Smart Assessment enables users with the administrator role to create smart assessment templates and associate them with work order tasks.

Use Smart Assessment templates to enhance work order questionnaires for a Now Mobile Agent application. You can migrate survey-based questionnaire templates to Smart Assessment templates.

Use the Smart Assessment Engine template designer to do the following:

• Create and customize the assessment templates for questionnaires.
• Set the assessment parameters such as the question types, justifications, and conditional visibility.
• Configure conditional questions based on responses of all other types of questions and across sections.
• Allow additional comments or attachments on a question's response.

For more information, see Smart Assessment Engine.

Configuration overview

The steps for setting up Smart Assessment are:

1. Activate Smart Assessment for Field Service questionnaire
2. Enable Smart Assessment Questionnaire

3. Either configure a smart assessment questionnaire by migrating a survey-based questionnaire or from new smart assessment templates.

   • To migrate from survey-based questionnaires to Smart Assessment questionnaires see, Migrating to Smart Assessment from survey-based questionnaire.

   • To configure Smart Assessment questionnaires from new Smart Assessment templates see, Configuring Smart Assessment from new templates.