Create a questionnaire for a work order or task

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 system 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. Click New.
  3. Fill in the fields on the Questionnaire form to create a new questionnaire record.
    This record stores the basic information for the questionnaire.
    Table 1. Questionnaire form fields (new record)
    Field Description
    Name The name of the questionnaire.
    Active Enable this check box to make the questionnaire record active. The system administrator can attach active questionnaires to work orders and work order tasks.
    Description A 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 The table with which this questionnaire record is associated.
    Trigger condition The trigger condition determines when the questionnaire is applicable. Use the condition builder to create a trigger condition that adds the questionnaire to the work order or work order task.
    Mandatory Enable this check box to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task.

    If you enable the Mandatory check box, you must also select a state in the Close before field.

    Close before If the questionnaire record is mandatory, select one or more states by which the questionnaire must be completed. The questionnaire must be completed before the agent can set the work order or work order task to the selected states.
  4. Click Submit.
    The system creates the record, displays the Questionnaire form, and adds the Questionnaire Designer button.
  5. If desired, make changes to the fields on the Questionnaire form and click Update.
  6. Click Questionnaire Designer to create the text of the questionnaire.
    The Survey Designer tool opens in a new window.
  7. Use the Survey Designer tool to create the questions or checklist items that appear on the questionnaire.
  8. Click Save.
  9. Close the Survey Designer window and return to the Questionnaire form.