Feature Summary

Features Delivered Disabled: Customer Action Required for Use

This table provides a summary of the features that require customer action before they can be used by end users. These features are delivered in a disabled state, and you can choose if and when to enable them.

Examples of such features include:

  • New or expanded BI subject areas that need to be incorporated into reports
  • Integration required to utilize new web services
  • Features that must be assigned to user roles before they can be accessed

These features are non-disruptive since they remain inactive until you take action. You can selectively enable them, allowing you to set your own testing and rollout schedule.

Service Request Management

Feature Action Required
Auto-generate SR summaries for improved agent efficiency and manager convenience Service Request Required
UI Events Framework is available on the Service Contact Page Visual Builder
Create new pages using SR Edit Fields Fragment Visual Builder
UI Events Framework support for creating custom insight cards Visual Builder
Restrict Redwood Service Request's Attachment Download Capability Setup Required
Manage actions that are exposed to users in the Action Bar Visual Builder
Extend Service Request Messages in the Redwood User Experience Visual Builder
Remove the shortcut to the Service Dashboard from the SR list page Visual Builder

Service Channels

Feature Action Required
Redwood Chat Header Enhancements and Field Customizations Visual Builder
Leverage UEF client-side library to implicitly create interactions Visual Builder

Case Management

Feature Action Required
Enhanced Security for Case Management Data Setup Required

Work Order Management

Feature Action Required
Support Field Service Work Order Multi-Segment and Suspended Activities Setup Required

Service Analytics

Feature Action Required
SmartText Usage in Service and Help Desk Requests BI Subject Areas
Analyze Action Plan Completions and Delays for Cases BI Subject Areas
Analyze Internal Conversations in Service Requests BI Subject Areas

Interviews

Feature Action Required
Generative AI for Authoring Interviews Opt In
Interview Authoring Service Request Required

Features Delivered Enabled: Ready for Use by End Users

This table provides a summary of the features included in the document that are ready to be used by end users.

The impact of these features can be categorized as follows:

  • Larger Scale UI or Process-Based: These features have a higher potential impact on users due to their complex designs. Focus your acceptance testing on these features.
  • Small Scale UI or Process-Based: These features have minimal impact on users and typically involve minor changes to fields, validations, or programs.
  • Report: These features have minimal impact on users and include new or modified, Oracle-delivered, ready-to-run reports.

Service Channels

Feature Impact
Import/Export Wrap Up object using the Import/Export Management tool Small scale

Omnichannel Framework

Feature Impact
Filtered Queue and Agent Transfer and Conference Lists Small scale