Manage Insight Group Insight Types with Functional Setup Manager

You can manage insight group insight types that are displayed in the Customer Experience for Utilities solution using the Mange Insight Group Insight Types setup task in Functional Setup Manager. You use this tasks to create new insight group insight types and to edit or delete existing insight group insight types.

Create a New Insight Group Insight Type

To create a new insight group insight type:

1. Complete the steps in Manage Setup Tasks in Functional Setup Manager to access the list of Customer Experience for Utilities setup tasks.
2. Click on the Manage Insight Group InsightTypes task.
3. On the Insight Group Insight Types screen, click the Create button.
4. On the Create insight group insight type drawer, complete these required fields, and then click Create:
   • ID: Specify a user-defined identification code for the insight.
   • Insight Group: Select an existing insight group.
   • Insight Type: Select an existing insight type.

Update an Existing Insight Group Insight Type

To update an existing insight group insight type:

1. Complete the steps in Manage Setup Tasks in Functional Setup Manager to access the list of Customer Experience for Utilities setup tasks.
2. Click on the Manage Insight Group Insight Types task.
3. On the Insight Group Insight Types screen, click the Edit icon on the insight group insight type you want to update.
4. On the Edit insight group insight type drawer, update the information and then click Save.

Delete an Insight Group Insight Type

To delete an existing insight group insight type:

1. Complete the steps in Manage Setup Tasks in Functional Setup Manager to access the list of Customer Experience for Utilities setup tasks.
2. Click on the Manage Insight Group Insight Types task.
3. On the Insight Group Insight Types screen, click the Delete icon on the insight group insight type you want to delete.
4. On the confirmation screen click Remove.