---
sourceDocument: Zurich Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/field-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Migrating to Smart Assessment

# Migrating to Smart Assessment from survey-based questionnaire {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can configure Smart Assessment questionnaires by migrating from existing survey-based questionnaires and use smart assessments to gather data from users.  
The steps to migrate from survey-based questionnaires are:

1. [Migrate a survey-based questionnaire to Smart Assessment](https://www.servicenow.com/docs/bO0SuULYydAHQd4KEr51hQ "Migrate survey-based work order questionnaires and templates to Smart Assessment templates.")
2. [Author and publish a Smart Assessment template](https://www.servicenow.com/docs/MmrrLpMW6C5U5Y7eehW5Jw "Author and publish Smart Assessment template, and associate it with Work Order Task tables to create Smart Assessment questionnaires for work order tasks using this template.")
3. [Migrate survey instances to Smart Assessment](https://www.servicenow.com/docs/GFPC7p4cT7tfEjuUcbASwQ "When you migrate a survey-based questionnaire to Smart Assessment, migrate all the associated instances of a survey to Smart Assessment and re-trigger them.")
{#configuring-sa-by-migrating__ul_ncm_3hh_zfc}