Associate a work order template to a work schedule

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Map a single or multiple work order templates to a planned work schedule. Add conditions to identify the relevant templates for the planned work records.

    Antes de Iniciar

    Role required: sn_fsm_planned_wm.planned_work_admin and model_manager

    Por Que e Quando Desempenhar Esta Tarefa

    For example, to fulfill the maintenance requirement of two MRI machines from different brands, at the same time. You must create a schedule for these machines and then map it to different work order templates. Add conditions so that the schedule can identify the appropriate template to generate work orders that are specific to each MRI machine.
    Nota:
    When grouping of work orders is enabled for a work plan, you can add conditions only on the fields that are selected as criteria for grouping of work orders. For more information, see Add grouping criteria.

    Procedimento

    1. Navigate to All > Field Service > Planned Work Management > Plans.
    2. Open a plan from the list of work plans.
    3. In the Planned Work Schedules related list, select a schedule to which you want to associate a work order template.
    4. In the Planned Work Schedule Templates related list, select New.
    5. On the form, fill in the fields.
      Tabela 1. Planned Work Schedule Template form
      Field Description
      Model Work order template to be associated with the planned work schedule.
      Schedule Planned work schedule to which you’re adding the template.

      This field is automatically set to the selected planned work schedule.
      Table Table that is associated with the corresponding work plan of this planned schedule.

      This field is automatically set to the table name selected for the work plan.
      Condition Filter conditions to determine the work order template to be used to create work orders based on the planned schedule.
    6. Select Submit.

    Resultado

    Work orders created by the scheduled jobs running on the associated work schedule contain the selected template.