Questionnaires in Field Service Management

concept brazil Updated Sep 10, 2026 1 min read questionnaires-in-field-service-management.md

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. They 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.

Questionnaire types

Field Service Management supports the following two types of questionnaires.

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)

For more information on the questionnaire workflow and when to use survey-based v/s Smart Assessment questionnaires, see Field Service Management questionnaires.

Related topics

Survey-based questionnaires

Smart Assessment questionnaires

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---
title: Questionnaires in Field Service Management
description: 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. They can be made mandatory to enforce compliance and completeness.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/questionnaires-in-field-service-management.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Explore, Field Service Management]
---

# Questionnaires in Field Service Management

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. They 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.

## Questionnaire types

Field Service Management supports the following two types of questionnaires.

|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 \(Template Designer\)|

For more information on the questionnaire workflow and when to use survey-based v/s Smart Assessment questionnaires, see [Field Service Management questionnaires](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-management-questionnaires.md).

**Related topics**  


[Survey-based questionnaires](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/survey-based-questionnaires.md)

[Smart Assessment questionnaires](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/smart-assessment-questionnaire.md)