---
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


---

# Templates

# Configuring work order templates {#ariaid-title1}

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

Work order templates allow you to quickly create well-defined work orders.

These templates automatically create tasks and part requirements on work orders for common
activities, such as password reset or memory upgrades. Work order templates and work order task
templates are added to the product catalog when the Field Service Management plugin is
activated.

You can enable the advanced configurations for work order templates by activating the Template
Management for Field Service plugin (com.snc.fsm_template_management). Activation
of this plugin adds the source table mapping, attribute mapping, work order task templates, and
work order templates to the product catalog that helps configure the template to work
dynamically. For more information, see [Configuring Template Management for Field Service](https://servicenow-prod.fluidtopics.net/jzoyWMe8JRbStFc4by3PSg "Set up the advanced configurations for work order templates to enable the templates to process data dynamically instead of using the static information described in the work order templates.").

Users with the wm_admin or model_manager role can create, edit, and delete work order templates
and work order task templates.  
When you create a template, you can use knowledge articles for a work order or work order tasks. You can then add Contextual Search to the knowledge article. Contextual Search helps you to create, or work on, a task with relevant knowledge articles based on the content of the task.

* Define Search Fields: Specify the criteria to be used to search across your desired content sources.
* Work Order Form: Add the contextual search results field to the Work Order form. Configure the form and add the Contextual Search Results field to your desired location on the form.
* Work Order Task Form: Add the contextual search field to the Work Order Task form. Configure the form and add the Contextual Search Results field to your desired location on the form.
* Article Attachment field: Set the field where the knowledge article will be attached. Configure the glide.knowman.attach.fields property to include work_notes field.
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## Configuration overview {#c_WorkOrderTemplates__section_xmy_zb3_jcc}

The steps for setting up work order templates are:

1. [Create a work order template](https://servicenow-prod.fluidtopics.net/ugoqncR~zS~_CrjRE5XsNg "Field Service Management uses the work order template as a source of information for populating fields in a work order.")

   Use work order templates populate work orders with repeatable information. For example, templates can populate an Assignment group, during the template creation process. This ensures
   consistent information is included across all related records.
2. (Optional) [Create a knowledge article for a work order template](https://servicenow-prod.fluidtopics.net/4xeKOkXj1TlPtgpCnkEqKw "You can add knowledge articles and guides (such as installation guides, maintenance procedures, and checklists) to the default knowledge base for hardware, software, and consumable templates.")

   Help Field Service technicians stay consistent when completing the same types of work orders. For example, a knowledge article can be installation guides, maintenance procedures, or checklists.
3. (Optional) [Manage a work order SLA](https://servicenow-prod.fluidtopics.net/lxVHuWR6co7eXmG~HsbPlw "View and manage work order SLAs from the Work Order form or the Work Order Task form.")

   Use work order SLAs help ensure SLAs are met in time. Work order SLAs can be viewed or managed from the work order or work order task form so they're easy to access.
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**Zugehörige Konzepte**   

* [Prepare work orders](https://servicenow-prod.fluidtopics.net/v53pqwJ1SN81nMhyrMcGzw "Create work orders, and work order tasks using templates that integrate the right skills and scheduling.")
* [Manage work order tasks](https://servicenow-prod.fluidtopics.net/ezBGV2OdGO6QqKJtYMvg0g "Use work order tasks to define separate activities that must be done to complete a work order.")  
**Zugehörige Tasks**   

* [Apply a work order template](https://servicenow-prod.fluidtopics.net/hcLqqdF21GUhboxbQnIFDQ "Work order templates enable users with the proper roles to automatically create work orders, tasks, and part requirements.")
* [Assign a knowledge article to a work order or work order task](https://servicenow-prod.fluidtopics.net/jt09YDKuh0~FJlaVRU_9zQ "Add additional information to complete tasks.")

