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Stat 6.2 - User Guide

Introduction to Stat Connecting to Stat Change/Service Requests Stat Consoles Tasks and Time Entries Stat Projects Search Engines Reports and Graphs Personal Rules Object Tools and Wizards Change Management for PeopleSoft
Object Management (PeopleSoft) Object Archives (PeopleSoft) Object Migrations (PeopleSoft)
Change Management for Oracle Applications
Object Management (Oracle Applications) Patch Management Object Archives (Oracle Applications) Object Migrations (Oracle Applications)
Change Management for Generic Applications
Object Management (Generic Applications) Object Archives (Generic Applications) Object Migrations (Generic Applications)
Appendix: Troubleshooting Chart Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat Reports

The General Project Information Region

The General Project Information Region

The top portion of a Project window contains general information about the project.

Project Code

The unique, user-defined number that identifies the project across all service domains in Stat.

Description

A short description of the project. The description appears on project lists.

Project Owner

The Stat user primarily responsible for the project.

Comments

A free-form, 2000-character field for comments.

Start Date

The date the project is scheduled to start.

End Date

The date the project is due to be completed.

Completed

If checked, indicates that the project is complete.

Service Domains

This field indicates which domains are included in the project. Only the domains to which you have access appear this field.

Before adding new CSRs or tasks, check the corresponding service domain. When you deselect a service domain, the CSRs and tasks that belong to the domain are removed from the project. Stat displays a message box prompting you to confirm this action.

The Project Detail Information Region

The Project window displays more specific information about a project in a series of tabs. These include the CSRs tab, the Task/Activity tab, and the Issues tab.

The CSRs Tab

The CSRs Tab

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.

Associating CSRs to Projects

You can associate existing CSRs with a project from either the CSR window or the Project window.

To associate a CSR to a project from the Project window:
1
In the CSRs tab, click Lookup....
Stat opens the Search CSR Engine window.
2
In the Service Domain field, select the service domain of the CSR you want.
3
If you want to change the view type, select the Cust/Appl/Type option in the View field.
4
Select one of the Search By options to specify the search criteria.
5
Depending on the search criteria you selected, enter the search value in the Search Value field.
* 
NOTE: When using the Number search criteria, enter only the numeric portion of the CSR number in the Search Value field. Do not include the service domain prefix. For example, to search for CHG-5083, select the Change Control service domain and type 5083 in the Search Value field.
6
Select the Open CSRs Only option if you want to locate only open CSRs.
7
Click Search button.
Stat returns a list of CSRs matching the search criteria.
8
Select the CSR you want to add and click OK.
To associate a CSR to a project from the CSR window:
1
In the Project field, click the Browse (...) button.
Stat opens the Search Project Engine window.
2
Follow the steps for using the Search Project Engine earlier in this chapter.

After locating the project you want add the CSR to, click OK. Stat adds the CSR to the project and displays in the project name in the Project field of the CSR window.

You can also add 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.

You can associate a CSR with only one project. Stat displays an error message box when you try to associate a CSR that’s already associated with another project.

To remove a CSR from a project:

Select the CSR you want to remove on the CSRs tab and click Remove.

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