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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create planned work records

# Create planned work records {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://www.servicenow.com/docs/WSIl0rQR2638Wf5t64gPoA "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.").

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](https://www.servicenow.com/docs/iFgZLDYK1uvJc1nI30j8Kw "Planned work schedules are executed whenever the meter, duration, script, or condition criteria meets. You can also use the Schedule ad-hoc feature to run a maintenance schedule manually.").

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 AllPlanned Work ManagementWorkspace, and then select the List icon (![List icon.]()).

## Procedure

1. Navigate to AllField ServicePlanned Work ManagementPlans.
2. Create planned work records.

   | To | Do this |
   | Create planned work records for all the schedules defined for matching records | 1. Open a desired plan from the list of work plans. 2. In the related links section, select Associate plan with filtered records. {#create-planned-work-records__ol_uz4_gjj_35b} |
   | Create planned work records for an individual schedule defined for matching records | 1. Open a desired plan from the list of work plans. 2. In the Planned Work Schedules related list,select New. 3. Open a desired schedule from the list of Planned Work Schedules. 4. In the related links section, select Associate schedule with filtered records. {#create-planned-work-records__ol_wtk_5jj_35b} |
   |-|-|

   {#create-planned-work-records__choicetable_nqq_y3j_35b}

## Result

The configured work schedule is applied to the matching records of that plan and generates a list of planned work records.

*[\>]: and then