Create a Smart Assessment questionnaire
Create a Smart Assessment questionnaire and associate it with a Smart Assessment template to create work order task questionnaires.
Before you begin
Role required: questionnaire_admin
Procedure
- Navigate to Field Service > Administration > Questionnaire.
- Select New.
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On the form, fill in the fields.
Table 1. Questionnaire form Field Description Name Name of the questionnaire. Active Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks. Description Brief description of the questionnaire record. Table Table that is associated with this questionnaire record. Trigger condition Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order task, the questionnaire is added to the work order task. Mandatory Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task. Close before State that the work order or work order task must be in before agents can complete a mandatory questionnaire. - Select Submit.
- In the Questionnaire templates section, select New.
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On the form, fill in the fields.
Table 2. Questionnaire template Field Description Questionnaire Name of the questionnaire. This field is auto-populated with the name of the questionnaire.
Smart assessment template Smart Assessment template to associate with the questionnaire. Note:You can create a Smart Assessment questionnaire only from a published template.
Active Option to activate the Smart Assessment template for the questionnaire. - Select Submit.
Result
A questionnaire with the Type set to Smart Assessment is created.