We're reclaiming inactive PDIs to keep them available for active builders. Learn what's changing, who's affected, and how to protect your work. Read More

smart assessment questionnaire for Field Service Management

ben_bongo
Tera Contributor

I have activated Smart Assessment. I have also enabled the Smart assessment questionnaire for FSM. 

Next, I created and published a new Smart Assessment template. Then I created a new FSM questionnaire and linked it to the new Smart Assessment template.

 

I then create a Work Order Task(WOT). I assigned the WOT to an agent with the questionnaire_user, sn_smart_asmt.actor, and sn_smart_asmt.assessment_reader roles.

 

When the agent moves the WOT to "Work in Progress"; the Smart questionnaire is generated and associated with the WOT. I can see the Smart Assessment Instance on the WOT related Items list. 

But when the agent clicks on "Take Questionnaire" in the Mobile app; they get "No Items ". The questionnaire does not show up. WHY?

5 REPLIES 5

HubertoG
Giga Expert

Hi, @ben_bongo . We're a ServiceNow Build Partner that extends FSM beyond questionnaires & smart assessments for regulated-industry field execution (MedTech, Manufacturing, Retail and Energy & Utilities). Let's connect; I'll be happy to share a link to a brief demo for a complex data collection use case.

https://www.linkedin.com/in/hubertogarza/