---
title: Smart Assessment for workplace cases and tasks
description: Smart Assessment enables workplace case managers to create structured assessment templates with customizable questions and sections. These assessments trigger automatically based on specific conditions, such as state changes in workplace cases and tasks. Workplace agents complete these assessments as part of their workflow, to standardize data collection and support quality control.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/workplace-case-management/smart-assessment-for-workplace-case-and-task.html
release: australia
product: Workplace Case Management
classification: workplace-case-management
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management]
---

# Smart Assessment for workplace cases and tasks

Smart Assessment enables workplace case managers to create structured assessment templates with customizable questions and sections. These assessments trigger automatically based on specific conditions, such as state changes in workplace cases and tasks. Workplace agents complete these assessments as part of their workflow, to standardize data collection and support quality control.

You must install the following plugins:

-   Smart Assessment Core \(sn\_smart\_asmt\)
-   sn-smart-assessment-designer \(sn\_smart\_asmt\_desg\)
-   sn-smart-assessment-connected \(sn\_smart\_asmt\_conn\)
-   Post Assessment Actions for Smart Assessments \(sn\_smart\_imp\_auto\)
-   sn-reusable-impact-framework
-   snc.smart\_asmt\_dep

-   **[Create an assessment template category](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/create-an-assessment-template-category.md)**  
Assessment template categories help organize and classify smart assessment templates based on their purpose or use case. Categories make it easier to locate and manage templates within the assessment workspace.
-   **[Create Smart Assessment template for Workplace Case and Task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/create-smart-assessment-template.md)**  
Create assessment templates to standardize data collection, define quality checks, and automatically attach assessments to workplace cases and tasks.
-   **[Configure automations in a Smart Assessment template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/configure-automations-in-assessment-template.md)**  
Set up automations that run predefined actions when an assessment template is published, using conditional or standalone action sets.
-   **[Configure Smart Assessment Trigger](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/configure-smart-assessment-trigger.md)**  
Smart assessment triggers define the conditions when assessment templates are applied to workplace cases or tasks.
-   **[Create and assign a workplace case with Smart Assessment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/create-a-workplace-case-with-smart-assessment.md)**  
Create a workplace case and assign it to a workplace agent for various service requests such as cleaning, maintenance, or inspection tasks. A smart assessment is automatically attached when the case meets the configured trigger conditions.
-   **[Access and complete a smart assessment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/access-and-complete-smart-assessment.md)**  
Answer and submit a smart assessment directly from the workplace case form when the assessment meets its configured trigger conditions.

**Parent Topic:**[Configuring Workplace Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/workplace-case-mgmt-setup.md)

**Related topics**  


[Install Workplace Case Management]()

[Create a Workplace case template]()

[Create a Workplace task template]()

[Automating seat assignment for new hires]()

[Configure Approval options]()

[Configure a Record producer]()

[Configuring a record producer for request edit]()

[Configuring a record producer for reservation]()

[Create an SLA Definition]()

[Create a Workplace service]()

[Add a workplace service item to a workplace service]()

[Create a workplace template configuration]()

[Create a workplace field mapping]()

[Configure an escalation rule]()

[Add Fulfillment instructions]()

[Group similar workplace cases under a parent case]()