Complete a questionnaire for a work order or task

Field service agents can access and complete questionnaires from the Work Order or Work Order Task forms.

Before you begin

Role required: wm_agent

About this task

If one or more questionnaires are available for a work order or work order task, the Questionnaires button appears at the top of the form. Clicking this button displays the questionnaires.
Agents can also navigate to Self-Service > My Assessments & Surveys to see questionnaires for work orders and work order tasks.
Note: Users who can view a work order or task can also view associated questionnaires. Users who are assigned to a work order or task can complete associated questionnaires.

Procedure

  1. Open a work order or work order task.
  2. Click Questionnaires.
    The Questionnaires page opens and displays the questionnaires associated with the task record. Each questionnaire is listed as an individual tile and displays the associated work order or task number.
  3. Click Start on the questionnaire tile.
    The questionnaire opens in the window. A message at the top displays the related work order or task number.
  4. Complete the questionnaire.
  5. Click Submit or Save.
    OptionDescription
    Submit Submits the questionnaire and returns to the work order or task form. Once submitted, an agent cannot make changes to the questionnaire. Upon returning to the questionnaire list, an agent can only view the responses. (Tile displays View.)
    Save Saves the questionnaire and returns to the work order or task form. Once saved, an agent can return to the questionnaire and make changes or add information. (Tile displays Start.)
  6. Complete any remaining work and then close the task.
    Note: If mandatory, you must complete the questionnaire before closing the task.