Trigger Smart Assessment action form

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Trigger Smart Assessment Action Form

    The Trigger Smart Assessment action form is utilized to integrate assessment actions into workflows or to generate code snippets for scripts that activate Smart Assessment Engine assessments. This tool streamlines the assessment process by allowing users to define various parameters related to the assessment generation.

    Show full answer Show less

    Key Features

    • Assessment Template: Select the smart assessment template record to generate the assessment.
    • Assessors: Designate individuals who will be informed of the assessment and are responsible for responding or reassigning it. Each assessor receives a unique assessment instance.
    • Requester: Identify the user who will serve as the point of contact for assessor inquiries, ensuring that each generated assessment includes their contact details.
    • Due Date: Specify a due date for the assessment, which overrides the template's Duration setting.
    • Duration: Define the time frame for calculating the due date from the trigger point, overriding the template's settings.
    • Duplicate Handling: Choose how to manage duplicate assessments, with options to create, cancel, or avoid duplicates based on existing assessments.
    • Assessment Group: Associate generated assessments with an open assessment group or create a new group if none is specified. The system checks the status of the group before adding assessments.
    • Scope: List specific scope items to which the assessments will be applied, ensuring each context item has a corresponding scope item configured.

    Key Outcomes

    By effectively utilizing the Trigger Smart Assessment action form, ServiceNow customers can automate the assessment process, manage assessors efficiently, prevent duplication of assessments, and maintain organized assessment groups. This enhances operational efficiency and ensures clarity in assessment management. Proper configuration of the assessment parameters leads to accurate and timely assessments based on predefined templates and roles.

    Use the Trigger smart assessment action form to add assessment actions to a flow or to obtain a code snippet for a script as part of the process for triggering Smart Assessment Engine assessments.

    Trigger Smart assessment action form

    Table 1. Trigger Smart assessment action form
    Field Description
    Assessment template Smart assessment template record to use to generate the assessment.
    Assessors

    Persons who are notified of the assessment and typically respond to the assessment or assign it to another user. One assessment instance is assigned to each assessor.

    Assessors have the Assessment actor [sn_smart_asmt.actor] role. See Roles in Smart Assessment Engine.
    Requester

    User that is the contact for questions from the assessor. Each generated assessment includes the contact information.
    Due date

    Due date that appears in the assessment.

    This setting overrides the Duration setting and the Duration setting in the template.
    Duration

    Time period that is used to calculate the due date of the assessment, starting from when the assessment is triggered.

    This setting overrides the Duration setting in the template.
    Duplicate handling
    Action to take when a duplicate assessment exists.
    Note:
    An assessment is considered as a duplicate if there’s another open assessment with the same template, scope items, group, or assessors.
    • Do not create duplicate assessments
    • Create duplicate assessments
    • Create new and cancel existing assessments Create an assessment to change the state of the existing assessment to Cancelled.
    Assessment group
    Assessment group that the generated assessments are associated with.
    Note:
    The assessment group that you select should be in an open state and contain the assessments that are linked to the same assessment template as the one you are using.
    If you select an assessment group, the system checks whether the group is open or closed:
    • Open: The system first validates that the existing group contains at least one assessment that is linked to the same assessment template. If so, then generated assessments are added to the existing group.
    • Closed: Assessments can’t be added to the existing group.
    Note:
    If you don't select an assessment group, all generated assessments are grouped under a newly created group.
    Scope

    List of all scope items that the generated assessments are applied to.

    Each scope item contains two keys: table and record.

    For each context item that is configured at the template level, a corresponding scope item must be set up. For example, if the context items for a template include tables such as Controls [sn_compliance_control] and Entity [sn_grc_profile], then at least two scope items should be configured in the scope: one with table: Entity [sn_grc_profile], record: [profile_record_id] and another with table: Controls [sn_compliance_control], record: [control_record_id].

    The table records to be assessed are also known as the assessment scope. You can add multiple scope items but not from the same table.