---
sourceDocument: Brazil Public Sector
sourceDocumentLink: https://www.servicenow.com/docs/r/government-industry

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Configure Smart Assessment templates

# Configure the Smart Assessment Engine for Grants Management {#ariaid-title1}

Release version: Brazil  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a new Smart Assessment template, which would show up in the compliance assessment field in the proposal playbook. The Smart assessment template is used to collect compliance information from applicants during proposal
submission.

## Before you begin

Role required: sn_smart_asmt.assessment_admin, sn_svc_appl_pgm_mg.grant_program_manager, or sn_svc_appl_pgm_mg.grant_program_director

Verify your scope is set to Global.

## About this task

The Smart Assessment Engine (SAE) streamlines and automates assessment processes, and supports various assessment types.

You can create assessment templates for grants compliance, and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. Smart assessments can help you
to evaluate various situations, aspects, or records.

## Procedure

1. Navigate to AllSmart Assessment EngineAdministrationTemplate Categories.
2. Select New to create a template category.
3. On the form, fill in the fields.  
   In the Category role field, enter `sn_smart_asmt.template_manager`. In the Assessment Targets field, select Grants Management Case.
4. Select Add section in the Questions tab, then fill in the details for the section and select Save.
5. Select Add question to add a Single Select Dropdown Question, then.
6. After adding all the questions, select Publish.
7. Select Submit.
8. Navigate to WorkspacesAssessment Workspace
9. Select New Template, and on the form, fill in the fields.  
   In the Assessment targets field, enter Grants Management Case.
10. Navigate to the Questions tab and select Add section.  
11. On the form, fill in the details for the section, then select Save.
12. Select Add question, and add a Single Select Drop-down Question of your choice.  
    Repeat until you have added all of your desired questions.
13. Select Publish.

## Result

The template is now published, and can be selected in the Compliance Assessmentactivity of the Grants Setup Playbook. It is used to collect compliance information from applicants during proposal
submission.
**Previous topic:** [Configure PaCE Restricted Caller Access Privileges (RCA)](https://www.servicenow.com/docs/7S~1Q5c7eGNIwYuC96aBUw "Define cross-scope access to an application, application resource (such as an access control role, a business rule, a UI action, or a script include), or event. You can use a requested RCA to grant store apps access to protected resources in the ServiceNow AI Platform.")  
**Next topic:** [Configure grants program record tabs in Grants Proposal Playbook](https://www.servicenow.com/docs/xxG7diEsFM2tTSUA~xIN7w "You can add or modify the tabs displayed on the Grant Program Record Page.")

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