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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Results of migrating a template to a TPRM SAE template

# Results of migrating a template to a TPRM
SAE template {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) 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 Results of migrating a template to a TPRM SAE template

This topic explains how ServiceNow customers can track, view, and manage the migration of assessment templates from classic formats to the Third-Party Risk Management (TPRM) Smart Assessment Engine (SAE) templates.
Migrating to TPRM SAE templates enables enhanced assessment capabilities including integration with issue generation rules and support for smart assessment workflows.
Show full answer Show less  

## Tracking and Viewing Migration Progress

* Migration progress can be monitored under **Classic Template Migration** in the Third-party Risk Management \> Assessment Setup module.
* Each migration record is uniquely identified by a number starting with **ATSMIG**, which helps locate specific migrations.
* The migration record shows the source classic template, the target TPRM SAE template, the migration purpose, status, and any error details if applicable.
* Migration status values include: **In progress, Completed, Partially completed,** and **Errored**.

## Post-Migration Template Management

* Templates can be migrated individually or in bulk, with all migrated templates initially in **Draft** status.
* Each migrated template must be reviewed for accuracy and completeness and then published.
* Publishing a TPRM SAE template automatically associates it with related assessment templates and issue generation rules.
* To ensure issue generation rules function correctly, at least one question in the template must have **Enable preferred response** set to true.
* Assessment templates and questionnaire templates should be marked as **Supports smart assessment** to activate smart assessment features and management rules.

## Smart Assessment Engine Enablement

* Before enabling the **Smart Assessment Engine (SAE)** property, only classic questionnaire templates and assessments are used by default.
* After enabling SAE, only SAE questionnaire templates and assessments marked as **Supports smart assessment** are used by default.
* Tier-based, provider-based, and event-driven management rules require assessments to support smart assessment to function properly.

## Scoring Migration and Configuration

* The migration includes an automated business rule to transfer scores from classic templates to TPRM SAE templates, ensuring consistent scoring configurations.
* If creating new templates, scoring must be manually enabled and configured.

## Migration Limitations and Requirements

* Unsupported question types for migration include percentage, ranking, image scale, and custom metrics. Customers must convert these before migration or recreate them post-migration in the template designer.
* Sections containing only unsupported questions result in empty sections in the migrated template, which prevent publishing unless addressed.
* Duration data for questionnaire templates is not included in update sets during instance transfers and must be exported/imported manually.
* Only templates fully updated to support SAE assessments enable related management rules to run correctly.
* TPRM scoring migration only proceeds if the template migration completes without errors.
* Responses from previous assessments are not migrated and must be managed separately.

## Practical Implications for ServiceNow Customers

Customers migrating assessment templates to TPRM SAE gain access to smarter assessment workflows and better integration with risk management rules. To fully benefit, customers should carefully review migrated templates for completeness, ensure proper scoring configurations, and mark templates as supporting smart assessment. Awareness of unsupported question types and migration limitations will help avoid disruptions. The migration process is designed to be tracked and managed within the platform, providing transparency and control.  
You can view the templates that were migrated to Smart Assessment format.

## Tracking template migration {#tprm-migrate-asmnt-template-result__section_xrt_szb_2cc}

After you have started the migration process, you can view the progress and confirm if it was completed successfully. For more information on the migration process, see [Migrate a template to an SAE template](https://www.servicenow.com/docs/ubIx1W4r3H66vfhk6EOJ5A "Migrate an existing questionnaire or document request template to a TPRM SAE questionnaire template. You must migrate all classic templates to TPRM SAE templates or create new ones before you can use SAE in TPRM.") and [Creating an assessment template from legacy assessment metric types](https://www.servicenow.com/docs/FOxuA5I0jLmtSYM~21HxEg "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.").

## Viewing the migration results {#tprm-migrate-asmnt-template-result__id_y5m_5jc_1bc}

To view your migration results, navigate to AllThird-party Risk ManagementAssessment SetupClassic Template Migration. In the Assessment template migrations list, select the migration number. Each migration record for a metric type is assigned a unique number that starts with the text ATMIG. The form displays the values that were
used to generate the template. The related lists display the status and content of the migrated data.

The following table describes the fields in the Assessment template migration list.
{#tprm-migrate-asmnt-template-result__table_rqd_1cy_bzb__entry__2}

| Field | Description |
|-|-|
| Number | Unique number that starts with the text ATSMIG in the migration record for the questionnaire. You can use the number to search for the record. |
| Source metric type | Classic template that migrated. |
| Target assessment template | Smart Assessment template that is migrated from the source template. |
| Purpose | Purpose for the migrated template. Note: Known as Template classifications in the Classic assessment engine, TPRM has a Purpose for each classic template classification. TPRM purpose options include: * TPRM external 3rd-party element questionnaire * TPRM external 4th-party questionnaire * TPRM external document request * TPRM external questionnaire * TPRM internal IRQ * TPRM internal tiering questionnaire {#tprm-migrate-asmnt-template-result__ul_chn_fwh_gfc} To view a TPRM SAE questionnaire template you must have the TPR assessment reviewer role \[sn_vdr_risk_asmt.vendor_assessment_reviewer\]. For more information on creating assessment template purposes, see [Create an assessment template category](https://www.servicenow.com/docs/S1rvsvh2WpqW9roX~Olexw "Create an assessment template category in the Smart Assessment Engine application to organize and grant access to assessment templates that are related."). Note: You can create an assessment only from a published assessment template. You can update a published template only if no active assessment is associated with the template. |
| Migration status | Value that updates as the template migration process proceeds. * In progress: Status for after you start the migration process, the process is in progress until it finishes. * Completed: The migration is completed successfully. * Partially completed: Only some elements were successfully migrated. * Errored: An error occurred during the migration. {#tprm-migrate-asmnt-template-result__ul_avc_bzd_1bc} |
| Error details | Description of an error that occurred during the unsuccessful migration. |
| Created | Date and time the migration job was created. |
[Table 1. Assessment template migration list]

{#tprm-migrate-asmnt-template-result__table_rqd_1cy_bzb}

## Template migration results {#tprm-migrate-asmnt-template-result__section_zlk_v4f_2zb}

The following diagram shows the questionnaire to TPRM
SAE template migration workflow.  
Figure 1. SAE migration workflow  
1. Migrate templates either one by one or in bulk. After migration, all templates are in the Draft state.
2. Review each migrated questionnaire template individually to confirm that they're accurate and complete.
3. Publish TPRM SAE questionnaire templates. After publishing, the following actions occur automatically:
   * TPRM SAE templates are associated with all related Assessment templates.
   * TPRM SAE templates are associated with all related Issue generation rules.

   {#tprm-migrate-asmnt-template-result__ul_pkh_2kd_cgc}  
   Note:  
   For Issue-generation rules to work as expected when applied to an TPRM SAE assessment template, at least one question must have the option, Enable preferred response, set to true.
4. After all questionnaire templates related to an assessment template have been migrated and published, they should be marked as Supports smart assessment and ready for use.
5. Review each assessment template to confirm it's marked as Supports smart assessment. If an assessment template isn't marked as Supports smart assessment, manually adding a new TPRM SAE questionnaire template to it updates its status.
6. After a questionnaire template has been migrated and published, its related issue generation rule is automatically marked as Supports smart assessment and is ready for use.
{#tprm-migrate-asmnt-template-result__ol_zgq_xsq_xfc}

For more information, see [Migrate a template to an SAE template](https://www.servicenow.com/docs/ubIx1W4r3H66vfhk6EOJ5A "Migrate an existing questionnaire or document request template to a TPRM SAE questionnaire template. You must migrate all classic templates to TPRM SAE templates or create new ones before you can use SAE in TPRM."), [Create a TPRM SAE questionnaire or document request template](https://www.servicenow.com/docs/1r3yvMsjLYmzFZvgXyv~sg "Create a TPRM SAE questionnaire or document request template that supports SAE for risk identification. After integrating SAE, new users must create SAE templates, and existing users can create additional templates after migrating their existing ones."), [Create an external assessment template](https://www.servicenow.com/docs/PTxAJ1z_33~Y0HS2OES5mA "When defining an assessment template, the third-party risk manager provides scheduling information for the third-party risk assessment."), and [Create an issue generation rule](https://www.servicenow.com/docs/~ktxFxiBGzUAta2OVRlYGQ "Create an issue generation rule that will automatically create an issue based on question responses to external assessments. Issues help ensure that your concerns about a third party or engagement are remediated.").

The following diagram shows the relationship between assessment templates and questionnaires after upgrading.  
Figure 2. Assessment templates post-upgrade

* Before setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default.
  * Existing questionnaire templates
  * Existing assessments
  {#tprm-migrate-asmnt-template-result__ul_jdg_3nq_xfc}
* After setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default.
  * SAE questionnaire templates (New or migrated).
  * Assessments marked as Supports smart assessment.
  * Tier-based, Provider-based, and Event-driven management rules only work with assessments marked as Supports smart assessment.
  {#tprm-migrate-asmnt-template-result__ul_iqj_znq_xfc}

{#tprm-migrate-asmnt-template-result__ul_wnq_2nq_xfc}  
Note:  
Templates and questions must be reviewed to confirm they're marked as Supports smart assessment. After the assessment templates and questions are marked as Supports smart assessment, issue-generation rules can be applied.

## Template migration scoring results {#tprm-migrate-asmnt-template-result__section_ywg_3sf_wfc}

The Migrate scores from classic template business rule automates the migration of scores from the Classic template to the TPRM
SAE template, helping ensure consistent scoring configuration. If a new template is created, you must manually enable scoring, define the correct options, and set their scores. For more
information, see [Scoring assessments](https://www.servicenow.com/docs/Xhe45wAfXmaUXFGHREm4xw "Scoring in Smart Assessment Engine is a systematic way to evaluate responses to various questions within an assessment. By attributing scores to answers, you can translate qualitative responses into quantitative data, offering a measurable and comparable outcome for each assessment."), [Configure scoring for an assessment](https://www.servicenow.com/docs/2c2ukYBgSjim9_rquBqpiw "Set up scoring for your assessment responses to calculate meaningful scores at the assessment, section, or subsection level."), and [Normalization in assessment](https://www.servicenow.com/docs/QZDci6B~jN4txpnDCBQj1Q "Normalization in Smart Assessment Engine refers to adjusting assessment question scores to a common scale to promote fair comparison and prioritization.").

## Migration limitations {#tprm-migrate-asmnt-template-result__section_mz5_ghp_5fc}

The assessment migration process has the following limitations and requirements.

* The following question types aren't supported: percentage, ranking, image scale, and custom metric. You must either convert these question types to supported formats before migration or create new questions in the template designer after migration.
* If a section in the classic template contains only unsupported questions, an empty section is created in the TPRM SAE template. TPRM SAE templates with empty sections can't be published; therefore, you must either add replacement questions to these sections or delete the empty sections before publishing.
* When transferring TPRM SAE questionnaire templates between instances, the update set won't include the duration information. Users must export the duration information manually from the `sn_smart_asmt_duration` table and import it into the target instances.
* If an assessment template isn't updated to support SAE assessments, the related tier-based, provider-based, and event-driven management rules won't run as expected.
* The TPRM scoring migration proceeds only if there were no errors during the template migration. If there were errors, the TPRM scoring migration doesn't occur.
* Responses from previous assessments aren't migrated.
{#tprm-migrate-asmnt-template-result__ul_shv_kfg_wfc}
**Related reference**   

* [How legacy metric types are migrated to sections in templates](https://www.servicenow.com/docs/_7KemNUfsLpFsRfdH8hRQQ "Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application.")

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