Smart Assessment template fields

  • Release version: Yokohama
  • Updated February 14, 2025
  • 1 minute to read
  • Learn about fields in the Create assessment form to create Smart Assessment templates.

    Table 1. Create assessment template form
    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.
    Description Purpose of the template.
    Purpose
    Category for the assessment template. This value should be Field Service.
    • 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 Assessment. However, you can create and customize additional purposes, as required. For more information, see .
    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.