dfrn3-smartassessmentengine-summary__entry__18} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Template category field](https://www.servicenow.com/docs/access?context=create-assessment-template-form&family=zurich&ft:locale=en-US) : The Purpose field has replaced the Template category field. This single select option streamlines the user experience and improves the accuracy of template categorization. | | Australia | [Large language models on the ServiceNow AI Platform](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=australia&ft:locale=en-US) : The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection. [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&family=australia&ft:locale=en-US) : The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&family=australia&ft:locale=en-US) : Enables one or more roles to access a template category with the multiselect Category Roles field. [Filtering questions in an assessment](https://www.servicenow.com/docs/access?context=filtering-questions-in-an-assessment&family=australia&ft:locale=en-US) : Apply multiple assessment filters at once (for example, Unanswered + AI-assisted). The navigation pane dynamically grays out sections with no matching questions so responders see exactly where attention is needed. [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&family=australia&ft:locale=en-US) : Starting with version 22.3.X, the Category Role field in the assessment template category form is replaced with the Category Roles field. [ServiceNow Otto® name announcement](https://www.servicenow.com/docs/access?context=sn-ai-implementation-landing&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Hide conditional questions](https://www.servicenow.com/docs/access?context=sae-q-text-create&family=australia&ft:locale=en-US) : Conditional questions that don't meet their visibility criteria are now fully hidden from the assessment and are no longer displayed as Skipped. Respondents see only the questions relevant to them, reducing assessment fatigue and eliminating "Skipped" clutter. | [ ] ## Removed Between your current release family and Australia, some Smart Assessment Engine features or functionality were removed. {#dfrn3-smartassessmentengine-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Smart Assessment Engine features or functionality were deprecated. {#dfrn3-smartassessmentengine-summary__entry__34} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | Additional requirements : Check your entitlements to determine whether you have access to the post-assessment automations and response automation for the SAE application. | | Zurich | Additional requirements : Check your entitlements to determine whether you have access to the collaboration features in the SAE application. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__58} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Smart Assessment Engine, such as specific requirements or compliance levels. {#dfrn3-smartassessmentengine-summary__entry__66} | Release | Release notes | |-|-| | Yokohama | Accessibility information : Accessibility improvements : Accessibility improvements were done to create a configurable workspace that supports WCAG 2.1 Level AA conformance. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__74} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | * Configure default responses for questions. * Copy an existing SAE template with all questions, sections, instructions, and configurations to save time. * Filter questions in an assessment to display only unanswered questions. * Search for text within assessment sections, subsections, and questions. * Auto-copy responses to all assessments when combining assessments, saving time and effort. * Calculate scores for assessment responses at the assessment, section, or subsection levels. * Set up post-assessment actions based on assessment responses. * Benefit from accessibility improvements to create a configurable workspace that supports Web Content Accessibility Guidelines (WCAG) 2.1 Level AA conformance. * Descriptive images are now supported in the guidance section for questions. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Collaborate on assessments in real time with multiple contributors. * Normalize assessment question scores to a common scale for fair comparison. * Capture data from physical documents quickly and accurately with barcode and QR code scanning. * Migrate question dependencies with an improved migration utility. * Simplify your workflow by combining assessments from different templates in a single and unified view. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=zurich&ft:locale=en-US) for more information. | | Australia | [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)ServiceNow Otto® is the new name for the Now Assist experience in SAE. All Now Assist references have been updated to ServiceNow Otto. [Australia Patch 2](https://www.servicenow.com/docs/access?context=australia-patch-2&family=australia&ft:locale=en-US) * Collaborate inline with question-level flags, question-level comments, and a new Work Notes tab. * Draft assessment responses automatically with AI Response Assist, which suggests answers from prior assessments and attached documents with full source traceability. * Embed assessments inside any parent record, playbook, or workspace with the new embedded assessments capability and configurable UI Builder properties * Update published templates safely with template versioning while preserving auditability of in-flight assessments. * Streamline the responder experience with continuous scrolling inside sections and sub-sections, fully hidden conditional questions, and multi-filter support on the question list. View scope item fields directly in the assessment task list. [Australia Patch 1](https://www.servicenow.com/docs/access?context=australia-patch-1&family=australia&ft:locale=en-US) * Edit published templates quickly with inline edits and built‑in audit tracking. * Enable efficient, role-based collaboration by allowing primary owners to delegate assessment sections to subject matter experts (SMEs). See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=australia&ft:locale=en-US) for more information. | [ ]