---
sourceDocument: Australia Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/service-management-for-the-enterprise

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Service Management

ft:clusterId :

    - sm4e

bundleId :

    - sm4e

workflow :

    - Technology


---

# Associate a schedule template to matching records

# Associate a schedule template to matching records {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

The instance adds templates to a maintenance schedule so the appropriate requests and
tasks, such as work orders and facilities requests, can be auto-generated when a maintenance
schedule runs.

## Vorbereitungen

Role required: SM admin

## Warum und wann dieser Vorgang ausgeführt wird

A maintenance schedule runs and the requests or orders are generated, when a
scheduled job called Planned Maintenance Nightly Run evaluates
the schedule and determines that the meter or interval criteria in the schedule is
met or exceeded. You can [run a
scheduled job to execute a maintenance schedule](https://servicenow-prod.fluidtopics.net/6hvnIuuazggyJVVDk7lflg "Maintenance schedules are executed whenever the meter, duration, script, or condition criteria is met. You can also use the Schedule ad-hoc feature to run a maintenance schedule manually.") that runs at a day or
time convenient for your business.  
Each auto-generated service order is linked to the record under maintenance in the following ways:

* Each service order Record table and Record ID field is always populated with the table name and ID of the record under maintenance.
* If the record under maintenance is a configuration item, the service orders Affected CI field is populated.
{#t_AssocSchedTempToMatchRec__ul_ctd_djw_pr}

## Prozedur

1. [Create a maintenance plan](https://servicenow-prod.fluidtopics.net/0ITM7sgdy9qGYAxO4l13fg "When creating a maintenance plan, options on the form help to determine how and when maintenance should be performed.").
2. Add a Filter condition to identify those records for which you want to apply the maintenance plan.  
   Hinweis:  
   You can click Refresh (![Refresh icon, showing two horizontal arrows going opposite directions]()) to display the number of matching records.
3. Click Submit.
4. [Define or select a
   maintenance schedule.](https://servicenow-prod.fluidtopics.net/UM1liCwhdbMyb31Y4iCCIA "After creating a maintenance plan, define specific criteria for determining when the plan should be executed.")
5. In the Maintenance Schedules related list, click the name of the schedule.  
   In the Maintenance Schedule form, a Schedule Templates related list appears.
6. In the Schedule Templates related list, click Edit.  
   The Edit Members slushbucket displays all the service order, work management, and facilities request templates defined using any of the following applications:
   * Product CatalogTemplatesWork Order Templates
   * FacilitiesCatalog\&KnowledgeFacilities Request Templates
   {#t_AssocSchedTempToMatchRec__ul_rc3_kjc_ws}
7. Move the templates you want to apply to the matching record from the Collection bucket to the Model List bucket and then click Save.
8. In the Maintenance Schedule header, click Back.

## Ergebnisse

Work orders or facilities requests created by the scheduled jobs running on the associated records contain the selected template.