---
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


---

# Prioritized intraday optimization with matching rules

# Set up prioritized intraday optimization with matching rules {#ariaid-title1}

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

Configure prioritized intraday optimization to use matching rules that narrow job assignment decisions. Matching rules deliver focused, efficient job recommendations.

## Vorbereitungen

Matching rules for prioritized intraday optimization require [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.") to be enabled. Configurations using assignment groups don't support matching rules.

Install the Field Service Management Demo Data \[com.snc.work_management.demo\] plugin to access example matching rules. For more information see, [Activate Field Service Management](https://servicenow-prod.fluidtopics.net/Y7hM7OTsWZ8LXIJiz8gKNg "The Field Service Management (com.snc.work_management) is available as a separate subscription. This plugin activates related plugins, if they are not already active. After Field Service Management is activated, you can also activate additional plugins that provide demo data and enable a variety of features.").

Role required: wm_admin

## Warum und wann dieser Vorgang ausgeführt wird

Create matching rules within a specific intraday optimization configuration to control which tasks and technicians are included in optimization runs.  
The matching rules execute in the order specified by the Execution Order field, with lower numbers processing first. When the demo data is installed, two example matching rules are available:

* Filter technicians for prioritized events: Includes affected technician criteria
* Filter tasks for prioritized events: Includes affected task criteria
{#set-up-prioritized-intraday-optimization-with-matching-rules__ul_uly_ckd_j3c}

You can use these example matching rules or create your own.

## Prozedur

1. Navigate to AllSchedule OptimizationIntraday OptimizationConfigurations.
2. Select or create the configuration where you want to add the matching rule.
   * To use an existing configuration: Open the configuration record and go to step 9:
   * To create a configuration: Select New and complete the following steps.
   {#set-up-prioritized-intraday-optimization-with-matching-rules__choices_lws_gld_j3c}
3. Complete the form.  
   * Name: Enter a descriptive name for the configuration.
   * Default scheduling attribute configuration: Select the appropriate configuration.
   * Active: Select the check box to enable this configuration.
   * Leave the Default check box clear. The default record applies system-wide settings and shouldn't be modified for specific matching rules configurations.
   {#set-up-prioritized-intraday-optimization-with-matching-rules__ul_cvh_csj_xhc}
4. Select Submit.
5. In the Qualifiers tab, select Edit.
6. Move qualifiers from the Collection list to the Qualifiers list and select Save.
7. Set Enable prioritized event optimization to True.
8. Add matching rules to your configuration:
   * To enable existing matching rules, continue to step 9.
   * To create your own matching rules, select Save, then see [Create matching rules for intraday events](https://servicenow-prod.fluidtopics.net/WHGwt2XhJHJl04VkyCJSUw "Create matching rules to specify which tasks and technicians to include in prioritized intraday optimization runs.").
   {#set-up-prioritized-intraday-optimization-with-matching-rules__choices_mjf_cmd_j3c}
9. In the Matching Rules tab, select Edit.
10. Move the desired matching rules from the Collection list to the Matching Rules list and select Save.
11. Choose which event types use matching rules.
    1. Navigate to AllSchedule OptimizationIntraday OptimizationEvent Types.
    2. For each event type you want to optimize with matching rules, set the Prioritized field to True.
    {#set-up-prioritized-intraday-optimization-with-matching-rules__substeps_rhb_htj_xhc}

## Ergebnisse

When intraday optimization runs for the selected qualifier and detects an event flagged as prioritized, the system applies the configured matching rules.