Set up a delegate for your assessments

task australia Updated Sep 10, 2026 1 min read set-up-delegation-for-assessments.md
Raw file servicenow.com

Name another user to act on your Smart Assessments on your behalf for a set period.

Before you begin

User delegation must be enabled on the template category of the assessments you want to delegate. For more information, see Create an assessment template category.

The delegate must also have the Smart Assessment role that the action requires. For example, to submit an assessment, the delegate must have the Assessment actor [sn_smart_asmt.actor] role.

Role required: sn_smart_asmt.actor to be a delegate of the owner. To be a delegate of the requestor, you need the sn_smart_asmt.assessment_reader role instead.

About this task

Delegation in the Smart Assessment Engine uses the standard ServiceNow platform delegate feature, which you configure from your user profile. For an overview, see Delegation in Smart Assessment Engine.

Procedure

  1. Open your user profile.

  2. Select Delegates tab.

  3. Select New to create a delegate.

  4. Add a delegate and select the user who will act on your behalf.

  5. Select the Assignments option.

    The Assignments option is what lets the delegate act on work assigned to you, including your Smart Assessments.

  6. Set the Starts and Ends dates for the delegation period.

  7. Save the delegate record.

Result

During the delegation period, the delegate can act on your assessments in categories where delegation is enabled. A delegate of the owner can respond and submit. A delegate of the requestor can cancel and reassign an assessment.

Search documentation
Search document titles and file paths on the australia branch