--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Configure smart assessments # Configure smart assessments {#ariaid-title1} * Release version: Yokohama * * Updated February 22, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Configure Smart Assessments Supplier managers can efficiently create and configure smart assessments for both internal and external users through the Assessment Workspace, enabling them to streamline the assessment process. This feature became available with the Yokohama release on March 26, 2026. Access to Smart Assessments is contingent on having the appropriate entitlements. Show full answer Show less ## Prerequisites To utilize smart assessments, ensure the following plugins are installed: * Smart Assessment Core plugin (com.snsmartasmt) * Smart Assessment Designer plugin (com.snsmartasmtdesg) * Smart Assessment Connected plugin (com.snsmartasmtconn) ## Smart Assessment Creation Workflow The creation of smart assessments involves the following steps: * Create an assessment template in the Assessment Workspace, specifying it for "Supplier management surveys" to ensure it appears in the segmentation tool. * Include assessment targets and add questions from the Questions tab of the new template. * Optionally enable scoring options for assessment-level scores, requiring the smart assessment scoring plugin (com.snsmartscoring). * Configure user criteria for reassignment to restrict who can delegate assessments within their organization. * Publish the assessment template after configuration. In the Source-to-Pay Workspace, a segmentation rule is created to define the audience for assessments, which can include various types of supplier managers and contacts. Final assessments are generated by mapping these templates to the segmentation rules. ## User Interaction Users can respond to assessments in designated areas: * Supplier managers and owners can view their assessments under My work \> Open assessments in the Source-to-Pay Workspace. * Supplier contacts can find their assessments under My active items in the Supplier Collaboration Portal. ## Key Outcomes By configuring smart assessments, ServiceNow customers can: * Streamline the assessment process for suppliers, ensuring targeted and efficient evaluations. * Facilitate user engagement through intuitive access points for responding to assessments. * Maintain control over assessment delegation with user criteria configurations. 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. Important: Check your entitlements to determine whether you have access to Smart Assessments. This feature is available from the March 26 Yokohama release onwards. ## Prerequisites for creating smart assessments {#configure-smart-assessments__section_o3g_2kp_j3c} 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) {#configure-smart-assessments__ul_zmd_1lp_j3c} ## Smart assessment creation workflow {#configure-smart-assessments__section_gn4_xdw_h3c} From the Assessment Workspace: 1. An assessment template is created from the Assessment Workspace, setting the following:{#configure-smart-assessments__table_x5f_nlw_h3c__entry__2} | 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. | [ ] {#configure-smart-assessments__table_x5f_nlw_h3c} Assessment questions are added from the Questions tab of the new template. For more information, see [Create assessment template from Assessment Workspace](https://www.servicenow.com/docs/oxwcSwjkJR4T7ggmmrKiPA "You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application."). 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](https://www.servicenow.com/docs/access?context=configure-scoring-for-assessments&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US). 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](https://www.servicenow.com/docs/AKEEGJnH_iRCJgoBGeKTeg "You can configure the user criteria for reassigning assessments to restrict reassignment within the organization."). 4. The assessment template is published after completing the preceding configurations. {#configure-smart-assessments__ol_btj_d2w_h3c} 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 {#configure-smart-assessments__ul_xt2_xsx_l3c}For more information, see [Map assessment template with segmentation rule](https://www.servicenow.com/docs/B4UazdaSREfJVKcyfPd8SQ "You can map assessment templates with segmentation rules in the Source-to-Pay workspace. A rule defines which suppliers receive assessments based on the configured criteria."). 2. Final assessments are triggered from the Segmentation rule assessment template mapping. For more information, see [Create assessments from assessment templates](https://www.servicenow.com/docs/N0bMBrelTG~Crx_RewVwFw "After mapping the assessment templates with segmentation rules, supplier managers manually trigger batch creation of assessments."). {#configure-smart-assessments__ol_twr_ntp_j3c} ## Users respond to the assessments {#configure-smart-assessments__section_acv_gm1_m3c} From the Source-to-Pay Workspace: Supplier managers and owners see the assessments assigned to them under My workOpen 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. * **[Create assessment template from Assessment Workspace](https://www.servicenow.com/docs/oxwcSwjkJR4T7ggmmrKiPA)** You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. * **[Configure user criteria for reassigning assessments](https://www.servicenow.com/docs/AKEEGJnH_iRCJgoBGeKTeg)** You can configure the user criteria for reassigning assessments to restrict reassignment within the organization. * **[Map assessment template with segmentation rule](https://www.servicenow.com/docs/B4UazdaSREfJVKcyfPd8SQ)** You can map assessment templates with segmentation rules in the Source-to-Pay workspace. A rule defines which suppliers receive assessments based on the configured criteria. * **[Create assessments from assessment templates](https://www.servicenow.com/docs/N0bMBrelTG~Crx_RewVwFw)** After mapping the assessment templates with segmentation rules, supplier managers manually trigger batch creation of assessments. **Related concepts** * [Supplier Document Management](https://www.servicenow.com/docs/DzFvjGqqkqFfwk6tUjvXSw "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.") * [Advanced Work Assignment for Supplier Lifecycle Operations](https://www.servicenow.com/docs/3kwt~Dab4BSu7wkxDDqr9Q "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.") * [Configure Supplier Relationship and Performance Management](https://www.servicenow.com/docs/fTvZR7e~QRFCwXWTy3tYyQ "Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.") **Related tasks** * [Install Supplier Lifecycle Operations](https://www.servicenow.com/docs/QgdfCXgX_caqCqTf_4ktRg "You can install the Supplier Lifecycle Operations application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") * [Install Supplier Collaboration Portal](https://www.servicenow.com/docs/0pQo0lnAbRcQWIP8t28GvA "You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") * [Install Supplier Operations](https://www.servicenow.com/docs/n25shC7hQ7aFV0t_dy1yRg "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.") * [Install Supplier Payment Optimization](https://www.servicenow.com/docs/t9a0CqmraIQcZWxsMGW8Hw "You can install the Supplier Payment Optimization application to identify, prioritize, and track high potential suppliers and estimate potential savings from credit card payments.") * [Configure the document template for the Sign document action type for supplier task](https://www.servicenow.com/docs/xWhsGnO2n28Z7WpdoHWVJQ "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.") * [Enable M2M mapping between supplier contact and suppliers](https://www.servicenow.com/docs/VHOg_FRSNSwLRZ_HnDBcCg "Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.") * [Install Universal Request for SLO](https://www.servicenow.com/docs/Mj04pBWb2g3EIxkBPCpwcw "Install the Universal Request for Source-to-Pay Operations [sn_fsc_ur_common] plugin to use the Universal Request feature in SLO.") **Related topics** * [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US) * [Create an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-create&version=yokohama&pubname=yokohama-governance-risk-compliance&ft:locale=en-US) *[\>]: and then