Manage Insight Types with Functional Setup Manager

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

Create a New Insight Type

To create a new 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 Types task.
3. On the Insight Types screen, click the Create button.
4. On the Create insight type 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.
   • Source System: Select the system that is the source of the insight.

Update an Existing Insight Type

To update an existing 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 Types task.
3. On the Insight Types screen, click the Edit icon on the insight type you want to update.
4. On the Edit insight type drawer, update the information and then click Save.

Delete an Insight Type

To delete an existing 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 Types task.
3. On the Insight Types screen, click the Delete icon on the insight type you want to delete.
4. On the confirmation screen click Remove.