Smart Assessment Engine release notes
Summarize
Summary of Smart Assessment Engine release notes
The ServiceNow® Smart Assessment Engine (SAE) enables customers to create customizable assessment templates with detailed instructions and questions, streamlining information gathering from assessors. The Australia release introduces significant enhancements that improve collaboration, automation, and integration capabilities to optimize assessment workflows.
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Key Features
- AI Response Assist: Automatically drafts assessment answers by suggesting responses from previous assessments and attached documents, providing full source traceability. Responders can choose between reviewing each suggestion or auto-applying the top suggestions with the ability to edit before submission.
- Embedded Assessments: Allows embedding assessments directly inside parent records, playbooks, or workspaces, enabling respondents to complete assessments within their workflow context without navigating away. Access control is inherited from the parent record.
- Template Versioning: Enables safe updating of published templates with version control that preserves audit trails for ongoing assessments. Template managers can publish new versions, track version history, and retire previous versions without duplicating templates.
- Question-level Collaboration: Introduces question-level flags and comments for inline collaboration and clarification. A new Work Notes tab supports role-based conversations for reviewers and administrators.
- Improved User Experience: Continuous scrolling through assessment sections, full hiding of conditional questions to reduce clutter and fatigue, multi-filter support on question lists, and visibility of scope item fields directly in assessment task lists streamline responder workflows.
- Granular Delegation: Primary owners can delegate specific assessment sections to subject matter experts (SMEs), enabling focused collaboration while maintaining overall progress monitoring and final submission control.
- Quick Template Edits: Template managers can perform inline edits on published templates, including titles, descriptions, and reader roles, supported by built-in audit tracking.
Activation and Availability
Smart Assessment Engine is available through the ServiceNow Store and requires installation via a store request. The enhancements and new features are part of the Australia release, specifically versions 22.3.X and later.
Practical Benefits for ServiceNow Customers
- Accelerate assessment completion by leveraging AI-assisted answer drafting and reusing past responses.
- Enhance collaboration with granular, inline communication and role-based delegation within assessments.
- Maintain compliance and audit readiness using template versioning without disrupting ongoing assessments.
- Improve user experience with streamlined navigation, conditional question handling, and embedded assessments that fit naturally into existing workflows.
The ServiceNow® Smart Assessment Engine (SAE) enables you to create customizable assessment templates with detailed instructions and questions to gather information from assessors. SAE was enhanced and updated in the Australia release.
Smart Assessment Engine highlights for the Australia release
- Collaborate inline with question-level flags, question-level comments, and a new Work Notes tab.
- Draft assessment responses automatically with AI Response Assist, which suggests answers from prior assessments and attached documents with full source traceability.
- Embed assessments inside any parent record, playbook, or workspace with the new embedded assessments capability and configurable UI Builder properties
- Update published templates safely with template versioning while preserving auditability of in-flight assessments.
- Streamline the responder experience with continuous scrolling inside sections and sub-sections, fully hidden conditional questions, multi-filter support on the question list, and scope item fields visible directly in the assessment task list.
- Edit published templates quickly with inline edits and built‑in audit tracking.
- Enable efficient, role-based collaboration by allowing primary owners to delegate assessment sections to subject matter experts (SMEs).
See Smart Assessment Engine for more information.
New in the Australia release
- Australia Patch 1
- Collaboration in assessments
- Starting with version 22.3.X, use granular delegation as a primary owner to assign individual assessment sections to SMEs. Respondents can view the entire assessment for context but can edit only their assigned sections. Monitor overall assessment progress and maintain final review and submission capabilities.
- Quick edit for published templates
- Starting with version 22.3.X, edit published templates inline as a template manager, including edits to the titles, descriptions, and reader roles.
UI changes
- Filtering questions in an assessment
- Apply multiple assessment filters at once (for example, Unanswered + AI-assisted). The navigation pane dynamically grays out sections with no matching questions so responders see exactly where attention is needed.
- Create an assessment template category
- Starting with version 22.3.X, the Category Role field in the assessment template category form is replaced with the Category Roles field.
Changed in this release
- Hide conditional questions
- Conditional questions that don't meet their visibility criteria are now fully hidden from the assessment and are no longer displayed as Skipped. Respondents see only the questions relevant to them, reducing assessment fatigue and eliminating "Skipped" clutter.
- Create an assessment template category
- Enables one or more roles to access a template category with the multiselect Category Roles field.
Activation information
Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.