Stat 6.3 - User Guide

Updating and Deleting Tasks

Open the Edit Activity window from one of four locations:

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Select the task you want to edit and click Edit... button.

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From a Project window, select the Task/Activity tab. Then double-click on a task, or select it and click Edit... button. This is discussed further in Chapter 6, “Stat Projects.”

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Select Tools | Time Entry. Then double-click the task in the Time Entry window, which displays a list of all your open tasks with time entry fields for each day in the current week.

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Select the My Tasks tab in the Support Console. Then double-click the task you want to edit.

In the Edit Activity window, modify the task as needed. Then Click OK.

To delete a task:

On the Tasks tab of the Change/Service Request window, select the task and click Delete button. The task is deleted immediately. Once you have deleted a task it cannot be recovered.

Posting Time to Tasks

Stat provides two useful ways for you to update and keep track of how much time users spend on particular tasks:

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If the Time Entry feature is activated for the service domain you are working in, you can use Daily Time Entries to update all the tasks associated with a CSR or project, including tasks not assigned to you. All the tasks associated with a single CSR are listed together to allow for quick updates.

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You can use the Weekly Time Entry feature to store and post time against all your tasks from one location. All open tasks assigned to you are displayed in list format with each day of the current week in its own column, which provides a convenient way for you to post time at the end of each week. You use this feature when you only want to post time entries on your own tasks.

Daily Time Entries List

In the Edit Activity window, Daily Time Entries show the hours posted to a task by a single user on a given date. With the proper security, you can post hours worked by you or another user.

If the Auto-update % complete check box is selected, a task is considered complete when the actual hours posted meets or exceeds the estimated hours. If the check box is not selected, you have to specify this number yourself.

If you select the Complete check box, the Pct. Complete field is automatically set to 100%. Either way, when the percentage complete reaches 100%, Stat automatically updates the Complete Date field with the current date and time.


	NOTE: You can also mark a task as complete directly from the Task/Time tab. To do this, select the task and click Complete, or right-click a task and in the pop-up menu select Mark as Complete. This automatically sets the % column to 100%.

Date

This field displays the date when hours were posted. When you add time, the date defaults to today’s date. You can override the default by clicking in the field and typing a different date.

User

This field displays the user who worked the posted hours. Even though the task might be assigned to a specific user, another user with appropriate rights can also work on the task. When you add time, you are the user by default. You can override the default by clicking the arrow button and selecting another user.

Hours

This field displays the number of hours spent working on the task. Minutes are expressed in terms of percentages. For example, if a task took 2 hours and 45 minutes, you would enter the value 2.75. The number of hours posted is automatically added to the value displayed in the Actual Hrs. field.

Working with Daily Time Entries

Open the Edit Activity window from one of three locations:

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On the Tasks tab of the Change/Service Request window, double-click on the task you want to edit or select it and click Edit... button.

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On the Tasks tab of a Change/Service Request window, click New.

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From a Project window, select the Task/Activity tab. Then double-click on a task, or select it and click Edit... button. This is discussed further in Chapter 6, “Stat Projects.”

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Select Tools | Time Entry. Then double-click the task in the Time Entry window, which displays a list of all your open tasks with time entry fields for each day in the current week.

Do any of the following:

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To add a new time entry, click Add Time to post new time to the task.

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To delete a time entry, select the time entry you want to delete and click Delete Time.

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To sort time entries, click on the column heading you want to sort. Clicking once sorts it in ascending order. Clicking a second time sorts it in descending order.

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To enter comments, double-click the blank space in the left hand column (which displays a pencil and paper icon) for the time entry. Then in the Edit/View comments window, type the comment you want. Then click OK. Stat displays a green checkmark beside the time entry. To view a comment, double-click the icon. You cannot sort using this column.