The top portion of a Project window contains general information about the project.
The unique, user-defined number that identifies the project across all service domains in Stat.
A short description of the project. The description appears on project lists.
The Stat user primarily responsible for the project.
A free-form, 2000-character field for comments.
The date the project is scheduled to start.
The date the project is due to be completed.
If checked, indicates that the project is complete.
This tab contains a list of all the CSRs associated with the project. It functions the same way as the CSR list on the Support Console. To open a CSR, double-click on it, or select it and click Open CSR button, or right-click on it and in the pop-up menu select Open CSR.
You can associate existing CSRs with a project from either the CSR window or the Project window.
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In the CSRs tab, click Lookup.... |
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In the Service Domain field, select the service domain of the CSR you want. |
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Select one of the Search By options to specify the search criteria. |
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Depending on the search criteria you selected, enter the search value in the Search Value field. |
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Select the Open CSRs Only option if you want to locate only open CSRs. |
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Click Search button. |
You can also associate a CSR to a project from the CSR window
You can also associate a CSR to a project by dragging and dropping it from the Support Console when the Enable drag and drop from console check box is selected in the Project window.
Select the CSR you want to remove on the CSRs tab and click Remove.
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