The Customer operator is not supported by the React starter pack.
The Customer operator (customer.cableco) enables users to create and view service requests. Unlike the Representative operator, the Customer operator cannot send the service request to the Manager operator for a discount.
The Customer operator's screenflow supports navigating among the sections to reduce scrolling and improve user experience. To proceed in a linear fashion, click Continue or clicking the section names to open them. You also can click Back to go to the previous section.
Customer operator's service request form showing the screenflow
Prerequisites
The Customer operator requires the CableConnect application. Therefore, ensure that the CableConnect application has been imported into Pega Platform. For more information, see Importing CableConnect.
Create a service request
Log into Pega Platform with the customer.cableco ID to open the CableConnect application.
Main screen of the Customer operator
Click New > Service to open the Service form.
The Service option in the New menu
The application assigns a service request ID to the service request.
(Optional) To track the status of the service request, use the service request ID.
Service ID displayed in the service request form
Enter details, such as name and address, in the Customer Info and Customer Address sections. Click Continue after you complete each section to proceed to the next section.
Customer info section for the customer's personal details
Select the services required, and then click Continue.
Service section listing the service types and offerings
Select the service date, and then click Finish to create the service request.
Service date section
You can verify the service request from the Recents section. The application forwards the service request to the Technical operator for resolution.
Save service request data without submitting
Click Save while filling the form to save the form data, and then submit the request later.
Click My Work to open a list of saved service requests, and then select the saved service requests to view, edit, and then submit them.
The My Work section accessible through the My Work option in the left navigation
You also can access the saved service requests from the Recents section.
