---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/field-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Smart Assessment components

# Smart Assessment components {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Smart Assessment components

The Smart Assessment feature in ServiceNow Australia release includes several installed components such as tables, business rules, script includes, and scheduled jobs.
These components work together to enable the creation, management, and automation of Smart Assessment questionnaires and templates, enhancing assessment workflows within the platform.
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## Tables

Smart Assessment introduces a key table:

* **Questionnaire Template \[snfsmsmartasmttemplate\]**: Stores details about Smart Assessment templates and their associated questionnaires.

## Actions and Roles

Specific roles are required to manage and use Smart Assessment features effectively:

* **Create templates:** Requires `templatemanager` or `templateadmin` roles.
* **Administer templates and assessments:** Requires `questionnaireadmin`, which includes both `templatemanager` and `questionnaireuser` roles.
* **Edit templates in assessment workspace:** Requires `templatemanager` and the category role associated with the template.
* **View templates and complete assessments:** Requires `templatereader`, `actor`, and the associated category role; these roles are part of `questionnaireuser`, included in `wmagent`. Adding the category role to `wmagent` suffices for access.
* **View templates and assessments (read-only):** Roles such as `questionnaireviewer`, `assessmentreader`, `assessmentadmin`, `wmadmin`, and `wmdispatcher` are noted but not confirmed.

## Business Rules

Smart Assessment includes business rules that automate assessment instance generation:

* **Trigger smart assessment (Work Order Task \[wmtask\]):** Generates Smart Assessment instances linked to work order tasks.
* **Trigger smart assessment (Work Order \[wmorder\]):** Generates Smart Assessment instances linked to work orders.
* **Trigger smart assessment (Affected Product \[wmm2mproducttoworkorder\]):** Generates Smart Assessment instances for affected products.
* **Verify Duplicate Association Of Template (Questionnaire template \[snfsmsmartasmttemplate\]):** Ensures a Smart Assessment template is linked to only one questionnaire.

## Script Includes

Several script includes provide functionality for UI control, data handling, migration, and utility methods:

* **FSMSmartAsmtUIControlSNC and FSMSmartAsmtUIControl:** Manage UI components and actions based on Smart Assessment configuration.
* **FSMSmartAssessmentUtilSNC and FSMSmartAssessmentUtil:** Handle reference qualifiers and generate assessments when conditions are met.
* **FSMSmartAssessmentDaoSNC and FSMSmartAssessmentDao:** Perform database queries related to Smart Assessment.
* **FSMSmartAssessmentMigrationHelperSNC and FSMSmartAssessmentMigrationHelper:** Support migration of survey-type questionnaires and instances to Smart Assessment.
* **FSMSmartAssessmentsConstants:** Store constants used across Smart Assessment.
* **QuestionnaireUtilSmartAssessmentImpl:** Implements extension points with utility methods for questionnaires and assessments.
* **QuestionnaireUtilAjax:** Alters fields on record pages dynamically based on configuration.

## Scheduled Job

Smart Assessment includes a scheduled job:

* **Migrate survey instances to smart assessments:** Facilitates migration of questionnaire instances to Smart Assessment and re-triggers these instances to ensure continuity.

## Practical Benefits for ServiceNow Customers

By leveraging Smart Assessment components, customers can:

* Create and manage structured assessment templates linked to their operational workflows.
* Automate the generation of assessment instances tied to work orders, tasks, and affected products, improving efficiency and compliance.
* Control access and editing capabilities through well-defined roles, enabling secure collaboration.
* Migrate existing survey data smoothly into the Smart Assessment framework, preserving historical data and streamlining transition.

These capabilities help customers enhance their assessment processes within ServiceNow, ensuring assessments are integrated, automated, and easily managed across their service workflows.  
Several types of components are installed with the Smart Assessment feature, including tables, business rules, script includes and scheduled jobs.

## Tables {#smart-assessment-components__section_yyx_bqh_12c}

Smart Assessment adds the table listed in the following table.
{#smart-assessment-components__table_emm_nqh_12c__entry__2}

| Table | Description |
|-|-|
| Questionnaire Template \[sn_fsm_smart_asmt_template\] | Stores information about Smart Assessment templates and its associated questionnaire. |
[Table 1. Table added with Smart Assessment]

{#smart-assessment-components__table_emm_nqh_12c}

## Actions and roles required {#smart-assessment-components__section_dvy_dvw_t3c}

Smart Assessment adds the actions and the corresponding roles required in the following table.
{#smart-assessment-components__table_evy_dvw_t3c__entry__2}

| Action | Role required |
|-|-|
| Create templates | template_manager or template_admin |
| Administer templates and assessments | Questionnaire admin (questionnaire_admin) This role includes both the template manager (sn_smart_asmt.template_manager) and questionnaire user (questionnaire_user) roles. |
| Edit templates in assessment workspace | Template manager (sn_smart_asmt.template_manager) and category role associated with the template |
| View templates and complete assessments in the workspace or Mobile Agent app | Template reader (sn_smart_asmt.template_reader), actor (sn_smart_asmt.actor), and category role associated with the template The template reader and actor roles are a part of the questionnaire user (questionnaire_user) role, which is included in the wm_agent role. Therefore, to view templates and complete assessments in the workspace, simply add the category role to the existing wm_agent role. |
| View templates and assessments (read-only) | Questionnaire viewer (questionnaire_viewer) |
| Not confirmed | Assessment reader (sn_smart_asmt.assessment_reader) and assessment admin (sn_smart_asmt.assessment_admin) |
| Not confirmed | wm_admin |
| Not confirmed | wm_dispatcher |
[Table 2. Roles added with Smart Assessment]

{#smart-assessment-components__table_evy_dvw_t3c}

## Business Rules {#smart-assessment-components__section_znt_1vh_12c}

Smart Assessment adds the business rules listed in the following table.
{#smart-assessment-components__table_ot4_gvh_12c__entry__3}

| Business Rule | Table | Description |
|-|-|-|
| Trigger smart assessment | Work Order Task \[wm_task\] | Generates Smart Assessment instances for work order tasks. |
| Trigger smart assessment | Work Order \[wm_order\] | Generates Smart Assessment instances for work orders. |
| Trigger smart assessment | Affected Product \[wm_m2m_product_to_work_order\] | Generates Smart Assessment instances for affected products. |
| Verify Duplicate Association Of Template | Questionnaire template \[sn_fsm_smart_asmt_template\] | Ensures that each smart assessment template is associated with only one questionnaire record. A smart assessment template can't be linked to multiple questionnaire records. |
[Table 3. Business rules installed with Smart Assessment]

{#smart-assessment-components__table_ot4_gvh_12c}

## Script Includes {#smart-assessment-components__section_hyy_11k_12c}

Smart Assessment adds the script includes listed in the following table.
{#smart-assessment-components__table_vyk_f1k_12c__entry__2}

| Script Include | Description |
|-|-|
| FSMSmartAsmtUIControlSNC | Has methods to control UI components and actions based on the configuration for Smart Assessment. |
| FSMSmartAsmtUIControl | Contains a customizable wrapper for the script FSMSmartAsmtUIControlSNC. |
| FSMSmartAssessmentUtilSNC | Contains methods for all reference qualifiers and generates assessments from the Smart Assessment template if the conditions are met. |
| FSMSmartAssessmentUtil | Contains a customizable wrapper for the script FSMSmartAssessmentUtilSNC. |
| FSMSmartAssessmentDaoSNC | Contains all the database queries related to Smart Assessment. |
| FSMSmartAssessmentDao | Contains a customizable wrapper for the script FSMSmartAssessmentDaoSNC. |
| FSMSmartAssessmentMigrationHelperSNC | Contains methods related to survey type questionnaire and its instances migration to Smart Assessment. |
| FSMSmartAssessmentMigrationHelper | Wrapper |
| FSMSmartAssessmentsConstants | Holds the constants for Smart Assessment. |
| QuestionnaireUtilSmartAssessmentImpl | Implements the extension point QuestionnaireUtilExtPoint and contains utility methods for questionnaires and assessments. |
| QuestionnaireUtilAjax | Contains methods to alter fields on the record page based on the configuration. |
[Table 4. Script includes installed with Smart Assessment]

{#smart-assessment-components__table_vyk_f1k_12c}

## Scheduled Job {#smart-assessment-components__section_hlt_xdr_12c}

Smart Assessment adds the scheduled job listed in the following table.
{#smart-assessment-components__table_wlj_c2r_12c__entry__2}

| Scheduled Job | Description |
|-|-|
| Migrate survey instances to smart assessments | Migrates questionnaire instances to Smart Assessment and re-triggers the migrated instances. |
[Table 5. Scheduled job installed with Smart Assessment]

{#smart-assessment-components__table_wlj_c2r_12c}
**Related concepts**   

* [Smart Assessment questionnaires](https://www.servicenow.com/docs/BfZeqoz~sfU9JBLq7Cet_Q "Smart Assessment questionnaires enable Field Service technicians to capture accurate and task-critical information in a structured way during work execution. As part of completing work order tasks, Field Service technicians can be mandated to fill up questionnaires that record important details of the task.")
* [Configuring Smart Assessment questionnaires for Now Mobile Agent](https://www.servicenow.com/docs/VIeVmXU8qZN6ithjRbuklg "Smart Assessment enables users with the administrator role to create smart assessment templates and associate them with work order tasks.")