Create or modify Agent Efficiency criteria

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Create or modify Field Service Agent Efficiency criteria to evaluate agent efficiency and calculate the work duration for a work order task.

    Vorbereitungen

    Role required: wm_admin, wm_dispatcher

    Prozedur

    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.
      Tabelle : 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.

    Ergebnisse

    The Agent Efficiency criterion is created or modifications saved.

    Nächste Maßnahme

    Create or modify an Agent Efficiency determination rule