Configure smart assessments

  • Release version: Zurich
  • Updated February 22, 2026
  • 1 minute to read

    • Supplier managers can configure and create assessments in bulk for internal and external users by adding instructions, questions, and reference information from the Assessment Workspace.

    Prerequisites for creating smart assessments

    To use this functionality, verify that the following plugins are installed:
    • Smart Assessment Core plugin (com.sn_smart_asmt)
    • Smart Assessment Designer plugin (com.sn_smart_asmt_desg)
    • Smart Assessment Connected plugin (com.sn_smart_asmt_conn)

    Smart assessment creation workflow

    From the Assessment Workspace:
    1. An assessment template is created from the Assessment Workspace, setting the following:
      Field Value
      Purpose This field is set to Supplier management surveys.
      Note:
      Only templates tagged with this purpose appear in the segmentation tool in the Assessment templates tab.
      Assessment targets This field is set to include the Supplier and Segmentation rule assessment template relationship tables.

      Assessment questions are added from the Questions tab of the new template.

      For more information, see Create assessment template from Assessment Workspace.

    2. Optional: Scoring option is enabled to initiate the calculation of the assessment-level scores, which can be grouped by sections or questions. For more information, see Configure scoring for an assessment.
      Note:
      The smart assessment scoring plugin [com.sn_smart_scoring] must be installed for configuring scoring options.
    3. User criteria for reassignment are configured and enabled, restricting contacts to delegate the assessment to another contact from their organization. If no user criteria are configured, the reassign option is available to all users without restriction. For more information, see Configure user criteria for reassigning assessments.
    4. The assessment template is published after completing the preceding configurations.
    From the Source-to-Pay Workspace:
    1. A segmentation rule is created from the Source-to-Pay Workspace. An assessment template is mapped with the new segmentation rule from the Assessment templates tab. The new segmentation rule can be created for the following audience types:
      • Manager(s)
      • All supplier managers
      • Only primary supplier contact(s)
      • All supplier contacts
      For more information, see Map assessment template with segmentation rule.
    2. Final assessments are triggered from the Segmentation rule assessment template mapping. For more information, see Create assessments from assessment templates.

    Users respond to the assessments

    From the Source-to-Pay Workspace:

    Supplier managers and owners see the assessments assigned to them under My work > Open assessments and respond to them in the workspace.

    From the Supplier Collaboration Portal:

    Supplier contacts see the assessments assigned to them under My active items and respond to them in the portal.