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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Smart Assessment components

Several types of components are installed with the Smart Assessment feature, including tables, business rules, script includes and scheduled jobs.

Tables

Smart Assessment adds the table listed in the following table.

TableDescription
Questionnaire Template\[sn\_fsm\_smart\_asmt\_template\]Stores information about Smart Assessment templates and its associated questionnaire.

Actions and roles required

Smart Assessment adds the actions and the corresponding roles required in the following table.

ActionRole required
Create templatestemplate\_manager or template\_admin
Edit templates in assessment workspaceTemplate manager \(sn\_smart\_asmt.template\_manager\) and category role associated with the template
View templates and complete assessments in the workspace or Mobile Agent appTemplate reader \(sn\_smart\_asmt.template\_reader\), actor \(sn\_smart\_asmt.actor\), and category role associated with the templateThe template reader and actor roles are a part of the questionnaire\_user role, which is included in the wm\_agent role. Therefore, to view templates and complete assessments in the workspace, simply add the category role to the existing wm\_agent role.

Business Rules

Smart Assessment adds the business rules listed in the following table.

Business RuleTableDescription
Trigger smart assessmentWork Order Task\[wm\_task\]Generates Smart Assessment instances for work order tasks.
Trigger smart assessmentWork Order\[wm\_order\]Generates Smart Assessment instances for work orders.
Trigger smart assessmentAffected Product\[wm\_m2m\_product\_to\_work\_order\]Generates Smart Assessment instances for affected products.
Verify Duplicate Association Of TemplateQuestionnaire template\[sn\_fsm\_smart\_asmt\_template\]Ensures that each smart assessment template is associated with only one questionnaire record. A smart assessment template can't be linked to multiple questionnaire records.

Script Includes

Smart Assessment adds the script includes listed in the following table.

Script IncludeDescription
FSMSmartAsmtUIControlSNCHas methods to control UI components and actions based on the configuration for Smart Assessment.
FSMSmartAsmtUIControlContains a customizable wrapper for the script FSMSmartAsmtUIControlSNC.
FSMSmartAssessmentUtilSNCContains methods for all reference qualifiers and generates assessments from the Smart Assessment template if the conditions are met.
FSMSmartAssessmentUtilContains a customizable wrapper for the script FSMSmartAssessmentUtilSNC.
FSMSmartAssessmentDaoSNCContains all the database queries related to Smart Assessment.
FSMSmartAssessmentDaoContains a customizable wrapper for the script FSMSmartAssessmentDaoSNC.
FSMSmartAssessmentMigrationHelperSNCContains methods related to survey type questionnaire and its instances migration to Smart Assessment.
FSMSmartAssessmentMigrationHelperWrapper
FSMSmartAssessmentsConstantsHolds the constants for Smart Assessment.
QuestionnaireUtilSmartAssessmentImplImplements the extension point QuestionnaireUtilExtPoint and contains utility methods for questionnaires and assessments.
QuestionnaireUtilAjaxContains methods to alter fields on the record page based on the configuration.

Scheduled Job

Smart Assessment adds the scheduled job listed in the following table.

Scheduled JobDescription
Migrate survey instances to smart assessmentsMigrates questionnaire instances to Smart Assessment and re-triggers the migrated instances.

Parent Topic:Components installed with additional plugins for Field Service Management

Related topics

Smart Assessment questionnaires

Configuring Smart Assessment questionnaires for Now Mobile Agent