---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a Smart Assessment questionnaire

# Create a Smart Assessment questionnaire {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a Smart Assessment questionnaire and associate it with a Smart Assessment template to create work order task questionnaires.

## Before you begin

Role required: questionnaire_admin

## Procedure

1. Navigate to Field ServiceAdministrationQuestionnaire.
2. Select New.
3. On the form, fill in the fields.  
   {#create-smart-assessment-questionnaire__table_vst_5nf_2r__entry__2}

   | 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. |
   | 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 task, the questionnaire is added to the work order task. |
   | 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 agents can complete a mandatory questionnaire. |
   [Table 1. Questionnaire form]

   {#create-smart-assessment-questionnaire__table_vst_5nf_2r}
4. Select Submit.
5. In the Questionnaire templates section, select New.
6. On the form, fill in the fields.  
   {#create-smart-assessment-questionnaire__table_omd_wjb_d2c__entry__2}

   | Field | Description |
   |-|-|
   | Questionnaire | Name of the questionnaire. This field is auto-populated with the name of the questionnaire. |
   | Smart assessment template | Smart Assessment template to associate with the questionnaire. Note: You can create a Smart Assessment questionnaire only from a published template. |
   | Active | Option to activate the Smart Assessment template for the questionnaire. |
   [Table 2. Questionnaire template]

   {#create-smart-assessment-questionnaire__table_omd_wjb_d2c}
7. Select Submit.
{#create-smart-assessment-questionnaire__steps_anf_djb_d2c}

## Result

A questionnaire with the Type set to Smart Assessment is created.

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