Combined Smart Assessment Engine release notes for upgrades from Yokohama to Zurich

zurich Combined Product Files

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zurich Combined Product Files

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Combined Smart Assessment Engine release notes for upgrades from Yokohama to Zurich

Release version: Zurich

Updated August 11, 2026

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Summary of Combined Smart Assessment Engine Release Notes for Upgrades from Yokohama to Zurich

This document consolidates all release notes for the Smart Assessment Engine (SAE) upgrades from the Yokohama to Zurich versions. It is designed to help ServiceNow customers prepare for their upgrade by summarizing new features, changes, and important upgrade tasks. No feature removals or deprecations were reported between these releases. Key activation and entitlement requirements are also highlighted.

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Key Features

Template Management Enhancements (Yokohama): Copy existing assessment templates entirely, including questions and configurations, to accelerate creation of new assessments tailored to different scenarios.
Improved Question Handling: Filter assessments to show only unanswered questions and search text within sections and questions to quickly locate information.
Response Automation: Auto-copy responses across multiple combined assessments and set up automatic responses using scripts or default answers to streamline assessor input.
Scoring and Analysis: Calculate scores at assessment, section, or subsection levels to support meaningful reporting and evaluation.
Post-Assessment Automation: Define rule-based actions triggered by assessment responses, such as field updates or follow-up assessments.
Visual Aids: Attach descriptive images to question guidance to improve clarity and respondent understanding.
Collaboration (Zurich): Real-time multi-contributor editing with presence indicators enhances teamwork during assessments.
Score Normalization (Zurich): Standardize assessment scores on a common scale for fair comparisons and prioritization.
Barcode and QR Code Questions (Zurich): Quickly capture data from physical documents by scanning codes directly into assessment responses.
Migration Improvements (Zurich): Enhanced utilities support migrating check box question types and conditional visibility settings from legacy templates.
Assessment Combining (Zurich): Merge multiple assessments from different templates into a unified view to preserve context and improve efficiency.

Upgrade and Activation Guidance

Review and complete pre- and post-upgrade tasks as recommended before upgrading to Zurich.
Install Smart Assessment Engine via the ServiceNow Store by submitting a request, applicable for both Yokohama and Zurich releases.
Verify entitlements to access advanced features such as post-assessment automations, response automation, and collaboration functionalities.

Additional Information

Accessibility: Improvements conform to WCAG 2.1 Level AA guidelines, creating a more configurable and accessible workspace.
Browser and Localization: No updates or changes were noted for browser requirements or localization considerations between releases.

Practical Benefits for ServiceNow Customers

With these enhancements, customers can expect streamlined assessment creation and management, increased automation to reduce manual effort, improved collaboration capabilities, and more accurate data capture via barcode/QR scanning. Score normalization and combining assessments support better analysis and workflow efficiency. Accessibility improvements ensure compliance with modern standards, making the solution easier to use for a wider audience.

Consolidated page of all release notes for Smart Assessment Engine from Yokohama to Zurich.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Smart Assessment Engine release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Smart Assessment Engine to Zurich

Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

New features

Between your current release family and Zurich, new features were introduced for Smart Assessment Engine.


Release	Release notes
Yokohama	Copy an assessment template Create a copy of an existing smart assessment template, including all questions, sections, and existing configurations. This feature enables you to duplicate a fully configured assessment, so you don't need to recreate the content. You can then customize the copied template to fit new requirements or scenarios. Filter unanswered questions Filter questions in the assessments to display only unanswered questions, helping you focus on the remaining questions. Use template designer Search for text within assessment sections, subsections, or questions, enabling you to locate specific information or keywords. This feature enhances navigation and enables you to find relevant content without manually scrolling through the entire assessment. Auto-copy responses to all templates Replicate your responses across all applicable assessments while combining assessments by enabling the auto-copy feature. It saves time and effort by copying your answers consistently without the need for manual repetition. Automate responses Set up automatic responses for questions to enable assessors to complete assessments efficiently. You can either create default responses for all question types or define a script to fetch and map the values or data to responses. Assessment scoring and analysis Calculate meaningful scores for assessment responses at the assessment, section, or subsection levels. These scores can then be used for reporting. Post-assessment automation Automate actions based on assessment responses. Template designers can predefine actions using a rule engine, such as updating fields, creating follow-up assessments, or generating other records. Descriptive images in assessment questions Attach descriptive images in the guidance section of the assessment questions. This means that template managers can include helpful visuals to assist respondents, making the instructions clearer and easier to understand.
Zurich	Collaboration in assessments Enhance assessments with the new collaboration feature, enabling owners to add multiple contributors to work together in real time. This update enables assessors to collaborate efficiently by adding several contributors to an assessment. Real-time updates reflect each contributor's changes, and presence indicators show who is present on the assessment. Normalization in assessments Adjust assessment scores to a common scale to promote fair comparison and prioritization. This normalization process helps standardize these measurements, enabling different metrics or scores to be evaluated on the same scale. Creating code questions Capture data quickly and accurately from physical documents using a new barcode and QR code question type for assessments. By scanning barcodes or entering QR codes, the system can instantly retrieve and input relevant information. Creating an assessment template from legacy metric types Migrate question dependencies with an improved migration utility, which now supports the check box question type and conditional visibility criteria defined on templates. Combining assessments and copying responses Combine assessments from different templates into a single, streamlined view. Eliminating the need to open each assessment separately, preserving context, and improving efficiency.

Changes

Between your current release family and Zurich, some changes were made to existing Smart Assessment Engine features.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

Removed

Between your current release family and Zurich, some Smart Assessment Engine features or functionality were removed.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

Deprecations

Between your current release family and Zurich, some Smart Assessment Engine features or functionality were deprecated.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

Activation information

Review information on how to activate Smart Assessment Engine.


Release	Release notes
Yokohama	Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Zurich	Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

If any additional requirements were introduced or changed for Smart Assessment Engine we have noted them here.


Release	Release notes
Yokohama	Check your entitlements to determine whether you have access to the post-assessment automations and response automation for the SAE application.
Zurich	Check your entitlements to determine whether you have access to the collaboration features in the SAE application.

Browser requirements

If any specific browser requirements were introduced or changed for Smart Assessment Engine we have noted them here.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

Accessibility information

Review details on accessibility information for Smart Assessment Engine, such as specific requirements or compliance levels.


Release	Release notes
Yokohama	Accessibility improvements Accessibility improvements were done to create a configurable workspace that supports WCAG 2.1 Level AA conformance.
Zurich	No updates for this release.

Localization information

If there are specific localization considerations for Smart Assessment Engine we have noted them here.


Release	Release notes
Yokohama	No updates for this release.
Zurich	No updates for this release.

Highlight information

If there are specific highlight considerations for Smart Assessment Engine we have noted them here.


Release	Release notes
Yokohama	Configure default responses for questions. Copy an existing SAE template with all questions, sections, instructions, and configurations to save time. Filter questions in an assessment to display only unanswered questions. Search for text within assessment sections, subsections, and questions. Auto-copy responses to all assessments when combining assessments, saving time and effort. Calculate scores for assessment responses at the assessment, section, or subsection levels. Set up post-assessment actions based on assessment responses. Benefit from accessibility improvements to create a configurable workspace that supports Web Content Accessibility Guidelines (WCAG) 2.1 Level AA conformance. Descriptive images are now supported in the guidance section for questions. See Smart Assessment Engine for more information.
Zurich	Collaborate on assessments in real time with multiple contributors. Normalize assessment question scores to a common scale for fair comparison. Capture data from physical documents quickly and accurately with barcode and QR code scanning. Migrate question dependencies with an improved migration utility. Simplify your workflow by combining assessments from different templates in a single and unified view. See Smart Assessment Engine for more information.