--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Smart Assessment Engine release notes for upgrades from Zurich to Australia # Combined Smart Assessment Engine release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 9 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 Zurich to Australia This consolidated release notes document covers the upgrade path for ServiceNow Smart Assessment Engine (SAE) from the Zurich release family to the Australia release family. It summarizes new features, changes, removals, deprecations, activation instructions, and other relevant upgrade information. The goal is to help ServiceNow customers prepare for and understand enhancements and modifications introduced between these releases, enabling more efficient and collaborative assessment workflows. Show full answer Show less ## Key Features * **Combining Assessments:** Combine assessments from different templates into a single view to simplify navigation and improve efficiency. * **Collaboration Enhancements:** Add multiple contributors to assessments for real-time collaboration with presence indicators, question-level flags, comments, and a dedicated Work Notes tab for reviewers. * **Normalization of Scores:** Standardize assessment scores to a common scale for fair comparison and prioritization. * **Barcode and QR Code Questions:** Capture data quickly by scanning barcodes or entering QR codes directly within assessments. * **Improved Migration Utility:** Support for migrating check box question types and conditional visibility criteria from legacy metric types. * **ServiceNow Otto AI Integration:** AI Response Assist drafts assessment answers automatically using multiple data sources, including past assessments and attached documents, offering suggestion-only or auto-apply modes with editable responses. * **Embedded Assessments:** Embed assessments directly within parent records, playbooks, and workflows, allowing respondents to complete assessments without leaving the current context, with inherited read access controls. * **Template Versioning:** Publish new versions of assessment templates without copying or deprecating originals. Maintains auditability for ongoing assessments and records version history and actions. * **Enhanced User Experience:** Continuous scrolling within sections, fully hidden conditional questions to reduce clutter, multi-filter support on question lists, and quick inline edits on published templates. * **Granular Delegation:** Assign individual assessment sections to subject matter experts while maintaining overall assessment oversight. * **Programmatic Combination:** Automate creation of combined assessments through custom logic without manual intervention. ## Changes * **Template Categorization:** The "Purpose" field replaces the former "Template category" field to streamline user experience and improve categorization accuracy. * **AI Model Provider Update:** The Now LLM Service is no longer the default for new or inactive AI assets; a third-party large language model (LLM) is now selected by default, with the original service still available manually. * **ServiceNow AI Platform Licensing Tiers:** Introduction of three tiers---Foundation, Advanced, and Prime---offering varying AI capabilities based on licensing. * **Template Category Role Field:** Upgraded to allow multiple roles to access a template category, enhancing role-based access control. * **Assessment Filtering:** Ability to apply multiple filters simultaneously to focus on specific questions needing attention, with dynamic navigation adjustments. * **ServiceNow Otto Naming:** The AI conversational platform formerly known as Now Assist is now branded as ServiceNow Otto. * **Conditional Questions Visibility:** Conditional questions that do not meet visibility criteria are completely hidden to reduce assessment fatigue and clutter. ## Activation and Requirements * Smart Assessment Engine is available for installation via the ServiceNow Store. Customers should request the application through the Store to activate it. * Check entitlements to verify access to collaboration features prior to upgrade. * No changes to browser requirements or accessibility compliance were introduced between Zurich and Australia. ## Removed and Deprecated Features No features or functionalities were removed or deprecated between the Zurich and Australia releases. ## Practical Impact for ServiceNow Customers Upgrading to the Australia release family enhances assessment workflows by enabling streamlined collaboration, AI-assisted responses, flexible template management, and embedded assessment capabilities. These improvements reduce manual effort, promote accuracy, maintain auditability, and improve user experience. Customers should plan pre- and post-upgrade tasks, validate role-based access, and familiarize themselves with the new AI licensing tiers and ServiceNow Otto branding to fully leverage these enhancements. Consolidated page of all release notes for Smart Assessment Engine from Zurich 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 Zurich 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]