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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Author and publish a Smart Assessment template

# Author and publish a Smart Assessment template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: questionnaire_admin

## About this task

Author a new Smart Assessment template to configure Smart Assessment questionnaire from new template.

To configure Smart Assessment questionnaires by migrating from survey-based questionnaires, review the template and publish it.  
Note:  
* You can create a smart assessment questionnaire only from a published template.

* You can update a published template only if no active assessment is associated with the template.

{#create-a-smart-assessment-template__ul_lwx_bzw_c2c}

## Procedure

1. Navigate to WorkspacesAssessment Workspace.
2. Perform one of the following actions:
   * Select New template to create a new template.
   * Select the name of an existing template to review and author an update an existing template.
3. On the form, modify or fill in the fields.  
   {#create-a-smart-assessment-template__table_krg_p53_2yb__entry__2}

   | Field | Description |
   |-|-|
   | Template name | Unique name for the template. |
   | Assessment name | An optional alternative name for generated assessment that will display to respondents rather than the template name. Note: To view this field, tap the Assessment name icon displayed alongside the Template name field. |
   | Description | Purpose of the template. |
   | Purpose | Category of the assessment template. This value should be Field Service. Note: * The Purpose field in the Create assessment template form corresponds to Template category in Smart Assessment Engine. * Field Service is the only Purpose available in Field Service Management for smart assessments. However, you can create and customize additional purposes, as required. For more information, see [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&version=australia&pubname=australia-governance-risk-compliance&ft:locale=en-US). * To view and use any template from the newly created purpose, ensure that you have access to the correct role associated with it. {#create-a-smart-assessment-template__ul_a35_jzj_k3c} |
   | Assessment target | Table to be assessed. Selecting multiple tables makes the scope a combination of records from each table. Select Work Order Task to create the template to assess work order tasks. |
   [Table 1. Create assessment template form]

   {#create-a-smart-assessment-template__table_krg_p53_2yb}
4. Select Create.
5. Fill in the template with overall instructions, questions, optional guidance for responding to a question, and sections that group the related questions.  
   For more information, see [Add instructions and questions to an assessment template](https://www.servicenow.com/docs/access?context=sae-asmnt-template-populate&version=australia&pubname=australia-governance-risk-compliance&ft:locale=en-US).
6. Select Save.
7. Select Publish to publish the new template.
{#create-a-smart-assessment-template__steps_owm_3lv_zdc}

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