Complete a questionnaire for work order task
Complete the answers to questions associated with a work order task and store the responses for future reference. For example, you can create questionnaires for verifying the condition of an equipment before it’s repaired.
About this task
Agents can’t view each others completed questionnaire, even if the agent impersonates the other agent’s profile.
About this task
The Change Approval Policy activity generates approvals from the associated change approval policy. Approval timing, due dates, and escalation are governed by the approval definitions in the policy and not by the activity. To set due dates and automatic resolution (approve, reject, or cancel on due date), use the Apply Change Approval policy flow action.For more information, see Change approval policy
Before you begin
You can view a questionnaire in a work order task if it’s made available for that task. For more information on creating questionnaires and associating them with work orders or work order tasks, see Work order questionnaires.
Role required: wm_agent or wm_dispatcher
Procedure
Open the Now Mobile Agent application.
Tap My Work.
In the My Tasks section, tap See All.
Select the work order task for which you want to fill out the questionnaire.
Tap the Take questionnaire button at the bottom of the screen.
On the Pending tab, tap the questionnaire that you’re ready to take.
If the questionnaire is required, you can’t close the task until you complete the questionnaire.
Tap Get Started and answer each question in the questionnaire.
Perform one of the following actions.
To Complete these steps Save the questionnaire Tap Save. You can edit the questionnaire later. Submit the questionnaire Tap Submit. Once submitted, you can view but can’t change your questionnaire. The submitted questionnaire appears in the Completed tab.