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Stat 6.3 - Web User Guide

Updating approval lists

Occasionally one of the classes or queues designated to approve status transfers needs to be updated, either because new users have been added to the class or queue or existing users have been removed. When this is the case, you can update the approved users list based on class or queue by clicking Regenerate. This removes obsolete users belonging to a class or queue from the list and adds new ones. It also resets approval statuses to Pending.

NOTE: Clicking the Regenerate button only affects users belonging to classes or queues and is enabled only for users that have been assigned the user class right, Status Transfer Approval Refresh.

Approving migrations and transfers

In Stat® Web, you can approve archive set migrations and CSR status transfers.

4
Click Update.

You can test the connections between Stat® Web and all the change management environments, file servers, and email servers defined in the Stat maintenance tables. You can also test the connection between Stat Web drop-down and any version control management system you have configured.

 

Tasks

Tasks detail all of the steps necessary to solve a problem or complete a request. For example, a CSR for the setup of a new employee may include numerous tasks, such as getting a confidentiality agreement signed, creating a user ID, and scheduling computer training. A CSR can contain an unlimited number of tasks that you can assign to many users. Tasks are associated with activity codes that group related tasks.

Stat® groups related tasks into activities, which are commonly-performed, high-level jobs that consist of several tasks. Activities are defined by a system administrator and are identified by activity codes.

Activities categorize your tasks for reporting purposes. An example of an activity might be Documentation, which consists of two tasks: Document Changes - Pre Change and Document Changes - Post Change.

Tasks are listed either in a query or in a CSR. When tasks are assigned to a user, they automatically appear in the Tasks list for that CSR.

Topics in this section:

Viewing task details

The Task Details window displays the following information:
Table 1. Task fields

Activity Type

Each task must be associated with an activity code. An activity code is a category of tasks.

Title

A brief description of the task.

Assigned To

The user assigned to the task.

Start Date

The date when the task is scheduled to start.

Due Date

The date when the task is due to be completed.

% Complete

The percentage of the estimated time required to complete the task that has been worked.

Completed Date

The date that the task was completed.

Estimated Hrs

The estimated number of hours required to complete this task.

Actual Hrs

The total number of hours posted to this task thus far.

Comments

A free text field in which users can add comments regarding the task.

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