Smart Assessment enables users with the administrator role to create 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

Set up Smart Assessment by completing the following actions:

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 create new smart assessment templates.

   Migrating from survey-based questionnaire and configuring Smart Assessment questionnaire:

   1. Migrate a survey-based questionnaire to Smart Assessment
   2. Migrate survey instances to Smart Assessment
   Creating and configuring a Smart Assessment questionnaire from a new template:

   1. Create or modify Smart Assessment template
   2. Create a Smart Assessment questionnaire