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Stat 7.0 - Web User Guide

Inhaltsnavigation

Opening Stat Web

CAUTION: Connecting as two different users from the same browser (e.g., in separate windows) will cause the second browser window to cancel the first browser's login session. Similarly, if you use a single browser to connect to two different installations

Exiting Stat Web Changing your password The About Stat Window

Creating and deleting queries Filtering queries Sorting queries Exporting queries Using pages

Finding CSRs Viewing CSRs

Table 1. CSR fields Field Description Table 1. CSR fields Field Description

To add a customer:

Table 1. CSR fields Field Description

Setting the current tab as the default Exporting Filtering CSR information Closing CSRs

CAUTION: For users running Stat® Web in a web browser, do not use the browser close button (the X button) to exit an open CSR. This closes Stat Web entirely and can result in a lock being placed on the CSR. To release a CSR Lock, click the Close button.

Using advanced editing tools

Adding attachments to CSRs Creating CSR templates

Changing CSR status Understanding the Workflow section

Status History section Diagram section Detail section

Table 1. Approvals list columns Column Description

Viewing transfer rules Delaying approval requests Sending approval request notifications Updating approval lists Approving migrations and transfers

Viewing task details

Table 1. Task fields Field Description

Adding tasks automatically Adding tasks manually Posting time to tasks

Viewing CSR log files

Viewing CSR change history

CSR Migration Path

About CSR Migration Path

Opening the Job Monitor

Table 1. Job Monitor tabs Tab Description

Viewing job schedules Running jobs Viewing logs Filtering and sorting jobs and logs Showing job and log details

Test Connect Reports

Running reports

We are more than just a name Our brand, our vision. Together. Contacting Quest Technical support resources

Index

Opening a CSR

•

Click the CSR listed in the CSR Console main window.

NOTE: If you attempt to open a CSR that you have locked in the Stat® client application, Stat Web opens the CSR in read-only mode and gives you the option to override the lock and open the CSR in full edit mode. CSRs locked by other users open in read-only mode. Position your cursor over the CSR title bar to see what user has the lock and when it was locked.

When you open a CSR in Stat Web, the CSR Information tab can be accessed from the icon next to the current logged in username on the top right side of the banner, while more detailed information is displayed in the main body of the window. You can select the type of information you want displayed in the CSR Information window by selecting the Edit options in the CSR Information tab. You also can filter the information. You may also use the Export option on the CSR Information tab in order to export and print the whole content of the CSR, including the information in all sections. For more information on how to filter this information, see Filtering CSR information on page 15.

All available sections are displayed on the left hand side of the CSR window. The Details section has 3 tabs. The Properties tab shows general information about the CSR, such as type, application, assigned user, etc. The other two tabs are for showing the Description and Resolution fields. The remaining sections on the left hand side show more function-specific information, such as Workflow (if any), Tasks, Attachments, Logs, and change History.

The following table provide a brief description of each field in the Properties tab of the CSR window.

Table 1. CSR fields

Table 1. CSR fields

Field Description

Title (Required) A brief explanation of the CSR.

Service Domain The service domain in which the CSR is defined.

Application (Required) An application defines what product or facet of your enterprise is

represented in the CSR. Applications are defined by your system administrator. An example of an application might be PeopleSoft Ver. 8.

Environment (Dependent on Application)

Environments further define an application. However, not all applications need to have environments. Environments are defined by your system administrator. If your application is Financials, your environments might be, or AP, AR, and GL.

Project (Optional) If a CSR is associated with a Stat project, the project field displays

the project ID number. Double-clicking on the ID number opens the Project window for that project. If this field is blank, the CSR does not belong to a project. You can add CSRs to projects from either the CSR window or the Project window.

Table 1. CSR fields

Table 1. CSR fields

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