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VERSIONI DI PROVA GRATUITA

Stat 7.0 - Web User Guide

Table of Contents

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

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Index

Column Description

Operator Shows a sideways tree graph connecting a root node to each approver item. The graph shows AND and OR nodes to depict the dependencies existing between approver items. Each node in the graph shows a status icon:

•

Pending: ellipsis

•

Approved: green check mark

•

Rejected: red circle with a cross

Approver Shows the Class/Queue name followed by the list of users or the Individual Approver followed by list of users. Approver line items and sub-line items are shown as active if they are selectable, and as inactive if not.

Approval Status Shows icons for approval status per sub-line item.

•

Pending: ellipsis

•

Approved: green check mark

•

Rejected: red circle with a cross

Required Indicates if the entry is required or not.

Overridden By Lists the name of the overriding approver if an approval has been overridden.

Email Sent Displays a green check mark for those listed users to which an email remainder has been sent.

Approval Date: Shows the date the approval was made.

When an approval status is overridden by a user, a dialog pops up to capture the reason for the override, if the system parameter requiring to do so is set.

The History button displays the history of approvals for each transfer status.

Viewing transfer rules

To view the transfer rules for a particular status:

1

Click the View Details link to open the Workflow: Transfer Rules window.

All the workflow rules that control the status transfer of the CSR display. A green check mark in the

Complete column indicates that the rule is complete. An alert icon indicates that the rule is incomplete.

2

Click the Back to Workflow link to return to the Workflow window.

Delaying approval requests

System administrators can configure workflow rules so that requests to approve a status transfer are not generated until all the other rules defined for the status transfer (if any) have been marked as complete. This ensures that a status is ready to be transferred before users are asked to approve it and reduces the number of approval requests open at any one time.

If the delayed approvals option has been selected, the Approval List for a particular status will be empty until all the other transfer rules are completed. Once status is ready to be transferred, a user can generate the approval requests by transferring the status, or with proper security rights, you can override the delayed approvals configuration and generate approval requests by clicking Generate. This button is only enabled for users that have been assigned the user class right, Status Transfer Approval Generate.

NOTE: Once the approval list has been generated, the Generate button changes to Regenerate.

Sending approval request notifications

With proper security rights, you can email a pre-formatted message to individual users or to all the users in the approval list reminding them about pending or rejected approval requests.

To email an individual user,

•

click the mail icon for that user in the Approval E-Mail column in the approval list. To email all users, click the E-Mail button.

An email job request is sent to the Stat® Central Agent which processes the request and sends an email either to each user you selected or to each user in the approval list. A green check mark is displayed next to each user you selected indicating that the job request was submitted to the Agent

System administrators can also configure the Stat Central Agent to include links in the reminder message that the recipient can click to approve or reject the status transfer. This sends an email back to the Stat Central Agent, which processes the response email and changes the approval status to Approve or Reject, depending on which link the approver selected.

NOTE: When an approval status is changed by responding to a reminder message, the Update Date field in the Approval List window will be automatically populated and the Updated By field will display the value, Via email.

For more information, see the book Stat System Administration, Chapter 7, Email Configuration.

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