Action item collaborator synchronization with Smart Assessment

concept australia Updated Sep 10, 2026 1 min read action-item-collaborators-smart-assessment-sync.md

When users are assigned to a recovery action item, they are automatically synced as collaborators on the linked Smart Assessment instance.

When an action item of type Assessment transitions to Work in progress, a linked Smart Assessment Engine instance is created. The users assigned to the action item are synced as the assessor and collaborators on that instance.

Assessor assignment

User in the action item's Assigned to field becomes the assessment assessor. If Assigned to is empty, the assignment group manager becomes the assessor.

This applies both when the assessment is created and after the action item is updated.

Collaborator sync

The following users are added to assessment collaborators:

Users from Additional assignee list
Members of the assignment group
Assignment group manager (unless already the assessor)

Note: The current assessor is excluded from the collaborator list.

Reverse sync: Smart Assessment to action item

When collaborators are added or removed directly on the assessment, the action item's Additional assignee list updates automatically.

Loop protection

If an action item syncs to Smart Assessment and Smart Assessment syncs back to action item, it may repeat endlessly without loop protection. Loop protection prevents infinite back-and-forth syncing between the two records.

When assignment group members are added to the assessment, they stay as a group and not as individual names. This way, when the assessment syncs back to the action item, it doesn't trigger another sync, breaking the loop.

Technical details

Attribute	Value
Table	sn_recovery_event_item
Trigger	After UPDATE
Filter	Type = assessment AND assessment_template is not empty
Monitored Fields	assigned_to, assignment_group, additional_assignee_list

Parent Topic:Creating action items in crisis events

Keywords BCMaction itemSmart Assessmentcollaborators

57 lines · 2.7 KB Wrap lines

---
title: Action item collaborator synchronization with Smart Assessment
description: When users are assigned to a recovery action item, they are automatically synced as collaborators on the linked Smart Assessment instance.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/action-item-collaborators-smart-assessment-sync.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [BCM, action item, Smart Assessment, collaborators]
breadcrumb: [Creating action items, Structured workflows for crisis events, Manage, Business Continuity Management, Governance, Risk, and Compliance]
---

# Action item collaborator synchronization with Smart Assessment

When users are assigned to a recovery action item, they are automatically synced as collaborators on the linked Smart Assessment instance.

When an action item of type Assessment transitions to **Work in progress**, a linked Smart Assessment Engine instance is created. The users assigned to the action item are synced as the assessor and collaborators on that instance.

## Assessor assignment

User in the action item's **Assigned to** field becomes the assessment assessor. If **Assigned to** is empty, the assignment group manager becomes the assessor.

This applies both when the assessment is created and after the action item is updated.

## Collaborator sync

The following users are added to assessment collaborators:

-   Users from Additional assignee list
-   Members of the assignment group
-   Assignment group manager \(unless already the assessor\)

**Note:** The current assessor is excluded from the collaborator list.

## Reverse sync: Smart Assessment to action item

When collaborators are added or removed directly on the assessment, the action item's Additional assignee list updates automatically.

## Loop protection

If an action item syncs to Smart Assessment and Smart Assessment syncs back to action item, it may repeat endlessly without loop protection. Loop protection prevents infinite back-and-forth syncing between the two records.

When assignment group members are added to the assessment, they stay as a group and not as individual names. This way, when the assessment syncs back to the action item, it doesn't trigger another sync, breaking the loop.

## Technical details

|Attribute|Value|
|---------|-----|
|Table|sn\_recovery\_event\_item|
|Trigger|After UPDATE|
|Filter|Type = assessment AND assessment\_template is not empty|
|Monitored Fields|assigned\_to, assignment\_group, additional\_assignee\_list|

**Parent Topic:**[Creating action items in crisis events](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/creating-action-items-in-crisis.md)