Assign an Agent Efficiency value to agents

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Assign a Field Service Agent Efficiency criteria and efficiency value to agents to more accurately calculate work duration.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Agent Efficiency > Agent Efficiency Values.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Agent Efficiency value
      Field Description
      Agent Name of the agent.
      Agent Efficiency Criteria Agent Efficiency criterion.
      Efficiency Agent Efficiency value ranging from 0-2.
      Active Option to activate the Agent Efficiency criterion and its value.
    4. Select Submit.
    5. Opcional: View the record by navigating to All > Agent Efficiency > Agent Efficiency Values.

    Resultado

    The Agent Efficiency value is assigned to the agent.