Assign a survey to agents or groups

task australia Updated Sep 10, 2026 1 min read assign-survey-user-group-wfo-itsm.md

Assign a published survey to agents or groups so that they can take the survey.

Before you begin

Important: Starting with the Brazil release, User Surveys in Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Role required: sn_wfo_cfg_ws.manager

About this task

Procedure

Navigate to Workspaces > Manager Workspace.
Select the Coaching icon ([Omitted image "coaching-icon-uib.png"] Alt text: Coaching icon).
Assign a survey to an agent or a group.

Note: You can only assign surveys that are in the Published state.
1. Select Assign Survey.
  
  The Assign a new survey pop-up appears.
2. Assign the survey to an agent or a group.
  - To assign the survey to a group, in the Assign at group level field, add the groups to which you want to assign the survey.
  - To assign the survey to agents, in the Assign to specific team members field, add the individual members of the team to which you want to assign the survey.
3. Select Assign.
  
  The survey is assigned to the agent. When agents complete the survey, you can select View Scorecard and analyze reports from the survey.
Agents receive a notification when a survey is assigned to them.

Parent Topic:Surveys in Workforce Optimization for ITSM

54 lines · 2.4 KB Wrap lines

---
title: Assign a survey to agents or groups
description: Assign a published survey to agents or groups so that they can take the survey.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/workforce-optimization-for-it-service-management/assign-survey-user-group-wfo-itsm.html
release: australia
product: Workforce Optimization for IT Service Management
classification: workforce-optimization-for-it-service-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Surveys, Training your teams, Coaching, Workforce Optimization for ITSM, IT Service Management]
---

# Assign a survey to agents or groups

Assign a published survey to agents or groups so that they can take the survey.

## Before you begin

**Important:** Starting with the Brazil release, User Surveys in Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.

Role required: sn\_wfo\_cfg\_ws.manager

## About this task

## Procedure

1. Navigate to **Workspaces** &gt; **Manager Workspace**.

2. Select the Coaching icon \(\[Omitted image "coaching-icon-uib.png"\] Alt text: Coaching icon\).

3. Assign a survey to an agent or a group.

**Note:** You can only assign surveys that are in the **Published** state.

1. Select **Assign Survey**.

The **Assign a new survey** pop-up appears.

2. Assign the survey to an agent or a group.

- To assign the survey to a group, in the **Assign at group level** field, add the groups to which you want to assign the survey.
- To assign the survey to agents, in the **Assign to specific team members** field, add the individual members of the team to which you want to assign the survey.
3. Select **Assign**.

The survey is assigned to the agent. When agents complete the survey, you can select **View Scorecard** and analyze reports from the survey.

Agents receive a notification when a survey is assigned to them.

**Parent Topic:**[Surveys in Workforce Optimization for ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/workforce-optimization-for-it-service-management/surveys-wfo-itsm.md)