Self-Service Application Guide for Oracle Billing Insight > Overview of the Self-Service Application >

Common UI Elements

Pages in the Self-Service application share some common user interface elements for navigating and searching for information. These elements frame the main page area that displays user data.

Common UI elements in the Self-Service application are:

• Masthead. The masthead displays at the top of each page and displays the application name, user name, and links for choosing a language and logging out. For details, see Masthead Element.
• Mailing Address module (Consumer users only, if Web Services are enabled). The Mailing Address module displays in all pages that a B2C User accesses and displays the user's address.
• Quick Links module (Not shown for prepay accounts). A list of quick links appears on the left side of each page for direct access to a few functional areas of the Self-Service application. Business and consumer users see a different set of quick links. For details, see Quick Links Module.
• Report Context module (Business users only). Report context information appears on the left side of each page, showing the name of the company, hierarchy, and position the user is assigned to, and which defines the scope of the report data displayed on the page. For details, see Report Context Module (Business Edition Only).
• Scheduled Payments module (Not shown for prepay accounts). In the payment-related use cases, a list of scheduled payments appears on the left side of each page in payment-related use cases, showing the payments scheduled by account number and date. For details, see Scheduled Payments Module.
• FAQ (If configured). Frequently asked question information that you configure for display. For details, see FAQ Module (If Configured).
• More Support Options (If configured). Live links to access assistance platforms on the Service Cloud, including Ask a Question, Live Chat, and Ask the Community. For details, see More Support Options Module (If Configured).
• Tab menus. Tab menus on each page provide subnavigation for individual functions. Business and consumer user roles see a different sets of tab menus.For details, see Tab Menus.
• Logical Paths. Logical paths show the navigation path to each page and provide live links for navigating back. For details, see Logical Paths.
• Footer module. The footer displays at the bottom of each screen and displays legal notices and provider contact links. For details, see Footer Element.
• Paging element. When needed, the paging element appears to let users navigate multiple report pages. For details, see Paging Element.
• Download and printer-friendly element. Where available, the download and printer-friendly features let users download and print reports. For details, see Download and Printer-Friendly Elements.

Masthead Element

The masthead appears at the top of each page in the Self-Service application, as shown in Figure 5.

Figure 5. Masthead Element

The individual masthead components are described in Table 2.

Quick Links Module

Quick Links provide access to frequently used functions in the Self-Service application. Quick links vary for business and consumer users, and do not appear on prepay screens.

Quick Links for Business Users

Figure 6 shows the Quick Links module displayed to business users.

Figure 6. Quick Links Module for Business Users

Table 3. describes the quick links displayed to business users.

Quick Links for Consumer Users

Figure 7 shows the Quick Links module displayed to consumer users.

Figure 7. Quick Links Module for Consumer Users

Table 4. describes the quick links displayed to consumer users.

Report Context Module (Business Edition Only)

The Report Context module displays in all use cases in the Business Edition that present Self-Service report information. The report context displays the following information, which identifies the user's hierarchy position and defines the scope of the report:

• Text and data: Company Name Company name
• Text and data: Name Hierarchy name
• Text and data: Position Position

Figure 8 shows the Report Context module displayed to business users.

Figure 8. Report Context Module for Business Users

Scheduled Payments Module

The Scheduled Payments module displays in all payment-related use cases, showing all payments scheduled for the account. The Scheduled Payments module does not appear for consumer prepay accounts.

The Scheduled Payments module contains the following elements:

• Text and data: Account Number Account number
• Text and data: Date Date
• Text (If applicable): No Scheduled Payments

Figure 9 shows the Scheduled Payments module.

Figure 9. Scheduled Payments Module

FAQ Module (If Configured)

You can configure the FAQ module to display with information from Oracle Service Cloud.

The FAQ module contains the following elements:

• Text: FAQ
• Text: (Configurable)

Figure 10 shows the FAQ module.

Figure 10. FAQ Module

More Support Options Module (If Configured)

You can configure the More Support Options module to displays Live links for accessing platforms on the Service Cloud.

The More Support Options module contains the following elements:

• Graphic and link: QA Graphic Ask a Question
  Link target: Sends a question to the service team on the Service Cloud.
• Text: Submit a question to our support team.
• Graphic and link: QA Graphic Live Chat
  Link target: Opens a live chat session with a support team member on the Service Cloud.
• Text: Chat directly with a member of our support team.
• Graphic and link: QA Graphic Ask the Community
  Link target: Sends a question to a community board on the Service Cloud.
• Text: Submit a question to our community.

Figure 11 shows the More Support Options module.

Figure 11. More Support Options Module

Tab Menus

Tab menus appear across the top of all pages in the Self-Service application. Tab menus vary for the following:

• Tab Menus for Business Users
• Tab Menus for Consumer Users (Postpay Accounts)
• Tab Menus for Consumer Users (Prepay Accounts)

Tab Menus for Business Users

Figure 12 shows the tab menus that display to business users in the Self-Service application.

Figure 12. Tab Menus for Business Users

Table 5 describes the tab menu options for business users.

Tab Menus for Consumer Users (Postpay Accounts)

Figure 13 shows the tab menus that display to consumer users with postpay accounts in the Self-Service application.

Figure 13. Tab Menus for Consumer Users (Postpay Accounts)

Table 6 shows the tab menu options for consumer users with postpay accounts.

Tab Menus for Consumer Users (Prepay Accounts)

Figure 14 shows the tab menus that display to consumer users with prepay accounts in the Self-Service application.

Figure 14. Tab Menus for Consumer Users (Prepay Accounts)

Table 7 shows the tab menu options for consumer prepay accounts

Logical Paths

Logical paths appear beneath the tabs on each page and show the tab and options leading to the page, for example:

• Statements > Account Summary
• My Account > Personal > User Profile
• Analytics > Billing Reports > Account Billing Overview

Live links within the path let the user navigate back within the same functional tab area.

Figure 15 shows an example of the logical path element.

Figure 15. Logical Path Element

Footer Element

The footer displays at the bottom of each screen and displays legal notices and provider contact links.

Figure 16 shows the footer that appears on Self-Service application pages.

Figure 16. Footer Element

Table 8 describes the components of the footer element.

Paging Element

The paging element displays on detail tables when the number of rows returned exceeds a configured value.

Figure 17 shows an example of the Paging element.

Figure 17. Paging Element

Table 9 describes the components of the paging element.

Download and Printer-Friendly Elements

Most reporting use cases provide file download and printer-friendly options in the Self-Service application.

Figure 18 shows an example of the Download and Printer-Friendly elements.

Figure 18. Download and Printer-Friendly Elements

CSV and XML are standard download formats and are available in each use case where the Download element appears. PDF file format is also available in the following use cases:

• Print Summary (B2C User only.) For details about the Print Summary Quick Link, see Table 4.
• Use Case: Viewing a Statement Summary
• Use Case: Viewing the Account Billing Overview Report
• Use Case: Viewing the Service Details Report
• Use Case: Viewing the Total Cost by Plan Report

Table 10 describes the components of the download and printer-friendly elements.