Access and Complete Smart Assessment

task brazil Updated Sep 10, 2026 1 min read access-and-complete-smart-assessment.md

Workplace agents complete smart assessments as part of their case workflow. When a case has an attached assessment that meet configured trigger conditions, agents can open it directly from the case form, answer all required questions, and submit the assessment.

Before you begin

Role required: sn_wsd_case.workplace_agent

About this task

Workplace agent must open the case or task from Workplace Central > Lists. For mandatory assessments, agents must complete the assessment before they can close the case to one of the states in the Close before field.

Procedure

Navigate to your workplace agent workspace.
Open the assigned workplace case record from your work queue or case list.
Select Open Smart Assessment to launch the assessment interface.

The system displays the assessment instructions, sections, and questions under the Smart Assessment Results tab.
Review the assessment instructions and complete all assessment questions by providing responses.

Note: You cannot move the case state before completing the mandatory assessment.
Select Submit to complete and close the assessment.

The system records all responses and marks the assessment as completed.

Parent Topic:Smart Assessment for Workplace Case and Task

48 lines · 2.3 KB Wrap lines

---
title: Access and Complete Smart Assessment
description: Workplace agents complete smart assessments as part of their case workflow. When a case has an attached assessment that meet configured trigger conditions, agents can open it directly from the case form, answer all required questions, and submit the assessment.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/access-and-complete-smart-assessment.html
release: brazil
product: Workplace Case Management
classification: workplace-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Smart Assessment for Workplace Case and Task, Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management]
---

# Access and Complete Smart Assessment

## Before you begin

Role required: sn\_wsd\_case.workplace\_agent

## About this task

Workplace agent must open the case or task from **Workplace Central** &gt; **Lists**. For mandatory assessments, agents must complete the assessment before they can close the case to one of the states in the **Close before** field.

## Procedure

1. Navigate to your workplace agent workspace.

2. Open the assigned workplace case record from your work queue or case list.

3. Select **Open Smart Assessment** to launch the assessment interface.

The system displays the assessment instructions, sections, and questions under the Smart Assessment Results tab.

4. Review the assessment instructions and complete all assessment questions by providing responses.

**Note:** You cannot move the case state before completing the mandatory assessment.

5. Select **Submit** to complete and close the assessment.

The system records all responses and marks the assessment as completed.

**Parent Topic:**[Smart Assessment for Workplace Case and Task](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-case-management/smart-assessment-for-workplace-case-and-task.md)