Managing smart assessments in CSM/FSM Configurable Workspace
The CSM/FSM Configurable Workspace enables Field Service technicians to view, track, and complete work order tasks and the associated smart assessment questionnaires.
In the workspace, smart assessments appear directly on work order task records when the configured trigger conditions are met. This allows technicians to complete assessments without navigating away from the task.
Smart assessments support:
- Conditional questions based on previous answers
- Attachments and comments
- Required responses before closing tasks, if configured
After submission, the questionnaire responses can't be edited. They are stored with the task for reference, reporting, and audit purposes.
Additionally, with smart assessment questionnaires, technicians can:
- Reduce manual effort during job execution by filling up responses that are relevant only to their tasks.
- Capture accurate data through a guided process that includes numeric validation, predefined ranges, and conditional enforcement.
- Use barcode scanning directly inside the questionnaire for faster asset identification.
- Capture proof of work such as photos, documents, and other supporting files in real-time while answering questions.
- Reduce follow-ups from dispatchers or back office as planners and reviewers can see assessment results in real-time.
- Rely on automatic follow-on actions based on questionnaire responses.