---
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


---

# Questionnaires in Field Service Management

# Questionnaires in Field Service Management {#ariaid-title1}

* Release version: Australia
* 
* Updated June 4, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Field Service Management supports questionnaires as a structured mechanism for collecting information from field service agents during the execution of work orders and work order tasks. Questionnaires can be used at any stage of
a task---before work begins, while work is in progress, or as a condition for closing a task---and can be made mandatory to enforce compliance and completeness.  
Questionnaires serve several operational purposes across the field service lifecycle.

* Agents can be required to complete a compliance checklist or safety check before starting work on a task, ensuring they have taken proper precautions and met regulatory requirements.
* Inspection questionnaires can be triggered before a work order is completed, allowing reviewers and agents to verify that all required steps have been executed to the expected standard.
* Checklist-style questionnaires confirm that all necessary actions have been performed before a task is closed.
* Structured questions capture task-specific information---such as equipment condition, compliance confirmations, or part usage details---directly in the field, reducing manual follow-up and data entry errors.
{#questionnaires-in-field-service-management__ul_t3q_ltb_mjc}

## Questionnaire types {#questionnaires-in-field-service-management__section_mk5_q5b_mjc}

Field Service Management supports the following two types of questionnaires.{#questionnaires-in-field-service-management__table_w1w_55b_mjc__entry__3}

| Type | Description | Authoring tool |
|-|-|-|
| Survey-based questionnaire | Uses the Survey Designer to create a list of questions associated with a work order or task. | Survey Designer |
| Smart Assessment questionnaire | Uses the Smart Assessment Engine template designer, with support for conditional questions, offline execution, and enhanced mobile integration via Now Mobile Agent. | Smart Assessment Engine (Template Designer) |
[Table 1. Questionnaires]

{#questionnaires-in-field-service-management__table_w1w_55b_mjc}

For more information on the questionnaire workflow and when to use survey-based v/s Smart Assessment questionnaires, see [Field Service Management questionnaires](https://www.servicenow.com/docs/sAj4FSCdR7DGtBX71GGM9A "Both survey-based and Smart Assessment questionnaires are available in the ServiceNow Agent mobile application. If a questionnaire is configured as mandatory for a work order task, the task can't be closed until the questionnaire is completed.").
**Related concepts**   

* [Survey-based questionnaires](https://www.servicenow.com/docs/NnwK0VmxJqt0FkLKg6d5iw "Survey-based questionnaires are the foundational questionnaire type in Field Service Management. Administrators can create question sets using the Survey Designer tool and associate them with work order tasks. When the configured trigger conditions are met, the questionnaire becomes available to the assigned agent directly from the task form.")
* [Smart Assessment questionnaires](https://www.servicenow.com/docs/BfZeqoz~sfU9JBLq7Cet_Q "Smart Assessment questionnaires enable Field Service technicians to capture accurate and task-critical information in a structured way during work execution. As part of completing work order tasks, Field Service technicians can be mandated to fill up questionnaires that record important details of the task.")