Create or modify Agent Efficiency criteria

Create or modify Field Service Agent Efficiency criteria to evaluate agent efficiency and calculate the work duration for a work order task.

Before you begin

Role required: wm_admin, wm_dispatcher

Procedure

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.

   Table 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.

Result

The Agent Efficiency criterion is created or modifications saved.

What to do next

Create or modify an Agent Efficiency determination rule