Manage Insight Severity with Functional Setup Manager

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

Create a New Insight Severity

To create a new insight severity:

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 Severity task.
3. On the Insight Severity screen, click the Create button.
4. On the Create insight severity 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.
   • Status: Select Active or Inactive.
   • Rank: Select a rank. The lower the number, the higher the priority of the insight severity. For example, a critical severity should be a lower number rank than an informational severity.
   • Default Style: Select info, warning, or error.

Update an Existing Insight Severity

To update an existing insight severity:

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

Delete an Insight Severity

To delete an existing insight severity:

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