Stat 6.3 - User Guide

Customizing the Support Console

You can customize the Support Console to meet your particular needs. Clicking Setup on the console opens the Personal Configuration window. From here you can:

•

Add additional CSR, task or project tabs

•

Add additional list groups

•

Change the display properties of list views and tabs

•

Set up personal reports. This lets you schedule report printing. For more information, see About Stat Reports .

•

Set up personal rules. This advance functionality is discussed further in Personal Rules .

The Personal Configuration window contains four tabs: CSR Lists, List Options, Scheduled Reports, and Personal Rules.

The CSR Lists Tab

From here you can add, remove, or change the display order of tabs in an existing list group or create new list groups.

Defining List Groups

From here you can create an unlimited number of list groups.

To create a list group:

On the CSR List tab of the Personal Configuration window, click Add/Delete....

Stat opens the Select List Group dialog box.

Type the name of the new list group. Then click Add.

The new list group is displayed in the Group field on the CSR List tab.

In the Available Lists field, click on the arrow and select the tab list containing the tab or tabs you want to add.

Double-click on the tab you want to add to your list group, or select the tab and click Add >>.

Click OK.

To delete a list group:

On the CSR List tab, click Add/Delete....

In the Select List Group dialog box, select the list group you want to delete. Then click Delete....

Stat displays a message box prompting you to confirm the deletion.

In the message box, click Yes.


	NOTE: The Default list group cannot be deleted. All users must have the Default list group.

Adding, Removing, and Changing Tabs

To add tabs:

In the Group field, select the list group you want.

In the Available Lists field, select the type of list you want. If you want to see all the available lists, select All Lists from the drop down menu.

Double-click on the desired tab, or select it and click Add>>.

The tab is moved to the Group field and the icon changes to a tab folder to indicate that it is a personal tab.

To remove tabs:

In the Personal Configuration window, select the list group you want in the Group field.

Select the tab you want to remove and click <<Remove, or drag the tab from the right column and drop it in the left column.

The tab is removed from the list on the right and the item picture is changed from a tab folder icon to the appropriate picture.

To change the tab sequence:

In the Personal Configuration window, click and hold on the tab you want to move.

Drag and drop the tab at the desired position.


	NOTE: To save changes, click Apply. To save and return to the Support Console, click OK. To abandon your changes, click Cancel.

The List Options Tab

This tab lets you customize the appearance and behavior of the tabs.

Show Tab Tips

When working in the console, if you position your mouse over a tab, a pop-up window appears displaying the entire name of the tab. You can disable this capability by deselecting Show Tab Tips.

Show Tab Pictures

Each tab can be displayed with or without an icon. Icons are visual clues that help you recognize the tab type. For example, user tabs are preceded by an icon of a human face, whereas tasks are preceded by a checkmark icon. Deselecting the Show Tab Pictures removes the icons from the tabs.

Multi-Line Tabs

If this item is selected, the tabs “wrap” to show all of the tabs in the window, using multiple rows if necessary. If deselected, there is one row of tabs. If additional tabs exist that are not displayed on the row, a set of scrolling arrows appears.

Abbreviate Tab Labels

This option truncates long tab labels to a specified number of characters. For example, if set to 20, the label “Department of Fiscal Responsibility” appears as “Department of Fiscal....” Use the scroll buttons to increase or decrease this value.

CSR List Refresh Rate

This setting controls how often Stat alerts you of changes to CSRs, tasks, and projects. The minimum and maximum allowable settings are defined by your system administrator.


	CAUTION: If the settings you choose are outside the range established by the system administrator, Stat uses the closest allowed setting.

Migration Console

The Migration Console displays information regarding past, present, scheduled, and planned migrations. The console initially displays only the migrations initiated by the user logged in to Stat, but you can expand the list to see migrations performed by all users.

Seleziona il prodotto:

Per una maggiore efficacia, compilare l'Obiettivo della chat:

Soluzioni consigliate per il problema

Stat 6.3 - User Guide

Customizing the Support Console

The CSR Lists Tab

The List Options Tab

Migration Console