Results of migrating a template to a TPRM SAE template

  • Release version: Australia
  • Updated March 12, 2026
  • 4 minutes to read
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    Summary of Results of migrating a template to a TPRM SAE template

    This document explains how ServiceNow customers can manage and review the migration of assessment templates from Classic formats to the Third-Party Risk Management (TPRM) Smart Assessment Engine (SAE) templates. It covers how to track migration progress, view results, and understand the impact on assessment workflows.

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    Tracking and Viewing Migration Results

    • Migration progress can be monitored under All > Third-party Risk Management > Assessment Setup > Classic Template Migration.
    • Each migration is assigned a unique identifier starting with ATSMIG for easy search and tracking.
    • The migration record shows source and target template types, purpose classifications, and migration status such as In progress, Completed, Partially completed, or Errored.
    • Purpose classifications correspond to specific TPRM questionnaire categories, which help organize templates by their intended use.
    • Viewing TPRM SAE questionnaire templates requires the TPR assessment reviewer role.

    Migration Workflow and Post-Migration Actions

    • Templates can be migrated individually or in bulk, initially resulting in templates being in a Draft state.
    • Each migrated template must be reviewed and published to activate its features.
    • Upon publishing, TPRM SAE templates automatically link to relevant assessment templates and issue generation rules.
    • Issue generation rules require at least one question with the Enable preferred response option enabled to function correctly.
    • Assessment templates should be marked as Supports smart assessment after migration and publishing to enable tier-based, provider-based, and event-driven management rules.
    • Adding new SAE questionnaire templates to existing assessments updates their status to support smart assessments.

    Template and Assessment Behavior After Migration

    • Before enabling the Smart Assessment Engine (SAE) property, classic questionnaire templates and assessments remain in use.
    • After enabling the SAE property, new or migrated SAE questionnaire templates and assessments marked as supporting smart assessments become the default.
    • Management rules operate only on assessments marked as supporting smart assessments.

    Scoring Migration

    • A business rule automates migration of scoring configurations from Classic to SAE templates to maintain consistent scoring.
    • New templates require manual setup of scoring options and weights.

    Migration Limitations and Requirements

    • Unsupported question types include percentage, ranking, image scale, and custom metrics; these must be converted or recreated post-migration.
    • Sections containing only unsupported questions become empty in SAE templates and must be updated or deleted before publishing.
    • Duration data for SAE questionnaire templates is not included in update sets and requires manual export/import.
    • Assessment templates not updated to support SAE will cause related management rules to malfunction.
    • Scoring migration only proceeds if the template migration has no errors.
    • Responses from previous assessments are not migrated to the new format.
    • The Excel export feature available in Classic assessments is not supported for SAE assessments in the Third-party portal.

    Practical Considerations for ServiceNow Customers

    • Carefully review each migrated questionnaire template to ensure completeness and accuracy before publishing.
    • Assign appropriate roles to users who need to access TPRM SAE questionnaires.
    • Plan to manually handle unsupported question types and duration data during migration.
    • Confirm that assessment templates and issue generation rules are marked as supporting smart assessments to enable full functionality.
    • After migration, expect improved integration with tier, provider, and event-driven management rules when using SAE-enabled templates.

    You can view the templates that were migrated to Smart Assessment format.

    Tracking template migration

    After you have started the migration process, you can view the progress and confirm if it was completed successfully. For more information on the migration process, see Migrate a template to an SAE template and Creating an assessment template from legacy assessment metric types.

    Viewing the migration results

    To view your migration results, navigate to All > Third-party Risk Management > Assessment Setup > Classic Template Migration. In the Assessment template migrations list, select the migration number. Each migration record for a metric type is assigned a unique number that starts with the text ATMIG. The form displays the values that were used to generate the template. The related lists display the status and content of the migrated data.

    The following table describes the fields in the Assessment template migration list.

    Table 1. Assessment template migration list
    Field Description
    Number Unique number that starts with the text ATSMIG in the migration record for the questionnaire. You can use the number to search for the record.
    Source metric type Classic template that migrated.
    Target assessment template Smart Assessment template that is migrated from the source template.
    Purpose
    Purpose for the migrated template.
    Note:
    Known as Template classifications in the Classic assessment engine, TPRM has a Purpose for each classic template classification.
    TPRM purpose options include:
    • TPRM external 3rd-party element questionnaire
    • TPRM external 4th-party questionnaire
    • TPRM external document request
    • TPRM external questionnaire
    • TPRM internal IRQ
    • TPRM internal tiering questionnaire
    To view a TPRM SAE questionnaire template you must have the TPR assessment reviewer role [sn_vdr_risk_asmt.vendor_assessment_reviewer].

    For more information on creating assessment template purposes, see Create an assessment template category.

    Note:
    You can create an assessment only from a published assessment template.
    Migration status Value that updates as the template migration process proceeds.
    • In progress: Status for after you start the migration process, the process is in progress until it finishes.
    • Completed: The migration is completed successfully.
    • Partially completed: Only some elements were successfully migrated.
    • Errored: An error occurred during the migration.
    Error details

    Description of an error that occurred during the unsuccessful migration.
    Created Date and time the migration job was created.

    Template migration results

    The following diagram shows the questionnaire to TPRM SAE template migration workflow.

    Figure 1. SAE migration workflow
    Questionnaire to SAE template migration workflow. For a text description, see the text that preceded and follows this diagram.
    1. Migrate templates either one by one or in bulk. After migration, all templates are in the Draft state.
    2. Review each migrated questionnaire template individually to confirm that they’re accurate and complete.
    3. Publish TPRM SAE questionnaire templates. After publishing, the following actions occur automatically:
      • TPRM SAE templates are associated with all related Assessment templates.
      • TPRM SAE templates are associated with all related Issue generation rules.
      Note:
      For Issue-generation rules to work as expected when applied to an TPRM SAE assessment template, at least one question must have the option, Enable preferred response, set to true.
    4. After all questionnaire templates related to an assessment template have been migrated and published, they should be marked as Supports smart assessment and ready for use.
    5. Review each assessment template to confirm it’s marked as Supports smart assessment. If an assessment template isn’t marked as Supports smart assessment, manually adding a new TPRM SAE questionnaire template to it updates its status.
    6. After a questionnaire template has been migrated and published, its related issue generation rule is automatically marked as Supports smart assessment and is ready for use.

    For more information, see Migrate a template to an SAE template, Create a TPRM SAE questionnaire or document request template, Create an external assessment template, and Create an issue generation rule.

    The following diagram shows the relationship between assessment templates and questionnaires after upgrading.

    Figure 2. Assessment templates post-upgrade
    Assessment template impact after upgrading. For a text description, see the text that preceded and follows this diagram.
    • Before setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default.
      • Existing questionnaire templates
      • Existing assessments
    • After setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default.
      • SAE questionnaire templates (New or migrated).
      • Assessments marked as Supports smart assessment.
      • Tier-based, Provider-based, and Event-driven management rules only work with assessments marked as Supports smart assessment.
    Note:
    Templates and questions must be reviewed to confirm they’re marked as Supports smart assessment. After the assessment templates and questions are marked as Supports smart assessment, issue-generation rules can be applied.

    Template migration scoring results

    The Migrate scores from classic template business rule automates the migration of scores from the Classic template to the TPRM SAE template, helping ensure consistent scoring configuration. If a new template is created, you must manually enable scoring, define the correct options, and set their scores. For more information, see Scoring assessments, Configure scoring for an assessment, and Normalization in assessment.

    Migration limitations

    The assessment migration process has the following limitations and requirements.

    • The following question types aren’t supported: percentage, ranking, image scale, and custom metric. You must either convert these question types to supported formats before migration or create new questions in the template designer after migration.
    • If a section in the classic template contains only unsupported questions, an empty section is created in the TPRM SAE template. TPRM SAE templates with empty sections can’t be published; therefore, you must either add replacement questions to these sections or delete the empty sections before publishing.
    • When transferring TPRM SAE questionnaire templates between instances, the update set won’t include the duration information. Users must export the duration information manually from the sn_smart_asmt_duration table and import it into the target instances.
    • If an assessment template isn’t updated to support SAE assessments, the related tier-based, provider-based, and event-driven management rules won’t run as expected.
    • The TPRM scoring migration proceeds only if there were no errors during the template migration. If there were errors, the TPRM scoring migration doesn’t occur.
    • Responses from previous assessments aren’t migrated.
    • In the Third‑party portal, the Excel export option available for Classic assessments is not supported for SAE assessments.