Stat 6.3 - System Administration Guide

Country Maintenance

The Country table defines all the countries in the Stat Repository. For each country that you define in the Country table, you can specify a unique set of address field labels in keeping with that country’s postal conventions. This way, when a user needs to enter customer or department information (for example, when defining a new customer in the Customer Maintenance table), Stat can change the field labels based on the country the user selected.

Countries are primarily used for reporting purposes. However, before you can define individual customers, you must define the countries in which they or the companies they represent reside. Stat comes installed with default settings for USA, UK, Australia, and Canada.

Country security is controlled by the following user class rights:

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Countries - Add

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Countries - Edit

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

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

This updates or transfers information to the Stat database and returns you to the previous window.

You can enter any set of values you want when defining a country’s postal conventions. The column headings in the Country Maintenance table are suggestive only.


Value	Description
Active	If selected, indicates that country is currently active
Country Cd (Key Value)	A 1-3 character code which uniquely identifies the department
Description (Required Value)	The name of the country
Short Description (Required Value)	A 1-15 character country description
Address Line 1 Label (Required Value)	Address field label
Address Line 2 Label (Required Value)	Address field label
Address Line 3 Label (Required Value)	Address field label
Address Line 4 Label (Required Value)	Address field label
City Label (Required Value)	Address field label
State Label (Required Value)	Address field label
Country Label (Required Value)	Address field label
Postal Label (Required Value)	Address field label
Custom1 Label (Required Value)	Custom field label
Custom2 Label (Required Value)	Custom field label
Comment Label (Required Value)	Comment field label
Phone Mask (Required Value)	The country’s telephone number scheme. Use the number character (#) and other special characters when defining the scheme. For example, the number scheme for USA is (###)###-####.
Phone Ext Label (Required Value)	Telephone extension label
SIN Label (Required Value)	The personal identification number used by the country. For example, the SIN label for USA is SSN.
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

Updating PeopleSoft Country and Department Definitions

If you want to add or update department or country information in Stat, you can use the Search PeopleSoft Country/Department Engine. This feature allows you to retrieve department and/or country codes from a PeopleSoft environment based on search criteria that you specify. This information can then be added to the Stat database automatically.

Stat's Department and Country Search functionality returns data as specified by views defined in selected PeopleSoft environments. These views are listed in the PeopleSoft Search Configurations table. For more information, see PeopleSoft Search Configurations .

Click Search to open the Search PeopleSoft Country/Department Engine.

To use the Search PeopleSoft Country/Department Engine:

In the Database field, select the PeopleSoft database to search.

Depending on the Search By option you selected, enter a proper value in either the Department or the Country field. Then press the <F6> key.

Stat searches the selected database and displays matching departments or countries in the lower half of the window.

If you want to add or update a department or country to the Stat database, double-click on the department or country, or select it and click Add/Update.

Customer Maintenance

The customer table defines all of the customers in the Stat Repository. Customers report the problems or initiate the requests that result in the opening of CSRs. They can be members of client companies or internal employees.

Customer security is controlled by the following user class rights:

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Customers - Add

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Customers - Edit

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Customers - Edit/View EID. This right allows users to view and edit employees IDs if they have the rights to edit or add customers.


	TIP: You can also define customers in the Stat Web Client.

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

If you want to add or update customer information, click PS Employee and use the Search PeopleSoft Customer Engine to retrieve customer information from PeopleSoft environments. This feature is described in detail in the Stat User Guide, Chapter 7, “Search Engines.”


	NOTE: You can store a maximum of 32767 customer definitions in the Stat Repository.


Value	Description
Active	If selected, indicates that the customer is currently active
Last Name (Required Value)	The customer's last name
First Name (Required Value)	The customer's first name
Department (Required Value)	The department that the customer is associated with. This is a lookup on the Department table.
Employee ID	This number, used primarily with the Stat Employee Service Center module, uniquely identifies the customer in the Human Resources System. This is the EmplId in PeopleSoft. You can use this field when searching for customers.
Telephone	The customer's telephone number
Ext.	The customer's telephone extension
Address Line 1	The first line of the address
Address Lines 2,3,4	The second, third, and fourth lines of the address
City	The city of the address
State	The state of the address
Zip	The zip code of the address
Country (Required Value)	The country of the address
Email Address (Primary)	The customer's primary email address. Stat uses this address for outbound mail to a customer.
Email Address (Additional)	This secondary email address is used by Stat to identify inbound mail. A match is first attempted on the primary address. If none is found, Stat attempts to find a match on the secondary address. This field is helpful if the customer wants to send emails from two different addresses. Stat never sends outbound mail to this address.
Comments	Any comments regarding the customer
Custom 1 and 2	Customized fields
Last Update (Read Only)	The date and time this record was last updated
Update By (Read Only)	The user who last updated this record

Object Type Maintenance

In the Object Type Maintenance table, you configure Stat to support change management and version control for all the objects used in PeopleSoft, Oracle Applications, and generic application environments. For most of the object classes supported in Stat, this involves activating or deactivating object types. However, for file object classes, this involves specifying, setting up, and updating the following:

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File Types – The types of file objects which Stat supports, including PeopleSoft, Oracle Applications, and generic application file types. You can configure Stat to support any type of file (with an extension) based on an ASCII, EBCDIC, or Image format.

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File Servers – The servers where the source file objects are located as well as users’ working directories

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User Default Directories – The working directories where Stat copies the file objects assigned to users. For each user, you can specify a default working directory, and you can also specify a different directory for each file type.

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Oracle Apps Base Directories– For Oracle Applications, the file locations for generic Oracle Apps file types. The locations of the proprietary file types (forms, reports, etc.) are managed by Stat automatically.

Object type security is controlled by the following user class rights, all of which are contained in the Maintenance - File Objects user class rights group:

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