Create work orders for schedule occurrences

  • Release version: Yokohama
  • Updated June 16, 2026
  • 1 minute to read
  • Create work orders for schedule occurrences to maintain a record of specific occurrences or maintenance cycles of the schedule. The work orders that are generated for each schedule occurrence are mapped to their corresponding occurrence, enabling the tracking of activities performed for different maintenance cycles.

    Before you begin

    Role required: sn_fsm_planned_wm.planned_work_admin

    About this task

    You can generate a single work order or multiple work orders for a schedule occurrence depending on the number of work order templates associated with it. For example, if two work order templates are configured for a work schedule, the system generates two work orders for that particular schedule occurrence, based on each template.

    Procedure

    1. Navigate to All > Field Service Management > Planned Work Management > Plans.
    2. Open the work plan.
    3. In the Planned Work Schedules related list, select the schedule for which you want to review the schedule occurrences.
    4. In the Schedule Occurrences related list, select the schedule occurrence for which you want to create work orders.
    5. In the Related Links section, select Generate work order.
    6. Optional: View the work orders associated with the event from the Work Orders related list.

    Result

    A list of work orders is automatically generated for the selected schedule occurrence, taking into account the number of work order templates associated with the schedule.