There is an issue with the Smart Assessments on the Compliance Case Management when you try to use smart assessments in the Action Tasks – it’s returning an error: “Incorrect setup”. The assessment gets generated so it’s working as expected. When I try to initiate them, it returns me an error.

Official docs:
https://www.servicenow.com/docs/bundle/yokohama-governance-risk-compliance/page/product/grc-compliance-case-mgmt/task/perform-smart-assessment-on-action-task.html

1. Go to the Assessment Workspace and configure/create a new assessment template called “My Questionnaire”.
Assessment categories = Compliance Case Assessment
Assessment targets = Compliance Case
Assessment reader = sn_comp_case.compliance_case_business_user
2. Go to All > Case type
3. Open “Compliance Case” or any active case type record.
4. In the assessment configuration, use the “My Questionnaire”.
5. Go to the Compliance Case Workspace and open any record where type is “Compliance Case”
6. Create an Action Task and use smart assessment.
7. When you move the task to Assigned state, it will trigger the assessment.
8. Click in View Assessment and the issue will get displayed when you try to take the assessment.

How to solve it?

Create the smart assessment under the right scope (CCM) 🙂