Migrating to Smart Assessment

Australia Field Service Management
Release
australia
ft:locale
en-US
ft:publication_title
Australia Field Service Management
ft:clusterId
fsm
bundleId
fsm
workflow
Customer and Industry
  • Field Service Management
  • Explore
  • Guided Setup
  • Integrated work order entry
  • Customer Experience
  • Work order insights
  • Field Service Agent Efficiency
  • Capacity and Reservations Management
  • Capacity Console
  • Linear asset support
  • Workforce Optimization
  • Dispatcher Workspace
  • Dispatcher dashboard
  • Optimize Scheduling and Dispatching
  • Appointment booking
  • Dynamic scheduling
  • Intelligent Task Recommendation
  • Schedule Optimization
  • Field Service Crew Operations
  • Inventory management
  • Field Service Territory Planning
  • Playbooks
  • Planned Work Management
  • Field Service Marketplace
  • Virtual Agent
  • Questionnaires in Field Service Management
  • Survey-based questionnaires
  • Smart Assessment Questionnaires
  • Mobile experience
  • Monitoring and analytics
  • Example workflows
  • Field Service operations
  • Field Service preventive maintenance
  • Field Service IT
  • Configure
  • Plan implementation
  • Domain separation
  • Extension points
  • Global domain configurations
  • Guided Setup
  • Advanced configurations for Field Service Management
  • Activate
  • Additional plugins
  • Quick start tests for Field Service Management
  • Set up workforce
  • Google Maps
  • System properties
  • Google Maps APIs
  • Locations
  • Service Locations
  • Activate
  • Map locations
  • Create parent determination rules
  • Set the default validation
  • Customize location fields
  • Add Service Locations to catalog
  • Limit service locations
  • Set the default location
  • Users
  • Set up user groups
  • Assign additional managers
  • Configure an agent's profile
  • Manage skills
  • Mandatory skills
  • Configuring mandatory skills
  • Migrate skills to the Task Skill table
  • Territory Planning
  • Activate
  • Create geographies
  • Create a GeoJSON geography
  • Create matching geography
  • Create a composite geography
  • Edit a geography
  • Create a territory
  • Configure resources
  • Assign groups
  • Add agents
  • Add crews
  • Add suggested agents
  • Add managers
  • Modify resource membership
  • Enable territory model
  • Agent Efficiency
  • Activate
  • Create or modify efficiency criteria
  • Assign efficiency value to agents
  • Create or modify efficiency determination rule
  • Configuring an agent calendar
  • Create a personal event for an agent or technician
  • Field service holiday schedules
  • Crew Operations
  • Activate
  • Create crews
  • Add skills
  • Add an equipment skill
  • Create ad hoc crews
  • Update crew requirement
  • Add crew members
  • Identify the leader
  • Contractor capabilities
  • Contractor Management
  • Activate
  • Onboard a contractor company
  • Onboard an external manager
  • Create work group for external agents
  • Add external assignment groups
  • Onboard an external agent
  • Offboard an external agent
  • Add additional managers
  • Marketplace
  • Activate
  • Create a marketplace engagement method
  • Modify marketplace eligibility
  • Capacity and Reservations Management
  • Activate Field Service Capacity and Reservations Management
  • Activate Field Service Capacity console
  • Capacity reservation rules
  • Create capacity allocation schedule
  • Create a capacity definition
  • Create capacity buckets
  • Create a capacity assignment
  • Create a demand channel
  • Associate technicians with demand channels
  • Override a capacity assignment
  • Example workflow
  • Workforce Optimization
  • Activate
  • Set up scheduling
  • Configure event categories
  • Create event types
  • Modify schedule adherence
  • Event type extension points
  • Associate attributes with events
  • Set up optimization for teams
  • Set up coaching
  • Configure an indicator
  • Set up skill prediction
  • Configure a list menu
  • Integrate third-party learning
  • Denormalized tables
  • Update the data
  • Set up work orders and tasks
  • Work orders
  • Templates
  • Create templates
  • Create a knowledge article
  • SLAs
  • Manage a work order SLA
  • View a task with an SLA
  • Suspend and resume SLA for work order
  • Suspend and resume SLA for a WOT
  • Delete an SLA
  • Work order states
  • Qualification state for work orders
  • Customize state flows
  • Configure
  • State flow dictionary overrides
  • Work notes
  • Field controls
  • Trigger events on state changes
  • Rebuild state flows
  • State flow cleanup
  • State flow example
  • Template Management
  • Activate
  • Configure data mapping
  • Create field mapping
  • Fetch data source table
  • Configure standalone task templates
  • Create a WOT template
  • Create relevant tasks
  • Signed PDF summaries
  • Work order tasks
  • Create work types
  • Work order task states
  • Scheduled state
  • Questionnaires
  • Survey-based questionnaires
  • Activate
  • Create a questionnaire
  • Time Recording
  • Activate
  • Configure categories
  • Process Optimization
  • Enable PDF summaries at work order task level
  • Work Configurations
  • Activate
  • Configure
  • Manage
  • Work order template
  • Dynamic scheduling configuration
  • Example workflow
  • Planned Work Management
  • Install
  • Using extension point
  • Configure work plans
  • Create
  • Migrate maintenance plans
  • Add grouping criteria
  • Configure a work schedule
  • Map a work order template
  • Map a task template
  • Create planned work records
  • Generate work orders
  • Run a scheduled job to execute a planned work schedule
  • Create work orders for schedule occurrences
  • Suppress schedule occurrences
  • Reschedule planned work order
  • Configure schedule occurrence suppression
  • Group work orders
  • Auto-population of access hours
  • Activate
  • Access hour preferences for a WOT
  • Activate linear assets support
  • Playbooks
  • Install
  • Activate Playbooks for Field Service Management
  • Customer Experience
  • Request task management
  • Task windows
  • Task template for common tasks
  • Clone a request task
  • Quality Management
  • Activate
  • Set criteria for quality review
  • Inventory and asset management
  • Stockrooms
  • Create
  • Add preferred stockrooms
  • Resource Scheduling
  • Activate
  • Create an equipment category
  • Create an equipment instance
  • Add skills to an equipment instance
  • CSM/FSM Configurable Workspace
  • Dispatcher Workspace
  • Activate
  • Define colors for work order states
  • Configuring Time Zones
  • Configure multiple time zones
  • Learn about multiple time zones for dispatchers
  • Enable resource time indicators
  • Configure the fields for task cards or the CSP
  • Determine the tasks to appear in the task panel
  • Configure user groups
  • Configure filters for dispatchers
  • Configure sort options for dispatchers
  • Configure sort options for agent list
  • Configure event body fields for dispatchers
  • Change the number of days
  • Configure the appearance of map n Dispatcher Workspace
  • Set up pins for map
  • Change the image of the map pin
  • Set up Dispatcher Workspace
  • Change the image of the calendar event icons
  • Change the fields that display in the calendar events
  • Clear resource filters
  • Set up communication from Dispatcher Workspace
  • Setting up dynamic scheduling in Dispatcher Workspace
  • Enable dispatchers to add agents temporarily
  • Configure resources to load
  • Configuring advanced resource filters for Dispatcher Workspace
  • Configure resource filter options
  • Create an advanced resource filter for dispatchers
  • Configure popover fields
  • Configure an hourly calendar for Dispatcher Workspace
  • Customize Dispatcher Workspace with UI Builder
  • Customizing the contextual side panel in Dispatcher Workspace with UI Builder
  • Customizing the agent card in Dispatcher Workspace with UI Builder
  • Customizing the calendar grid in Dispatcher Workspace with UI Builder
  • Configure keyword searching in Dispatcher Workspace
  • Configuring Field Service Territory Planning Console
  • Configuring a map overlay
  • Configure territory fields to appear in Territory Planning console
  • Enable identification of relevant territories for a work order or work order task
  • Setting up Field Service in CSM Agent Workspace
  • Configuring Workforce
  • Activate Field Service Manager Workforce
  • Create an event configuration
  • Configure event types to appear on the Team calendar in Workforce
  • Configure event visibility
  • Workforce system properties
  • Configure team calendar visibility for group members
  • Configure territory view
  • Setting up a Field Service scheduling method
  • Schedule Optimization
  • Activate
  • Territory-Based Optimization
  • Schedule Optimization with Workforce Optimization for Field Service
  • Schedule Optimization for Planned Crews
  • Create policies
  • Add objectives
  • Add constraints to a policy
  • Preferred technicians for tasks
  • Prioritize work order tasks
  • Create a scheduling attribute
  • Travel estimate provider
  • Set up a connection and credential
  • Travel time estimates with third-party providers
  • Travel time estimates with latitude and longitude
  • Create a scope
  • Create a batch
  • Multiple Jobs for large workloads
  • Intraday optimization
  • Activate
  • Configure intraday optimization
  • On demand optimization
  • Optimization for prioritized events
  • Configure optimization for prioritized events
  • Prioritized intraday optimization with matching rules
  • Create matching rules
  • Set log levels
  • Set the Schedule optimization logging level
  • View Schedule Optimization logs
  • validation messages
  • Example- Schedule Optimization
  • Dynamic Scheduling
  • Activate
  • Process engine
  • Roles and personas
  • Set up agent schedules
  • Set assignment method
  • System properties
  • Example - Dynamic Scheduling
  • Configure dynamic scheduling
  • Example - Assign preferred technicians
  • Example - Ignore excluded technicians
  • Configure Intelligent Task Recommendations
  • Activate
  • Task Recommendation Policies
  • Filter constraint or ranking criteria
  • Map applications
  • Custom recommendation criteria
  • Scripts for custom task recommendations
  • Route Optimization
  • Additional scheduling configuration options
  • Task Bundling
  • Activate
  • Dynamic Task Bundling
  • Task Bundling policy
  • Task Bundling rule
  • Add qualifiers to a task bundling policy
  • Schedule dynamic task bundling
  • Execute a Task Bundling rule
  • Configuring Appointment Booking
  • Configure Appointment Booking
  • Activate
  • Domain Separation and Appointment Booking
  • Enable or disable
  • Application configuration
  • Set up variables in a record producer
  • Create a record producer
  • Create a business rule to automatically generate appointment records
  • Create service configuration
  • Service configuration rules
  • Create advanced configuration
  • Enable Seismic appointment booking calendar
  • Appointment slot recommendation
  • Enable appointment booking slot recommendation
  • Create a slot recommendation rule
  • Add selection criteria for a slot recommendation rule
  • Customize Appointment Booking email and SMS notifications
  • Set the starting day of the week on calendar
  • Configure Advanced Appointment Booking
  • Activate advanced Appointment Booking
  • Create an Appointment window configuration
  • Create an Appointment service configuration mapping
  • Create appointment schedules
  • Override appointment schedules
  • Configuring Multi-day scheduling
  • Activate
  • Setting up Soft Booking
  • Configuring Intraday schedule automation
  • Activate
  • Copy intraday schedule automation flows
  • Set up the value for agents being considered early or late
  • Change the time that determines whether an agent has acted
  • Change the recipients of notifications for intraday schedule automation
  • Configuring Auto Assignment scheduling
  • Activate FSM Scheduling AI Agent
  • Task scheduling conflicts
  • Configure task scheduling conflict triggers
  • Setting up Field Service Mobile Agent
  • Configure the Now Mobile Agent application
  • Connect to your Field Service data
  • Customizing UI actions for the Now Mobile Agent app
  • Configure UI actions in the Now Mobile Agent app
  • Configure push notifications in the Now Mobile Agent app
  • Push notifications, actions, and messages
  • Configure scheduled offline caching
  • Configure the recently closed work order tasks list
  • Configure special handling notes in the Now Mobile Agent app
  • Enable chat
  • Location tracking in the Now Mobile Agent app
  • Example to track location in the Field Service Management
  • Enable dark theme
  • Field Service Contractor for mobile app
  • Activate
  • Access the ServiceNow Agent for Field Service Contractor for mobile application
  • Configuring Site Mapping for Field Service Management
  • Activate
  • Configure map providers to identify buildings agents
  • Set the default provider for a Custom Map Screen
  • Activate Sidebar for the Field Service Mobile Agent app
  • Set up Virtual Agent conversations
  • Install Field Service Virtual Agent Conversations
  • Activate
  • Activate conversation topics with NLU
  • Set up Smart Assessment questionnaires
  • Activate
  • Enable
  • Migrating to Smart Assessment
  • Migrate a survey-based questionnaire to Smart Assessment
  • Migrate survey instances to Smart Assessment
  • Configuring Smart Assessment from new templates
  • Author and publish a Smart Assessment template
  • Create a Smart Assessment template version
  • Create Smart Assessment questionnaires
  • Activate Field Service Manager Mobile
  • Change Field Service Manager Mobile to use assignment groups or territories
  • Integrating Field Service Management with other applications
  • Integration with Customer Service Management
  • Map a case with a work order
  • Integration with Industry products
  • Integration with Project Portfolio Management
  • Customize the work order state transition map
  • Integration with Change Management
  • Install
  • Setting up Change Management
  • Synchronize work orders with change requests
  • Create a work order from a change request
  • View work order details from a change request
  • View work order details from a change request in Mobile Agent app
  • Change management for Field Service components
  • Integration with Incident Management
  • Install
  • Setting up Incident Management
  • Using extension point for incident management
  • Create a work order from an incident record
  • View work order details from an incident record
  • View work order details from an incident record in Mobile Agent app
  • Incident management for Field Service components
  • Integration with Virtual Conferencing
  • Install
  • Set up Virtual Conferencing Integration
  • Customize the recording information
  • View details for recorded conference calls
  • FSM reports and analytics
  • Platform Analytics Solutions
  • Field Service Platform Analytics dashboard
  • Field Service Performance Analytics dashboard
  • Workforce reports and analytics
  • Predictive Intelligence for Field Service Management
  • Activate
  • Predictive Intelligence for defining work order solutions
  • Suggest similar part requirements for work order tasks
  • Use
  • Prepare work orders
  • Manage work orders
  • Apply a work order template
  • Create a work order
  • Create task without qualifying a work order
  • Closing work orders
  • Cancel a work order
  • Delete a work order
  • SLA for work orders
  • Use a SLA map
  • Access a SLA map
  • SLA map symbols
  • Filter a SLA map
  • Manage a task that has an SLA
  • Assign work orders for linear assets
  • Create work order for a linear asset
  • Create a work order for the planned work
  • View schedule occurrences for a planned work
  • Generate work orders for upcoming days
  • Run a planned work schedule on demand
  • Refresh plans
  • Work plan example
  • Planned Work Management dashboard
  • Plan calendar
  • Create events in Planning calendar
  • Cancel events in Planning calendar
  • Qualify a work order
  • Request additional information to qualify a work order
  • Troublehsoot and qualify a work order
  • Move a work order task to the dispatch queue
  • Manage work order tasks
  • Create a work order task
  • Clone a work order task
  • Delete a work order task
  • Set technician preferences for tasks
  • Exclude technicians
  • Create dependencies between WOTs
  • Create task dependency
  • Create advanced task
  • Create WOT in CSM Agent Workspace
  • Qualify WOTs in CSM Agent Workspace
  • Prioritize a WOT for Schedule Optimization
  • Onsite arrival and check-in
  • Manage inventory in FSM
  • Part requirements
  • Create a part requirement
  • Copy a part requirement
  • Delete a part requirement
  • Source parts
  • Source part and assign agent
  • Source parts for WOT
  • Pick up an asset
  • Manage transfer orders
  • Consumable and non-consumable models
  • Create a transfer order
  • Move an asset through the transfer process
  • Merge transfer orders
  • Review a task
  • Using rate types and labor rate cards
  • Assign a knowledge article
  • Review and approve time sheets
  • Assign ad-hoc Service Locations
  • Learn about Setting ad-hoc locations
  • Managing workforce
  • Managing territories and agents
  • View favorite territories
  • View territory information in CSP
  • Change map marker
  • Change schedule attributes
  • Move agents between territories
  • Agent availability and calendars
  • Create a work schedule
  • Create calendar schedule
  • Run the Daily Schedule Table
  • Manage shifts with Now Assist
  • Use Emergency Exposure Management
  • View an Emergency diagnostic report
  • Block the calendar
  • Managing agent skills,schedules, and tasks
  • Use agent calendar
  • Agent calendar
  • Allow agents to start traveling before shift
  • Managing agents and tasks from Workforce
  • Change views in Workforce
  • Set a default assignment group on the team calendar
  • Set a default territory on the Team calendar
  • Using the team calendar
  • Managing agents and agent groups
  • View an agent profile
  • Update an agent's profile
  • Create a personal event
  • View personal events
  • View events on the Team calendar when WFO is installed
  • Using the map
  • View agent location and assign tasks to agents
  • View agent location history map
  • Capacity
  • View Capacity Usages
  • Using the Capacity Console
  • View data
  • View territory and demand channel summary
  • Update value and reservation
  • Using Crew operations
  • Assign work order tasks
  • Managing tasks on mobile
  • Add resources to tasks
  • Add resource requirements
  • Change agent's time worked
  • Workforce Optimization
  • Dashboard
  • Scheduling
  • Create a work shift plan
  • Create an on-call shift plan
  • Create a schedule plan
  • Add breaks
  • Publish a schedule plan
  • Track and Manage
  • Monitor schedule adherence
  • Analyze adherence and conformance
  • Add events to the team calendar
  • Teams
  • Coaching
  • Skills Overview
  • Assess quality
  • Manage skills
  • Coaching with Learning
  • Mobile experience
  • Scheduling and dispatching
  • Assigning tasks manually
  • Assigning tasks using Dynamic Scheduling
  • Choose tasks to run
  • Confirmation
  • Add default agent schedule
  • Assigning preferred agents
  • Display debug log
  • Set agent status from the mobile UI
  • Set agent status from the desktop
  • WOT start and end dates
  • Ignoring travel time
  • Access hours
  • Assigning WOTs with defined access hours
  • View Schedule Optimization task assignments
  • View run summaries
  • Assigning tasks from Dispatcher Workspace
  • Using Dispatcher Workspace
  • Customize task and agent cards
  • Enable settings
  • Flag a task
  • Select assignment groups
  • Select territories
  • Search tasks
  • Add work notes or comments
  • Filter views
  • Search for appropriate agents
  • Refresh Dispatcher Workspace
  • Open tasks from the task list
  • Open tasks from the list in CSM/FSM Configurable Workspace
  • Flag or unflag tasks from the list
  • Open tasks from the form
  • Agent work and schedule status
  • Show or hide off shift agents
  • Time zones
  • Change the time zone
  • Show multiple time zones
  • Hide time zone labels
  • Suggest agents to assign to a WOT
  • Viewing tasks or events on the calendar
  • View a task or event on the calendar
  • View a task or event on the calendar from the map
  • Zoom in or out on the calendar
  • Assign a task
  • Edit multiple tasks
  • Update multiple tasks simultaneously
  • Manage tasks
  • Viewing agents and tasks
  • Run optimization on-demand
  • Limit the map display to tasks or agents
  • Show map overlays in Dispatcher Workspace
  • Viewing an agent's calendar
  • Show and optimize the agent task route
  • Crew operations
  • Create crews
  • Create adhoc crews
  • Create quick crews
  • Viewing crews
  • Search for crews
  • Update requirements for the WOT
  • Search for tasks that need a crew
  • Identify crews and agents for crew tasks
  • View crew tasks
  • Assign tasks
  • Assign an adhoc agent
  • Add crew members
  • Add resource requirement for a task
  • Assign required resources to the task-specific crews
  • Managing ad hoc filters
  • Create new ad hoc filter
  • Create from an existing filter
  • Update a saved filter
  • Delete a saved filter
  • Export a saved filter
  • View agent information
  • Show that an agent is busy with a non-work order event
  • Quick edit tasks
  • Edit or delete an event
  • Working on scheduled tasks
  • Manage scheduled tasks
  • Determine how overlapping tasks are assigned
  • Using the Sidebar to communicate
  • Managing part requirements
  • Create a part requirement
  • Source parts
  • Temporarily add agents
  • Remove a temporarily added agent
  • Advanced Filtering
  • Personalize your resource view
  • Filter resources
  • Delete an advanced filter
  • Searching in Dispatcher Workspace examples
  • Bundling WOTs
  • Create a WOT bundle
  • Add or remove tasks from a WOT bundle
  • Assign a WOT bundle
  • Change a WOT bundle
  • Change the order of subtasks in a bundle
  • Unbundle a work order task bundle
  • Assigning multi-day tasks to agents
  • Assign multi-day tasks to agents
  • Scheduling and assigning equipment to tasks and crews
  • Assign equipment to a planned crew
  • Assign equipment to a task crew
  • Assign an equipment instance to groups
  • Create a maintenance schedule for an equipment instance
  • Allowing contractors to bid on work orders and tasks
  • Push a request to Field Service Marketplace
  • Respond to a request on Field Service Marketplace
  • Withdraw from a request on Field Service Marketplace
  • Assign a task to a contractor on Field Service Marketplace
  • Use the Response Evaluation Flow
  • View scheduling history of tasks
  • Managing appointments
  • Managing appointments on behalf of a customer
  • Managing appointments from a work order or work order task
  • Select an Appointment window
  • Book
  • Reschedule
  • Cancel
  • Managing appointments in the CSM Configurable Workspace
  • Book
  • Reschedule
  • Cancel
  • Managing appointments as a customer
  • Book an appointment
  • Book an appointment for existing work orders and work order tasks
  • View work order and appointment details
  • Reschedule an appointment
  • Cancel an appointment
  • Customer self service
  • View and add comments to WOTs
  • Track the current location of field service agents
  • Track the current location of agents from email or SMS notifications
  • Collecting agent feedback
  • Preview and sign closed work orders
  • Completing work orders on the web interface
  • Updating task status
  • Execute work order tasks
  • Accept or reject
  • Execute from the agent map
  • Map symbols
  • Agent location
  • Managing tasks
  • Viewing WOT information
  • Customize the display of task information
  • Start work
  • View task information on the classic mobile UI map
  • Pick up an unassigned task
  • Execute from the queue
  • Record an incidental expense
  • Complete a questionnaire
  • Close complete WOT
  • Close incomplete WOT
  • Cancel a WOT
  • View asset usage
  • Track removal of asset
  • Record assets used
  • Track replacement asset
  • Using drop off lists
  • Create drop off list
  • View drop off list
  • Drop off an asset
  • Recording time worked
  • Record time worked manually
  • Pause WOT
  • Review time recorded
  • Modify or delete time worked
  • Review and submit time sheet
  • Create signed PDF summary
  • Contractor Portal
  • Log in for first time
  • Onboard agents
  • Approve or reject onboarding requests
  • View an agent profile on
  • Assign additional managers
  • Offboard agents
  • Work order tasks (WOTs)
  • Assign outsourced WOTs
  • Accept or reject
  • Execute and track
  • View attached knowledge articles
  • Close incomplete WOT
  • Record asset usage
  • Record assets used
  • Record asset removal from task location
  • View task SLAs
  • View sibling tasks
  • Record incidental expenses
  • Complete questionnaires
  • Sign closed work orders
  • Requesting and receiving required parts
  • Create and source a part requirement request
  • Transfer part orders
  • Track part pickups
  • Access stockroom info
  • Managing Smart Assessment in Configurable Workspace
  • View and complete smart assessments in workspace
  • Completing work on mobile
  • ServiceNow Agent mobile app
  • Time sheets
  • Create a time sheet
  • Add a time card
  • Manage time cards
  • Personal events
  • Create an event
  • View events
  • Edit an event
  • Create a task
  • Prioritizing on ServiceNow Agent
  • Plan your WOTs
  • Assign tasks using Intelligent Task Recommendation
  • Plan your schedule
  • Pick up an unassigned task
  • Optimize a task route
  • Accept or reject a WOT
  • Start work on a WOT
  • Activate dark mode
  • Create a sales opportunity
  • View sales opportunities
  • Complete a questionnaire for a work order task
  • Tracking location
  • Inventory
  • Track inventory
  • Perform asset audit for personal stockrooms
  • Request inventory
  • Accept or reject part requests
  • Picking up parts
  • Request rejected parts
  • Duplicate part request
  • View transfer order lines
  • View schedule and track parts for drop-off
  • Analyze work orders for selected asset
  • Track an asset
  • Register new assets
  • Move defective assets
  • Move excess assets
  • View install base info
  • Equipment
  • Field Service Contractor for mobile
  • Reassign a WOT to yourself
  • Reassign a WOT to an agent
  • Accept or reject a WOT
  • Create work orders for a selected asset
  • View related knowledge articles
  • Enter incidental expenses from WOT
  • View an agent's profile
  • View details screen
  • Track or add WOT info
  • Close complete WOT
  • Close incomplete WOT
  • Pause or resume WOT
  • View recently closed WOTs
  • Sign closed WOTs
  • Request inventory
  • View inventory details
  • Pick up parts
  • Complete questionnaire for a WOT
  • Crew
  • Add to crew
  • Remove or release from crew
  • Edit crew details
  • Push notifications
  • Accept or reject requests
  • View and reply to comments
  • Start a Sidebar discussion
  • Job site maps
  • Linear assets
  • Start work
  • Playbooks
  • Virtual Conferencing
  • Make a call
  • Start a meeting
  • Knowledge articles
  • Working offline
  • Closing tasks
  • Field Service Manager Mobile
  • Manage Field Service agents from Field Service Manager Mobile
  • View the tasks assigned to an agent
  • View all tasks in Field Service Manager Mobile
  • Search in Field Service Manager Mobile
  • Save a task from Field Service Manager Mobile
  • View agent information
  • View agents' agenda in Field Service Manager Mobile
  • View task SLA status
  • View analytics from Field Service Manager Mobile
  • Create a work order task
  • Reassign a task to another agent
  • Filter agents in Field Service Manager Mobile
  • Filter an agent’s tasks in Field Service Manager Mobile
  • View your profile in Field Service Manager Mobile
  • Show that an agent is busy with a non-work order event on Field Service Manager Mobile
  • Delete or edit a non-work order event on Field Service Manager Mobile
  • Analytics and reporting
  • FSM Overview dashboard
  • Monitoring operations
  • FSM dashboard
  • Contractor dashboard
  • Contractor dashboard in the configurable workspace
  • Field Service Territory Capacity Analytics dashboard
  • Scheduling Health dashboard
  • Field Service Safety dashboard
  • Field Service Territory Performance Analytics dashboard
  • View work order trends topics
  • Reference
  • Components installed
  • Tables installed
  • Properties installed
  • Roles installed
  • Script includes installed
  • Advanced configurations
  • Field Service Manager Mobile script includes
  • Client scripts installed
  • Business rules installed
  • Roles required for Field Service Guided Setup
  • Section 508 compliance features
  • WOT fields in Field Service Contractor
  • Components installed with additional plugins
  • Appointment booking components
  • Advanced appointment booking components
  • Time Recording components
  • Signature Pad components
  • Contractor Management components
  • Field Service Marketplace components
  • Customer Experience components
  • Capacity and Reservations components
  • Advanced Capacity and Reservations components
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Migrating to Smart Assessment from survey-based questionnaire

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can configure Smart Assessment questionnaires by migrating from existing survey-based questionnaires and use smart assessments to gather data from users.

    The steps to migrate from survey-based questionnaires are:
    1. Migrate a survey-based questionnaire to Smart Assessment
    2. Author and publish a Smart Assessment template
    3. Migrate survey instances to Smart Assessment
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