Complete questionnaires for a work order task on the Contractor Portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As a manager or field service agent of a contractor company, you can access and complete questionnaires from the work order tasks assigned to you through the Field Service Contractor Portal.

    Before you begin

    Role required: wm_ext_agent and wm_ext_manager

    About this task

    You can complete questionnaires for the work order tasks that are assigned to you at any stage of the task. One or more questionnaires can be available of a work order task.

    Procedure

    1. Navigate to All > Field Service Contractor Portal > Homepage.
    2. Open a work order task.
    3. Click Questionnaire to display one or more available questionnaires for the task.
    4. From the questionnaires list, select a questionnaire that you want to complete.
    5. Click Get Started to answer the questions.
    6. Click Submit after answering all the mandatory questions in the questionnaire.