Exploring Smart Assessment Engine
Summarize
Summary of Exploring Smart Assessment Engine
The Smart Assessment Engine (SAE) application allows organizations to create and distribute assessments for various evaluations. It provides a streamlined approach to managing assessment templates and collecting responses from employees.
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Key Features
- Assessment Template Management: Review published and unpublished assessment templates and access the template designer for customization.
- Template Designer: Create and customize assessment templates, set parameters for question types and visibility, and add instructions and reference information.
- Triggering Assessments: Utilize Flow Designer or scripts in Workflow Studio to initiate assessments.
- Response Collection: Collect responses within the workspace, with automatic saving and options to reassign or cancel assessments.
- Bulk Actions: Combine multiple assessments for streamlined submission or reassignment using Bulk Submit or Bulk Reassign features.
- Metric Migration: Migrate legacy metric types to new assessment templates for continuity and ease of use.
Key Outcomes
By utilizing the Smart Assessment Engine, ServiceNow customers can effectively manage their assessment processes, enhance data accuracy through automatic saving, and simplify the reassignment of assessments. The defined user roles—Assessment Actor, Reader, Admin, Template Reader, and Template Manager—ensure appropriate access and functionality tailored to user needs.
You can use the Smart Assessment Engine application to create and distribute assessments to employees for evaluating various situations, aspects, or records.
Smart Assessment Engine benefits
The following table shows the benefits of the Smart Assessment Engine application.
| Benefit | Feature | Users |
|---|---|---|
| See an overview of all your assessment template-related information. You can review the published and unpublished assessment templates and access the template designer. | Accessing templates in the Assessment Workspace | Template reader [sn_smart_asmt.template_reader], Template manager [sn_smart_asmt.template_manager], or Assessment admin [sn_smart_asmt.assessment_admin] |
|
Use the template designer for the following tasks:
|
Template manager [sn_smart_asmt.template_manager] or Assessment admin [sn_smart_asmt.assessment_admin] | |
| Trigger assessments by using the Flow Designer or scripts in Workflow Studio. | Triggering assessments | Flow designer [flow_designer] |
| Respond to the assessments and collect the responses from within your workspace. As an assessor, your work is automatically saved, which eliminates the need for manual saving and helps to prevent data loss. You can also reassign the in-progress assessments to another user or cancel the assessments that are no longer needed. | Assessment actor [sn_smart_asmt.actor] | |
| Combine multiple assigned assessments into a single, streamlined view. You can manage, submit, or reassign these combined assessments at one time. Use Bulk Submit or Bulk Reassign assessments to handle all the assessments in one action. | Combine your assessments into a single submission | Assessment actor [sn_smart_asmt.actor] |
| Migrate the metric types to the SAE assessment templates to use the assessment designs that you already created. | Migrate a legacy metric type to an assessment template | Assessment admin [sn_smart_asmt.assessment_admin] |
Roles of SAE users
- Assessment actor
- A user with the assessment actor [sn_smart_asmt.actor] role can respond to the assessments that are assigned to them. They can also reassign these assessments.
- Assessment reader
- A user with the assessment reader [sn_smart_asmt.assessment_reader] role can read the assessments within the categories that they’re assigned to. Additionally, they can read and comment on the assessments they created, and
view and comment on the assessments that are generated from those templates.Note:The Assessment reader role field in the template determines the minimum user role that is required to view and comment on assessments. Only users with the specified role and the Assessment reader [sn_smart_asmt.assessment_reader] role can access the assessments that are generated from this template.
- Assessment Admin
- A user with the assessment admin [sn_smart_asmt.assessment_admin] role can create, view, update, and delete both template categories and assessment templates. Additionally, the user with this role can view all the assessments, modify their states, reassign the assessments, and migrate the existing metric types to new assessment templates.
- Template reader
- A user with the template reader [sn_smart_asmt.template_reader] role can read specific assessment templates that are based on the categories mapped to the templates. Note:Each template must be mapped to one or more template category. A template reader must have this role to view the templates that are mapped with that category. A template reader must be able to access a template category to view the template.
- Template Manager
- A user with the template manager [sn_smart_asmt.template_manager] role can read, write, or create specific assessment templates that are based on the categories that are mapped to these templates. Their access to the template categories during the creation process is governed by the same rules that apply to the template readers.
For more information, see Roles in Smart Assessment Engine.