Configuring work order questionnaires

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

    • As part of completing some work orders and tasks, Field Service agents fill out questionnaires or complete check lists.

    Questionnaires gathers different types of information from Field Service agents, such as verifying their compliance with the generic Field Service process while working on the task.

    Administrators can create questionnaire records and associate those records with work orders or work order tasks. For example, an agent might need to complete a safety check list before starting work on a task or fill out an inspection questionnaire before completing a work order. The administrator can also make filling out the questionnaire mandatory before an agent closes a task.

    Questionnaire records include some configuration information, such as the condition or event that triggers the questionnaire, as well as the list of questions included in the questionnaire.
    Note:
    Configuring questionnaires is optional.

    Questionnaire for a work order task can be either a survey-based questionnaire or a smart assessment.

    Survey-based questionnaire

    A survey-based questionnaire uses the Survey Designer tool to create a questionnaire with a list of questions.

    For more information, see Configuring survey-based work order questionnaires.

    Smart Assessment questionnaire

    A Smart Assessment questionnaire for Now Mobile uses Template designer in the Smart Assessment Engine application.

    For more information, see Configuring Smart Assessment questionnaires for Now Mobile Agent.

    Note:

    • Smart Assessment allows migration of survey-based questionnaires to Smart Assessment questionnaires.

    • Usage of Smart Assessment questionnaire can't be disabled once enabled.