--- 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 --- # Results of migrating a template to a TPRM SAE template # Results of migrating a template to a TPRM SAE template {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 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 Results of migrating a template to a TPRM SAE template This document explains how ServiceNow customers can manage and review the migration of assessment templates from Classic formats to the Third-Party Risk Management (TPRM) Smart Assessment Engine (SAE) templates. It covers how to track migration progress, view results, and understand the impact on assessment workflows. Show full answer Show less ## Tracking and Viewing Migration Results * Migration progress can be monitored under **All \> Third-party Risk Management \> Assessment Setup \> Classic Template Migration**. * Each migration is assigned a unique identifier starting with **ATSMIG** for easy search and tracking. * The migration record shows source and target template types, purpose classifications, and migration status such as **In progress** , **Completed** , **Partially completed** , or **Errored**. * Purpose classifications correspond to specific TPRM questionnaire categories, which help organize templates by their intended use. * Viewing TPRM SAE questionnaire templates requires the **TPR assessment reviewer role**. ## Migration Workflow and Post-Migration Actions * Templates can be migrated individually or in bulk, initially resulting in templates being in a **Draft** state. * Each migrated template must be reviewed and published to activate its features. * Upon publishing, TPRM SAE templates automatically link to relevant assessment templates and issue generation rules. * Issue generation rules require at least one question with the **Enable preferred response** option enabled to function correctly. * Assessment templates should be marked as **Supports smart assessment** after migration and publishing to enable tier-based, provider-based, and event-driven management rules. * Adding new SAE questionnaire templates to existing assessments updates their status to support smart assessments. ## Template and Assessment Behavior After Migration * Before enabling the Smart Assessment Engine (SAE) property, classic questionnaire templates and assessments remain in use. * After enabling the SAE property, new or migrated SAE questionnaire templates and assessments marked as supporting smart assessments become the default. * Management rules operate only on assessments marked as supporting smart assessments. ## Scoring Migration * A business rule automates migration of scoring configurations from Classic to SAE templates to maintain consistent scoring. * New templates require manual setup of scoring options and weights. ## Migration Limitations and Requirements * Unsupported question types include percentage, ranking, image scale, and custom metrics; these must be converted or recreated post-migration. * Sections containing only unsupported questions become empty in SAE templates and must be updated or deleted before publishing. * Duration data for SAE questionnaire templates is not included in update sets and requires manual export/import. * Assessment templates not updated to support SAE will cause related management rules to malfunction. * Scoring migration only proceeds if the template migration has no errors. * Responses from previous assessments are not migrated to the new format. * The Excel export feature available in Classic assessments is not supported for SAE assessments in the Third-party portal. ## Practical Considerations for ServiceNow Customers * Carefully review each migrated questionnaire template to ensure completeness and accuracy before publishing. * Assign appropriate roles to users who need to access TPRM SAE questionnaires. * Plan to manually handle unsupported question types and duration data during migration. * Confirm that assessment templates and issue generation rules are marked as supporting smart assessments to enable full functionality. * After migration, expect improved integration with tier, provider, and event-driven management rules when using SAE-enabled templates. You can view the templates that were migrated to Smart Assessment format. ## Tracking template migration {#tprm-migrate-asmnt-template-result__section_xrt_szb_2cc} After you have started the migration process, you can view the progress and confirm if it was completed successfully. For more information on the migration process, see [Migrate a template to an SAE template](https://servicenow-prod.fluidtopics.net/77LBemuP2fHAvSZIVdM5Sw "Migrate an existing questionnaire or document request template to a TPRM SAE questionnaire template. You must migrate all classic templates to TPRM SAE templates or create new ones before you can use SAE in TPRM.") and [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."). ## Viewing the migration results {#tprm-migrate-asmnt-template-result__id_y5m_5jc_1bc} To view your migration results, navigate to AllThird-party Risk ManagementAssessment SetupClassic Template Migration. In the Assessment template migrations list, select the migration number. Each migration record for a metric type is assigned a unique number that starts with the text ATMIG. The form displays the values that were used to generate the template. The related lists display the status and content of the migrated data. The following table describes the fields in the Assessment template migration list. {#tprm-migrate-asmnt-template-result__table_rqd_1cy_bzb__entry__2} | Field | Description | |-|-| | Number | Unique number that starts with the text ATSMIG in the migration record for the questionnaire. You can use the number to search for the record. | | Source metric type | Classic template that migrated. | | Target assessment template | Smart Assessment template that is migrated from the source template. | | Purpose | Purpose for the migrated template. Note: Known as Template classifications in the Classic assessment engine, TPRM has a Purpose for each classic template classification. TPRM purpose options include: * TPRM external 3rd-party element questionnaire * TPRM external 4th-party questionnaire * TPRM external document request * TPRM external questionnaire * TPRM internal IRQ * TPRM internal tiering questionnaire {#tprm-migrate-asmnt-template-result__ul_chn_fwh_gfc} To view a TPRM SAE questionnaire template you must have the TPR assessment reviewer role \[sn_vdr_risk_asmt.vendor_assessment_reviewer\]. For more information on creating assessment template purposes, see [Create an assessment template category](https://servicenow-prod.fluidtopics.net/ySw5ARD4rsFKsd4_~5~VEQ "Create an assessment template category in the Smart Assessment Engine application so that you can organize and grant access to the assessment templates that are related."). Note: You can create an assessment only from a published assessment template. | | Migration status | Value that updates as the template migration process proceeds. * In progress: Status for after you start the migration process, the process is in progress until it finishes. * Completed: The migration is completed successfully. * Partially completed: Only some elements were successfully migrated. * Errored: An error occurred during the migration. {#tprm-migrate-asmnt-template-result__ul_avc_bzd_1bc} | | Error details | Description of an error that occurred during the unsuccessful migration. | | Created | Date and time the migration job was created. | [Table 1. Assessment template migration list] {#tprm-migrate-asmnt-template-result__table_rqd_1cy_bzb} ## Template migration results {#tprm-migrate-asmnt-template-result__section_zlk_v4f_2zb} The following diagram shows the questionnaire to TPRM SAE template migration workflow. Figure 1. SAE migration workflow 1. Migrate templates either one by one or in bulk. After migration, all templates are in the Draft state. 2. Review each migrated questionnaire template individually to confirm that they're accurate and complete. 3. Publish TPRM SAE questionnaire templates. After publishing, the following actions occur automatically: * TPRM SAE templates are associated with all related Assessment templates. * TPRM SAE templates are associated with all related Issue generation rules. {#tprm-migrate-asmnt-template-result__ul_pkh_2kd_cgc} Note: For Issue-generation rules to work as expected when applied to an TPRM SAE assessment template, at least one question must have the option, Enable preferred response, set to true. 4. After all questionnaire templates related to an assessment template have been migrated and published, they should be marked as Supports smart assessment and ready for use. 5. Review each assessment template to confirm it's marked as Supports smart assessment. If an assessment template isn't marked as Supports smart assessment, manually adding a new TPRM SAE questionnaire template to it updates its status. 6. After a questionnaire template has been migrated and published, its related issue generation rule is automatically marked as Supports smart assessment and is ready for use. {#tprm-migrate-asmnt-template-result__ol_zgq_xsq_xfc} For more information, see [Migrate a template to an SAE template](https://servicenow-prod.fluidtopics.net/77LBemuP2fHAvSZIVdM5Sw "Migrate an existing questionnaire or document request template to a TPRM SAE questionnaire template. You must migrate all classic templates to TPRM SAE templates or create new ones before you can use SAE in TPRM."), [Create a TPRM SAE questionnaire or document request template](https://servicenow-prod.fluidtopics.net/KdjQDs99~QJX2ZasxlJO~w "Create a TPRM SAE questionnaire or document request template that supports SAE for risk identification. After integrating SAE, new users must create SAE templates, and existing users can create additional templates after migrating their existing ones."), [Create an external assessment template](https://servicenow-prod.fluidtopics.net/IwU0fCVVzYP7MjHOsvWDaw "When defining an assessment template, the third-party risk manager provides scheduling information for the third-party risk assessment."), and [Create an issue generation rule](https://servicenow-prod.fluidtopics.net/mc3UH~l8AlOJETYSLDjH2w "Create an issue generation rule that will automatically create an issue based on question responses to external assessments. Issues help ensure that your concerns about a third party or engagement are remediated."). The following diagram shows the relationship between assessment templates and questionnaires after upgrading. Figure 2. Assessment templates post-upgrade * Before setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default. * Existing questionnaire templates * Existing assessments {#tprm-migrate-asmnt-template-result__ul_jdg_3nq_xfc} * After setting the Smart Assessment Engine enabled (sn_vdr_risk_asmt.sae_enabled) property, the following are used by default. * SAE questionnaire templates (New or migrated). * Assessments marked as Supports smart assessment. * Tier-based, Provider-based, and Event-driven management rules only work with assessments marked as Supports smart assessment. {#tprm-migrate-asmnt-template-result__ul_iqj_znq_xfc} {#tprm-migrate-asmnt-template-result__ul_wnq_2nq_xfc} Note: Templates and questions must be reviewed to confirm they're marked as Supports smart assessment. After the assessment templates and questions are marked as Supports smart assessment, issue-generation rules can be applied. ## Template migration scoring results {#tprm-migrate-asmnt-template-result__section_ywg_3sf_wfc} The Migrate scores from classic template business rule automates the migration of scores from the Classic template to the TPRM SAE template, helping ensure consistent scoring configuration. If a new template is created, you must manually enable scoring, define the correct options, and set their scores. For more information, see [Scoring assessments](https://servicenow-prod.fluidtopics.net/N35hEm9waeS14VJJHB9CqQ "Scoring in Smart Assessment Engine is a systematic way to evaluate responses to various questions within an assessment. By attributing scores to answers, you can translate qualitative responses into quantitative data, offering a measurable and comparable outcome for each assessment."), [Configure scoring for an assessment](https://servicenow-prod.fluidtopics.net/tmcbN7_myQlZu~Z5QAb9vg "Set up scoring for your assessment responses to calculate meaningful scores at the assessment, section, or subsection level."), and [Normalization in assessment](https://servicenow-prod.fluidtopics.net/nwVNpasbKaGfv5cutjni7w "Normalization in Smart Assessment Engine refers to adjusting assessment question scores to a common scale to promote fair comparison and prioritization."). ## Migration limitations {#tprm-migrate-asmnt-template-result__section_mz5_ghp_5fc} The assessment migration process has the following limitations and requirements. * The following question types aren't supported: percentage, ranking, image scale, and custom metric. You must either convert these question types to supported formats before migration or create new questions in the template designer after migration. * If a section in the classic template contains only unsupported questions, an empty section is created in the TPRM SAE template. TPRM SAE templates with empty sections can't be published; therefore, you must either add replacement questions to these sections or delete the empty sections before publishing. * When transferring TPRM SAE questionnaire templates between instances, the update set won't include the duration information. Users must export the duration information manually from the `sn_smart_asmt_duration` table and import it into the target instances. * If an assessment template isn't updated to support SAE assessments, the related tier-based, provider-based, and event-driven management rules won't run as expected. * The TPRM scoring migration proceeds only if there were no errors during the template migration. If there were errors, the TPRM scoring migration doesn't occur. * Responses from previous assessments aren't migrated. * In the Third‑party portal, the Excel export option available for Classic assessments is not supported for SAE assessments. {#tprm-migrate-asmnt-template-result__ul_shv_kfg_wfc} **Related reference** * [How legacy metric types are migrated to sections in templates](https://servicenow-prod.fluidtopics.net/CWCw4ad5bxJGyiQCEnFMyA "Legacy metric types are migrated to specific sections in the assessment templates in the Smart Assessment Engine application.") *[\>]: and then