Migrate a survey-based questionnaire to Smart Assessment

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

    • Migrate survey-based work order questionnaires and templates to Smart Assessment templates.

    Before you begin

    Role required: admin

    About this task

    Administrators can migrate the existing survey-based questionnaires and templates to Smart Assessment. The migration can be started from a survey-based work order questionnaire record. A new Smart Assessment questionnaire and template is automatically created after the migration is complete.

    Smart Assessment uses the Smart Assessment Engine to migrate survey-based templates to Smart Assessment templates. For more information, see Smart Assessment Engine.

    Note:
    • Smart Assessment templates don't support Boolean, Template, Percentage, Imagescale, Ranking, Rating, Duration, Custom, and Scale data types. Update these data types in work order questionnaires to the closest supported data types before initiating the migration process.
    • Conditional dependencies of a questionnaire are not migrated.

    Procedure

    1. Navigate to All > Field Service > Administration > Questionnaire.
    2. Open the questionnaire to migrate.
    3. Select Migrate.
    4. Optional: Select the assessment template migration record to view the status of the migration.

    Result

    The questionnaire is migrated and a Smart Assessment questionnaire and template is created.

    What to do next

    View, update, or publish the Smart Assessment template. For more information, see Create or modify Smart Assessment template.