Create planned work records
Create a list of planned work records based on the number of configured work schedules, matching records, or the number of templates mapped to the schedule.
Before you begin
You must assign a schedule to the work plan. For more information, see Configure a work schedule.
Role required: sn_fsm_planned_wm.planned_work_admin and model_manager
About this task
The planned work records are used by the Planned Maintenance Nightly Run schedule job to create work orders. For more information, see Run a scheduled job to execute a planned work schedule.
Apply a work plan to the matching records and schedules to create planned work records. If multiple schedules are defined for a work plan, they all take effect on the matching records while creating planned work records. This same functionality exists for the work schedules that are used to apply the specific schedule to the matching records in the associated work plan.
You can also create planned work records through the Planned Work Management Workspace. Navigate to All > Planned Work Management > Workspace, and then select the List icon (
List icon.\).
Procedure
Navigate to All > Field Service > Planned Work Management > Plans.
Create planned work records.
| To | Do this |
|---|---|
| Create planned work records for all the schedules defined for matching records |
|
| Create planned work records for an individual schedule defined for matching records |
|
Result
The configured work schedule is applied to the matching records of that plan and generates a list of planned work records.