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Washington DC
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No updates for this release.
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Xanadu
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- **[Use template designer](https://www.servicenow.com/docs/access?context=sae-template-designer&family=xanadu&ft:locale=en-US)**
By using the template designer in Smart Assessment Engine, you can easily create assessment templates and add instructions, questions, and reference information to an assessment template.
- [Add instructions and questions to an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-populate&family=xanadu&ft:locale=en-US): SAE supports the most commonly used question types such as radio buttons, check boxes, drop-down lists, and more. Smart assessments are highly customizable so that you can do the following tasks:
- Organize questions into sections and subsections for clarity.
- Add instructions to help the assessors understand the context and requirements of each question to improve the accuracy and relevance of the responses.
- Configure the question guidance texts to help the assessors answer questions.
- Configure the questions to appear or hide depending on the assessor's previous answers.
- Integrate the response justification prompts that provide the assessors with the explanations that are based on their selected responses.
- Require the assessors to attach the supporting documents like contracts, permits, or invoices that are based on the responses.
- [Add reference information to an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-add-reference&family=xanadu&ft:locale=en-US): Incorporate the live data from the Assessment Scope as reference information to help ensure that the assessors have immediate access to the necessary information while they’re responding to the assessments. This live data minimizes the need for external references.
- [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&family=xanadu&ft:locale=en-US): Create a template category as a container of related assessment templates. By creating an assessment template category, you can help to ensure that only authorized personnel can access and change the template.
- **[Respond to assessments](https://www.servicenow.com/docs/access?context=sae-respond-to-asmnt&family=xanadu&ft:locale=en-US)**
Navigate through the assessments more efficiently by using a progress indicator that shows how much of the assessment is completed. The questions are paginated to help you more easily navigate the assessment. Your work is automatically saved, which eliminates the need for manual saving and helps to prevent data loss. You also have the option to reassign in-progress assessments to another user or cancel assessments that are no longer needed.
- **[Trigger assessments](https://www.servicenow.com/docs/access?context=sae-asmnt-triggering&family=xanadu&ft:locale=en-US)**
Initiate an assessment by using the Trigger Smart Assessment flow action that is based on a published assessment template. You can assign an assessment to a designated assessor with a defined scope and deadline.
- **[Combine multiple assessments into a single, unified submission](https://www.servicenow.com/docs/access?context=sae-asmnt-combine&family=xanadu&ft:locale=en-US)**
Combine multiple assigned assessments into a single, streamlined view. You can efficiently manage, submit, or reassign these combined assessments at one time. You can use features, like Bulk Submit or Bulk Reassign, to handle all assessments in one action.
- **[Domain-separated Deployment](https://www.servicenow.com/docs/access?context=sae-domain-separation&family=xanadu&ft:locale=en-US)**
Domain separation in the Smart Assessment Engine is supported starting with the Xanadu release, enabling data, processes, and administrative tasks to be organized into distinct domains. Within this framework, templates are separated by a process, while assessments are separated by data, helping to ensure controlled access and visibility according to the domain.
- **[Migrate legacy assessment metric types to Smart assessment templates](https://www.servicenow.com/docs/access?context=sae-asmnt-template-migrating&family=xanadu&ft:locale=en-US)**
Migrate existing assessment designs from the ServiceNow® Assessments and Surveys application. Your templates are automatically transferred as drafts with just one click. After you migrate the designs, you must review and publish these drafts, and confirm the results. The sets of questions in the Assessments and Surveys application are saved as metric types. When migrated, these metric types are saved as question types. Custom, Duration, Image scale, Percentage, Rankings, and Ratings question types aren’t supported for migration.
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Yokohama
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- **[Copy an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-duplicate&family=yokohama&ft:locale=en-US)**
Create a copy of an existing smart assessment template, including all questions, sections, and existing configurations. This feature enables you to duplicate a fully configured assessment, so you don't need to recreate the content. You can then customize the copied template to fit new requirements or scenarios.
- **[Filter unanswered questions](https://www.servicenow.com/docs/access?context=sae-respond-to-asmnt&family=yokohama&ft:locale=en-US)**
Filter questions in the assessments to display only unanswered questions, helping you focus on the remaining questions.
- **[Use template designer](https://www.servicenow.com/docs/access?context=sae-template-designer&family=yokohama&ft:locale=en-US)**
Search for text within assessment sections, subsections, or questions, enabling you to locate specific information or keywords. This feature enhances navigation and enables you to find relevant content without manually scrolling through the entire assessment.
- **[Auto-copy responses to all templates](https://www.servicenow.com/docs/access?context=combine-assessments&family=yokohama&ft:locale=en-US)**
Replicate your responses across all applicable assessments while combining assessments by enabling the auto-copy feature. It saves time and effort by copying your answers consistently without the need for manual repetition.
- **[Automate responses](https://www.servicenow.com/docs/access?context=automate-response&family=yokohama&ft:locale=en-US)**
Set up automatic responses for questions to enable assessors to complete assessments efficiently. You can either create default responses for all question types or define a script to fetch and map the values or data to responses.
- **[Assessment scoring and analysis](https://www.servicenow.com/docs/access?context=scoring-in-assessments&family=yokohama&ft:locale=en-US)**
Calculate meaningful scores for assessment responses at the assessment, section, or subsection levels. These scores can then be used for reporting.
- **[Post-assessment automation](https://www.servicenow.com/docs/access?context=impact-automation&family=yokohama&ft:locale=en-US)**
Automate actions based on assessment responses. Template designers can predefine actions using a rule engine, such as updating fields, creating follow-up assessments, or generating other records.
- **[Descriptive images in assessment questions](https://www.servicenow.com/docs/access?context=sae-q-text-create&family=yokohama&ft:locale=en-US)**
Attach descriptive images in the guidance section of the assessment questions. This means that template managers can include helpful visuals to assist respondents, making the instructions clearer and easier to understand.
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Zurich
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- **[Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=zurich&ft:locale=en-US)**
Enhance assessments with the new collaboration feature, enabling owners to add multiple contributors to work together in real time. This update enables assessors to collaborate efficiently by adding several contributors to an assessment. Real-time updates reflect each contributor's changes, and presence indicators show who is present on the assessment.
- **[Normalization in assessments](https://www.servicenow.com/docs/access?context=normalization-in-assessment&family=zurich&ft:locale=en-US)**
Adjust assessment scores to a common scale to promote fair comparison and prioritization. This normalization process helps standardize these measurements, enabling different metrics or scores to be evaluated on the same scale.
- **[Creating code questions](https://www.servicenow.com/docs/access?context=sae-q-code-create&family=zurich&ft:locale=en-US)**
Capture data quickly and accurately from physical documents using a new barcode and QR code question type for assessments. By scanning barcodes or entering QR codes, the system can instantly retrieve and input relevant information.
- **[Creating an assessment template from legacy metric types](https://www.servicenow.com/docs/access?context=sae-asmnt-template-migrating&family=zurich&ft:locale=en-US)**
Migrate question dependencies with an improved migration utility, which now supports the check box question type and conditional visibility criteria defined on templates.
- **[Combining assessments and copying responses](https://www.servicenow.com/docs/access?context=combine-assessments&family=zurich&ft:locale=en-US)**
Combine assessments from different templates into a single, streamlined view. Eliminating the need to open each assessment separately, preserving context, and improving efficiency.
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Australia
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- **[Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=australia&ft:locale=en-US)**
Starting with version 22.0.0, use granular delegation as a primary owner to assign individual assessment sections to SMEs. Respondents can view the entire assessment for context but can edit only their assigned sections. Monitor overall assessment progress and maintain final review and submission capabilities.
- **[Quick edit for published templates](https://www.servicenow.com/docs/access?context=quick-edit-for-published-templates&family=australia&ft:locale=en-US)**
Starting with version 22.0.0, edit published templates inline as a template manager, including edits to the titles, descriptions, and reader roles.
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