---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Survey-based questionnaires

# Configuring survey-based work order questionnaires {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Admin can create survey-based questionnaires and associate them with work order tasks.

The Survey Designer tool is used to create the questionnaires.  
When a work order or task has an associated questionnaire, the Questionnaires button appears at the top of the form. Selecting this button displays the Questionnaires page, where the agent can complete the questionnaire or check-list.  
Hinweis:  
The Survey Designer tool for Field Service Management doesn't support the functionality of retaking a questionnaire.

## Demo questionnaire

The Inspection Questionnaire is a demo questionnaire record that is included with the Field Service - Questionnaire plugin. Whenever a work order task changes to the Work in Progress state, this questionnaire record adds a questionnaire to that task.  
The following is a screen shot of the demo questionnaire form. In the Trigger condition section, there's a condition that the state must have changed to Work in Progress.Abbildung : 1. Questionnaire form

When defining trigger conditions, the operator changes to means that
the state was changed to Work in progress. If you instead use the operation
is, then the questionnaire is triggered every time that an update
is made to the task.  
This demo questionnaire works as follows:

1. The dispatcher assigns a work order task to an agent.
2. The agent accepts the task and selects Start Work on the task form.
3. The task state changes to Work in Progress.
4. The Questionnaires button appears in the task form header.
5. The agent selects Questionnaires to display one or more available questionnaires for the task.
6. The agent selects Start on the desired questionnaire.
7. The agent completes the questionnaire and selects Submit or Save.
8. The agent returns to the work order task, completes the work, and closes the task.

{#work-order-questionnaire__ol_dwz_mmz_yx}  
Hinweis:  
Questionnaires aren't editable after the associated work order or task is closed.

## Configuration overview {#work-order-questionnaire__section_upv_ybl_kcc}

The steps for setting up work order questionnaires are:

1. [Activate Field Service Questionnaire](https://servicenow-prod.fluidtopics.net/I4ti2Kz9VSymePHR34U~EA "You can activate the Field Service - Questionnaire plugin (com.snc.wm_questionnaire) for Field Service if you have the admin role. The application includes demo data and installs related applications and plugins if they are not already installed.")

   Install the Field Service- Questionnaire plugin (com.snc.wm_questionnaire) if you have the admin role.
2. [Create a questionnaire for a work order or task](https://servicenow-prod.fluidtopics.net/M7i4dxJula0zMOifH1LHfw "Create a questionnaire record and then associate it with Work Order Task table.")

   Create a questionnaire to be completed before work starts or after a work is done.
{#work-order-questionnaire__ol_dhw_zbl_kcc}
**Zugehörige Tasks**   

* [Activate Field Service Questionnaire](https://servicenow-prod.fluidtopics.net/I4ti2Kz9VSymePHR34U~EA "You can activate the Field Service - Questionnaire plugin (com.snc.wm_questionnaire) for Field Service if you have the admin role. The application includes demo data and installs related applications and plugins if they are not already installed.")
* [Create a questionnaire for a work order or task](https://servicenow-prod.fluidtopics.net/M7i4dxJula0zMOifH1LHfw "Create a questionnaire record and then associate it with Work Order Task table.")