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

Assign an Agent Efficiency value to agents

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.

    FieldDescription
    AgentName of the agent.
    Agent Efficiency CriteriaAgent Efficiency criterion.
    EfficiencyAgent Efficiency value ranging from 0-2.
    ActiveOption to activate the Agent Efficiency criterion and its value.
  4. Select Submit.

  5. View the record by navigating to All > Agent Efficiency > Agent Efficiency Values.

Result

The Agent Efficiency value is assigned to the agent.