IDI version 26.8 is now available.  Click here for details: IDI Updates.

Managing Provisioning Requests on a Customer Account

Prev Next

Customer Care provides several new views where you can see and update provisioning information for services and features. This lets you view the provisioning data that was sent to the provider and stored in the Provisioning application directly from Customer Care. The edit capability lets you keep the IDI platform and the endpoint in sync when technicians make updates directly to the switch.

Note: When you edit and update the provisioning data in Customer Care, the system does not update the provider’s endpoint; it only updates the data stored in the Provisioning application. If you need to update the data at the endpoint, submit an order and use the appropriate provisioning action to send an update to the provider.

Permissions

Two new permissions in Security let you determine which users have the ability to view and update provisioning information in Customer Care. These permissions are assigned to any user with the Customer Admin role in Security. You can add these permissions to other roles as needed.

 Making Provisioning Properties Visible in Customer Care

Existing settings for provisioning properties in the Provisioning web application let you control whether a property is visible and editable on an order. With this release these settings will also control whether provisioning properties are visible and editable in Customer Care. These and other settings related to provisioning properties are described in the Provisioning web help. Below is a quick overview of the visibility settings.

Provisioning property settings are available when you add or edit a Provisioning Object Definition (POD). The PROPERTY DEFINITIONS tab has an ALWAYS VISIBLE check box for each property.

Or you can use the Advanced Options (available by clicking the unlabeled icon to the right of Always Visible) to make a property visible (or not) based on one or more selected transitions.

Viewing and Editing Provisioning Information

When you select a service or feature on the Services and Features page, the View menu on the right Details pane provides a new Provisioning option.

This option displays provisioning information in the Details pane. Provisioning information is grouped and displayed under the provisionable object created in Provisioning. You can choose to show all items or top-level items only.

  • All shows provisioning properties assigned to the service and any feature-level items that contain provisioning information. This allows you to view all provisioning data without knowing which feature is assigned to a provisionable object.

  • Top Level Only shows provisioning properties assigned directly to the service.

Note: When you attempt to view provisioning information for a disconnected service or feature, you’ll see a message indicating provisioning information is unavailable for disconnected services. This will also display for temporary service numbers. This lets you know the information is unavailable and not just missing.

From this view:

  • Select a provisionable object’s expand/hide arrow to show the provisioning details, and click the Edit button to enable editing provisioning information.

  • Use the left up/down arrow to expand and view the item’s details.

  • At the right, the Edit button makes the fields editable. The Edit button transitions to Save/Cancel options.

  • Use the radio buttons to show all items or top-level ones only.

You can also access service-level provisioning information by navigating to the details view for a service via the Customer Summary > Service Summary.

Or by clicking the Service number on the Services and Features right Details pane.

Then scroll down to the Provisioning Information pane.

The system defaults to Top Level Only since you’re viewing the service details, but you can select All to view all provisioning data assigned to the service.