This chapter provides an overview of self-service pagelets and discusses how to:
Use PeopleSoft Order Capture Self Service pagelets.
Use PeopleSoft Support pagelets.
Use PeopleSoft pagelets for the financial services industry.
Use PeopleSoft pagelets for the communications and energy industries.
Use PeopleSoft pagelets for the insurance industry.
Customer-facing pagelets enable customers, consumers, and brokers who are registered users of the system to view and update their own information. Unregistered users can see some pagelets, such as Catalog Search, Shopping Cart, and Site Selection. The Site Selection pagelet is available to unregistered or guest users for the purposes of navigating multiple sites.
See Also
This section discusses how customers manage their personal information and shopping orders, select websites, and search catalogs by using the following pagelets.
This table describes the pagelets used to view customer information:
Pagelet Name |
Usage |
For More Information |
Customers can search a specified catalog or all catalogs based on keywords. |
See PeopleSoft Order Capture Self Service. See Creating Catalogs. |
|
Customers can view the name, address, phone number, and email address that are associated with a user who is signed in to the system. |
||
Displays the number of products along with the order subtotal of a customer's shopping cart. Provides the customer with a direct link to checkout. |
||
Guest users can select a website if multiple sites are implemented. Switches a user to the selected site. |
||
Customers can view recent orders by order number, order date, and status, and they can link directly to order details. |
||
Customers can view recent quotes by quote number, quote date, and status, and they can link to quote details. |
This section discusses how customers can review their support cases and search for solutions by using the Recent Cases pagelet.
This table describes the pagelets used to view recent cases:
Pagelet Name |
Usage |
For More Information |
Customers can view the five most recent open cases and access pages for reviewing existing cases, creating new cases, and searching for case solutions. Note. The pagelet has a slightly different appearance, depending on whether it is placed in a narrow or a wide column on the portal homepage. |
See Managing Cases. |
This section discusses how to use the pagelets that PeopleSoft CRM enables for the financial services industry.
This table describes the pagelets used to view account information:
Pagelet Name |
Usage |
For More Information |
Customers can view accounts and associated products, including account balance, currency, and the date and time that the account was created. |
||
Customers can view their personal information, such as name, address, phone number, and email address. |
This section discusses how to use the pagelets that PeopleSoft CRM enables for the communications and energy industries.
This table describes the pagelets used to view accounts and services:
Pagelet Name |
Usage |
For More Information |
Customers can view a list of their accounts and account status, and they can link to account details. |
See Managing Accounts and Viewing Bills in the Communications and Energy Industries. |
|
Customers can view and change service details. |
See Managing Accounts and Viewing Bills in the Communications and Energy Industries. |
This section discusses how customers can view their insurance quotes and claims.
This table describes the pagelets used to view quotes and claims:
Pagelet Name |
Usage |
For More Information |
Displays insurance quotes for a customer. |
See Working with Policy and Claims Presentment Self-Service. |
|
Displays insurance claims for a customer. |
See Working with Policy and Claims Presentment Self-Service. |