Activate a questionnaire for Field Service Emergency Exposure Management
Activate questionnaire records and associate them with the Task Compliance Result table. You can then store the results of compliant and non-compliant agents and tasks.
Before you begin
Role required: wm_admin
About this task
Field Service Management provides the following types of questionnaires to
record the compliance reports of agents during their field visits:
- Pre-Work Check list questionnaire
- Post-Work Check list questionnaire
The agent receives these questionnaires through survey links. The agent must answer them before starting work on the task and before completing the task.
By default, these questionnaires are deactivated. As an administrator, you can activate them. You can use the default questionnaires, modify them, or use them as examples to create new questions.