smart assessment questionnaire for Field Service Management

ben_bongo
Tera Contributor

3 weeks ago

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?

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HubertoG
Tera Contributor

3 weeks ago

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/

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