--- sourceDocument: Australia Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance Release : - australia ft:locale : - en-US ft:publication_title : - Australia Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Smart assessments # Smart assessments in Privacy Case Management {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Smart assessments in Privacy Case Management The Smart Assessment Engine enhances Privacy Case Management by enabling privacy teams to conduct smart assessments on privacy case action tasks. These assessments help privacy case analysts identify impacted and related areas during investigations and verify employee compliance with regulations. Analysts can gather observations and evidence from stakeholders to reach resolutions efficiently. Show full answer Show less ## Key Features * **Assessment Template Configuration:** Configure templates specifically for Privacy Case Management, ensuring the category is set to Privacy Case Assessment and targets include Action task and Privacy case. * **Assessment Responders and Due Dates:** Define who responds to the assessments and set due dates for responses. * **Template Versioning:** Only published templates are used for assessments. New versions can be published to update questionnaires, response options, or automations, maintaining a complete change history and ensuring consistency. * **Assessment Workspace:** View and manage available templates for privacy case assessments. * **Automation:** Assessments are triggered when an action task transitions from Draft to Assigned state, initiating the assessment process automatically. ## Prerequisites and Setup * **Required Scoped Applications:** Install the Privacy Case Management plugin along with Smart Assessment core (snsmartasmt), Migration tools (snsmartasmtmig), Connected (snsmartasmtconn), and Designer (snsmartasmtdesg) applications. * **Enable Smart Assessments:** Set the system property `sngrccasemgmt.enablesmartassessments` to true to activate smart assessments for privacy case action tasks. * **Template Migration:** Create new templates in the Smart Assessment Engine or migrate legacy assessment metric types to the new format. * **Administrator Role:** The privacy case administrator configures assessment questionnaires to tailor assessments appropriately. ## Expected Outcomes * Privacy case analysts can efficiently identify impacted areas and verify compliance during investigations. * Automated and consistent assessment processes improve accuracy and timeliness in privacy case resolution. * Clear version control ensures assessments remain consistent even as templates evolve. * Enhanced ability to collect stakeholder input and determine necessary remediation measures based on assessment results. Utilize the Smart Assessment Engine to perform smart assessments on privacy case action tasks. Using the abilities of the Smart Assessment Engine, you can empower the privacy teams to initiate privacy case assessments. These assessments assist privacy case analysts in identifying impacted and related areas during a privacy case investigation. They also help determine whether employees in your organization adhere to the required regulations. The analyst can then collect observations and evidence from the stakeholders and arrive at a resolution. The Smart Assessment Engine provides numerous benefits some of which are listed as follows: * Configuring the assessment templates * Identifying the assessment responders * Defining the due date for responding to the assessment {#smart-assessment-for-privacy-action-tasks__ul_ctx_v3d_b2c} In the Assessment Workspace, you can view the templates available for Privacy Case Management. You must ensure that the assessment template category is set to Privacy Case Assessment and the assessment targets are set to Action task and Privacy case. Only the assessment templates that are published are available for performing the assessments. You can publish a new version of a smart assessment template when its questionnaire, response options, or automations must change. Each version keeps a complete change history. Only one version is published at a time, so new assessments stay consistent. New assessments use the latest published version, while in-progress assessments finish against the version they were created with. For more information, 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."). For more information about Smart Assessment Engine, refer to [Exploring Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/ijwCRJsDLOFn4EMzVXunIg "The ServiceNowSmart Assessment Engine (SAE) helps you reduce the manual burden and costs of your assessment processes through automation.") ## Pre-requisites to enable smart assessment in Privacy Case Management {#smart-assessment-for-privacy-action-tasks__section_qkk_5wf_xdc} Smart assessment scoped applications : The base system ships the GRC smart assessment template to the users when the Privacy Case Management plugin is installed. However, the following scoped applications are required: 1. Smart Assessment core (sn_smart_asmt) 2. Smart assessment Migration tools (sn_smart_asmt_mig). For more information, see [Migrate a legacy metric type to an assessment template](https://servicenow-prod.fluidtopics.net/D8KQZvlVbZAf_i4AVqdKSQ "Migrate an existing metric type to an SAE assessment template. You can leverage the existing assessment designs while using Smart Assessment Engine.") 3. Smart Assessment Connected (sn_smart_asmt_conn) 4. Smart Assessment Designer (sn_smart_asmt_desg). For more information, see [Using the template designer](https://servicenow-prod.fluidtopics.net/nZ8WRHKlzQ6F7PyOfkG7EQ "You can create assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application. Smart assessments can help you to evaluate various situations, aspects, or records.") {#smart-assessment-for-privacy-action-tasks__ul_ygq_njl_g1c} Enable smart assessments system property : The administrator sets the sn_grc_case_mgmt.enable_smart_assessments system property to true for the privacy case manager to assess the action tasks using the smart assessment method. Migrate the template : Create a new template in Smart Assessment Engine. For more information, see [Creating an assessment template from legacy assessment metric types](https://servicenow-prod.fluidtopics.net/ERAHYsZIoJTM6rhTjwXMuQ "You can use the assessment designs that you have already created by migrating the metric types to the Smart Assessment Engine assessment templates. You can leverage the existing assessment designs to support SAE assessment automation, analysis, and reporting."). To get started with smart assessments, the privacy case administrator (sn_comp_case.compliance_case_admin), configures the assessment questionnaire. When an action task moves from the Draft state to the Assigned state, the assessment is sent. Based on the assessment results, appropriate remediation measures are identified and implemented. To learn more about how to configure a questionnaire in the [Exploring Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/ijwCRJsDLOFn4EMzVXunIg "The ServiceNowSmart Assessment Engine (SAE) helps you reduce the manual burden and costs of your assessment processes through automation."), refer to [Configuring Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/JTT2cNos~rpBYRfzccmnTg "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."). To learn how to perform smart assessment on action tasks, refer to [Perform smart assessment on action tasks](https://servicenow-prod.fluidtopics.net/hipFm2ktCGTIKsF3IsZPWg "Use the Tasks page on the Employee Center for a consolidated view of all your tasks, including all assessments, enabling you to access and complete them efficiently.").