Responding to assessments

concept australia Updated Sep 10, 2026 3 min read sae-respond-to-asmnt.md
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Use the Smart Assessment Engine application to help assessors complete survey requests. Track your progress and let the system automatically save your information. Administrators and template managers manage the assessment process.

Assessment response overview

If you have the Assessment actor [sn_smart_asmt.actor] role, you can submit responses to an assigned assessment. Here are some more key functionalities:

  • A progress indicator displays how much of the assessment you have completed.
  • Questions are paginated, making it easier to navigate through the assessment.
  • Your work is automatically saved, eliminating the risk of potential data loss.
  • An assessment administrator [sn_smart_asmt.assessment_admin] can cancel assessments that are no longer needed.

If you have the assessment reassign [sn_smart_asmt.reassign] role, you can reassign in-progress assessments to another user. If your template manager or administrator has added reference information, such as scope-related information, you can view it in the Details section of your assessment. If relevant to the state of the assessment, the scope, requestor, assignee, the requested and due dates are listed in the Details section by default.

While responding to an assessment, you can collaborate at the level of individual questions through four features on each question card. Comments supports question-specific conversation. Work notes provides private threads for users with a configured role. Question Flags marks questions that need attention. Question-level Change history tracks how the response, justification, and flag state changed. For an overview of these features, including how their visibility and permissions are controlled, see Collaboration in assessments. For details on the change history panel, see Question change history.

The following example shows how your progress, save status, assessment status, reference information, actions, and more are indicated in the assessment view.

[Omitted image "sae-asmnt-respond.png"] Alt text: In-progress assessment that shows the previously described features and their indicators.

Assessment response features

  • Navigating assessments

    Assessment actors can navigate through an assessment by selecting the section of questions they’re ready to answer.

  • Saving assessments

    Your assessment progress is automatically saved and your save status is indicated by the saved badge [Omitted image "save-indicator.png"] Alt text: Saved badge..

  • Progress tracking in assessments

    The progress bar indicates how many questions remain in the assessment including required and optional questions.

  • Filtering questions

    Responders can narrow the question list by selecting one or more filters from the filter drop-down list. Multiple filters can be combined to focus on questions that match every selected criterion. For details on each available filter and how to combine them, see Filtering questions in an assessment.

  • Default focus when opening or reopening an assessment

    When you open or reopen an assessment, the view defaults to the assessment instructions if configured. Otherwise, the view defaults to the first question of the first section or subsection. This default focus applies even if you or a contributor already answered later questions, or a response was set by response automation.

  • Searching reference-type question responses

    For single-select and multi-select reference-type questions, if the specified table returns more than 10 records, you see only the first 10 by default. Select the search icon to open a list of all matching records and choose from the full set.

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