View an agent profile

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • An agent profile displays the agent's personal information as well as the work status, schedule, location, and time zone. View the agent's profile from the team calendar.

    Before you begin

    Role required: agent_schedule_user

    About this task

    Agents can view the list of the members their group and their current schedules based on the group visibility configuration.

    Procedure

    1. Navigate to Workforce.
      • Managers, navigate to All > Field Service > Manager > Workforce.
      • Agents, navigate to All > Field Service > Agent > Workforce.
    2. Select Schedule from the View Controls list.
    3. To preview the profile of an agent, click on the information icon in the agent list.
      The pop-over panel displays the agent information.
    4. An agent can update their own profile by, clicking the overflow actions icon and open the record or click their name.
      1. On the form, edit or add information as appropriate:
        Table 1. Agent Profile Form
        Field Description
        First name First name of the agent.
        Last name Last name of the agent.
        Work agent status The agent's work status when the agent updates the work order task.
        On schedule The actual schedule of the agent relative to the planned schedule to execute the work order task.
        Email Email address of the agent.
        Home phone Home phone number of the agent.
        Mobile phone Mobile phone number of the agent.
        Business phone Business phone number of the agent.
        Photo Photo of the agent. To upload the photo, click Click to add..., select the photo and click OK.
        Location Physical address where the agent is located.
        Time zone Time zone where the agent is located.
      2. Click Save.