---
sourceDocument: Xanadu Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/governance-risk-compliance

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Smart assessments in Compliance Case Management

# Smart assessments in Compliance Case Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated December 16, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Use the Smart Assessment Engine to perform smart assessments on compliance case action tasks.  
Using the abilities of the Smart Assessment Engine, you can empower the compliance case teams to initiate compliance case assessments. These assessments assist compliance case analysts in identifying the impacted and related areas during a compliance case investigation. They also help determine whether the employees in your organization adhere to the required regulations. The analyst can then collect observations and evidence from the stakeholders and arrive at a resolution. The Smart Assessment Engine provides numerous benefits some of which are listed as follows:

* Automate repetitive tasks
* Configure the assessment templates
* View progress indicators and automatically save responses
* Identify the assessment responders
* Define the due date for responding to the assessment
{#smart-assessment-in-ccm__ul_ctx_v3d_b2c}

In the Assessment Workspace, you can view the templates available for Compliance Case Management. You must ensure that the assessment template category is set to Compliance Case Management and the assessment targets are set to Action task and Compliance case. Only the assessment templates that are published are available for performing the
assessments. The ability to tailor templates designed for various types of assessments, for example, financial breach assessments, empowers compliance teams to conduct more focused and targeted analysis of the breaches.

For more information about Smart Assessment Engine, refer to [Exploring Smart Assessment Engine](https://www.servicenow.com/docs/iQnoDQAiKM1tQtZtjYgwoA "The ServiceNowSmart Assessment Engine (SAE) helps you reduce the manual burden and costs of your assessment processes through automation.").

## Pre-requisites to enable smart assessment in Compliance Case Management {#smart-assessment-in-ccm__section_qkk_5wf_xdc}

Smart assessment scoped applications
:   The base system ships the GRC smart assessment template to the users when the Compliance Case Management plugin is installed. However, the following scoped applications are required:

    1. Smart Assessment core (sn_smart_asmt)
    2. Smart assessment Migration tools (sn_smart_asmt_mig). For more information, see [Migrate a legacy metric type to an assessment template](https://www.servicenow.com/docs/EN9obV1eCGufCofg8XXN8w "Migrate an existing metric type to an SAE assessment template. You can leverage the existing assessment designs while using Smart Assessment Engine.")
    3. Smart Assessment Connected (sn_smart_asmt_conn)
    4. Smart Assessment Designer (sn_smart_asmt_desg). For more information, see [Using the template designer](https://www.servicenow.com/docs/4nXkF7MiL_BiKOFr4X4tOw "You can create assessment templates 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.")
    {#smart-assessment-in-ccm__ul_ygq_njl_g1c}

Enable smart assessments system property
:   The administrator sets the sn_grc_case_mgmt.enable_smart_assessments system property to true for the compliance case manager to assess the action tasks using the smart assessment
    method.

Migrate the template
:   Create a new template in Smart Assessment Engine. For more information, see [Creating an assessment template from legacy assessment metric types](https://www.servicenow.com/docs/0AjAB9XkyfhU0YgQWaGrng "You can use the assessment designs that you have already created by migrating the metric types to the Smart Assessment Engine assessment templates. You can leverage the existing assessment designs to support SAE assessment automation, analysis, and reporting.").
To get started with smart assessments, the compliance case administrator (sn_comp_case.compliance_case_admin), configures the assessment questionnaire. When an action task moves from the Draft state to the Assigned state, the assessment is sent. Based on the assessment results, appropriate remediation measures are identified and implemented. To learn more about how to configure a questionnaire in the [Exploring Smart Assessment Engine](https://www.servicenow.com/docs/iQnoDQAiKM1tQtZtjYgwoA "The ServiceNowSmart Assessment Engine (SAE) helps you reduce the manual burden and costs of your assessment processes through automation."), refer to [Configuring Smart Assessment Engine](https://www.servicenow.com/docs/Qp5AjJNDcsunbxj_o4V_hw "You can activate or upgrade the Smart Assessment Engine application by downloading it from the ServiceNow Store and then configuring the settings in the initial setup checklist to meet your needs."). To learn how to perform smart assessment on action tasks, refer to [Perform smart assessment on action tasks](https://www.servicenow.com/docs/oSgPXZEE5RMJTsI7JmikZg "Use the Tasks page on the Employee Center for a consolidated view of all your tasks, including all assessments, enabling you to access and complete them efficiently.").
**Related tasks**   

* [Perform smart assessment on action tasks](https://www.servicenow.com/docs/oSgPXZEE5RMJTsI7JmikZg "Use the Tasks page on the Employee Center for a consolidated view of all your tasks, including all assessments, enabling you to access and complete them efficiently.")