Create a questionnaire for a work order or task

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

    • Create a questionnaire record and then associate it with a table such as the Work Order or Work Order Task tables.

    Before you begin

    Role required: admin

    About this task

    The administrator can view questionnaire records from the Questionnaire list and questionnaires by navigating to Surveys > View Surveys.

    Procedure

    1. Navigate to Field Service > Administration > Questionnaire.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Questionnaire form
      Field Description
      Name Name of the questionnaire.
      Active Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks.
      Description Brief description of the questionnaire record.
      Introduction Text that appears at the beginning of the questionnaire.
      End note Text that appears at the end of the questionnaire.
      Table Table that is associated with this questionnaire record.
      Trigger condition Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order or work order task, the questionnaire is added to the work order.
      Mandatory Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task.
      Close before State that the work order or work order task must be in before the agents can complete a mandatory questionnaire.
    4. Select Submit.
      The system creates the record, displays the Questionnaire form, and adds the Questionnaire Designer button.
    5. To create the text of the questionnaire, select Questionnaire Designer.
      The Survey Designer tool opens in a new window.
    6. To create the questions or checklist items that appear on the questionnaire, use the Survey designer tool.
    7. Select Save and close the Survey Designer window.

    Result

    The questionnaire is created.

    What to do next

    To view questionnaire records from the Questionnaire list and questionnaires, go to Surveys > View Surveys.

    To edit a questionnaire, open the form, make your changes, and select Update.