Configuring Smart Assessment Engine

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read
    • Summarize
    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 Configuring Smart Assessment Engine

    The Smart Assessment Engine (SAE) can be activated or upgraded by downloading it from the ServiceNow Store and completing the initial setup checklist. This process is essential for tailoring the SAE application to your organization's needs, especially with the Washington DC release, which makes these setup tasks available to customers.

    Show full answer Show less

    Key Features

    • Activation of Plugins: You need to activate several plugins such as Smart Assessment Core, Designer, Connected, Migration Tools, Dependencies, Response Automation, and Scoring, all requiring admin role access.
    • User Role Assignment: Admins must assign SAE roles to users and groups to manage permissions and access within the application.
    • Language Configuration: The SAE supports language customization, allowing you to configure it to use a language other than American English.

    Key Outcomes

    By following the setup checklist, you will have a fully functional Smart Assessment Engine tailored to your requirements. Additionally, you can migrate existing assessment metrics to the new templates and enable SAE in upstream applications, enhancing risk management and compliance processes.

    You can activate or upgrade the Smart Assessment Engine application by downloading it from the ServiceNow Store and then configuring the settings in the initial setup checklist to meet your needs.

    Configuration overview

    By performing the tasks in the setup tasks for ServiceNow® Smart Assessment Engine (SAE) checklist, you can upgrade or install the SAE application.

    Note:
    Starting with the Washington DC release, these setup tasks are available for customers.

    Initial setup checklist for SAE

    Consider printing the following checklist so that you can check off the tasks as you complete them. To generate a PDF, select Save As PDF (Save as PDF icon.) and then select Selected topic.

    Table 1. Setup tasks for SAE
    Task Description
    Check box. Activate the Smart Assessment Core plugin [com.sn_smart_asmt]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Designer plugin [com.sn_smart_asmt_desg]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Connected plugin [com.sn_smart_asmt_conn]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Migration Tools plugin [com.sn_smart_asmt_mig]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Dependencies plugin [com.sn_smart_asmt_dep]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Response Automation plugin [com.sn_smart_resp_auto]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Activate the Smart Assessment Scoring plugin [com.sn_smart_scoring]. To see the instructions for downloading a GRC application from the ServiceNow® Store, see Download a GRC application from the ServiceNow Store for the first time.

    Role required: admin
    Check box. Assign SAE roles to users and user groups. For more information, see Roles in Smart Assessment Engine.

    Role required: admin

    Roles determine the permissions and access in the Smart Assessment Engine application.
    Check box. Optional: Activate a language. For more information, see Activate a language.

    Role required: admin

    The ServiceNow AI Platform uses American English by default. You can configure SAE to use a different language.
    Note:
    You can migrate the metric types from your existing assessment designs to the Smart Assessment Engine assessment templates. For more information refer to Creating an assessment template from legacy assessment metric types.

    Configuring SAE in upstream applications

    To enable SAE in upstream applications, install the SAE plugins, then refer to the specific configuration for each application.

    Table 2. Enable SAE
    Application Reference Task
    Policy and Compliance Management Control assessment based on GRC attestation template
    Risk Management Set up risk identification integration