Configuring Smart Assessment Engine

Release version: Xanadu

Updated July 31, 2025

2 minutes to read

Summarize

Summarized using AI

Summary of Configuring Smart Assessment Engine

The Smart Assessment Engine (SAE) can be activated or upgraded through the ServiceNow Store. This process involves completing an initial setup checklist tailored to your organizational needs.

Show full answer Show less

Key Features

Core Plugins Activation: Activate essential plugins such as the Smart Assessment Core, Designer, and Connected plugins (admin role required).
Advanced Features: Optional plugins like Migration Tools, Dependencies, Post-Assessment Actions, Advanced Response Automation, Basic Scoring, and Collaboration can enhance your setup (admin role required).
Role Management: Assign SAE roles to users and groups to manage permissions and access.
Language Configuration: Configure SAE to operate in languages other than American English.

Key Outcomes

By following the setup checklist and activating the necessary plugins, you can effectively implement the Smart Assessment Engine within your organization, allowing for tailored assessments and improved compliance management. For further steps, refer to the relevant application documentation after installation.

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

Install or upgrade ServiceNow® Smart Assessment Engine (SAE) by completing the task on the initial setup checklist.

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 () and then select Selected topic.

Table 1. Setup tasks for standard SAE application
Task	Description
	Activate the Smart Assessment Core plugin (com.sn_smart_asmt). Role required: admin
	Activate the Smart Assessment Designer plugin (com.sn_smart_asmt_desg). Role required: admin
	Activate the Smart Assessment Connected plugin (com.sn_smart_asmt_conn). Role required: admin

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.

Table 2. Setup tasks for advanced SAE features
Task	Description
	Activate the Smart Assessment Migration Tools plugin (com.sn_smart_asmt_mig). Role required: admin Note: The migration plugin is necessary only if you have existing assessment designs. This plugin migrates your existing metric types to the new assessment templates. For more information on migrating metric types to assessment templates, see Creating an assessment template from legacy assessment metric types.
	Activate the Smart Assessment Dependencies plugin (com.sn_smart_asmt_dep). Role required: admin Note: This plugin is necessary if you want to use the features domain separation and post-assessment actions.
	Activate the Smart Assessment Post-Assessment Actions plugins (com.sn_impact_fwk) and (com.sn_smart_imp_auto). Role required: admin Note: The Smart Assessment Dependencies plugin must be activated before activating the Smart Assessment Post-Assessment Actions plugins.
	Activate the Advanced Response Automation for Smart Assessment plugin (com.sn_smart_resp_auto). Role required: admin
	Activate the Basic Scoring for Smart Assessment plugin (com.sn_smart_scoring). Role required: admin
	Activate the Smart Assessment Collaboration plugin (com.sn_smart_collab). Role required: admin

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.

Note:

After installing the required plugins, you can do the following:

Assign SAE roles to users and user groups. Roles determine the permissions and access in the Smart Assessment Engine application. For more information, see Roles in Smart Assessment Engine.
Activate a language. The ServiceNow AI Platform uses American English by default. You can configure SAE to use a different language. For more information, see Activate a language.
Refer to the upstream application documentation for further steps. For example, after installing the plugins from the setup checklist, you can refer to the Policy and Compliance Management documentation to enable smart assessments in Policy and Compliance Management.