Assign an Agent Efficiency value to agents

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: admin

    Procedure

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

    Result

    The Agent Efficiency value is assigned to the agent.