Customer Visibility
- Customer Visibility is a special kind of Config Project.
Customer Visibility Dashboard page
- Click on "Customer Visibility" project from the left navigation bar to navigate to the Customer Visibility Dashboard page.
- On the dashboard, there are two tables:
Attributes Available for Modification
- This table consists of 13 attributes that can be modified by the user.
Attributes Unavailable for Modification
- This table is a read-only table and lists attributes that cannot be modified by the user.
Customer Visibility Modify page
- When the user clicks on any attribute in the Attribute Available for Modification table, they will be re-directed to the Customer Visibility Modify page.
- The selected attribute's details will be displayed in a table format.
- Depending on the selected attribute, either three or four tables will be displayed on the Customer Visibility Modify page. These tables are:
- Global List
- Central Exception
- NED Exception
- West Exception
- All four tables has "Add New" and "Remove" buttons.
Global List
- Clicking on the "Add New" button adds a new row where the user can enter the required details.
- The user must fill in all the required fields before adding another row.
- Selecting any row(s) and clicking on the "Remove" button will delete the selected row(s).
Central Exception
- Clicking on the "Add New" button adds a new row.
- The user must fill in all the required fields before adding another row.
- Selecting any row(s) and clicking on the "Remove" button will delete the selected row(s).
NED Exception
- Clicking on the "Add New" button adds a new row.
- The user must fill in all the required fields before adding another row.
- Selecting any row(s) and clicking on the "Remove" button will delete the selected row(s).
West Exception
- Clicking on the "Add New" button adds a new row.
- The user must fill in all the required fields before adding another row.
- Selecting any row(s) and clicking on the "Remove" button will delete the selected row(s).
Key-highlights
- When a new row is added for Central Exception, NED Exception and West Exception table, the ELOC Market ID column will be pre-populated with 11592, 11599 and 8617 respectively.
- If the user tries to edit the Eloc Market ID, an inline error message will be displayed and the user will not be allowed to modify it.
- For "Ancillary Services" attribute the Global List is read only table containing the Ancillary Service Product Number.
- Click on "Submit" button at the end of the page to save all your changes.
Key-highlights
- Click on the options icon located at the top-right corner of the table to access a list of download options. The table data can be downloaded in the desired format, such as CSV, PDF, or Excel.
Read only user
- Users those who doesn't have write permission will see the "Add New", "Remove" and "Save" buttons disabled in the Edit page.
- Also, the existing rules of that project can only be viewed and can't be edited.