Manage Setup Tasks in Functional Setup Manager

After you enable the Customer Experience for Utilities offering in Functional Setup Manager, you can create, edit and delete setup records using the Functional Setup Manager interface.

The following setup tasks are currently available in the Customer Experience for Utilities offering:

  • Manage Insight Types
  • Manage Insight Severity
  • Manage Insight Groups
  • Manage Insight Type Insight Groups

You can access setup tasks directly from the Offerings screen, as described in Enable the Functional Setup Manager Offering, or you can use the steps listed below.

Accessing Setup Tasks in Functional Setup Manager

To access setup tasks in Functional Setup Manager:

  1. Log into Oracle Fusion as a Key Account Manager Administrator.
  2. From the user menu at the top right, select Setup and Maintenance.
  3. On the Setup: Service screen, select Customer Experience for Utilities from the drop down menu in the header. Note, if the option is only available after it has been enabled.
  4. On the Setup: Customer Experience for Utilities screen, you can view the list of available setup tasks.
  5. Click on a task to create, edit, or delete an associated record. For example, click Manage Insight Types to create a new insight type.

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