---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Schedule Optimization

# Configuring Schedule Optimization {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Schedule Optimization enables you to optimize task scheduling, auto-assign tasks, and adapt to changing conditions. By applying policies, you can create the best possible schedule that maximizes task assignment and
minimizes travel time.

## Configuration overview {#schedule-optimization-engine__section_ynf_nyy_qhc}

The Schedule Optimization configuration comprises four main elements: Properties, Policies, Scheduling attributes, and Batches with their associated Scopes. The workflow involves configuring policies and scheduling
attributes, creating batches to execute optimizations, and scopes optimized by the appropriate method. There are additional configurations that trigger optimization to run throughout the day as scheduling conditions change.

## How Schedule Optimization works {#schedule-optimization-engine__section_b1r_jzm_m3c}

Schedule Optimization evaluates available tasks and technicians against your configured policies to create optimized schedules. Policies define objectives, such as minimizing travel time or maximizing task
assignments, and constraints, such as required skills or technician availability, that guide the optimization engine.

The system considers factors like task locations, time windows, technician schedules, skills, and travel time to determine the best task assignments. When optimization completes, tasks are automatically assigned to technicians
and schedules are updated.

## Schedule Optimization workflow diagram {#schedule-optimization-engine__section_r33_ff5_cyb}

The following figure illustrates the high-level workflow of Schedule Optimization.
Abbildung : 1. Schedule Optimization workflow

## Steps to setup Schedule Optimization {#schedule-optimization-engine__section_ryt_zjp_frb}

The steps to set up Schedule Optimization are:  
1. Activate the Schedule Optimization plugin. For more information, see [Activate Schedule Optimization](https://servicenow-prod.fluidtopics.net/O6Gjh_UrbsLtM_hz8pWpRg "Activate the Schedule Optimization plugin (com.snc_schedule_optimization) for Field Service Management with the administrator role.").
2. [Set the properties](https://servicenow-prod.fluidtopics.net/nOe0OO1Ywabsvcm4I0Euwg "You can set parameters that control how optimization runs.") to control optimization behavior and performance in your instance.
3. Optionally, you can set up [Territory-Based Optimization](https://servicenow-prod.fluidtopics.net/hbEVZ5vdMrz8S2uFaia6XA "Enable the Field Service Territory model to focus the optimization process on territories rather than assignment groups."), [Schedule Optimization with Workforce Optimization for Field Service](https://servicenow-prod.fluidtopics.net/CsEVTPNJ46UyYyuCwI0VNg "Schedule Optimization uses technician schedules and event attributes from Workforce Optimization for Field Service to automatically assign tasks and improve scheduling accuracy."), and [Schedule Optimization for Planned Crews](https://servicenow-prod.fluidtopics.net/Do2VPe4X2uMdAmjshL9Gsg "Use Schedule Optimization to assign tasks efficiently to planned crews, ensuring alignment with crew schedules and locations.") depending on your specific needs.
4. Create policies that define optimization goals through objectives and constraints. Objectives prioritize how tasks are assigned, such as minimizing travel time or maximizing task assignments. Constraints set rules that must be met before assigning tasks, such as required skills or availability. For more information, see [Create a policy for Schedule Optimization](https://servicenow-prod.fluidtopics.net/S9DC2X_J1HoYVFRfBXRlGQ "Create policies to promote factors like the travel time and an agent's availability. Policies determine how to optimize an agent’s schedule based on defined objectives or constraints.").
5. Configure scheduling attributes to define reusable optimization settings, including the default policy, travel estimate provider, and applicable qualifiers. For more information, see [Create a scheduling attribute for Schedule Optimization](https://servicenow-prod.fluidtopics.net/7oHeRV3iTyiju7~zQxe~MQ "Create the scheduling attributes to specify which tasks to optimize and define the rules to perform the optimization.").
6. Create batches that define when optimization runs, including start date, run frequency, and start and end times. For more information, see [Create a batch for Schedule Optimization](https://servicenow-prod.fluidtopics.net/h_TuygPKzIBScwybD3p2Zg#create-an-optimization-batch "Create an optimization batch to determine the interval at which optimization should run. Set the start date, batch start time and end time, and run frequency for the related scope.").
7. Create optimization scopes to associate batches with existing scheduling attribute configurations. For more information, see [Create a scope for Schedule Optimization](https://servicenow-prod.fluidtopics.net/ElHe1BD7YvcYAKjrIQkfJg "Create a scope and associate a policy to the scope to define a configuration for the related batch, specifying the horizon offset start, horizon range and applicable qualifiers for each batch run.")
8. Optionally, create intraday configurations to trigger optimization in response to schedule disruptions or enable on-demand optimization for dispatchers. For more information, see [Intraday optimization](https://servicenow-prod.fluidtopics.net/C8EMTliLds~rW5o13AV1pw "Efficiently reassign tasks and maximize productivity by continuously running schedule optimization at selected intervals throughout the day.").
9. Optionally, for large workloads or growing organizations, configure split qualifiers to distribute optimization across multiple parallel jobs and improve processing time. For more information, see [Running Schedule Optimization jobs for large workloads](https://servicenow-prod.fluidtopics.net/BLmeizl9okGunxeWy2W9kQ "Run Schedule Optimization as multiple jobs for large workloads.").
{#schedule-optimization-engine__ol_imm_rf5_cyb}

Schedule Optimization supports a high volume of tasks across all three optimization methods by default. If your scheduling needs require expanded capacity, you can contact support or submit a change control
request to adjust the configuration.
**Zugehörige Konzepte**   

* [Schedule Optimization](https://servicenow-prod.fluidtopics.net/MbrLvF9wu78Dt_bgoMQCeA "Schedule Optimization enables you to optimize task scheduling, auto-assign tasks, and adapt to changing conditions. You can create the best possible schedule that maximizes task assignment and minimizes travel time.")  
**Zugehörige Verweise**   

* [Schedule Optimization components](https://servicenow-prod.fluidtopics.net/H2RLAv5ygiZaK0e4wlKzLQ "Components installed with Schedule Optimization include tables, roles, constraints, objectives, and properties.")