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
Navigate to All > Agent Efficiency > Agent Efficiency Criteria.
Create a new criterion or update an existing criterion.
- To create a new criterion, select New.
- To modify a criterion, select its name.
- On the form, fill in or modify the fields.
| 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. |
- Select Submit.
Result
The Agent Efficiency criterion is created or modifications saved.