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Stat 6.3 - System Administration Guide

Overview of Stat Administration Administrative Utilities Stat Security General Maintenance Tables
System Maintenance Service Domain Maintenance Department Maintenance Issue Tracking Maintenance Country Maintenance Customer Maintenance Object Type Maintenance PeopleSoft Environment Connection Maintenance Pre/Post Migration Steps Parameters Oracle Applications Configuration Oracle Applications Connection Maintenance Generic Application Connection Maintenance Schema Object Parameters Maintenance Data Object Maintenance PeopleSoft Search Configurations Stat Report Definition Maintenance Version Control Management Connection Maintenance
Service Domain-Specific Maintenance Configuring the Stat Central Agent Email Configuration Object Security Appendix: Sample Service Domain Configuration Appendix: User Class Rights Appendix: Creating a Staging Database Appendix: Database Tuning Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls Appendix: REST Web Services API Appendix: SOAP-Based Web Services API Appendix: Troubleshooting Chart Appendix: stat.conf Configuration Appendix: Custom Report Files

Department Maintenance

Department Maintenance

The Department table defines all the departments in the Stat Repository. Departments can represent either divisions within your business enterprise, such as Accounting, or outside organizations, such as client companies.

Departments are primarily used for reporting purposes. However, before you can define individual customers, you must define the companies (departments) they work for or represent.

Department security is controlled by the following user class rights:

•
Departments - Add
•
Departments - Edit

The Department table is displayed in a standard maintenance window. To open this window, select Maintenance | General | Departments.

If you want to add or update information in the Department Maintenance table, click Search and use the Search PeopleSoft Country/Department Engine to retrieve department information from PeopleSoft environments. You can also add countries defined in PeopleSoft to the Country Maintenance table. For more information, see the section, Updating PeopleSoft Country and Department Definitions .

Value
Description

Active

If selected, indicates that department is currently active

Dept Cd
(Key Value)

A 1-10 character code which uniquely identifies the department

Description

A brief description of the department

Last Update
(Read Only)

The date and time that this record was last updated

Update By
(Read Only)

The user that last updated this record

Issue Tracking Maintenance

The Issue Tracking table defines the two custom label fields on the Issue tabs of the CSR window and Project window. From this table you also define issue statuses.

Issue tracking security is controlled by the following user class rights:

•
Issue Labels - Add
•
Issue Labels - Edit

The Issue Tracking table is displayed in a standard maintenance window. To open this window, select Maintenance | General | Issue Tracking.

Custom Label Fields

Stat provides two fields that you can customize to display and capture specific types of information. These fields can be used to capture either free-form text or a set of predefined values.

To define a custom field:
1
In the Custom1 Label field or Custom2 Label field, type the name of the label as you want it to appear in the Issue tab and the Edit Issue window.
2
In the Field Type field, select either Free Form or Pre-Defined, depending on the type of values that you want the field to capture.
3
If you select Pre-Defined, the next step is to define the values that can be displayed in this field. To define a value, do the following:
a
Click New.
b
In the Custom Type field, select the Custom Field for which you want to define a value.
c
In the Value field, enter the value name.
d
Click OK.
e
Repeat these steps for each value you want the field to display.

Issue Statuses

Like CSR statuses, issue statuses are either open type or closed type. Issue statuses represent the states in an issue’s life cycle.

To define an issue status:
1
In the Issue Tracking Maintenance window, click Status. Stat opens the Issue Tracking Status window.
2
Click New.
3
In the Status Cd field, enter a code (from 1 to 5 characters) that uniquely identifies the issue status.
4
In the Description field, enter a short description on the issue status, such as “on Hold.”
5
If the issue status is a closed-type status, select Closed.
6
Click OK to save your work.
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