13 Test Your Setup

After you have completed all of the steps to implement Customer Experience for Utilities, you should log in to the CX for Utilities solution using each of the user roles you have defined. For each role, verify that you can complete basic end user tasks, and that your interface displays the expected options. To complete these tasks, customer and contact data must exist in your system.

Complete these tasks to test your CX for Utilities Agent Service setup:

• Log in to your home page.

• Access to do tasks and service requests from the Work Queue.

• Access the Fusion Contact page from the Customer List.

• Access Customer 360.

• Answer calls and set your call availability.

• View Knowledge Management articles.

Complete these tasks to test your CX for Utilities Sales setup:

• Log in to your home page.

• Access the Business List and search for a customer or prospect.

• Access the Fusion Account page from the Business List.

• Access Account 360.

• View Knowledge Management articles.

For instructions and additional information about these tasks, see the user documentation available in the Oracle Utilities Customer Experience library.