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ft:publication_title :

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---

# Combined Smart Assessment Engine release notes for upgrades from Yokohama to Brazil

# Combined Smart Assessment Engine release notes for upgrades from Yokohama to Brazil {#ariaid-title1}

Release version: Brazil  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 13 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 Brazil

This consolidated release notes document provides ServiceNow customers with a comprehensive view of the new features, changes, activation details, and enhancements introduced in the Smart Assessment Engine (SAE) from the Yokohama release through to Brazil.
It is designed to assist customers in preparing for upgrades by summarizing what to expect across multiple release families, highlighting important pre- and post-upgrade tasks, and clarifying feature availability and improvements.
Show full answer Show less  

## New Features

* **Yokohama Release:**
  * Ability to copy entire assessment templates including sections and questions to save time and customize for new scenarios.
  * Filter unanswered questions to focus assessment completion efforts.
  * Search functionality within assessment content to quickly locate specific text.
  * Auto-copy responses across multiple assessments to streamline combined assessment workflows.
  * Automated response setup for questions using default values or scripted data mapping to increase efficiency.
  * Scoring and analysis at various levels (assessment, section, subsection) for meaningful reporting.
  * Post-assessment automation with rule-based actions like field updates and follow-up creation.
  * Support for descriptive images in question guidance to enhance clarity for respondents.
* **Zurich Release:**
  * Combine multiple assessments into a single view, improving workflow efficiency and context retention.
  * Real-time collaboration with multiple contributors and presence indicators for better teamwork.
  * Normalization of assessment scores to a common scale for fair comparisons.
  * Barcode and QR code question types to capture data quickly from physical documents.
  * Improved migration utility supporting checkbox question types and conditional visibility for legacy templates.
* **Australia Release:**
  * Introduction of **ServiceNow Otto**---an enhanced AI response assistant that drafts assessment answers using prior assessments, documents, and AI with full traceability.
  * Embedded assessments run natively inside parent workflows, records, and playbooks without code changes, inheriting parent record access controls.
  * Template versioning allows safe updating of published templates while preserving auditability for ongoing assessments.
  * Enhancements such as question-level flags, comments, work notes, conditional question hiding, continuous scrolling, multi-filtering, and combined assessment creation via API.
  * Granular delegation to assign specific assessment sections to subject matter experts while maintaining overall assessment oversight.
  * Quick inline editing of published templates to expedite minor updates with audit tracking.
* **Brazil Release:**
  * No updates beyond prior releases; existing features remain current.

## Changes

* **Zurich:** The Template category field was replaced by a new Purpose field to simplify and improve template classification.
* **Australia:**
  * The default large language model provider changed from the Now LLM Service to a third-party LLM for new or inactive AI assets, with existing setups unchanged.
  * Introduction of three AI licensing tiers (Foundation, Advanced, Prime) impacting feature access.
  * Category Role field updated to support multi-role selections.
  * ServiceNow Otto® rebranded as the conversational AI platform integrated into ServiceNow workflows.
  * Conditional questions not meeting visibility criteria are now fully hidden, reducing assessment fatigue.
* **Yokohama and Brazil:** No changes noted.

## Removed and Deprecated Features

No Smart Assessment Engine features or functionalities were removed or deprecated between Yokohama and Brazil releases.

## Activation Information

To activate Smart Assessment Engine in any release family, customers must request installation from the ServiceNow Store. This consistent activation method is highlighted for Yokohama, Zurich, Australia, and Brazil releases. Customers can reference the ServiceNow Store version history for cumulative release notes.

## Additional Requirements and Accessibility

* **Yokohama:** Verify entitlements for access to post-assessment automations and response automation features.
* **Zurich:** Check entitlements for collaboration features access.
* **Accessibility improvements** in Yokohama introduced a configurable workspace supporting WCAG 2.1 Level AA compliance to enhance usability.
* No additional requirements or accessibility updates were noted in later releases.

## Practical Benefits for ServiceNow Customers

* Significantly improved assessment template management, reducing effort through copying, versioning, and quick edits.
* Enhanced collaboration capabilities enable teams to work simultaneously with clear communication and role-based delegation.
* Advanced automation and AI assistance streamline assessment completion and accuracy, leveraging prior data and document content.  
Consolidated page of all release notes for Smart Assessment Engine from Yokohama to Brazil.

## 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 Brazil.  
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 Brazil

Before you upgrade to Brazil, 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. |
| Brazil | No updates for this release. |
[ ]

## New features

Between your current release family and Brazil, new features were introduced for Smart Assessment Engine.  
{#dfrn3-smartassessmentengine-summary__entry__12}

| 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. |
| Brazil | No updates for this release. |
[ ]

## Changes

Between your current release family and Brazil, some changes were made to existing Smart Assessment Engine features.  
{#dfrn3-smartassessmentengine-summary__entry__22}

| 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. |
| Brazil | No updates for this release. |
[ ]

## Removed

Between your current release family and Brazil, some Smart Assessment Engine features or functionality were removed.  
{#dfrn3-smartassessmentengine-summary__entry__32}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Deprecations

Between your current release family and Brazil, some Smart Assessment Engine features or functionality were deprecated.  
{#dfrn3-smartassessmentengine-summary__entry__42}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Activation information

Review information on how to activate Smart Assessment Engine.  
{#dfrn3-smartassessmentengine-summary__entry__52}

| 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. |
| Brazil | 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=brazil&ft:locale=en-US). Note: Smart Assessment Engine is available in the ServiceNow Store. For details, see the following activation information. |
[ ]

## Additional requirements

If any additional requirements were introduced or changed for Smart Assessment Engine we have noted them here.  
{#dfrn3-smartassessmentengine-summary__entry__62}

| 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. |
| Brazil | 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__72}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | 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__82}

| 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. |
| Brazil | 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__92}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | 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__102}

| 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. |
| Brazil | * Create customizable assessment templates with structured instructions and questions to gather information from assessors. * Reuse questions across multiple assessment templates with a centralized question bank. * Collaborate on assessments with question-level comments, work notes, flags, and change history, and delegate assessments to another user when needed. * Score and report on assessment results to gain actionable insights. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=brazil&ft:locale=en-US) for more information. |
[ ]