Manage Insight Groups with Functional Setup Manager

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

Create a New Insight Group

To create a new insight group:

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 Groups task.
3. On the Insight Groups screen, click the Create button.
4. On the Create insight group drawer, complete these required fields, and then click Create:
   • ID: Specify a user-defined identification code for the insight.
   • Description: Specify a description of the insight.

Update an Existing Insight Group

To update an existing insight group:

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 task.
3. On the Insight Groups screen, click the Edit icon on the insight group you want to update.
4. On the Edit insight group drawer, update the information and then click Save.

Delete an Insight Group

To delete an existing insight group:

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 Groups task.
3. On the Insight Groups screen, click the Delete icon on the insight group you want to delete.
4. On the confirmation screen click Remove.