--- sourceDocument: Brazil Governance, Risk, and Compliance sourceDocumentLink: https://www.servicenow.com/docs/r/governance-risk-compliance Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Configure # Configuring Smart Assessment Engine {#ariaid-title1} Release version: Brazil Updated September 10, 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 Configuring Smart Assessment Engine ServiceNow's Smart Assessment Engine (SAE) can be activated or upgraded by downloading it from the ServiceNow Store. Configuration involves activating required and optional plugins through the initial setup checklist to tailor the application to your organization's needs. Show full answer Show less ## Key Features * **Required Plugins:** Provide core SAE functionality including domain separation, assessment templates, instances, questions, and integration capabilities. Key plugins include: * **Smart Assessment Dependencies:** Enables domain separation and post-assessment actions; must be activated first. * **Smart Assessment Core:** Foundation for SAE including templates and the Assessment Workspace. * **Smart Assessment Designer:** Drag-and-drop template builder with nine question types; essential for designing and modifying templates. * **Smart Assessment Connected:** Facilitates integration and workflow-triggered assessment generation. * **Optional Plugins:** Extend SAE capabilities, including: * Migration tools to convert legacy assessment metrics. * Post-assessment automated actions triggered by assessment results. * Response automation to trigger tasks based on selected answers. * Scoring configurations for metrics and aggregation at multiple levels. * Collaboration features allowing multi-user contributions with persona-based section assignments. ## Configuration Steps and Considerations * Activate required plugins first, then optional plugins as needed based on your use case. * Assign SAE roles (e.g., `snsmartasmt.assessmentadmin`) to users or groups to control access and permissions. * Configure language settings to override the default American English if necessary. * Refer to related upstream application documentation for enabling SAE features in specific contexts, such as Policy and Compliance Management. ## Key Outcomes By properly configuring SAE, ServiceNow customers can leverage a robust assessment system that supports template design, automation, scoring, and collaboration. This enables streamlined and scalable assessment processes integrated with broader ServiceNow workflows and applications. You can activate or upgrade the Smart Assessment Engine application by downloading it from the ServiceNow Store and then configuring the settings in the initial setup checklist to meet your needs. ## Configuration overview {#smart-assessment-engine-cf-config__section_rnj_vln_syb} Install or upgrade ServiceNow® Smart Assessment Engine (SAE) by activating the required plugins. The plugins are organized into two types: required application plugins that provide core functionality, and optional feature plugins that enable additional capabilities. ## Plugins for SAE {#smart-assessment-engine-cf-config__section_fyw_bmw_t3c} Activate the following plugins to set up the core SAE application. Role required is sn_smart_asmt.assessment_admin.{#smart-assessment-engine-cf-config__table_vqd_lmw_t3c__entry__4} | Plugin | Plugin ID | Type | What this plugin does | |-|-|-|-| | Smart Assessment Dependencies | com.snc.smart_asmt_dep | Required | Enables domain separation and post-assessment actions. Activate this plugin before activating the other required plugins. | | Smart Assessment Core | com.sn_smart_asmt | Required | Provides the foundation for SAE, including assessment templates, assessment instances, questions, sections, and the Assessment Workspace. | | Smart Assessment Designer | com.sn_smart_asmt_desg | Required | Provides the drag-and-drop template designer for building and editing assessment templates with sections, subsections, and nine question types. Without this plugin, you cannot design or modify assessment templates. | | Smart Assessment Connected | com.sn_smart_asmt_conn | Required | Enables integration between SAE and other applications. Provides the Trigger Smart Assessment flow action to generate assessment instances from published templates through Workflow Studio or scripting. | | Smart Assessment Migration Tools | com.sn_smart_asmt_mig | Optional | Migrates existing metric types to the new assessment template format. Activate this plugin only if you have existing assessment designs that need migration. For more information, see [Creating an assessment template from legacy assessment metric types](https://www.servicenow.com/docs/dIw0TX6XS~ZUnM5sKxADYQ "You can use the assessment designs that you have already created by migrating the metric types to the Smart Assessment Engine assessment templates. You can leverage the existing assessment designs to support SAE assessment automation, analysis, and reporting."). | | Smart Assessment Post-Assessment Actions | com.sn_impact_fwk and com.sn_smart_imp_auto | Optional | Enables automated actions that run after an assessment is submitted. You can link subflows to a template category so that specific workflows trigger automatically based on assessment results. | | Advanced Response Automation for Smart Assessment | com.sn_smart_resp_auto | Optional | Enables inline response automation that triggers when a responder selects a specific answer to a question. For example, you can configure a question to automatically create a task or record based on the selected response. | | Basic Scoring for Smart Assessment | com.sn_smart_scoring | Optional | Enables scoring configuration for assessment templates, including metrics, aggregation strategies, and normalization functions. Scores are computed at the question, section, subsection, and assessment levels after an assessment is completed. | | Smart Assessment Collaboration | com.sn_smart_collab | Optional | Enables multi-contributor assessments with persona-based section assignment. Multiple users can contribute to a single assessment, with each contributor assigned to specific sections based on their persona. | [Table 1. SAE plugins] {#smart-assessment-engine-cf-config__table_vqd_lmw_t3c} To see the instructions for downloading a GRC application from the ServiceNow® Store, see [Download a GRC application from the ServiceNow Store for the first time](https://www.servicenow.com/docs/AkaZs528uf9XD_Alo4YViQ "Downloading an application from the ServiceNow Store for the first time involves several easy steps. Some steps are performed on the ServiceNow Store and some in your ServiceNow AI Platform instance."). Note: After installing the required plugins, you can do the following: * Assign SAE roles to users and user groups. Roles determine the permissions and access in the Smart Assessment Engine application. For more information, see [Roles installed in Smart Assessment Engine](https://www.servicenow.com/docs/HCS7nR896lZMU3_OzJHQbg "Roles determine the permissions and access in the Smart Assessment Engine application."). * Activate a language. The ServiceNow AI Platform uses American English by default. You can configure SAE to use a different language. For more information, see [Activate a language](https://www.servicenow.com/docs/access?context=t_ActivateALanguage&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US). * Refer to the upstream application documentation for further steps. For example, after installing the plugins from the setup checklist, you can refer to the Policy and Compliance Management documentation to enable smart assessments in Policy and Compliance Management. {#smart-assessment-engine-cf-config__ul_ns5_wmw_t3c}