---
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


---

# Migrate a survey-based questionnaire to Smart Assessment

# Migrate a survey-based questionnaire to Smart Assessment {#ariaid-title1}

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

Migrate survey-based work order questionnaires and templates to Smart Assessment templates.

## Before you begin

Role required: admin

## About this task

Administrators can migrate the existing survey-based questionnaires and templates to Smart Assessment. The migration can be started from a survey-based work order questionnaire record. A new smart assessment questionnaire and
template is automatically created after the migration is complete.

Smart Assessment uses the Smart Assessment Engine to migrate survey-based templates to Smart Assessment templates. For more information, see [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&version=zurich&pubname=zurich-governance-risk-compliance&ft:locale=en-US).  
Note:  
* Smart Assessment templates don't support Boolean, Template, Percentage, Imagescale, Ranking, Rating, Duration, Custom, and Scale data types. Update these data types in work order questionnaires to the closest supported data types before initiating the migration process.
* Conditional dependencies of a questionnaire are not migrated.
{#migrate-to-smart-assessment-template__ul_qbj_qd1_12c}

## Procedure

1. Navigate to AllField ServiceAdministrationQuestionnaire.
2. Open the questionnaire to migrate.
3. Select Migrate.  
   Migration initiation confirmation displays.
4. **Optional:** Select the assessment template migration record to view the status of the migration.

## Result

The questionnaire is migrated and a Smart Assessment questionnaire and template is created.

## What to do next

To view, update, or publish the Smart Assessment template, navigate to WorkspacesAssessment Workspace. For more information, see [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.").

*[\>]: and then