Self-Service Application Guide for Oracle Billing Insight > Managing Company Information >
Use Case: Managing Company Settings (Business Edition Only)
This use case lets an Admin assign and unassign service agreements to company users, and to import, or bulk load, a CSV file with subscribers. Oracle Billing Insight provides a preconfigured Microsoft Excel file, bulkLoadSubscribersTemplate_en_US.csv, to use as a template for creating the company subscriber input file. The template file can be also downloaded in this use case. Main Path for Managing Company Settings
The main path occurs when an admin clicks My Account, Company, and then Settings to display the Administrative Settings page. Alternate Paths for a Managing Company Settings
No alternate paths occur in this use case. Administrative Settings Page Elements
Table 152 describes the elements of this page.
Table 152. Administrative Settings Page Elements
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Page Title Text |
Administrative Settings |
Search Company Service Agreements Module |
This module displays the following elements:
- Module title text: Search Company Service Agreements
- Text and blank field for data entry: Account Number Field
- Text and blank field for data entry: Service Number Field
- Text and blank field for data entry: First Name Field
- Text and blank field for data entry: Last Name Field
- Text and blank field for data entry: User ID Field
- Text and check box: Display Unassigned Service Agreements Button
- Button: Search
Action: Displays the selected service agreements.
- Button: Import Subscribers
Action: Displays the Import Subscribers module.
- Download and printer-friendly elements
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Company Service Agreements Module |
This module displays the following elements:
- Module title text and data: Company Service Agreements (Number Item(s))
- Column headings:
- Text and sorting link: Service Number
- Text and sorting link: Account Number
- Text and sorting link: User ID
- Text and sorting link: First Name
- Text and sorting link: Last Name
- Text: Actions
- Column content:
- Data: Service Number
- Data: Account Number
- Data: User ID
- Data: First Name
- Data: Last Name
- Text and links: Assign or Unassign
Action: The Assign link displays the Assign Service Agreement module. The Unassign link displays the Unassign Service Number module.
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Assign Service Agreement Module |
This module displays the following elements:
- Module title text: Assign Service Agreement
- Text: Warning Message: You have selected the following Service Agreement to be assigned.
- Text and data: Account Number Account number
- Text and data: Service Number Service number
- Text and drop-down list: Select User Type List
- Button: Back
Action: Displays the Users page.
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Search for Users Module |
This module displays the following elements:
- Module title text: Search for Users
- Text and blank field for data entry: First Name Field
- Text and blank field for data entry: Last Name Field
- Button: Go
Action: Displays the report details.
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Users Report Details Module |
This module displays the following elements:
- Module title text and data: Users (Number Item(s))
- Column headings:
- Text: Select
- Text and sorting link: User ID
- Text and sorting link: First Name
- Text and sorting link: Last Name
- Column content:
- Radio button
- Data: User ID
- Data: First name
- Data: Last name
- Button: Assign
Action: Assigns the service agreement to the user.
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Enter Subscriber's Name Module |
This module displays the following elements:
- Module title text: Enter Subscriber's Name
- Text and blank field for data entry: First Name
- Text and blank field for data entry: Last Name
- Button: Submit
Action: Saves the data.
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Unassign Service Number Module |
This module displays the following elements:
- Module title text: Unassign Service Number
- Text: You are about to unassign the following Service Number. Are you sure you want to do this?
- Text and data: Service Number Service number
- Text and data: Name Name
- Button: Unassign
Action: Unassigns the service number from the user.
- Button: Cancel
Action: Cancels the action.
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Import Subscribers Module |
This module displays the following elements:
- Module title text: Import Subscribers
- Icon: Microsoft Excel
- Text: CSV Template
- Text: You can bulk load subscribers who are not enrolled in the online application.
- Text: Download the preconfigured CSV template using the icon on this page. Use the sample data in the template file as a guide to the data required in the input file. Save the file locally using your own file name and the file type CSV. Caution: Importing a file will overwrite the details in any existing entries.
- Text and blank field for data entry: * File Field
- Button: Browse
Action: Displays the Choose File to Upload dialog box.
- Button: Submit
Action: Imports the subscribers.
- Button: Back
Action: Displays the Search Company Service Agreements module.
- Text: *Required Fields
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