Complete a questionnaire for work order task

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Complete the answers to questions associated with a work order task and store the responses for future reference. For example, you can create questionnaires for verifying the condition of an equipment before it is repaired.

    About this task

    Agents can’t view each others completed questionnaire, even if the agent impersonates the other agent’s profile.

    Before you begin

    You can view a questionnaire in a work order task if it is made available for that task. For more information on creating questionnaires and associating them with work orders or work order tasks, see Work order questionnaires.

    Role required: wm_agent or wm_dispatcher

    Procedure

    1. Open the Now Mobile Agent application.
    2. Tap My Work.
    3. In the My Tasks section, tap See All.
    4. Select the work order task for which you want to fill out the questionnaire.
    5. Tap the Take questionnaire button at the bottom of the screen.
    6. On the Pending tab, tap the questionnaire that you are ready to take.
      If the questionnaire is mandatory, you cannot close the task until you complete the questionnaire.
    7. Tap Get Startedand answer each question in the questionnaire.
    8. Perform one of the following actions.
      ToDo this
      Save the questionnaire Tap Save. You can edit the questionnaire later.
      Submit the questionnaire Tap Submit. Once submitted you can view but cannot change your questionnaire.
      The submitted questionnaire appears in the Completed tab.