--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Smart Assessment Engine release notes for upgrades from Yokohama to Zurich # Combined Smart Assessment Engine release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 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 Combined Smart Assessment Engine release notes for upgrades from Yokohama to Zurich This consolidated guide assists ServiceNow customers in preparing for their Smart Assessment Engine (SAE) upgrade from Yokohama to Zurich. It highlights new features, changes, upgrade considerations, activation steps, and important notes across these two release families. The information enables customers to optimize their assessment processes and leverage enhanced collaboration, automation, and scoring capabilities. Show full answer Show less ## Key Features * **From Yokohama release:** * **Template Copying:** Duplicate fully configured assessment templates including questions and sections to save time. * **Filtering Unanswered Questions:** Focus on remaining questions by filtering assessments accordingly. * **Template Designer Search:** Search text within sections, subsections, or questions for quick navigation. * **Auto-copy Responses:** Automatically replicate answers across applicable assessments when combining templates. * **Automate Responses:** Define default or scripted responses to expedite assessment completion. * **Assessment Scoring:** Calculate scores at assessment, section, and subsection levels for meaningful analysis and reporting. * **Post-assessment Automation:** Trigger predefined actions such as updating fields or creating follow-up assessments based on responses. * **Descriptive Images:** Attach images in question guidance to improve clarity for respondents. * **From Zurich release:** * **Combining Assessments:** Merge assessments from different templates into a single view to streamline evaluation. * **Collaboration:** Enable multiple contributors to work simultaneously on assessments with real-time updates and presence indicators. * **Normalization:** Adjust scores to a common scale for fair comparison across different metrics. * **Code Question Types:** Capture data via barcode and QR code scanning for faster and more accurate input. * **Improved Migration Utility:** Support migration of question dependencies, including check box types and conditional visibility. ## Changes * **Zurich update:** The "Template category" field was replaced by a streamlined single-select "Purpose" field to improve template categorization accuracy and user experience. ## Activation and Requirements * Smart Assessment Engine must be requested and installed via the ServiceNow Store for both Yokohama and Zurich releases. * Customers should verify entitlements to access advanced features such as post-assessment automations, response automation (Yokohama), and collaboration capabilities (Zurich). * There are no changes to browser requirements between these releases. ## Accessibility and Localization * The Yokohama release introduced accessibility improvements supporting WCAG 2.1 Level AA conformance through a configurable workspace. * There are no additional localization updates or accessibility changes in Zurich. ## Practical Benefits for ServiceNow Customers * Efficiently manage and duplicate assessment templates to reduce manual setup time. * Focus assessments by filtering unanswered questions and searching within templates. * Increase accuracy and speed of data capture through barcode and QR code scanning in assessments. * Enhance collaboration by allowing multiple contributors to work on assessments simultaneously. * Standardize scoring with normalization for better decision-making and reporting. * Automate repetitive tasks and post-assessment actions to streamline workflows. * Improve accessibility and user experience for diverse user groups. Consolidated page of all release notes for Smart Assessment Engine from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Smart Assessment Engine release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Smart Assessment Engine to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-smartassessmentengine-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Copy an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-duplicate&family=yokohama&ft:locale=en-US) : Create a copy of an existing smart assessment template, including all questions, sections, and existing configurations. This feature enables you to duplicate a fully configured assessment, so you don't need to recreate the content. You can then customize the copied template to fit new requirements or scenarios. [Filter unanswered questions](https://www.servicenow.com/docs/access?context=sae-respond-to-asmnt&family=yokohama&ft:locale=en-US) : Filter questions in the assessments to display only unanswered questions, helping you focus on the remaining questions. [Use template designer](https://www.servicenow.com/docs/access?context=sae-template-designer&family=yokohama&ft:locale=en-US) : Search for text within assessment sections, subsections, or questions, enabling you to locate specific information or keywords. This feature enhances navigation and enables you to find relevant content without manually scrolling through the entire assessment. [Auto-copy responses to all templates](https://www.servicenow.com/docs/access?context=combine-assessments&family=yokohama&ft:locale=en-US) : Replicate your responses across all applicable assessments while combining assessments by enabling the auto-copy feature. It saves time and effort by copying your answers consistently without the need for manual repetition. [Automate responses](https://www.servicenow.com/docs/access?context=automate-response&family=yokohama&ft:locale=en-US) : Set up automatic responses for questions to enable assessors to complete assessments efficiently. You can either create default responses for all question types or define a script to fetch and map the values or data to responses. [Assessment scoring and analysis](https://www.servicenow.com/docs/access?context=scoring-in-assessments&family=yokohama&ft:locale=en-US) : Calculate meaningful scores for assessment responses at the assessment, section, or subsection levels. These scores can then be used for reporting. [Post-assessment automation](https://www.servicenow.com/docs/access?context=impact-automation&family=yokohama&ft:locale=en-US) : Automate actions based on assessment responses. Template designers can predefine actions using a rule engine, such as updating fields, creating follow-up assessments, or generating other records. [Descriptive images in assessment questions](https://www.servicenow.com/docs/access?context=sae-q-text-create&family=yokohama&ft:locale=en-US) : Attach descriptive images in the guidance section of the assessment questions. This means that template managers can include helpful visuals to assist respondents, making the instructions clearer and easier to understand. | | Zurich | [Combining assessments and copying responses](https://www.servicenow.com/docs/access?context=combine-assessments&family=zurich&ft:locale=en-US) : Combine assessments from different templates into a single, streamlined view. Eliminating the need to open each assessment separately, preserving context, and improving efficiency. [Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=zurich&ft:locale=en-US) : Enhance assessments with the new collaboration feature, enabling owners to add multiple contributors to work together in real time. This update enables assessors to collaborate efficiently by adding several contributors to an assessment. Real-time updates reflect each contributor's changes, and presence indicators show who is present on the assessment. [Normalization in assessments](https://www.servicenow.com/docs/access?context=normalization-in-assessment&family=zurich&ft:locale=en-US) : Adjust assessment scores to a common scale to promote fair comparison and prioritization. This normalization process helps standardize these measurements, enabling different metrics or scores to be evaluated on the same scale. [Creating code questions](https://www.servicenow.com/docs/access?context=sae-q-code-create&family=zurich&ft:locale=en-US) : Capture data quickly and accurately from physical documents using a new barcode and QR code question type for assessments. By scanning barcodes or entering QR codes, the system can instantly retrieve and input relevant information. [Creating an assessment template from legacy metric types](https://www.servicenow.com/docs/access?context=sae-asmnt-template-migrating&family=zurich&ft:locale=en-US) : Migrate question dependencies with an improved migration utility, which now supports the check box question type and conditional visibility criteria defined on templates. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Smart Assessment Engine features. {#dfrn3-smartassessmentengine-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Template category field](https://www.servicenow.com/docs/access?context=create-assessment-template-form&family=zurich&ft:locale=en-US) : The Purpose field has replaced the Template category field. This single select option streamlines the user experience and improves the accuracy of template categorization. | [ ] ## Removed Between your current release family and Zurich, some Smart Assessment Engine features or functionality were removed. {#dfrn3-smartassessmentengine-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Smart Assessment Engine features or functionality were deprecated. {#dfrn3-smartassessmentengine-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | Additional requirements : Check your entitlements to determine whether you have access to the post-assessment automations and response automation for the SAE application. | | Zurich | Additional requirements : Check your entitlements to determine whether you have access to the collaboration features in the SAE application. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Smart Assessment Engine, such as specific requirements or compliance levels. {#dfrn3-smartassessmentengine-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | Accessibility information : Accessibility improvements : Accessibility improvements were done to create a configurable workspace that supports WCAG 2.1 Level AA conformance. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Configure default responses for questions. * Copy an existing SAE template with all questions, sections, instructions, and configurations to save time. * Filter questions in an assessment to display only unanswered questions. * Search for text within assessment sections, subsections, and questions. * Auto-copy responses to all assessments when combining assessments, saving time and effort. * Calculate scores for assessment responses at the assessment, section, or subsection levels. * Set up post-assessment actions based on assessment responses. * Benefit from accessibility improvements to create a configurable workspace that supports Web Content Accessibility Guidelines (WCAG) 2.1 Level AA conformance. * Descriptive images are now supported in the guidance section for questions. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Collaborate on assessments in real time with multiple contributors. * Normalize assessment question scores to a common scale for fair comparison. * Capture data from physical documents quickly and accurately with barcode and QR code scanning. * Migrate question dependencies with an improved migration utility. * Simplify your workflow by combining assessments from different templates in a single and unified view. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]