Auto task security is controlled by the following user class rights:
To open the Auto Tasks by Application table, select Maintenance | Domain-Specific | Auto Tasks | Application Tasks.
To open the Auto Tasks by CSR Type table, select Maintenance | Domain-Specific | Auto Tasks | CSR Type Tasks.
To open the Auto Tasks by CSR Status table, select Maintenance | Domain-Specific | Auto Tasks | CSR Status Tasks.
Business rule security is controlled by the following user class rights:
With proper security, you can also edit personal rules from the Business Rule Maintenance table, including those belonging to other users. For more information on personal rules, see the Stat User Guide, Chapter 9, “Personal Rules.”
The Business Rule Maintenance table is displayed in a standard maintenance window. To open this window, select Maintenance | Domain-Specific | Business Rules.
A 1-10 character code that uniquely identifies this business rule | |
In Stat, outbound email is processed by the Stat Central Agent. You configure the Stat Central Agent that you want to process email in the Electronic Mail Interface - Setup window. For more information, see Configuring the Stat Central Agent for Email . In addition, for the Stat Central Agent to process outbound email, you must assign to it the Send Queued Outbound Mail job. How this job is scheduled is up to you, but it is recommended you have it run frequently in order to promote real-time processing. For more information, see Defining Agent Jobs .
To define a business rule, click New. Stat opens the Rule Editor window. In the Rule Definition tab, you select a trigger event and specify rule criteria the same way you do for personal rules.
The System ID is automatically displayed in the Owner ID field. The Rule ID field displays (New) until you save the rule. When you save, Stat assigns it a unique number.
Every business rule is triggered by a specific, predefined event.
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In the Description field, enter a brief description of your rule, such as “New PeopleSoft CSRs.” The Subject in an outgoing Business Rule email will include the Business Rule description. |
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In the Event field, select an event. |
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Any – When any of the events mentioned below occurs. This is the default event for business rules. |
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Command Error Notification – Sends an email when a triggered business rule has a defined command that completes with an error. |
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CSR Close – When a CSR changes from an open status to a closed status |
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CSR Open – When a new CSR is entered into the system by either a Stat user or the Stat Central Agent |
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CSR Open-Entry – When a new CSR is entered into the system by a Stat user |
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CSR Open-Mail – When a new CSR is created by the Stat Central Agent in response to an email from a customer or another application. Customers can email their requests to a predefined Stat Central Agent email address. Upon receiving the email, the Stat Central Agent automatically opens a new CSR for that request. |
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CSR Re-Open – When a CSR changes from a closed status to an open status |
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CSR Update – When a change is made to a CSR. |
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Migration Notification - When a migration occurs or is scheduled involving specific migration statuses, migrators, modules or target environments. |
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OraApps Patch Application Complete – When the Stat Central Agent for Oracle Apps is done processing the Patch Application request |
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OraApps Patch Application Scheduled – When a Patch Application is scheduled via a CSR or Patch Mgmt Console |
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OraApps Patch Rollback Complete – When the Stat Central Agent for Oracle Apps is done processing the Patch Rollback request |
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Past Due CSR Escalation – When a CSR is past due for a specified amount of time |
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Past Due Migration Approval Escalation – When a migration has not been approved or rejected after a specified amount of time |
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Past Due OraApps Patch Approval Escalation – When a patch application has not been approved or rejected after a specified amount of time |
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Past Due Post Migration Step – When a post migration step has not been completed after a specified amount of time |
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Past Due Project Escalation – When a project is past due for a specified amount of time |
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Past Due Status Approval Escalation – When a status transfer that has not been approved or rejected after a specified amount of time |
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Past Due Status Transfer Escalation – When a status transfer that has been marked as Ready has not been transferred after a specified amount of time |
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Past Due Task Escalation – When a task is past due for a specified amount of time |
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Unopen CSR Escalation – When a CSR has remained unread by the assigned user for a specified amount of time |
NOTE: The fields Type and Value appear whenever you select a past due escalation-type event. Here you specify the amount of time that the item must be past due to trigger the rule. |
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(Optional) Select Fire only once. |
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