Complete a questionnaire for a work order or task

Complete a questionnaire for a work order or work order task. You can access and complete questionnaires from the Work Order or Work Order Task forms.

Before you begin

Role required: wm_agent

About this task

If one or more questionnaires are available for a work order or work order task, the Questionnaires button appears at the top of the form. Clicking this button displays the questionnaires.

Agents can also navigate to Self-Service > My Assessments & Surveys to see questionnaires for work orders and work order tasks.

Note:

Users who can view a work order or task can also view associated questionnaires. Users who are assigned to a work order or task can complete associated questionnaires.

Procedure

1. Open a work order or work order task.
2. Click Questionnaires.
   The Questionnaires page opens and displays the questionnaires associated with the task record. Each questionnaire is listed as an individual tile.
3. On the questionnaire tile, click Start.
   The questionnaire opens in the window.
4. Complete the questionnaire.
5. If finished, click Submit.
   Note:

   If you need more time, you can click Save so that you can later return to the questionnaire.

Result

The questionnaire is submitted. In case of smart assessment questionnaires, you can edit the responses in the questionnaire from the Questionnaires Completed screen.

What to do next

Complete any remaining work and then close the task.

Related concepts

• Configuring survey-based work order questionnaires