Assign an Agent Efficiency value to agents

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > Agent Efficiency > Agent Efficiency Values.
    2. Select New.
    3. On the form, fill in the fields.
      표 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. 옵션: View the record by navigating to All > Agent Efficiency > Agent Efficiency Values.

    결과

    The Agent Efficiency value is assigned to the agent.