Create or modify Agent Efficiency criteria

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Create or modify Field Service Agent Efficiency criteria to evaluate agent efficiency and calculate the work duration for a work order task.

    Antes de Iniciar

    Role required: wm_admin, wm_dispatcher

    Procedimento

    1. Navigate to All > Agent Efficiency > Agent Efficiency Criteria.
    2. Create a new criterion or update an existing criterion.
      • To create a new criterion, select New.
      • To modify a criterion, select its name.
    3. On the form, fill in or modify the fields.
      Tabela 1. Agent Efficiency criterion
      Field Description
      Name Name of theAgent Efficiency criterion.
      Task table

      Table for which the criterion is created. This value should be Work Order Task [wm_Task].

      Active Option to activate the criterion.
    4. Select Submit.

    Resultado

    The Agent Efficiency criterion is created or modifications saved.

    O que Fazer Depois

    Create or modify an Agent Efficiency determination rule