The creation and management of Smartform Templates is a configuration task performed within the administration settings of SAP Field Service Management. This responsibility typically falls to an Administrator or a Business Process Owner. This role is in charge of designing the forms to meet specific business requirements for data collection, defining the questions, logic, and layout. Field technicians are the end-users who fill out the forms, and dispatchers assign activities that may include these forms, but neither role is responsible for the template's creation. This requires specific administrative permissions to access the Smartform Designer tool.

1. SAP Help Portal

SAP Field Service Management

"Smartforms": The documentation details the process of creating and editing Smartform templates. The entire process is described as taking place within the administrative section of the application (e.g.

navigating to Admin > Smartforms)

which is accessible only to users with administrative privileges.

2. SAP Help Portal

SAP Field Service Management

"Permissions": This section outlines the various permission groups and user types. The ability to create or modify company-wide templates (ChecklistTemplate - Can create

edit

and delete checklist templates) is a permission explicitly granted to administrative roles

not to standard technician or dispatcher roles.