Overview of Care Experience Implementation

This topic summarizes the tasks that you perform to set up the Care Experience application. Perform the steps provided in this guide in conjunction with, or after completing, the steps mentioned in Oracle CX Service Implementing B2B Service guide.

You can use this table as a checklist to understand the sequence of the tasks and where you perform them.

Setup Activity	Work Area and Task
Create Custom Roles, Users, and Associate Roles	Tools > Security Console
Configure Profile Options	Setup and Maintenance > Manage Omnichannel Profile Options
Create Category	Setup and Maintenance > Manage Service Request Categories
Create Service Request Assignment Rules	Setup and Maintenance > Manage Service Assignment Rules
Manage Capacities	Setup and Maintenance > Manage Capacities
Add Detail Page Link	Configuration > Application Composer > Standard Objects > Service Requests
Configure CTI	Media Toolbar: Setup and Maintenance > Manage Media Toolbar Configuration Application Classification: Setup and Maintenance > Manage Application Classification Screen Pop-up Page: Setup and Maintenance > Manage Screen Pop Configuration