Migrate a survey-based questionnaire to Smart Assessment

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

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

    Antes de Iniciar

    Role required: wm_admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Nota:
    • 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.

    Procedimento

    1. Navigate to All > Field Service > Administration > Questionnaire.
    2. Open the questionnaire to migrate.
    3. Select Migrate.
      Migration initiation confirmation displays.
      Nota:
      Users with the wm_admin and survey_owner roles can save and publish questions, and migrate surveys to smart assessments. However, to save and publish questions from surveys where you are not the owner, or migrate surveys created by others to a smart assessment, you must replace the survey_creator role by the survey_admin role. The Migrate option is only displayed to users with the survey_owner or survey_admin role.
    4. Opcional: Select the assessment template migration record to view the status of the migration.

    Resultado

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

    O que Fazer Depois

    To view, update, or publish the Smart Assessment template, navigate to Workspaces > Assessment Workspace. For more information, see Author and publish a Smart Assessment template.