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Stat 7.0 - Web User Guide

Stat Web
Stat Web Queries CSRs Workflow Tasks CSR Logs CSR History CSR Migration Path Job Monitor Test Connect Reports
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Status History section

The top portion of Workflow section shows a linear sequence of statuses, starting with past statuses, followed by the current status, followed by options for the next possible status.
Each past status shown is labeled with status name that represents the sequence of occurrence. Up to three past statuses are shown. If more than three past statuses exist, the sequence of statuses starts with an entry "(…)" before the three visible statuses. The current status is displayed next in bold.
A list of available transfers from the current status of the workflow is displayed next. The green check mark in the Transfer Ready column indicates if all rules for each status have been satisfied. If current user is able to transfer the status, the radio button next to the status in the Transfer To column will be enabled. Note that all rules could be satisfied for a status, but current user may not be in the Changed-by Users list. In this case, the radio button next to the status in the Transfer To column will not be enabled.
If a red stop icon is displayed in the Transfer Ready column, it indicates the presence of a condition blocking the transfer to that status.
Once an active status in the Transfer To target status list is selected, and when all possible additional conditions to transfer to the status have been met, the Transfer button become enabled, allowing the user to perform the status transfer.
When an active radio button in the Transfer To column is clicked, designating a target status, the following can result:
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If nothing else is required for the status transfer to take place, the Transfer button becomes active.
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If a status transfer rules is prompting a queue change, a set of interactive prompts appears, asking for a queue and user choice. The queue choice begins as active. Once a queue is chosen, the user choice activates. Once both choices have been made and nothing else is required for the status transfer to take place, the Transfer button becomes active.
A change of queue choice resets the user choice.
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If the target status choice implies a transfer override, an interactive prompt for an override explanation appears. Once text has been entered in the field, and nothing else is required for the status transfer to take place, the Transfer button becomes active.
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If the target status choice closes the CSR, an interactive prompt for CSR resolution information appears. Once text has been entered in the field, and nothing else is required for the status transfer to take place, the Transfer button becomes active.
 
 

Diagram section

The next section of the page shows the diagram of the workflow, with statuses as main nodes, arrows connecting the statuses indicating possible status changes, and transfer rule sets as nodes on the connecting arrows.
A status or a transfer rule set can be selected, by clicking it. Clicking in empty space in the diagram de-selects a selection. When an item in the diagram is selected, the detail section of the page, underneath the diagram, shows information about the item. A selected item is shown in a blue square as a selection marker.
The diagram differentiates, in order of precedence, between the current status, possible immediate next statuses (available or blocked), past (previously active) statuses, and future (non-visited) statuses that are not available as immediate transfer targets.
The diagram also indicates Start and End statuses, where the workflow originates / terminates.
The current status is a solid blue, with thick black and white outlines. Its status name is emphasized in bold.
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A possible immediate next status that is available (as opposed to blocked) is filled with a green and white vertical stripe pattern.
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A possible immediate next status that is blocked is filled with a diagonal red and white stripe pattern.
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A past (previously active) status is filled with a horizontal blue and white pattern.
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A future (non-visited) status is indicated with a white fill.
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A workflow start node is marked with an S badge.
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A workflow end node is marked with an E badge.
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A node that has been selected as a transfer target in the Change To column in the page is emphasized with a thick blue outline.
 
User-Advance vs. Auto-Advance Status Transfers
A connecting line between two status nodes shows arrowheads in the direction of possible status transfers: one way or both ways. A user-driven status transfer (requiring the user to interact with the Status History section, clicking the Transfer Status button to initiate the transfer) is represented by a solid black arrowhead. An auto- advance status transfer, which executes as soon as originating status is active and no blocking conditions exist, is represented by an outline arrowhead, with a white fill.
 
Transfer Rule Set Nodes in the Diagram
Transfer rule sets, if present, are shown as icons on the connecting lines between status nodes, near the tip of the connector in direction of the transfer. A transfer rule set that contains no blocked transfer rules is shown as a green check mark icon. A transfer rule set containing blocked transfer rules is shown as a red stop icon. If there are no transfer rules, a white non-filled circle is shown. Transfer rules outside of immediate reachable status transfers are shown with a grey-filled circle.
 
Other Actions
The Diagram section has its own set of secondary actions:
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Legend: shows a dialog window with a legend explaining the states of the diagram.
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Export: exports the entire workflow in pdf format.
 
 

Detail section

When no selection is made in the diagram, the detail section underneath the diagram is empty. With a status node selected in the diagram, the detail section shows details about the corresponding workflow status. With a transfer rule set selected in the diagram, the detail section shows details about the corresponding transfer rule set.
 
Status Details
For a selected status, the detail section shows a table of status rules for that status. The table will display the Rule Name and the Rule Type for that status.
 
Transfer Rule Details
For a selected transfer rule, the detail section shows a title that includes the originating status and the destination status between which the transfer rule resides. If the transfer is an automatic transfer, the title shows the modifier (Auto Transfer).
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If there are transfer approvals associated with the transfer rule, a Transfer Approval List button is displayed to access the approval summary.
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If there are migration approvals associated with the transfer rule, a Migration Approval List button is displayed to access the approval summary.

A tab set with three tabs is displayed for viewing the details for any possible Transfer Rules, the Transfer History, and Changed-by User. The Transfer History tab displays a table of previously occurred transfers for the selected transfer rule. The Changed-by User tab displays the list of users that are permitted to perform this transfer.

 
Workflow Transfer Approval and Migration Approval lists
Workflow transfers and migrations may require approvals. The list of approvers can be accessed from the Detail section of workflow. A Summary Approval Status is displayed that shows the current status of approvals. An ellipsis icon means that the approval is pending, a green check mark means that the approvals are done, and a red circle icon mean that approvals were rejected.
A list of Approvers is displayed depending on whether delayed approvals option has been selected or not. User with proper rights may select a row from the list and use the Approve or Reject button in order to approve or reject a transfer. The Clear button clears the approval status for the selected line. The Email button sends reminder email to selected approvers. You may also select all users in a Queue or Class by clicking on the Queue/Class name. For delayed approvals, the Generate button is used to generate the list of approvers. If delayed approval option is not set, the Regenerate button could be used to regenerate the approval list.
The status of approval is displayed for each Queue/Class/User. An ellipsis icon means that the approval is pending, a green check mark means that the approvals are done, and a red circle icon mean that approval was rejected.
The Approvals list has the following columns:

Table 1. Approvals list columns

Table 1. Approvals list columns
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