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Set up Smart Assessment questionnaires › Setting up Field Service Mobile Agent › Configure › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Migrating to Smart Assessment from survey-based questionnaire

You can configure Smart Assessment questionnaires by migrating from existing survey-based questionnaires and use smart assessments to gather data from users.

The steps to migrate from survey-based questionnaires are:

  1. Migrate a survey-based questionnaire to Smart Assessment
  2. Author and publish a Smart Assessment template
  3. Migrate survey instances to Smart Assessment