Smart Assessment components

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Smart Assessment components

    The Smart Assessment feature in ServiceNow Australia release introduces several components including tables, business rules, script includes, and scheduled jobs. These components work together to enable the creation, management, and automation of Smart Assessment templates and questionnaires, primarily for use in field service management and related workflows.

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    Key Components

    • Tables: The primary table added is Questionnaire Template [snfsmsmartasmttemplate], which stores Smart Assessment templates and their associated questionnaires.
    • Roles and Actions: Specific roles control access and permissions:
      • templatemanager or templateadmin: Create templates.
      • Template manager and category role: Edit templates in the assessment workspace.
      • Template reader, actor, and category role: View templates and complete assessments in the workspace or Mobile Agent app.

      Notably, the template reader and actor roles are included in the questionnaireuser role, which is part of the wmagent role, enabling streamlined role assignment for workspace access.

    • Business Rules: Automated rules generate Smart Assessment instances when triggered by events on Work Order Tasks, Work Orders, and Affected Products. A rule also ensures each Smart Assessment template links to only one questionnaire record to maintain data integrity.
    • Script Includes: A set of script includes provide core functionality such as UI control, database queries, utility methods for assessments, and migration support from survey-type questionnaires. These scripts include customizable wrappers allowing tailored extension and configuration.
    • Scheduled Job: A scheduled job facilitates the migration of existing survey instances to Smart Assessments and re-triggers them to ensure continuity and consistency of assessment data.

    Practical Benefits for ServiceNow Customers

    • Enables automated generation and management of assessment questionnaires linked to field service operations, improving data collection accuracy and workflow efficiency.
    • Provides granular role-based access control to simplify managing who can create, edit, or complete assessments within the workspace or mobile environments.
    • Ensures integrity by preventing duplicate questionnaire template associations.
    • Supports migration from legacy survey tools to Smart Assessment, protecting existing data and minimizing disruption.

    Next Steps

    To effectively use Smart Assessment, customers should configure Smart Assessment questionnaires aligned with their operational workflows, especially for Now Mobile Agent use cases. Understanding the roles required and leveraging the built-in automation will optimize assessment processes within ServiceNow.

    Several types of components are installed with the Smart Assessment feature, including tables, business rules, script includes and scheduled jobs.

    Tables

    Smart Assessment adds the table listed in the following table.

    Table 1. Table added with Smart Assessment
    Table Description
    Questionnaire Template

    [sn_fsm_smart_asmt_template]

    		 Stores information about Smart Assessment templates and its associated questionnaire.

    Actions and roles required

    Smart Assessment adds the actions and the corresponding roles required in the following table.

    Table 2. Roles added with Smart Assessment
    Action Role required
    Create templates template_manager or template_admin
    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 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.

    Business Rules

    Smart Assessment adds the business rules listed in the following table.

    Table 3. Business rules installed with Smart Assessment
    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.

    Script Includes

    Smart Assessment adds the script includes listed in the following table.

    Table 4. Script includes installed with Smart Assessment
    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.

    Scheduled Job

    Smart Assessment adds the scheduled job listed in the following table.

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