Configure the Smart Assessment Engine for Grants Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The Smart Assessment Engine (SAE) in ServiceNow streamlines and automates assessment processes, reducing manual efforts and costs. It supports various assessment types, includes drag-and-drop functionality for designing templates, and offers end-to-end workflow automation. SAE is highly configurable, making it adaptable for a wide range of use cases, including control attestation and risk identification.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Smart Assessment Engine > Administration > Template Categories.
    2. Select New to create a template category.
    3. On the form, fill in the fields.
      In the Category role field, enter sn_smart_asmt.template_manager.
    4. Select Submit.
    5. Navigate to Workspaces > Assessment Workspace
    6. Select New Template, and on the form, fill in the fields.
      In the Assessment targets field, enter Grants Management Case.
    7. Navigate to the Questions tab and select Add section.
      Smart assessment engine.
    8. On the form, fill in the details for the section, then select Save.
    9. Select Add question, and add a Single Select Drop-down Question of your choice.
      Repeat until you have added all of your desired questions.
    10. Select Publish.