---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Assign a survey to agents or groups

# Assign a survey to agents or groups {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign a published survey to agents or groups so that they can take the
survey.

## Before you begin

Important:  
Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.

Role required: sn_wfo_cfg_ws.manager

## About this task

## Procedure

1. Navigate to WorkspacesManager Workspace.
2. Select the Coaching icon (![Coaching icon]()).
3. Assign a survey to an agent or a group.  
   Note:  
   You can only assign surveys that are in the Published state.
   1. Select Assign Survey.  
      The Assign a new survey pop-up appears.
   2. Assign the survey to an agent or a group.  
      * To assign the survey to a group, in the Assign at group level field, add the groups to which you want to assign the survey.
      * To assign the survey to agents, in the Assign to specific team members field, add the individual members of the team to which you want to assign the survey.
      {#assign-survey-user-group-wfo-itsm__ul_gn1_3sh_htb}
   3. Select Assign.  
      The survey is assigned to the agent. When agents complete the survey, you can select View Scorecard and analyze reports from the survey.

   {#assign-survey-user-group-wfo-itsm__substeps_ew1_zcf_2tb}  
   Agents receive a notification when a survey is assigned to them.

*[\>]: and then