Assign an Agent Efficiency value to agents

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: admin

    手順

    1. Navigate to All > Agent Efficiency > Agent Efficiency Values.
    2. Select New.
    3. On the form, fill in the fields.
      表 : 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. オプション: View the record by navigating to All > Agent Efficiency > Agent Efficiency Values.

    タスクの結果

    The Agent Efficiency value is assigned to the agent.