Create a questionnaire for a work order or task

Create a questionnaire record and then associate it with Work Order Task table.

始める前に

Role required: admin

このタスクについて

The administrator can view questionnaire records from the Questionnaire list and questionnaires by navigating to Surveys > View Surveys.

手順

1. Navigate to Field Service > Administration > Questionnaire.
2. Select New.
3. On the form, fill in the fields.

   表 : 1. Questionnaire form

   Field	Description
   Name	Name of the questionnaire.
   Active	Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks.
   Description	Brief description of the questionnaire record.
   Introduction	Text that appears at the beginning of the questionnaire.
   End note	Text that appears at the end of the questionnaire.
   Table	Table that is associated with this questionnaire record.
   Trigger condition	Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order or work order task, the questionnaire is added to the work order.
   Mandatory	Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task.
   Close before	State that the work order or work order task must be in before the agents can complete a mandatory questionnaire.

4. Select Submit.
   
   The system creates the record, displays the Questionnaire form, and adds the Questionnaire Designer button.
5. To create the text of the questionnaire, select Questionnaire Designer.
   The Survey Designer tool opens in a new window.
6. To create the questions or checklist items that appear on the questionnaire, use the Survey designer tool.
7. Select Save and close the Survey Designer window.

タスクの結果

The questionnaire is created.

次のタスク

To view questionnaire records from the Questionnaire list and questionnaires, go to Surveys > View Surveys.

To edit a questionnaire, open the form, make your changes, and select Update.

関連タスク

• Complete a questionnaire for a work order or task