Create Smart Assessment questionnaires from new templates

Create a Smart Assessment questionnaire from a new Smart Assessment template and associate them to work order tasks to gather information about the tasks.

Before you begin

Role required: questionnaire_admin

Ensure you have authored and published Smart Assessment template.

Procedure

1. Navigate to Field Service > Administration > Questionnaire.

2. Select New.

3. On the form, fill in the fields.

   Field	Description
   Name	Name of the questionnaire.
   Active	Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks.
   Description	Brief description of the questionnaire record.
   Table	Table that is associated with this questionnaire record.
   Trigger condition	Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order task, the questionnaire is added to the work order task.
   Mandatory	Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task.
   Close before	State that the work order or work order task must be in before agents can complete a mandatory questionnaire.

4. Select Submit.

5. In the Questionnaire templates section, select New.

6. On the form, fill in the fields.

1. Select Submit.

Result

A questionnaire with the Type set to Smart Assessment is created.