Responding to assessments

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read
  • Use the Smart Assessment Engine application to help assessors complete survey requests. Track your progress and let the system automatically save your information. Administrators and template managers manage the assessment process.

    If you have the Assessment actor [sn_smart_asmt.actor] role, you can submit responses to an assigned assessment. Here are some more key functionalities:
    • A progress indicator displays how much of the assessment you have completed.
    • Questions are paginated, making it easier to navigate through the assessment.
    • Your work is automatically saved, eliminating the risk of potential data loss.
    • An assessment administrator [sn_smart_asmt.assessment_admin] can cancel assessments that are no longer needed.

    If you have the assessment reassign [sn_smart_asmt.reassign] role, you can reassign in-progress assessments to another user. If your template manager or administrator has added reference information, such as scope-related information, you can view it in the Details section of your assessment. If relevant to the state of the assessment, the scope, requester, assignee, the requested and due dates are listed in the Details section by default.

    The following example shows how your progress, save status, assessment status, reference information, actions, and more are indicated in the assessment view.

    Figure 1. Example of an in-progress assessment
    In-progress assessment that shows the previously described features and their indicators.

    Assessment response features

    Navigating assessments
    Assessment actors can navigate through an assessment by selecting the section of questions they’re ready to answer.
    Saving assessments
    Your assessment progress is automatically saved and your save status is indicated by the saved badge Saved badge..
    Progress tracking in assessments
    The progress bar indicates how many questions remain in the assessment including required and optional questions.

    The following example shows how the progress bar and state badges are updated when you complete an assessment and submit it or cancel it.

    Figure 2. Example of progress bar and state badges
    Progress bar and state badges.