--- sourceDocument: Yokohama Governance, Risk, and Compliance sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Smart assessments # Smart assessments in Privacy Case Management {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](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 in Privacy Case Management enables privacy teams to conduct intelligent assessments on privacy case action tasks. These assessments help privacy case analysts identify impacted areas, verify regulatory compliance by employees, gather stakeholder observations and evidence, and guide case resolution effectively. Show full answer Show less ## Key Features * **Assessment Templates:** Templates specifically categorized for Privacy Case Assessment target both action tasks and privacy cases. Only published templates are available for use. * **Assessment Responders:** Configurable to identify who responds to the assessments. * **Due Dates:** Allows definition of deadlines for assessment responses. * **Integration with Privacy Case Management:** When an action task transitions from Draft to Assigned, the system triggers the assessment process. ## Prerequisites and Setup * The Privacy Case Management plugin includes a GRC smart assessment template by default. * Required scoped applications include Smart Assessment Core, Migration Tools, Connected, and Designer. * Administrators must enable the smart assessments feature by setting the **sngrccasemgmt.enablesmartassessments** system property to true. * Migration or creation of new assessment templates can be done through the Smart Assessment Engine tools. ## Practical Outcomes By implementing smart assessments, privacy case analysts can efficiently evaluate compliance risks, collect relevant data from stakeholders, and determine remediation actions based on assessment results. This leads to more streamlined and informed privacy case investigations and resolutions. 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. For more information about Smart Assessment Engine, refer to [Exploring Smart Assessment Engine](https://servicenow-prod.fluidtopics.net/oePPO~CeO9NDQR35FT_XYg "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/R5l2tlfWFsxSIADor0_cCw "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/YIxZNbw4yVvrMNuc_FjYQQ "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/FOxuA5I0jLmtSYM~21HxEg "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/oePPO~CeO9NDQR35FT_XYg "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/380ZGxddmtitSmyp2rWm8Q "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/IV2cMxkFnQ5Y8yMIR738Nw "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.").