Smart Assessment workflow

  • Release version: Xanadu
  • Updated June 16, 2026
  • 1 minute to read
  • Remediation owners and admins must fill out the questionnaire before submitting for approval. Approvers review the assessment and make approval/rejection decisions based on the provided information.

    Before you begin

    Role required: Assessment Reader

    About this task

    The following is the workflow of the smart assessment adaption:
    • Request for Exception/False Positive when a user requests an exception or marks something as a false positive, the system checks if a questionnaire is required.
    • If the questionnaire option is enabled, a mandatory message will prompt the user to complete the questionnaire before proceeding with the approval process.
    • Draft State: The VCA record and the VIT (Vulnerability Item) remain in the draft state until the questionnaire is submitted.
    • Approval Request: Once the user fills out the questionnaire and submits it, the VCA and VIT records move to in review status.

    Procedure

    1. Select an assessment template.
    2. Fill out the questionnaire in the Smart Assessment workspace.
    3. Submit the questionnaire.

      the VCA and VIT records will transition to in review.

      Note:
      If the user doesn't fill out the questionnaire, the request remains stuck in the Draftstate.