Understanding the Customer Self-Service Portal

Providing self-service applications to customers facilitates collaboration that results in increased profitability and customer satisfaction. The Customer Self-Service (CSS) portal provides a simplified, configurable front-end to the Service Management system. The portal provides an easy way for customers to view information related to their service contracts, work orders, and equipment. The portal enables you to further increase customer satisfaction, decrease costs, and free up internal resources to work on higher priority activities through providing customers, dealers, and distributors direct access to this information.

The portal entry points are intended to be simple and, therefore, are not intended to provide the same full functionality as the traditional Service Management applications. These entry points are additional front-end forms that access and update the same tables.

The CSS for Service portal entry points are:

• Add Equipment

• View Equipment

• View Work Orders

• View Contracts