Migrate survey instances to Smart Assessment
- UpdatedJul 31, 2025
- 1 minute read
- Zurich
- Field Service Management
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.
About this task
Migrate survey instances for questionnaires to Smart Assessment by manually running the job Migrate survey instances to smart assessments.
This job migrates all instances of a survey to Smart Assessment and re-triggers the instances.
Smart Assessment uses the Smart Assessment Engine to migrate survey instances to Smart Assessment. For more information, see Smart Assessment Engine.
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Survey instances in Work in progress state can't be migrated.
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You can link migrated instances only to Smart Assessment templates migrated from a survey-based questionnaire. Migrated instances can't be linked to a new Smart Assessment template.
Before you begin
Role required: questionnaire_admin
Procedure
- Navigate to .
- Search for the Migrate survey instances to smart assessments job and open it.
- Select Execute Now.
Result
Survey instances for the questionnaire are migrated to Smart Assessment and re-triggered.