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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Enable matching rules for prioritized intraday optimization

# Set up prioritized intraday optimization with matching rules {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure prioritized intraday optimization to use matching rules that narrow job assignment decisions. Matching rules deliver focused, efficient job recommendations.

## Before you begin

* Complete the setup in [Create an intraday optimization configuration](https://www.servicenow.com/docs/Nhe7S76JjIltyJWwdZPFUQ "Continuously run schedule optimization at selected intervals throughout the day to efficiently reassign tasks and maximize productivity. Additionally, enable dispatchers to run optimization on demand.").
* Matching rules for prioritized intraday optimization require [Territory-Based Optimization](https://www.servicenow.com/docs/kykUcMEjI4g98yADfT9QDA "Enable the Field Service Territory model to focus optimization on territories rather than assignment groups.") to be enabled. Configurations using assignment groups don't support matching rules.
* Install the Field Service Management Demo Data \[com.snc.work_management.demo\] plugin to access example matching rules. For more information see, [Activate Field Service Management](https://www.servicenow.com/docs/Mooa7OsLxjPDuo~kp3EO4Q "The Field Service Management (com.snc.work_management) is available as a separate subscription. This plugin activates related plugins, if they are not already active. After Field Service Management is activated, you can also activate additional plugins that provide demo data and enable a variety of features.").
{#set-up-prioritized-intraday-optimization-with-matching-rules__ul_dk1_pf3_lkc}

Role required: wm_admin

## About this task

Matching rules combine one or more matching dimensions using AND logic within a rule. When you configure multiple matching rules, their results combine using OR logic. Matching rules execute in the order specified by the
Execution Order field, with lower numbers processing first.  
Example:

* Rule 1 (strict filter): Technicians within 5 miles AND with printer skills
* Rule 2 (broader filter): Technicians within 10 miles AND with copier skills
* Result: The system optimizes with Rule 1 technicians OR Rule 2 technicians
{#set-up-prioritized-intraday-optimization-with-matching-rules__ul_lsd_3g3_lkc}

## About this task

* Filter technicians for prioritized events: Includes affected technician matching dimensions
* Filter tasks for prioritized events: Includes affected task matching dimensions

You can use these example matching rules or create your own.

## Procedure

1. Navigate to AllSchedule OptimizationIntraday OptimizationConfigurations.
2. Select an active intraday configuration where you want to add the matching rule.
3. In the Matching Rules tab, select Edit.
4. Move the desired matching rules from the Collection list to the Matching Rules list and select Save.  
   Note:  
   To create custom matching rules instead, see [Create matching rules for intraday events](https://www.servicenow.com/docs/LuZ1SNuUksKLHX7xH4CVFA "Create matching rules to specify which tasks and technicians to include in prioritized intraday optimization runs.").
5. Set the Enable matching rules field to True for each qualifier that should use matching rules.
6. **Optional:** Enter a Maximum search radius value and set the Distance unit field to Miles or Kilometers for each qualifier.
7. Select Update.
8. Navigate to AllSchedule OptimizationIntraday OptimizationEvent Types.
9. For each event type you want to optimize with matching rules, set the Prioritized field to True.

## Result

When intraday optimization runs for the selected qualifier and detects an event flagged as prioritized, the system applies the configured matching rules.
**Related tasks**   

* [Activate intraday optimization](https://www.servicenow.com/docs/4BnraaYmBBeo9y4MpaWhxg "Activate Intraday optimization by activating the Field Service Management Scheduling Automations plugin (com.snc.sn_app_fsm_scheduling_flows) for Field Service Management. After the plugin is installed, navigate to flow designer to activate the relevant flows to trigger Intraday optimization to run throughout the day as scheduling conditions change.")
* [Configure intraday optimization](https://www.servicenow.com/docs/Nhe7S76JjIltyJWwdZPFUQ "Continuously run schedule optimization at selected intervals throughout the day to efficiently reassign tasks and maximize productivity. Additionally, enable dispatchers to run optimization on demand.")

*[\>]: and then