Create a Smart Assessment template version

  • Release version: Australia
  • Updated May 18, 2026
  • 1 minute to read

    • Smart Assessment questionnaire templates can be edited even after they are published and triggered for a work order task. When a new version of the template is published, the previous version moves to a retired state and future versions are generated from the latest version, without affecting in-progress and completed questionnaires.

    Before you begin

    Ensure that a previous version of the questionnaire exists.

    Role required: questionnaire_admin

    Procedure

    1. Navigate to Workspaces > Assessment Workspace.
    2. Select the template to edit.
    3. After the template details are displayed, select the More icon.
    4. Select the Create new version option.
    5. Select Create in the confirmation message.
      The current draft version of the template, such as Version 2, is displayed alongside the template name.
    6. Make the required changes in the questionnaire template.
    7. Select Save to save the changes.
    8. Publish the latest version by selecting Publish.
    9. Select Publish in the Publish template confirmation message.
    10. Optional: To retain an assessment generated in a previous version, configure the inflight assessment handling setting.
      1. Navigate to All > Smart Assessment Engine > Administration > Template Categories.
      2. Select the Field Service template category.
      3. Select the General settings panel.
      4. Select Retain in the Inflight assessment handling on version retirement field.
      5. Select Update to save the changes in the template category.
      After this configuration is enabled, template changes apply only when a new assessment is generated.

    Result

    The latest version of the Smart Assessment template is published and the previous version moves to the retired state.