Author and publish a Smart Assessment template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Author and publish Smart Assessment template, and associate it with Work Order Task tables to create Smart Assessment questionnaires for work order tasks using this template.

    Antes de Iniciar

    Role required: questionnaire_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Author a new Smart Assessment template to configure Smart Assessment questionnaire from new template.

    To configure Smart Assessment questionnaires by migrating from survey-based questionnaires, review the template and publish it.

    Nota:

    • You can create a smart assessment questionnaire only from a published template.

    • You can update a published template only if no active assessment is associated with the template.

    Procedimento

    1. Navigate to Workspaces > Assessment Workspace.
    2. Perform one of the following actions:
      • Select New template to create a new template.
      • Select the name of an existing template to review and author an update an existing template.
    3. On the form, modify or fill in the fields.
      Tabela 1. Create assessment template form
      Field Description
      Template name Unique name for the template.
      Assessment name An optional alternative name for generated assessment that will display to respondents rather than the template name.
      Description Purpose of the template.
      Purpose

      Category of the assessment template. This value should be Field Service.

      Nota:
      • Field Service is the only Purpose available in Field Service Management for smart assessments. However, you can create and customize additional purposes, as required. For more information, see Create an assessment template category.
      • To view and use any template from the newly created purpose, ensure that you have access to the correct role associated with it.
      Assessment target Table to be assessed. Selecting multiple tables makes the scope a combination of records from each table.

      Select Work Order Task to create the template to assess work order tasks.
    4. Select Create.
    5. Fill in the template with overall instructions, questions, optional guidance for responding to a question, and sections that group the related questions.
      For more information, see Add instructions and questions to an assessment template.
    6. Select Save.
    7. Select Publish to publish the new template.