Create and assign a workplace case with Smart Assessment

task brazil Updated Sep 10, 2026 1 min read create-a-workplace-case-with-smart-assessment.md

Workplace managers create a workplace case and assign it to workplace agents for various service requests such as cleaning, maintenance, or inspection tasks. When a case is moved to a specific state (for example, Work in Progress) and meets the configured trigger conditions, a smart assessment instance is automatically created and attached to the case.

Before you begin

Role required: sn_wsd_case.manager

Procedure

Navigate to All > Workplace Case Management > Workplace Cases.
Select All to view all the workplace cases.
Select New.

On the form, fill in the fields.

Field	Description
Workplace service	The workplace service that matches your configured smart assessment trigger.
State	The state of a workplace case. Select the state to Work in Progress.
Assigned to	The Workplace agent who will complete the smart assessment. Select the agent from the list.
Requested for	The user on whose behalf the service is being requested.

Specify other field details.

For more information, see View and track workplace cases.
Select Submit.

If the case matches the trigger conditions, a smart assessment instance is automatically created and the assessment is attached to the workplace case.

Parent Topic:Smart Assessment for Workplace Case and Task

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---
title: Create and assign a workplace case with Smart Assessment
description: Workplace managers create a workplace case and assign it to workplace agents for various service requests such as cleaning, maintenance, or inspection tasks. When a case is moved to a specific state \(for example, Work in Progress\) and meets the configured trigger conditions, a smart assessment instance is automatically created and attached to the case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/create-a-workplace-case-with-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]
---

# Create and assign a workplace case with Smart Assessment

Workplace managers create a workplace case and assign it to workplace agents for various service requests such as cleaning, maintenance, or inspection tasks. When a case is moved to a specific state \(for example, Work in Progress\) and meets the configured trigger conditions, a smart assessment instance is automatically created and attached to the case.

## Before you begin

Role required: sn\_wsd\_case.manager

## Procedure

1. Navigate to **All** &gt; **Workplace Case Management** &gt; **Workplace Cases**.

2. Select **All** to view all the workplace cases.

3. Select **New**.

4. On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|Workplace service|The workplace service that matches your configured smart assessment trigger.|
|State|The state of a workplace case. Select the state to Work in Progress.|
|Assigned to|The Workplace agent who will complete the smart assessment. Select the agent from the list.|
|Requested for|The user on whose behalf the service is being requested.|

5. Specify other field details.

For more information, see [View and track workplace cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-case-management/view-workplace-cases.md).

6. Select **Submit**.

If the case matches the trigger conditions, a smart assessment instance is automatically created and the assessment is attached to the workplace case.

**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)