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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add value template form

Add value template form fields and descriptions.

FieldDescription
Calculation builder
PersonaThe user role for whom the value is being calculated, for example, Agent, Requester.
UsageThe usage indicator that you want to associate the value template with.
Time value typeThe type of time-based metric used in the calculation, for example, Constant or Indicator. Choose a value that aligns with your performance goals.
Time constantA fixed time value \(in hours, minutes, or days\) used as a baseline or threshold in the calculation. Useful for comparisons or normalization.
Time indicatorThe time indicator that you want to associate the value template with.
Acceptance rate typeThe type of acceptance metric to include, such as Indicator or Constant.
Acceptance rate constantA fixed percentage or ratio used to represent an expected or target acceptance rate in the value calculation.
Attributes
Template nameA unique and descriptive name for the value template. This name appears in the list of templates and should clearly indicate its purpose.
Value template categoryThe categorization of the template based on its use case, for example, Productivity, Efficiency, Accuracy. Helps in organizing and filtering templates.
DepartmentThe business unit or department associated with the value template. This helps in aligning the template with organizational goals.
DescriptionA brief explanation of what the value template does, including its purpose and how it contributes to measuring value.
Calculation output
InstanceThe instance where the value template is applied. This field is useful for managing value templates across instances.Note: You can validate a formula in a non-production instance before publishing it to a production instance.