--- sourceDocument: Australia Employee Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/employee-service-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # Smart Assessment for workplace cases and tasks # Smart Assessment for workplace cases and tasks {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Smart Assessment enables workplace case managers to create structured assessment templates with customizable questions and sections. These assessments trigger automatically based on specific conditions, such as state changes in workplace cases and tasks. Workplace agents complete these assessments as part of their workflow, to standardize data collection and support quality control. You must install the following plugins: * Smart Assessment Core (sn_smart_asmt) * sn-smart-assessment-designer (sn_smart_asmt_desg) * sn-smart-assessment-connected (sn_smart_asmt_conn) * Post Assessment Actions for Smart Assessments (sn_smart_imp_auto) * sn-reusable-impact-framework * snc.smart_asmt_dep {#smart-assessment-for-workplace-case-and-task__ul_x3t_ddc_f3c} * **[Create an assessment template category](https://www.servicenow.com/docs/ef0RhdQqOQpBexSFgfigGw)** Assessment template categories help organize and classify smart assessment templates based on their purpose or use case. Categories make it easier to locate and manage templates within the assessment workspace. * **[Create Smart Assessment template for Workplace Case and Task](https://www.servicenow.com/docs/owh_as0yCyO41UzfpAY1AA)** Create assessment templates to standardize data collection, define quality checks, and automatically attach assessments to workplace cases and tasks. * **[Configure automations in a Smart Assessment template](https://www.servicenow.com/docs/ROKqg5FjQqV~BUqTsEU2FQ)** Set up automations that run predefined actions when an assessment template is published, using conditional or standalone action sets. * **[Configure Smart Assessment Trigger](https://www.servicenow.com/docs/7RhOBVoEL4ccGCnW4dzkKA)** Smart assessment triggers define the conditions when assessment templates are applied to workplace cases or tasks. * **[Create and assign a workplace case with Smart Assessment](https://www.servicenow.com/docs/65vEBiLmxSqZR45rpYXTtg)** Create a workplace case and assign it to a workplace agent for various service requests such as cleaning, maintenance, or inspection tasks. A smart assessment is automatically attached when the case meets the configured trigger conditions. * **[Access and complete a smart assessment](https://www.servicenow.com/docs/T2RuETp7bpJWht0qkmsOCQ)** Answer and submit a smart assessment directly from the workplace case form when the assessment meets its configured trigger conditions. **Related concepts** * [Automating seat assignment for new hires](https://www.servicenow.com/docs/ougEzXBlyr7mRPNVaFnVsA "Use HR Service Delivery and Workplace Service Delivery to automatically assign a seat for the new hires in your organization.") * [Configuring a record producer for request edit](https://www.servicenow.com/docs/WQeXBZZQHNc1Lqn0FA5j9w "Configure a record producer for editable workplace service requests.") * [Configuring a record producer for reservation](https://www.servicenow.com/docs/Uwt5IckMOWOvOmvKuB51Ow "Configure a record producer to integrate it with Workplace Reservation Management.") **Related tasks** * [Install Workplace Case Management](https://www.servicenow.com/docs/mvq5uMItrLBFv6E0UGDWYQ "Install the Workplace Case Management application from ServiceNow Store applications. Visit the ServiceNow Store 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.") * [Create a Workplace case template](https://www.servicenow.com/docs/kxSeRdhkCIPw3qRVkI9s7Q "Create a Workplace case template for use when creating workplace services.") * [Create a Workplace task template](https://www.servicenow.com/docs/irnQXyjaRBog1RLzml5Mkg "A Task template simplifies the process of creating tasks in Workplace Case Management by populating fields automatically.") * [Configure Approval options](https://www.servicenow.com/docs/mUq357p34Ck2WaLHvr~vlw "Add approvers to approve cases created through Workplace services.") * [Configure a Record producer](https://www.servicenow.com/docs/afa4SEOfu7d9F9E_G53Big "Make a Workplace service available to employees as a self-service option. Configure a record producer to display the service as a catalog item in the Workplace Services catalog.") * [Create an SLA Definition](https://www.servicenow.com/docs/E7Nz~kM~fzmfcETGbEjWXQ "Configure SLAs to ensure that cases are resolved according to the expectations of customers. SLAs set up performance parameters, such as specifying minimum uptime or the amount of time that a task needs in order to reach a certain condition.
") * [Create a Workplace service](https://www.servicenow.com/docs/V32qBbYBlZHnhImIjiAM_w "Create a workplace service with predefined steps of fulfillment. Select the fulfillment type required based on the workplace service. Create workplace services like catering, office supply request, parking, or any service to support employees needs.") * [Add a workplace service item to a workplace service](https://www.servicenow.com/docs/yhh73WhQ_4t3ChiYXIJdew "Configure a workplace item that an employee can order along with a workplace service request or as part of the reservation. For example, while making a reservation, an employee can order a workplace service item such as catering, an additional chair, whiteboard, marker, and more.") * [Create a workplace template configuration](https://www.servicenow.com/docs/O1naCmH7vauwd_j6~fVEOw "Define a template that must be applied to fulfill a workplace case. Set conditions based on common employee responses for requests. The template will be applied to those workplace cases that match the conditions specified.") * [Create a workplace field mapping](https://www.servicenow.com/docs/TirUu_ON7UqTPjjuv2iQwQ "Create a field mapping record to copy the field information of a parent case to the child workplace service activities or to workplace item-related tasks. Skip the process of re-entering the same details of a parent case to a child case by using field mapping records.") * [Configure an escalation rule](https://www.servicenow.com/docs/vAZqZ~RQsK9tUsbwmoSg~w "Escalate a workplace case to the relevant assignment group by using an escalation rule.") * [Add Fulfillment instructions](https://www.servicenow.com/docs/oQubNh6VoU6aF9mgVhgOsA "Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases.") * [Group similar workplace cases under a parent case](https://www.servicenow.com/docs/cHR9_XOaV9JEx7uC1oIHNQ "Categorize cases that have similar issues and that require the same resolution under a single parent case. Reduce the time spent on resolving multiple workplace cases.")