Technicians can use the configurable workspace to view, complete, and submit questionnaires partially completed in the mobile application.
Before you begin
- Users with the questionnaire_reader role can view smart assessment questionnaires related to work order tasks, but cannot edit them.
- The questionnaire_user role is part of the wm_agent role. Technicians who have the wm_agent role and the category role can view and update Smart Assessment questionnaires associated with the category role.
Role required: wm_agent
Procedure
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Navigate to .
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In the CSM and FSM Configurable Workspace Foundation Landing Page screen, select the List icon to view the assigned work order tasks.
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Select the Work Order Tasks option to view the related work items.
You can create and save different filters by using the condition, Number, and Group by options to filter and sort your search results.
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Select the work order task to open it.
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In the details screen, select More.
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Select Smart Assessment Instances to view the related list of smart assessment questionnaires.
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Select the required questionnaire to open and view it.
The questionnaire details screen displays the total number of questions, number of questions completed, and percentage completed.
- Optional:
Select the All questions filter and select Unanswered questions to view and answer only the pending questions.
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Fill in the questionnaire details.
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Select Submit to save and submit the questionnaire responses.
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In the Submit prompt, select the check box and select Submit.
The responses submitted in the questionnaire in the workspace are automatically saved. Unless the questionnaire is submitted, all the information provided in it is retained and can be edited. After the questionnaire is
submitted, responses cannot be modified. Questionnaires that are already submitted through mobile cannot be edited in the workspace.
Result
Submitting the questionnaire changes its state from Work In Progress to Completed, and the workspace is updated.