---
sourceDocument: Zurich Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/field-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Work plans

# Configuring work plans {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Planned Work Management enables you to create, maintain, and schedule flexible work
plans for any recurring activity that requires regular maintenance.

You can create a work plan for a product model, or other criteria, such as location, asset, CI, or so on, and
specifify the work to be performed. The planned work
schedule specifies the timing, by specifying how often and when to perform the work.

For example, You can configure a work plan to perform automobile service for a newly purchased car. The work schedule can specify to perform service every six months for two years from the date of purchase or after completing 10,00
miles, whichever comes first.

## Configuration overview {#managing-work-plans__section_xnv_3cl_kcc}

The steps for setting up work plans are:

1. Do one of the following:
   * [Create a work plan](https://www.servicenow.com/docs/gJUj8kK43~NRldDavC0Gyg "Create a work plan to specify how and when the work should be performed for any activity.")

     Use work plans to define how and when the work should be performed for any activity.
   * [Migrate maintenance plans to Planned Work Management](https://www.servicenow.com/docs/RGVR4iJxHDNQRD1_yqzdyQ "You can migrate plans from Planned Maintenance to Planned Work Management so that plans can utilize the features in Planned Work Management.")

     Migrate maintenance plans from Planned Maintenance to Planned Work Management.
   {#managing-work-plans__ul_wkg_wrs_c2c}
2. [Configure a work schedule](https://www.servicenow.com/docs/3FKh4e~AkO3bbD66faMelA "After creating a work plan, it’s important to define specific criteria to determine when the plan should be executed. This includes defining the start date and end date for the plan's execution. To create a flexible work schedule for the plan, you can configure multiple work schedules for it and assign them accordingly.")

   Use work schedules define specific criteria to determine when the plan should be executed. This includes defining the start date and end date for the plan's execution.
3. [Associate a work order template to a work schedule](https://www.servicenow.com/docs/Nfb1UwJJbP8w_ZqVjMXmiQ "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.")

   Map one or more conditions to a planned work schedule. For example, you can set up maintenance for two printers from different brands at the same time. To do this, you
   must create a schedule for these machines and then map it to different work order templates.
4. [Create planned work records](https://www.servicenow.com/docs/aPE7ur4y9xz3dPNDiZOmHA "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.")

   Create work records for work that has been mapped to a work plan. Apply a work plan to the matching records and schedules to create planned work records.
5. [Generate work orders](https://www.servicenow.com/docs/EBKTvm0j2wFKnJfJhxDWWA "Generate work orders for the schedule occurrence either manually or by configuring an automated job.")

   Generate work orders for the schedule occurrence either manually or by configuring an automated job.
6. (Optional) [Suppress schedule occurrences of your planned work orders](https://www.servicenow.com/docs/ayjbc10ZMRs8utWJZhNzuA "Streamline and optimize maintenance activities by suppressing duplicate planned work tasks when different schedules overlap.")

   Use schedule suppression to streamline tasks by removing duplicate tasks when schedules overlap. During the schedule suppression period, the system automatically cancels
   the identified duplicate scheduled tasks so they aren't executed as originally planned.
7. (Optional) [Reschedule the planned work order](https://www.servicenow.com/docs/Zf8RYly~y6yjwm0Ayq6xuQ "Reschedule planned work orders by advancing or delaying the occurrence date of the schedule.")

   Avoid generating duplicate work orders for overlapping schedule occurrences by changing the start or end date, either advancing or delaying the maintenance work as needed.
{#managing-work-plans__ol_mlz_jcl_kcc}
**Related concepts**   

* [Planned Work Management](https://www.servicenow.com/docs/hfPALXadxgRUUtClOQpf1A "The Planned Work Management application works with Field Service Management to help organizations to create and manage the planned work activities with recurring schedules at regular intervals. The planned work activities include, maintenance, inspections, audits or more.")
* [Manage a work order for the planned work](https://www.servicenow.com/docs/1OPbTKEB87LCeaBrcGVytg "Planned work records enable the scheduler to create future, everyday (on regular basis), or on-demand work orders based on the associated work schedule.")  
**Related reference**   

* [Learn about triggers for work schedules](https://www.servicenow.com/docs/NuXbbdS~zlDI0BwedmH1Xg "Trigger types determine the initiation of the execution of the work plan.")
* [Planned Work Management components](https://www.servicenow.com/docs/bdPeAsdOtPA4JRRWKH3o7Q "Several types of components are installed with Planned Work Management, including tables, roles, script includes, and business rules.")