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sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

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workflow :

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---

# Configure smart assessment templates for screening assessments

# Configure smart assessment templates for screening assessments {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a privacy assessment template using the Smart Assessment Engine as a base for sending screening assessments and use it to detect the privacy risks and mitigate those risks.

## Before you begin

Role required: sn_privacy.admin

## Procedure

1. Navigate to AllPrivacy ManagementPrivacy WorkspaceListsConfigure privacy managementAssessment template configuration.
2. Select New.
3. On the form, fill in the fields.  
   {#configure-a-smart-assessment-template__table_a3j_zhx_ydc__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the configuration. For example, <kbd class="ph userinput">Privacy Screening Assessment Configuration</kbd>. |
   | Smart assessment template | Smart assessment template for which you're adding the configurations. Note: A template can be mapped to only one classification. |
   | Classification | Logical grouping of the template. The choices are as follows. * Initial Assessment * Privacy Impact Assessment {#configure-a-smart-assessment-template__ul_gkk_djx_ydc}Select Initial Assessment. |
   | Description | Description of the assessment. This description is displayed to the responder during the assessment. |
   | All information object categories | Option to display either all the information object categories or a subset of the information object categories during the assessment. Note: This option is applicable if you add the Data elements subsection that is not part of the screening assessment. |
   | State model | State model of the assessment. This field is automatically set to Privacy assessment task model. |
   | Information object categories | Information object categories to display during the assessment. Note: This field only appears when the All information object categories option is not selected. This field is applicable if you add the Data elements subsection that is not part of the screening assessment. |
   | Active | Option to indicate if the configuration is active. |
   | Functional domain | Domain of the configuration. When accessed from the Privacy Workspace, this field is automatically set. |
   [Table 1. Create Assessment template configuration form]

   {#configure-a-smart-assessment-template__table_a3j_zhx_ydc}
4. Select Save.  
   A new tab titled Sections appears that contains the questionnaire that is fetched from the Smart Assessment Engine.

## What to do next

Publish a new version of the template to revise a published template without disrupting in-progress assessments.  
The Smart Assessment Engine uses one published version of a template at a time. When you publish a new version, the prior version is retired and no new assessments can be sent against it.  
Note:  
Assessments already in Draft, Assigned, or Work in progress state continue against the version they were created with.
To create a version of an existing template, see [Update a privacy assessment template](https://servicenow-prod.fluidtopics.net/aQ3dsMTRxDTRnXPL6zBJnQ "Publish a new version of a smart assessment template to revise its questionnaire, response options, or automations. Each version maintains a change history of templates used in privacy screening, impact, and breach assessments.").

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