Create a scope for Schedule Optimization

task australia Updated Sep 10, 2026 1 min read create-an-optimization-job-soe.md

Raw file servicenow.com

Create a scope to define which technicians and tasks a Schedule Optimization batch includes.

Before you begin

Role required: wm_admin

About this task

[Omitted video] Description: This video demonstrates how to create a scope for Schedule Optimization

Procedure

Navigate to All > Schedule Optimization > Scopes.
Select New.
Enter a name in the Name field.
Select a scheduling attribute configuration in the Scheduling attribute field.
Set the Assignment horizon offset to specify the delay after the batch run before task assignments begin.

Note: The assignment horizon offset determines the window start value on the work order task record.
Set the Assignment horizon range to determine the span of time during which the tasks are assigned to the agents.
Enter a priority in the Rank field to determine scope priority when technicians or tasks are shared between scopes.

Lower numbers indicate a higher priority.
Right-click the menu bar and select Save.
In the Qualifiers related list, add assignment groups or territories to the scope.

Note: Each assignment group must have a unique set of technicians. A technician can't belong to more than one assignment group. Territory-based optimization supports overlapping technicians; assignment group-based optimization does not.
Select Submit.

Result

A Schedule Optimization scope is created. To use it, add it to a batch:

To create a batch, see Create a batch for Schedule Optimization.
To add the scope to an existing batch, see Add or remove scopes from an optimization batch.

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---
title: Create a scope for Schedule Optimization
description: Create a scope to define which technicians and tasks a Schedule Optimization batch includes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/field-service-scheduling/create-an-optimization-job-soe.html
release: australia
product: Field Service Scheduling
classification: field-service-scheduling
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Batches and scopes, Schedule Optimization, Setting up a Field Service scheduling method, Configure, Field Service Management]
---

# Create a scope for Schedule Optimization

Create a scope to define which technicians and tasks a Schedule Optimization batch includes.

## Before you begin

Role required: wm\_admin

## About this task

\[Omitted video\] Description: This video demonstrates how to create a scope for Schedule Optimization

When the Territory Planning plugin is installed and the Territory Model is active, qualifiers are automatically set to territories and scopes for assignment groups are no longer possible. For more information, see [Territory-Based Optimization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/field-service-scheduling/territory-based-optimization.md).

## Procedure

1. Navigate to **All** &gt; **Schedule Optimization** &gt; **Scopes**.

2. Select **New**.

3. Enter a name in the **Name** field.

4. Select a scheduling attribute configuration in the **Scheduling attribute** field.

5. Set the **Assignment horizon offset** to specify the delay after the batch run before task assignments begin.

**Note:** The assignment horizon offset determines the window start value on the work order task record.

6. Set the **Assignment horizon range** to determine the span of time during which the tasks are assigned to the agents.

7. Enter a priority in the **Rank** field to determine scope priority when technicians or tasks are shared between scopes.

Lower numbers indicate a higher priority.

8. Right-click the menu bar and select **Save**.

9. In the **Qualifiers** related list, add assignment groups or territories to the scope.

**Note:** Each assignment group must have a unique set of technicians. A technician can't belong to more than one assignment group. Territory-based optimization supports overlapping technicians; assignment group-based optimization does not.

10. Select **Submit**.

## Result

A Schedule Optimization scope is created. To use it, add it to a batch:

- To create a batch, see [Create a batch for Schedule Optimization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/field-service-scheduling/create-an-optimization-batch.md).
- To add the scope to an existing batch, see [Add or remove scopes from an optimization batch](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/field-service-scheduling/add-remove-scopes-batch.md).